Capex and consumption to drive Budget 2026 focus
after close1 source ↓written by the desknot a recommendation
- and geopolitical issues
- ₹92/USD
In a recent ETMarkets Smart Talk, Karthikraj Lakshmanan from UTI AMC highlighted that capital expenditure and consumption are expected to be pivotal themes in Budget 2026. With broader markets correcting ~5% in January 2026, concerns over a weaker rupee at ₹92/USD and geopolitical issues have heightened investor anxiety. Traders should closely monitor these developments as they may influence market sentiment.
Not investment advice. For informational purposes only.