
Decoding Union Budget 2026 | What It Means for Markets, Sectors & Investors | ICICI Direct
Summary Global markets remain buoyant while India continues to underperform relative to peers. Persistent INR weakness, sustained FPI outflows,

Summary Global markets remain buoyant while India continues to underperform relative to peers. Persistent INR weakness, sustained FPI outflows,

Summary Global markets remain buoyant while India continues to underperform relative to peers. Persistent INR weakness, sustained FPI outflows,

Summary: Entering 2026, equity markets are navigating a complex transition phase marked by elevated long-term interest rates, fiscal dominance

Summary The global macro landscape entering 2026 is marked by structural shifts rather than cyclical noise. Power is gradually

Summary This edition deliberately avoids market forecasts and instead uses data to challenge widely held investment myths. The core

Summary India went through a difficult equity market phase in 2025, marked by underperformance versus global peers, sustained FPI

Summary Global markets remain buoyant while India continues to underperform relative to peers. Persistent INR weakness, sustained FPI outflows, elevated primary market supply, and limited exposure to global AI-led growth themes have weighed on sentiment.

Summary Global markets remain buoyant while India continues to underperform relative to peers. Persistent INR weakness, sustained FPI outflows, elevated primary market supply, and limited exposure to global AI-led growth themes have weighed on sentiment.

Summary: Entering 2026, equity markets are navigating a complex transition phase marked by elevated long-term interest rates, fiscal dominance in developed markets, and uneven earnings delivery across segments. While headline indices remain near all-time highs,

Summary The global macro landscape entering 2026 is marked by structural shifts rather than cyclical noise. Power is gradually moving from the traditional G7 economies toward emerging blocs, led by China, while global monetary conditions

Summary This edition deliberately avoids market forecasts and instead uses data to challenge widely held investment myths. The core message is that data is most useful for negating bad decisions, not predicting outcomes. Markets move

Summary India went through a difficult equity market phase in 2025, marked by underperformance versus global peers, sustained FPI outflows, and currency weakness. However, improving valuations, stabilizing INR, falling global cost of capital, and resilient
Pictern Technologies LLP is AMFI Registered mutual fund distributor with registration no ARN – 152411 and a BSE registered mutual fund distributor (code – 18016) with registered office at Hyderabad, India
Mutual Fund investments are subject to market risks, read all scheme information and other related documents carefully before investing. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. The Mutual Fund is not guaranteeing or assuring any dividend under any of the schemes and the same is subject to the availability and adequacy of distributable surplus. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to your specific requirements, legal, tax and financial implications of the investment/participation in the scheme before investing.
Pictern Technologies LLP is AMFI Registered mutual fund distributor (registration no ARN – 152411) and a BSE registered mutual fund distributor (code – 18016) with registered office at Hyderabad, India
Mutual Fund investments are subject to market risks, read all scheme information and other related documents carefully before investing. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of future performance of the schemes. The Mutual Fund is not guaranteeing or assuring any dividend under any of the schemes and the same is subject to the availability and adequacy of distributable surplus. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to your specific requirements, legal, tax and financial implications of the investment/participation in the scheme before investing.
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