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Motilal Oswal expects Budget 2026 to spur domestic demand, private investment and jobs through tax simplification, rural support, infrastructure and defence capex. The brokerage recommends five beneficiariesTVS Motor, UPL, Bharat Dynamics, M&M Financial Services and Dalmia Bharatciting strong sectoral tailwinds, balance-sheet strength and earnings visibility across consumption, agriculture, defence and infrastructure.
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Peter Schiff warns that gold could replace the US dollar as a global reserve asset, triggering a sharp fall in the greenback amid rising geopolitical and economic uncertainty.
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Indian investors are increasingly entering a more sophisticated phase of portfolio construction, with diversification across asset classes, themes, and geographies becoming foundational, according to Vasanth Kamath, Founder & CEO of Smallcase.
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News and Media
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