Budget 2026 : Exclusive Interviews

VK Vijayakumar from Geojit Investments reviews the recent budget proposal, highlighting its long-term growth focus despite initial market reactions. He emphasises the need for investors to target fairly valued growth stocks.

Divam Sharma, the co-founder and fund manager at Green Portfolio PMS, highlights the need for a Budget focused on policy continuity and capital expenditure revival to boost market sentiment.

Budget 2026: Vikas Satija, MD and CEO of Shriram Wealth, expects the Budget to remain pro-growth. He says high-net-worth individuals are increasing real estate investments through AIFs, REITs, and InvITs to acquire luxury homes and generate income.

As Budget 2026 approaches, Nuvama Group's Senior VP Sandeep Raina suggests potential incentives for the struggling export sector and rural economy. With a pause in fiscal consolidation, the budget may signal a shift towards growth amidst global economic challenges.

As India gears up for Budget 2026, YCH India's Country General Manager, Jossy Sebastian, shares insights on how strategic investments in logistics infrastructure can enhance competitiveness and create jobs, making a pivotal difference for manufacturing and exports.

Over the last few years, the importance of the Union Budget as the only window for reform measures has reduced significantly, and reform measures have become round the clock process, says Sunny Agrawal, Head of Fundamental Research at SBI Securities.

Pankaj Pandey of ICICI Securities shares insights on the upcoming Union Budget 2026, predicting modest capital expenditure growth, particularly in defence and railways. He also shares his views on Q3 earnings trends and how investors should navigate rising geopolitical risks

Nitin Agarwal, CEO, Mutual Funds, InCred Money, emphasises the need for fiscal prudence in India's upcoming budget. His insights highlight the shifting landscape of investment strategies and the evolving role of gold as a strategic asset.

We do not expect major income tax cuts or big changes in GST in this budget, as the government remains focused on controlling the fiscal deficit, says Atul Parakh, CEO of Bigul.

As India gears up for Budget 2026, Mirae Asset's fixed income head, Basant Bafna, says yields on central government securities may remain supported as the government remains committed to fiscal consolidation and as prevailing spreads remain higher vis-à-vis historical averages.