India’s economy experienced unexpected robust growth and low inflation in 2025, a ‘Goldilocks year’. Experts anticipate a cautious Union Budget 2026, emphasizing continuity and fiscal restraint. While cyclical factors boosted growth, policy innovation and strategic investment, particularly in state capex and FDI, are crucial for sustained stellar performance.
Indian markets offer value as Budget to keep fiscal path intact: Madhusudan Kela
Market veteran Madhusudan Kela anticipates continued fiscal discipline despite a revenue gap. He highlights opportunities in market corrections, noting that individual stocks are becoming attractive