Budget 2026: Why market may shift from broad rallies to stock-specific bets
- Posted on January 26, 2026
- By Business News Today
- 7 Views
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.