Budget 2026, Jan. 21 -- The Budget for 2026 is set to be unveiled by Finance Minister Nirmala Sitharaman on February 1, 2026. Various industries are buzzing with expectations and recommendations. In the meantime, market experts appear to have a generally neutral outlook.

The brokerage firm Nuvama Institutional Equities suggests that the budget for FY27 will likely maintain a neutral stance from the market's perspective. In their latest report, they noted that the FY27 budget is expected to be somewhat supportive of growth, which is a positive development. However, they believe that the recovery is anticipated to be modest and will not interrupt the cycle of earnings downgrades.

Nuvama emphasizes that for FY27, the key risk to earnings w...