Union Budget 2026: Market Volatility and Sector Picks

The Union Budget for 2026-27 is coming up on February 1, and the Indian stock market is getting ready for a bumpy ride.

There are worries about money flowing out of the country, possible new taxes from the U.S., and other global issues.

Experts say investors should focus on big, stable companies in areas like defense, infrastructure, and consumer goods.

They also think sectors like renewables, agriculture, and real estate could do well.

Some specific companies they like are BEL, HAL, L&T, and ITC.

The market has been up and down lately, and this budget could make things even more unpredictable.

But experts say this is normal and investors should be ready to adjust their plans based on what the budget says.