Private banks show attractive valuations and positive future growth. Defence stocks have strong order books but limited rerating potential. ITC faces volume challenges due to taxation changes, impacting its earnings trajectory. Investors are watching budget announcements for potential shifts in these sectors.
India’s growth story and the road ahead: Experts share insights ahead of Budget 2026
India’s economy experienced unexpected robust growth and low inflation in 2025, a ‘Goldilocks year’. Experts anticipate a cautious Union Budget 2026, emphasizing continuity and fiscal