India’s Goldilocks Year & the Budget Dilemma 🧠📊

2025 turned out to be a rare “Goldilocks” phase for India, strong growth without the inflation scare. But markets know this comfort was helped by cyclical tailwinds, not just policy brilliance. That’s why expectations from Union Budget 2026 remain tempered. Experts are betting on continuity, fiscal restraint, and no big surprises. The real test isn’t short-term applause, but whether policymakers can convert this sweet spot into a durable growth story, through sharper state capex, smarter FDI strategy, and targeted policy innovation. In markets, Goldilocks phases don’t last forever. What matters now is what comes after the comfort zone.