Investors Eye PSU, Infrastructure, and Market Trends Ahead of Budget 2026

Ahead of Union Budget 2026, investors are focusing on sectors like PSU, infrastructure, manufacturing, defence, and railways, anticipating continued government support and reforms. Mutual funds have trimmed stakes in some stocks like Paytm amid retail exits, while direct retail participation in cash markets has declined, shifting towards mutual funds. Banking sector performance, equity capital markets activity, and portfolio adjustments by prominent investors also highlight evolving investment trends and strategies for 2026.