ETMarkets Smart Talk | From tax amnesty to trade deals: What Budget 2026 means for global portfolios, decodes Bhaskar Hazra

February 11, 2026

Budget 2026 introduced a one-time compliance window for undisclosed foreign assets, signaling a move towards structured cross-border investing. While trade deals with the US and EU offer sector-specific opportunities, India’s premium valuations necessitate a focus on quality and growth. Currency volatility remains a key factor for global portfolios.

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