Indian data centre stocks experienced significant gains following a proposed tax holiday until 2047 for foreign cloud companies. This initiative aims to establish India as a global digital hub. Companies like Techno Electric, Netweb Technologies, Orient Technologies, and Anant Raj saw their shares climb. Cummins India also benefited. Adani Enterprises’ stock saw a slight dip.Read More

State-run bank shares plummeted Sunday following the government’s announcement of a high-level committee to review the sector for future growth. Bank of India saw the steepest fall, with all 12 Nifty PSU Bank index stocks trading lower. This move, part of the Viksit Bharat initiative, also includes restructuring of nonbank lenders, marking a rare Budget...Read More

The government on Sunday proposed to accelerate “recycling” of real estate assets owned by Central Public Sector Enterprises (CPSEs) through the setting up of dedicated real estate investment trusts (REITs).Read More

Realty stocks fell sharply after Budget 2026 disappointed the sector with no major incentives, dragging the Nifty Realty index lower. Developers saw heavy losses amid unmet housing expectations, while REITs outperformed, supported by the government’s continued focus on urban infrastructure development and asset monetisation through dedicated REIT structures.Read More

Indian stocks fell sharply in Sunday’s special trading session after the Union Budget 2026 raised STT on futures and options. The steep hike in derivatives taxes triggered a broad sell-off, as investors worried about lower trading volumes and earnings pressure for exchanges and retail brokerages.Read More

Finance Minister Nirmala Sitharaman unveiled India Semiconductor Mission 2.0. This initiative aims to boost domestic semiconductor manufacturing and encourage industry-led research. The mission seeks to build a robust semiconductor and display ecosystem. India is positioned as a global hub for electronics manufacturing and design. This move is part of a multi-year strategy for a sustained...Read More

Tourism and hospitality stocks rose after the Union Budget 2026-27 announced initiatives to boost medical tourism, skilling, and infrastructure. Indian Hotels, EIH, Lemon Tree and ITC Hotels gained, while Easy Trip Planners surged 9%. The budget’s focus on medical hubs, hospitality institutes, and coastal corridors supports long-term sector growth.Read More

Railway stocks surged up to 3% in a special Sunday trading session following the Union Budget 2026-27 announcement. Finance Minister Nirmala Sitharaman unveiled plans for seven high-speed rail corridors, boosting sentiment for wagon makers, financiers, and technology providers. This initiative is expected to drive significant investment and improve inter-city connectivity across India.Read More

Finance Minister Nirmala Sitharaman announced plans to restructure state-run nonbank lenders Power Finance Corp. and REC to strengthen public sector financial institutions. A high-level committee will also be formed to review the sector for future growth. These initiatives are part of the Viksit Bharat initiative and were revealed during the Union Budget 2026 speech.Read More

Indian healthcare stocks surged following the Union Budget 2026 announcement of measures to boost medical tourism. The government plans to establish five regional medical hubs and train 1.5 lakh caregivers to attract international patients and strengthen domestic capacity. Additionally, a “Biopharma Shakti” initiative with a Rs 10,000 crore outlay will promote domestic production of biologics...Read More