Quote on Post budget 2026 by Mr. Navneet Munot, MD & CEO, HDFC AMC LTD
Below the Quote on Post budget 2026 by Mr. Navneet Munot, MD & CEO, HDFC AMC LTD
“Amidst heightened geopolitical volatility, the Union Budget offers a reassuring sense of direction, continuity and policy credibility. The glide path towards a lower debt-to-GDP ratio, alongside sustained emphasis on infrastructure creation—digital, physical and social—augur well for preserving India’s growth momentum over the medium to long term. Continued simplification of the tax architecture strengthens the investment climate by enhancing transparency and predictability.
The revision in the buyback tax framework enables corporates to return surplus capital more efficiently.
Equally noteworthy is that “Reforms Train” keeps chugging along instead of halting at merely one station i.e. Budget day.
With the event now behind us, market attention will shift to incremental macroeconomic cues, corporate earnings and flow dynamics. From a long-term investor perspective, policy consistency, prudence in numbers and persistence in reforms remain the important anchors for value creation.”
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