Budget 2026: Which sectors could be in focus? Top stocks retail investors should watch

Higher allocations are expected for defence and allied industries, power, nuclear energy, electronics manufacturing, critical minerals and select labour-intensive sectors impacted by global trade disruptions. Revenue expenditure, subsidies and non-essential spending are likely to remain tightly controlled, reinforcing the capex-led growth model.

Budget 2026: Which sectors could be in focus? Top stocks retail investors should watch
Higher allocations are expected for defence and allied industries, power, nuclear energy, electronics manufacturing, critical minerals and select labour-intensive sectors impacted by global trade disruptions. Revenue expenditure, subsidies and non-essential spending are likely to remain tightly controlled, reinforcing the capex-led growth model.