Budget 2026 arrives amid weak market sentiment, thin participation, and geopolitical pressures. With fiscal constraints and limited scope for major tax changes, the focus is expected on structural reforms like power sector and IBC revamps. While these could support long-term equities, short-term market revival may remain muted.
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