Budget 2026 to double down on defence? Motilal Oswal flags capex winners, yield risks ahead of FY27
- Posted on January 14, 2026
- By Business News Today
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Budget 2026 to double down on defence? Motilal Oswal flags capex winners, yield risks ahead of FY27
Motilal Oswal expects Budget 2026 to reinforce defence-led capital expenditure while maintaining fiscal discipline. With limited tax relief, reliance on RBI dividends and elevated borrowing, the brokerage flags capex-linked sectors as equity winners and warns of range-bound bond yields in FY27.
