Market experts believe that the upcoming budget will place a strong emphasis on emerging priority sectors that can drive long-term growth and strategic resilience. A recent report said the budget will give more attention to defence, critical minerals, power, electronics, infrastructure and affordable housing. It noted that policymakers must support growth while keeping government spending under control in a difficult global climate. The report said the role of the budget has narrowed over time due to several steps taken outside the budget. Hence, the 2026 budget is likely to stress capital spending on defence, infrastructure, power and strategic sectors, seen as crucial for security, jobs, stability and long-term growth.