ETMarkets Smart Talk | Budget 2026 likely to be reform-focused, FII-friendly: Gaurav Bhandari of Monarch Networth

Budget 2026 is anticipated to focus on reforms and attract foreign investors. Measures like tax relief and regulatory clarity are expected to boost confidence amid global uncertainty. Domestic savings through SIPs will continue to support the market. Experts foresee moderate earnings growth and recommend PSU Banks and Defence sectors. India's economy is projected for strong growth driven by domestic consumption.