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Budget capex signals influence infrastructure-linked stocks
Infrastructure-linked stocks reacted selectively as Budget 2026 reaffirmed continued focus on capital expenditure.
Infrastructure-focused stocks saw selective movement as Budget 2026 reaffirmed capital expenditure commitments. Investors tracked allocations toward roads, railways, and logistics. While overall markets remained volatile, companies linked to public spending attracted measured interest. The capex stance reinforced expectations of steady project execution without significantly altering fiscal consolidation assumptions.