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Budget focus on reforms steadies long-term market expectations
Reform-focused Budget 2026 reinforced long-term market expectations despite short-term volatility.
Union Budget 2026’s emphasis on reforms and execution over populist announcements shaped long-term market expectations. Investors focused on policy continuity, fiscal discipline and implementation timelines. While short-term volatility persisted, broader confidence remained anchored around structural priorities such as infrastructure, manufacturing support and private investment participation.