Semiconductor Stocks: Electronics manufacturing services stocks rallied after the government raised the Electronics Component Manufacturing Scheme outlay to Rs 40,000 crore in Budget 2026. Dixon Technologies, Kaynes Technology, PG Electroplast and peers gained as investors priced in higher domestic demand, stronger incentives and long term semiconductor manufacturing growth.Read More

Indian infrastructure stocks rose after the Union Budget 2026 boosted FY27 capital expenditure to ₹12.2 lakh crore, supporting growth in roads, railways, ports, power, and urban projects. L&T, Adani Ports, IRB Infrastructure and KEC International gained as higher public spending reinforced long-term order book visibility and sector optimism.Read More

Gold and silver prices saw a dramatic fall after reaching record highs. Silver plunged significantly, wiping out substantial value in just two days. Gold also mirrored this weakness. This sharp decline followed a US President’s announcement regarding the Federal Reserve Chair. Experts advise investors against panic, suggesting a long-term perspective and staggered buying during corrections.Read More

Under the Budget 2026 proposals, the STT on futures transactions was increased from 0.02% to 0.05%. The STT on options premium was raised from 0.10% to 0.15%, while the levy on options exercise was increased from 0.125% to 0.15%.Read More

The Budget 2026 allows non-resident Indians to invest in Indian equities via the Portfolio Investment Scheme, raising individual limits and the overall foreign holding cap. The move aims to deepen capital markets, broaden long-term inflows, and leverage global Indian participation, supported by evolving platforms such as GIFT City.Read More

BSE has imposed a 20% circuit limit on Gold and Silver ETFs after an unprecedented crash in bullion prices, anchoring trades to T-1 NAV to curb wild volatility. The move follows sharp declines in MCX gold and silver futures, which triggered steep ETF losses amid a stronger dollar and global uncertainty.Read More

The gold and silver trade is experiencing extreme volatility and speculation, moving beyond normal demand-supply dynamics. Global developments in markets like China and Indonesia, coupled with US trade tariffs and de-dollarization trends, are driving price movements. Regulatory interventions are increasing to curb speculative excesses and ensure physical delivery.Read More

Indian metal stocks slid sharply after a global rout in commodities, triggered by a stronger dollar and hawkish signals from Washington following Donald Trump’s nomination of Kevin Warsh as the next Federal Reserve chair.Read More

Sun Pharma shares rose sharply on Sunday after the company reported a 16% YoY rise in Q3 net profit to Rs 3,369 crore, supported by strong India business and improved margins. The firm also declared an interim dividend of Rs 11 per share, further boosting sentiment despite cautious institutional activity.Read More

The Defence Secretary has indicated a potential 20% increase in the FY27 defence budget to maintain operational readiness and strengthen self-reliance amid ongoing global tensions.Read More