Budget 2026, Jan. 31 -- Divam Sharma, the co-founder and fund manager at Green Portfolio PMS, believes that a Budget focused on policy continuity and measures to address the visible slowdown in the investment cycle will cheer the Indian stock market. Sharma says markets will also look for fiscal discipline without growth sacrifice. In an interview with Mint, Sharma also shared his views on stock market trends, Q3 earnings, and RBI policy expectations. Edited excerpts:

The stock market would be cheered by a Budget that signals policy continuity while addressing the visible slowdown in the investment cycle.

A clear push toward reviving government capital expenditure, especially in EPC, infrastructure, and core manufacturing, would be a st...