How Budget 2026 Will Impact the Stock Market (Expert Predictions) | Sanjiv Bhasin

Описание: In this episode, we break down the biggest expectations and policy themes around Budget 2026 and what they could mean for Indian stock markets, investors, and India’s long-term economic growth.

Joined by Sanjiv Bhasin, Market Expert and Former Director, IIFL Securities, this conversation goes beyond headlines to analyse Budget 2026 from a market and investor perspective. We discuss how government policy, taxation, inflation, global cues, and investor behaviour may shape capital markets in the year ahead.

From capital gains tax changes, SIP inflows, and IPO momentum to AI investments, PSU banks, exports, and the rupee outlook, this episode covers the key factors currently driving Indian markets ahead of Budget 2026.

What we discussed in the episode:
• Budget 2026 expectations and impact on Indian stock markets
• Government’s balancing act between economic growth and fiscal discipline
• Market valuations vs fundamentals ahead of Budget 2026
• Capital gains tax changes and implications for investors
• Inflation trends, disposable income, and consumption outlook
• IPO boom and private equity exit trends in India

Timestamps
00:00 - Episode Preview
01:07 - Introduction
02:00 - Budget 2026: Growth vs Fiscal Discipline
06:20 - Market Valuations and Budget 2026 Impact
08:35 - Rise of Retail and New-Age Investors
11:42 - Are Markets a Key Policy Stakeholder?
13:20 - Capital Gains Tax Cuts: What to Expect?
16:05 - Derivatives Regulation and Inflation Impact
19:29 - Budget 2026 Outlook for Startups
20:59 - IPO Wave and Private Equity Exits
24:00 - Rupee Outlook and Export Competitiveness
28:40 - India-China Economic Relations
35:16 - Retail FDI and Policy Direction
38:02 - AI Investments and Market Opportunities
42:38 - SIP Inflows and Market Valuations
45:39 - PSU Banks: Growth, Profits, and Challenges