2026-02-04 04:13:12 pm | Source: Emkay Global Financial Services Ltd
Perspective on the Union Budget 2026 by Mr Seshadri Sen, Head of Research and strategies at Emkay Global Financial services
Below the Perspective on the Union Budget 2026 by Mr Seshadri Sen, Head of Research and strategies at Emkay Global Financial services
The Union Budget of FY27 managed a fine balancing act of maintaining capex growth at 12% despite revenue pressures, with a surge in short-term borrowings the only negative. The Nifty corrected 2% on Budget Day and we now see limited downside (1-2%) from current levels. A reversal of the recent correction, however, is heavily dependent on the arrest of the weakness in the rupee. The recent gold price crash, to that extent, is good news – as would be an early conclusion of the India-US trade deal.
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