Budget 2026: Rajesh Palviya explains why markets prefer balance over big moves

As the Union Budget approaches, markets prioritize policy continuity and fiscal credibility over headline announcements. Rajesh Palviya of Axis Securities highlights expectations for growth support via infrastructure spending, balanced with fiscal discipline. Investors seek clarity on fiscal deficit, ease of doing business, and selective sectoral opportunities, with a focus on execution strength and balance-sheet resilience.