Anticipation builds in New Delhi for February 1’s Union Budget 2026-27 presentation by Finance Minister Nirmala Sitharaman. Experts forecast priority on defense modernization, aggressive capex, infrastructure renewal, power sector revival, and affordable homes, all while harmonizing social spending with fiscal conservatism.
Dual mandates—propel growth, police the deficit—loom large in uncertain global climes. India’s fiscal journey from 9.2% deficit heights to 4.4% lows exemplifies resolve, with continuity assured.
Diverging from FY25-26’s consumption-centric tax cuts, this budget may pinpoint interventions. Strategic capex in pivotal domains gains traction per Motilal Oswal insights, as investors eye debt metrics via DBS lens.
The Economic Survey’s 6.8-7.2% growth call for next year signals stability, beating street estimates. Sitharaman’s ninth budget, post-NDA’s 2024 triumph, etches her into history books.
Stock exchanges defy the Sunday norm, opening for budget trading. In essence, Budget 2026-27 charts a course through geopolitical storms, investing in security, connectivity, and citizen welfare to underpin India’s ascent as a global powerhouse.