The Economic Survey had earlier flagged risks from the external sector, including volatile capital flows and global financial tightening. Analysts say these concerns are now playing out more visibly in currency markets.Read More

Union Budget 2026 reinforced India’s infrastructure led growth strategy with higher capital expenditure, de risking mechanisms and improved connectivity. Industry leaders expect these measures to boost execution, liquidity and long term demand across real estate segments, supporting urban expansion, housing activity and investment-led development over the medium to long term.Read More

ITC shares fell nearly 3% during the Budget-day session as investors reacted to the December cigarette tax overhaul kicking in from February 1 and a statutory increase in NCCD rates for tobacco products. While the effective duty remains unchanged for now, the move has added policy uncertainty and pressured sentiment.Read More

The government’s increased Securities Transaction Tax on derivatives aims to curb speculation and encourage long-term investing. While high-frequency traders may need to adjust strategies, foreign portfolio investors are expected to remain unaffected, prioritizing company growth and economic stability over short-term trading costs.Read More

Indian stocks slumped in Sunday’s special Budget session after the sharp STT hike on futures and options triggered heavy selling. MCX, Hindustan Copper, Hindustan Zinc, Angel One, BSE and other major names ranked among the top Nifty 500 losersRead More

Indian markets plunged post Union Budget 2026 as Sensex fell sharply on higher trading taxes and weak FPI cues. Despite near term shock, analysts see capex push, defence spending and structural reforms supporting medium to long term growth prospects ahead.Read More

Paytm shares jumped sharply after Budget 2026 announced a significantly higher incentive allocation for UPI and RuPay, boosting sentiment around digital payments. Strong volumes accompanied the rally as investors cheered policy support, while improved profitability and steady revenue growth further strengthened confidence in the fintech company’s outlook.Read More

Gokaldas Exports posted ₹15 crore Q3 FY26 profit, up 81% sequentially, hinting recovery despite global headwinds. Yearly profit fell on US tariffs, while productivity gains, cost controls, stable revenue, and improving margins supported quarter-on-quarter performance across India and Africa outlook.Read More

Economist Swaminathan Aiyar finds the Union Budget unremarkable. He notes a lack of bold reforms and simplification, with many small changes increasing complexity. Fiscal consolidation is marginal. The budget prioritizes stability amid strong growth. Major reforms like fertiliser subsidy abolition were avoided. Sector-specific measures are politically understandable but economically modest.Read More

Union Budget 2026 raised securities transaction tax on futures and options, increasing trading costs across India’s derivatives market. The move triggered a sharp sell off in brokerage and exchange stocks and renewed concerns over liquidity, volumes and foreign investor participation in one of the world’s largest F&O markets.Read More