President Donald Trump backed Fed chair nominee Kevin Warsh, signalling confidence that he would support lower interest rates. However, the nomination could face delays as Republican Senator Thom Tillis threatens to stall any Fed pick until a Justice Department probe into Jerome Powell concludes, creating fresh uncertainty around the confirmation process.Read More

Indian equity markets reacted negatively to the Union Budget and a hike in securities transaction tax. Market veteran Ravi Dharamshi stated the disappointment arose from the absence of measures to attract foreign capital. He noted that foreign institutional investors have been net sellers for over a year. Dharamshi described the budget as fiscally credible, with...Read More

The Union Budget 2026-27 delivers fiscal prudence without sacrificing growth, keeping deficit consolidation on track while sustaining strong capex. Markets reacted cautiously to the STT hike, but measures on buybacks, PIS liberalisation, bond market development and support for sunrise sectors signal a steady, reform-oriented roadmap focused on long-term competitiveness.Read More

Despite a sharp post-Budget market sell-off, brokerages remain bullish on structurally strong themes ranging from defence and infrastructure to data centres, EVs and rare earths. With capital expenditure rising and policy continuity intact, analysts have identified 35 stocks positioned to benefit from India’s long-term growth strategy.Read More

India’s defence stocks enter a volatile phase despite a 22% jump in Budget capex, as valuations run ahead of fundamentals. Brokerages remain bullish on BEL, HAL and Mazagon Dock, citing strong order pipelines and indigenisation tailwinds, but warn that execution risks and lofty expectations could cap near-term upside.Read More

India’s central bank intervened to strengthen the rupee after the federal budget announcement, which negatively impacted government bonds and equities. While the budget prioritized manufacturing, it lacked the bold reforms investors sought. Analysts predict continued rupee weakness and rising local currency rates due to the budget’s conservative approach and a global risk-off sentiment.Read More

U.S. equity markets enter a crucial week as earnings from megacaps, including Alphabet and Amazon, follow Microsoft’s disappointing results. Investors eye the February 6 jobs report for labour market insights. Strong AI-driven growth, corporate earnings, and Fed policy shape cautious optimism, while gold, silver, and valuations add volatility to markets.Read More

Billionbrains Garage Ventures, Groww’s parent, saw its shares tumble following the Union Budget’s hike in Securities Transaction Tax on futures and options. The increased STT rates, impacting derivatives trading, led to a broad sell-off in brokerage and exchange stocks. While potentially equity-positive long-term, the move could cause short-term portfolio rebalancing.Read More

Nilesh Shah of Kotak MF highlights the Union Budget 2026’s focus on continuity, fiscal prudence, and long-term growth drivers. The budget prioritizes reforms and execution, with capital expenditure exceeding net market borrowing for the first time. While STT hikes and SGB taxation pose challenges, increased focus on skilling and manufacturing are seen as positives.Read More

Precious metals are witnessing high volatility, with silver likely to hold support near $65 and gold around $4,440 per troy ounce, says Manoj Kumar Jain of Prithvi Finmart. Prices remain sensitive to dollar fluctuations and geopolitical tensions. On MCX, gold and silver have defined support and resistance levels. Jain advises investors to wait for stability...Read More