ETMarkets Smart Talk | Capex push and tax relief key to boosting disposable income in Budget 2026: Avendus Wealth

Market sentiment is cautious ahead of Budget 2026 due to global uncertainty and pre-Budget positioning. Experts suggest a continued capex push and targeted tax relief to boost disposable incomes and private investment. Investors are advised to focus on post-Budget clarity and earnings visibility, with a selective approach to small and midcap stocks.