
In terms of indices like the Nifty and Sensex, what needs to be watched is whether market breadth recovers. And that is where Budget 2026 may play an important role. The key will be to look at how the government attempts to put economic growth back on track. Even the government realises that it was its own spending that was driving growth. Will it now try and encourage greater capital expenditure by the private sector? Our selected stocks today depict a strong upward trajectory in their overall average score, which is based on five key pillars – earnings, fundamentals, relative valuation, risk, and price momentum. This implies that there has been a significant improvement in their market outlook in the given time frame.