ETMarkets Smart Talk | Budget 2026 may offer tax relief as markets seek clarity on capital gains: Rohit Agarwal

January 22, 2026

As Budget 2026 approaches amid geopolitical risks, investors anticipate policy clarity and potential capital gains tax relief. Despite muted returns, measured expectations create room for positive surprises, with domestic SIPs expected to continue their steady rise. Private sector banks are poised for growth as the interest rate cycle nears its end.

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Wall Street indexes climbed for a second day as President Trump rescinded tariff threats on European allies, boosting investor confidence. Positive U.S. economic data, including

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