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Budget 2026 focus sharpens on market triggers and stock opportunities
Markets await Budget 2026 signals on capex, taxes and fiscal discipline, with investors eyeing sector-specific stocks and policy clarity for near-term direction.
Investors are closely tracking Budget 2026 expectations as markets brace for policy cues from finance minister Nirmala Sitharaman. Key triggers include fiscal discipline, capex allocation, tax reforms and sector-specific incentives for infrastructure, manufacturing and green energy. Market experts believe selective stock picking will dominate sentiment, with clarity on deficit targets and growth spending likely to guide near-term equity market direction.