ETMarkets Smart Talk | Why the Budget’s 4.3% fiscal deficit target is a positive for markets: Sunil Sanghai

February 7, 2026

NovaaOne Capital’s Sunil Sanghai explains why the government’s 4.3% fiscal deficit target reassures markets despite revenue constraints. In this ETMarkets Smart Talk, he highlights the importance of capex-led growth, fiscal discipline, and lesser-noticed structural reforms that could support long-term capital formation.

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