As Finance Minister Nirmala Sitharaman presented the Union Budget 2026–27 in Parliament — her ninth consecutive Budget — investors, business leaders and market participants reacted to the policy directions and economic priorities outlined in the speech.
Market and Investor Sentiment
Markets remained active on Budget Day despite it falling on a Sunday, with trading on both the NSE and BSE reflecting cautious investor expectations. Rather than looking for immediate tax giveaways, traders focused on clarity in fiscal policy, capital expenditure plans and measures to strengthen export competitiveness.
Industry feedback highlighted several key themes based on the Budget’s announcements:
Infrastructure and Urban Growth
Real estate and urban-growth stakeholders welcomed sustained infrastructure spending and initiatives aimed at improving connectivity and urban development, viewing these as supportive of balanced regional expansion.
Technology and MSME Support
Leaders in technology, automation and MSMEs pointed to the Budget’s emphasis on technology-driven security solutions, enhanced credit flows and initiatives targeted at strengthening small and medium enterprises, reflecting the government’s intent to combine innovation with economic resilience.
Agriculture and Value Addition
Budget measures also drew praise from agricultural and allied sectors, where tech-driven advisory systems and focused support for high-value crops were seen as steps toward boosting farm incomes and domestic value addition.
Biopharma and Healthcare
Industry insiders spotlighted strategic investments in biopharma and healthcare, including initiatives aimed at positioning India as a global hub for therapeutics, professional training, and medical tourism.
Manufacturing and Defence
The expanded focus on semiconductors, defence manufacturing and broader industrial capabilities received attention as measures that could enhance India’s technological self-reliance and long-term manufacturing growth prospects.
Overall, the live reactions reflected a blend of cautious optimism and demand for execution clarity, with stakeholders looking beyond immediate market moves toward sustained policy direction and implementation.
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