Investors' Guide: What To Expect From Budget 2026-27

Friends, don't get distracted by the daily market noise. Let's look at the 'Green Basics' and the data that actually moves the needle for your wealth.

1. The "Fiscal Anchor" (Stability First)

• My View: We are anchoring the country with a tight 4.3% fiscal deficit.

• The Data: Debt-to-GDP is projected to fall to 55.6% from 56.1%.

• Analogy: We are building a fortress that can withstand global financial storms.

2. The Infrastructure Multiplier

• My View: The focus has shifted decisively toward "Asset Creation over Consumption".

• The Data: Total Capex is now ₹12.2 lakh crore—a 9% jump.

• Impact: 7 new growth connectors (Rail Corridors) like Mumbai-Pune and Delhi-Varanasi will change how we do business.

3. Digital & Green Sovereignty

• My View: We are securing our digital future by powering data centres with "green basics".

• The Big Move: A 22-year tax holiday for data centre investments.

• Energy: ₹22,000 crore for PM Surya Ghar to decentralize power through rooftop solar.

4. The Shift in Rural Livelihoods

• My View: We are replacing manual labor with guaranteed professional skills.

• The Pivot: MGNREGA budget slashed to ₹30,000 Cr, while the new VB-G RAM G Mission gets ₹95,692 Cr for skilled livelihoods.

• The Result: Higher quality of life and formal consumption in rural India.

5. Tax Clarity & Reform

• My View: The new Income Tax Act, 2025 is a landmark reform to simplify our ecosystem.

• Investor Benefit: Share buybacks will now be taxed as Capital Gains, which I believe greatly benefits minority investors.

• Corporate Ease: MAT reduced from 15% to 14%.

Final Word:

As detailed in our Research Report, we are moving toward a 10% nominal GDP growth target.

The strategy is clear: Growth + Discipline. Stay invested in the sectors we've highlighted—Biopharma, Semiconductors, and Renewables.

-(Written by Deven Choksey)

(Disclaimer: The views expressed in this article are purely informational, and Republic Media Network does not vouch for, promote, or endorse any opinions stated by any third party.)

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