What Does Union Budget 2026 Mean For Investors Along With India-US-EU Deal? скачать в хорошем качестве

What Does Union Budget 2026 Mean For Investors Along With India-US-EU Deal?

Today we highlight how policy is implicitly rewarding companies with strong execution, balance-sheet discipline, and diversified order books, setting up a more selective environment where quality and delivery matter as much as top-line announcements. Fiscal discipline is the key focus on of this budget. On the spending mix, the focus shifts to infrastructure details: railway capex up 11% with emphasis on freight corridors and track doubling, and road capex up 8%, alongside themes like urban infrastructure, water, metro projects, and affordable housing—areas that can shape order flows across multiple sectors. The Union Budget 2026 coincides with 2 critical events, including a correction of more than 30%, creating near-term growth risk even as the there are potential medium-term benefits. So today, we look at: 1. What is India’s trade deal momentum with the EU and the US? 2. How are upcoming earnings cycle looking? 3. What sectors to focus post budget? 🔔SUBSCRIBE TO THIS CHANNEL👇 https://youtube.com/c/WrightResearchH... ********************* Portfolio Investments: 💰Wright Momentum Portfolio► https://wrightresearch.in/portfolio/m... 💰Wright Alpha Prime Portfolio► https://wrightresearch.in/portfolio/a... 💰Wright Smallcaps Portfolio► https://wrightresearch.in/portfolio/s... 💰Mutual Fund Portfolios► https://wrightresearch.in/portfolio/m... 💰Wright Factor Fund PMS ► https://www.wrightresearch.in/portfol... 💰Wright Factor Fund Hedged PMS ► https://www.wrightresearch.in/portfol... 💰Wright Alpha Fund PMS ► https://www.wrightresearch.in/portfol... ********************* 👉Free Portfolio Review Tool ► https://wrightresearch.in/analyze 👉Signup to our mailing list► https://eepurl.com/hcIgZ9 👉Blogs from Wright► https://wrightresearch.in/blog 👉Our website► https://wrightresearch.in ********************* Follow us on: 🔔Twitter►   / researchwright   🔔Instagram►   / wrightresearch   🔔Linkedin►   / wrightresearch   Disclaimer: Investments or trades mentioned in this video are solely for educational purposes and should not be considered as personalized financial trading, or investment advice. The purpose of this video is to provide educational information and not to provide advice based on your individual circumstances. It is recommended that you consult with a qualified financial advisor to discuss your specific requirements and situation. All investments are subject to market risks. Please read all scheme related documents carefully before investing. Past performance is not an indicator of future returns. Full disclosures here► https://www.wrightresearch.in/disclos... -------------------------------------------------------------------------------------------------------------------------------------- 🙋‍♂️ About us: Wright Research is an AI powered portfolio manager, advisor and research firm that uses quantitative research and machine learning to create stable stock market & mutual fund investment options that generate return potential across different market conditions. Optimize your portfolio and work towards your financial goals with our bundles, designed with the power of Data Science. Wright Research was incorporated in November 2019 as Wryght Research & Capital Private Limited and is a; SEBI Registered Portfolio Manager Reg No: INP000007979 (Validity: Apr 03, 2023 - Perpetual), SEBI Registered Investment Advisor Reg No: INA100015717 (Validity: Jan 12, 2021 - Perpetual) and a SEBI Registered Research Analyst No: INH000017295 (Validity: Jul 03, 2024 - Perpetual).