As Budget 2026 approaches, analysts expect a low-impact event for equities amid muted expectations. With Nifty already down sharply in January, a non-event Budget may help stabilise sentiment rather than trigger volatility in a cautious, range-bound market.
IT rebound, banking bets & global themes: Sandip Agarwal maps the market playbook
Market expert Sandip Agarwal sees a structural turn in IT stocks driven by a weakening rupee and cooled valuations, expecting significant EPS growth. He also