New Delhi, Jan. 21 -- Nitin Agarwal, CEO, Mutual Funds, InCred Money, believes the budget must encourage private sector investment while maintaining fiscal discipline. He says the government must adhere to current fiscal deficit targets even if it requires containing revenue expenditure growth. Apart from his Budget expectations, Agarwal also shared his views on the FII-DII trend, mutual funds, and gold in an interview with Mint.

Edited excerpts:

India's economy has achieved a robust 8% growth in the first half of FY26, demonstrating remarkable resilience.

For Budget 2026, I expect a balanced approach prioritising three key areas:

First, sustained capital expenditure is critical. The government allocated nearly Rs.11 lakh crore for di...