📊 Pre Budget Rally | Union Budget 2026–27 Expectations | Market Strategy | Sector Impact

Описание: Agla Union Budget 2026–27 aane wala hai aur stock market ki expectations kaafi high hain. Har saal jaise hi Budget ka season aata hai, market mein pre-budget rally, speculation aur volatility dekhne ko milti hai. Is video mein hum detail mein samjhenge ki Budget se pehle market ka behaviour kaisa raha hai, government ka focus kya ho sakta hai, aur investors ko kis direction par dhyaan dena chahiye.

📉 Budget Day Market Movement – Last 5 Years (Nifty 50)
History batati hai ki Budget day par market hamesha positive hi rahe, zaroori nahi:
• 2024: Market Down –0.13%
• 2023: Market Down –0.20%
• 2022: Market Up +1.4%
• 2021: Market Up +4.7%
• 2020: Market Down –2.5%
👉 Isse ek baat clear hoti hai — Budget day reaction unpredictable hota hai, lekin long-term direction Budget decide karta hai, na ki ek din ka move.
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🔥 Union Budget 2026–27: Market Expectations
Experts is Budget ko keh rahe hain:
👉 “Consolidation Budget with a Consumption Heart”
Matlab government ka focus rahega:
✔ Fiscal discipline maintain karna
✔ Middle class aur rural demand ko boost karna
✔ Long-term economic growth ka framework set karna
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🔹 Previous Budget Snapshot (FY 2025–26)
FY 2025–26 ka total budget size tha ₹50.65 lakh crore.
Key highlights:
• Net Tax Receipts: ₹28.37 lakh crore
• Fiscal Deficit Target: 4.4% of GDP
• Capital Expenditure: ₹11.21 lakh crore
👉 Government ne growth aur discipline dono ko balance kiya.
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💰 Government ka ₹1 Income Kahan Se Aata Hai?
• 27 paise: Borrowings
• 19 paise: Income Tax
• 18 paise: GST & Other Taxes
• 17 paise: Corporate Tax
• 9 paise: Non-Tax Revenue
• 5 paise: Excise Duty
• 4 paise: Customs Duty
👉 Economy tax, borrowing aur PSU income par chalti hai.
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📈 Capex Push & Fiscal Discipline
• Overall capex growth: 8–10% expected
• Defence capex: 12–15%
• Infrastructure spending strong rehne ki sambhavna
Iska direct fayda milega:
✔ Cement
✔ Steel
✔ Infrastructure
✔ PSU stocks
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🌍 External Sector Focus
Global uncertainty ke beech government focus kar sakti hai:
• Export incentives
• Import duty rationalisation
• Trade agreements
• Domestic manufacturing support
👉 Goal: India ko globally competitive banana
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💸 Taxation & Middle Class Expectations
Most watched area:
• New tax regime simplification
• Standard deduction ₹75,000 se ₹1,00,000 ho sakti hai
• ₹12L–₹20L income slabs ka expansion
• Home loan benefits ka partial return
👉 Disposable income badhegi → Consumption badhega → GDP growth.
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🏗 Sector-Wise Expectations
Infrastructure: Roads, railways, logistics par focus
Defence: Aerospace & strategic manufacturing push
MSMEs: Easier credit & PLI expansion
Tech & AI: Semiconductor, R&D aur space sector boost
Real Estate: Tax relief & demand revival
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⚡ Power & Energy – Special Focus
Expected initiatives:
• PM Surya Ghar Rooftop Solar
• Green Energy Corridor
• Nuclear & battery storage projects
Challenges bhi rahenge jaise high cost aur long gestation, lekin long-term energy security key theme rahegi.
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📊 Stock Market Expectation

✔ Capex announcements
✔ Tax reforms
✔ Fiscal discipline
✔ Consumption push

👉 Broad rally mushkil hai, sector-specific movement zyada hogi. Budget reaction se zyada direction important hoti hai.
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📌 Final Takeaway

“Budget overnight paisa nahi banata,
lekin next 10 saal ka roadmap zaroor banata hai.”
Smart investors noise nahi, vision follow karte hain.
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⚠️ Disclaimer:

Before buying any stocks please take advice from your financial advisor.
Thakur Capital will not be responsible for any losses in the share market.

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