ETMarkets Smart Talk| Budget 2026 to prioritise capex and policy continuity over big-bang reforms: Niraj Kumar

Budget 2026 is expected to prioritize growth support and macro stability, with a focus on capital expenditure and fiscal discipline. Niraj Kumar of Generali Central Life Insurance anticipates a revival in earnings growth, driven by domestic demand and policy continuity, making India structurally well-placed despite geopolitical uncertainties.