ETMarkets Smart Talk | Capex and consumption may steal the show in Budget 2026: UTI AMC’s Karthikraj Lakshmanan

UTI AMC's Karthikraj Lakshmanan anticipates Budget 2026 will balance fiscal discipline with growth, focusing on capital expenditure and consumption. He notes market nervousness due to geopolitical concerns and rupee depreciation, advising a staggered investment approach for equities with a 5+ year horizon.