Budget 2026: Sectors Poised for Outperformance on Three Key Pillars
Budget
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Moneycontrol•15-01-2026, 07:12
Budget 2026: Sectors Poised for Outperformance on Three Key Pillars
- •Budget 2026 is expected to maintain focus on sustaining capital expenditure, continuing fiscal consolidation, and using targeted interventions.
- •Public capital expenditure has consistently risen, driving private investment, credit growth, and tax buoyancy, rewarding markets.
- •Fiscal discipline, with a declining fiscal deficit, is crucial for anchoring interest rates and supporting long-duration assets.
- •Infrastructure, industrials, and financials are poised to benefit from continued capex momentum and fiscal credibility.
- •Manufacturing, defense, energy transition, and select consumption sectors offer structural opportunities with targeted support.
Why It Matters: Budget 2026's adherence to capex, fiscal consolidation, and targeted interventions will drive specific sector outperformance.
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