Business

Budget 2026: Why market may shift from broad rallies to stock-specific bets

January 26, 2026 1 views 1 min read
Budget 2026: Why market may shift from broad rallies to stock-specific bets
A key shift we expect is transition in policy emphasis from stimulating consumption to enabling production, reflecting a broader economic pivot from a ‘Buy India’ approach to a ‘Build India’ agenda.