Pre-Budget 2026: PSUs, FMCG & New-Age Stocks In Focus, Check Full Detail

As 2026 begins, market focus is shifting to earnings and the Union Budget as key near-term triggers. Experts are advising investors to start building positions in select pockets ahead of these events. Public sector undertakings (PSUs) remain a preferred theme, with PSU banks like Canara Bank and Bank of Kerala expected to benefit post-Budget. In manufacturing and defence, stocks such as BEL and BHEL are in focus, supported by government spending visibility. Among new-age businesses, Lenskart stands out on strong store expansion and expectations of robust Q3 earnings. Within consumption, FMCG is seen as a steady outperformer, with Tata Consumer, Godrej Consumer and Britannia likely to benefit from GST-related volume recovery and improving demand trends during the earnings season. #BusinessToday #MarketOutlook2026 #EarningsSeason #UnionBudget2026 #StockMarket #InvestmentStrategy #PSUStocks #PSUBanks #DefenceStocks #FMCGStocks #EquityMarkets #LongTermInvesting #IndiaGrowthStory #Lenskart #FMCG #CanaraBank #GodrejConsumer ----------------------- Thank You for watching! Do not forget to Like | Comment | Share ----------------------- About the channel Watch us for the best news and views on business, stock markets, crypto currencies, consumer technology, the world of real estate, bullion, automobiles, start-ups and unicorns and personal finance. Business Today TV will also bring you all you need to know about mutual funds, insurance, loans and pension plans among others. Follow us at: Website: https://www.businesstoday.in WhatsApp: whatsapp.com/channel/0029Va4Hd309hXFCqY62yD2I Facebook:   / businesstoday   twitter:   / business_today   Instagram:   / business_today