Budget 2026 Explained Clearly | Post-Budget Analysis, Key Numbers & Sector Impact

Описание: As the Union Budget 2026 is announced, market reactions often focus on headlines and short-term moves.
But what truly matters is what the Budget signals for the economy, sectors, and investors going forward.

In this video, Sneha Poddar (VP – Fundamental Research, Motilal Oswal) decodes the Union Budget 2026 in a simple and easy-to-understand manner.

🔍 What this video covers:

What the key Budget numbers really mean

Fiscal deficit, debt-to-GDP and growth assumptions explained simply

Why capital expenditure remains a key focus

How defence, infrastructure, power and manufacturing are positioned

Which sectors see structural support and which remain neutral

What this Budget tells us about long-term economic direction

How investors can think beyond Budget Day headlines

This video is meant to help viewers understand the Budget clearly, without jargon or noise.

📊 For deeper sector coverage, stock-level research and insights,
download the Research 360 app: research360.app.link/youtubelinkinbio

00:00 Why Budget Impact Goes Beyond One Day
00:28 What Really Matters After the Budget
00:48 Post-Budget Analysis with Sneha Poddar
01:20 The Big Picture: Growth vs Discipline
01:50 Fiscal Deficit Explained (4.3% of GDP)
03:05 Debt-to-GDP & Long-Term Fiscal Planning
04:15 Nominal GDP Growth Assumption Explained
05:10 Capital Expenditure (Capex) & Why It Matters
06:20 Defence Capex & Manufacturing Push
07:20 Sector Impact: Beneficiaries vs Neutral Sectors
08:40 Key Negative: Higher STT on Derivatives
09:20 What This Budget Means for Retail Investors
10:20 Market Strategy: Budget vs Earnings Growth
11:10 Final Takeaways: Beyond Headlines
11:45 Research 360 App & Subscribe CTA