Defence, railways may get big Budget push; new measures to boost consumption unlikely: Pankaj Pandey of ICICI Securities

Pankaj Pandey of ICICI Securities shares insights on the upcoming Union Budget 2026, predicting modest capital expenditure growth, particularly in defence and railways. He also shares his views on Q3 earnings trends and how investors should navigate rising geopolitical risks 

Defence, railways may get big Budget push; new measures to boost consumption unlikely: Pankaj Pandey of ICICI Securities
Pankaj Pandey of ICICI Securities shares insights on the upcoming Union Budget 2026, predicting modest capital expenditure growth, particularly in defence and railways. He also shares his views on Q3 earnings trends and how investors should navigate rising geopolitical risks 

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