Budget 2026: Bond market vs equity market expectations

January 17, 2026

Investors await Union Budget 2026-27 amid global and domestic headwinds, assessing whether fiscal prudence, tax relief and growth measures can align bond and equity interests, revive FPI inflows, support earnings, and sustain India’s macro stability through disciplined deficits and reforms.

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Pharma, Auto, and IT: Pankaj Pandey shares sectoral insights amid global challenges

Pankaj Pandey shares insights on Indian sectors facing US tariffs. He sees limited impact on pharma growth but potential benefits for Jubilant Pharma and Piramal

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Aditya Shah sees PSU banks, SBI and HDFC as key picks amid volatility

India’s banking sector demonstrates resilience with steady loan and deposit growth, particularly from private lenders like HDFC Bank. While concerns about margins and global risks

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