Budget expectations low, says Jefferies; lists defence capex among 8 measures to watch out for

January 20, 2026

Jefferies expects limited surprises in the FY27 Union Budget, with the government sticking to fiscal consolidation while focusing on defence-led capex and targeted consumption support. The FY27 fiscal deficit is seen around 4.2% of GDP, though a higher 4.4% could signal a growth push, supporting equities but pressuring bond yields.

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