Budget 2026 Unlikely to Significantly Impact Markets: Samir Arora
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CNBC TV18•28-01-2026, 13:01
Budget 2026 Unlikely to Significantly Impact Markets: Samir Arora
- •Samir Arora, Founder and Fund Manager at Helios Capital, has low expectations for Budget 2026, anticipating no major market-moving announcements.
- •Arora suggests minor changes to long-term capital gains tax for a limited set of foreign investors are possible, but unlikely to broadly affect markets.
- •He advocates for foreign portfolio investors to be taxed in their home countries, not India, but acknowledges the difficulty in changing the current system.
- •A temporary reduction in capital gains tax for all investors could boost sentiment and improve post-tax returns, potentially lifting the market by 4-5%.
- •Arora expects market sentiment to improve gradually over 6-9 months driven by earnings growth and global trade, not significant budget changes.
Why It Matters: Samir Arora believes Budget 2026 will not significantly move markets, with gradual improvement driven by earnings and global trade.
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