Union Budget: Growth Support with Fiscal Discipline is Key, Says INVasset's Anirudh Garg
Business
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Moneycontrol•30-01-2026, 07:33
Union Budget: Growth Support with Fiscal Discipline is Key, Says INVasset's Anirudh Garg
- •Anirudh Garg of INVasset PMS emphasizes that the Union Budget must reassure markets on continued growth support without sacrificing fiscal discipline.
- •Sustained capital expenditure in infrastructure, manufacturing, and energy transition is crucial for market sentiment, enhancing earnings visibility and private investment.
- •The India-EU trade deal remains strategically attractive despite tariff pressures and geopolitical uncertainties, offering diversified market access and reduced dependence on few blocs.
- •Meaningful investment inflows from the India-EU deal are expected over time, not immediately, depending on execution and ease of doing business.
- •Job creation and income growth are essential for sustained demand; interest rate cuts and GST reductions alone are insufficient.
Why It Matters: The Union Budget needs to balance growth support through capex with fiscal discipline for market confidence.
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