Market Budget 2026 Playbook: How To Invest Before Budget Amid Geopolitical Risks

As the pre-Budget momentum builds in the markets, this special discussion brings together leading market experts to decode expectations from Union Budget 2026 amid rising geopolitical risks and global uncertainty. The panel analyses the macro balance sheet, fiscal prudence, capital expenditure, consumption trends and tax policy, while also examining the impact of global shocks, foreign fund flows and currency movements. Key sectors such as banking, IT, consumption and precious metals are discussed in detail, along with the outlook for equities, gold and the rupee. The conversation also focuses on investment strategies ahead of the Budget, helping investors understand how to position portfolios in a volatile environment and navigate market opportunities in the coming financial year.