SBI Securities has identified five stocks that could benefit from the capex focused Union Budget 2026, which raised government spending to Rs 12.2 lakh crore. The brokerage sees upside of up to 17%, driven by infrastructure push, banking growth and global demand trends.Read More

Raamdeo Agrawal hails the government’s 100% tax holiday for data centres until 2047 as a “transformational” policy. This move is expected to significantly boost India’s participation in the global AI infrastructure race, leveraging cost advantages.Read More

Bitcoin fell below $76,000 and Ethereum hovered near $2,200 as nearly $2 billion in liquidations triggered a broad crypto selloff. Major altcoins slid sharply, global market cap dropped over 4%, and analysts warned that thin liquidity, ETF outflows and rising macro risks could keep crypto markets volatile.Read More

Gold, silver and equities tumbled together in a rare cross-asset slide, with leveraged unwinding, a stronger dollar and expectations around Kevin Warsh’s Fed outlook triggering a sharp selloff. Analysts warn against chasing rallies, suggesting disciplined asset allocation as precious metals consolidate and large-cap equities offer relatively steadier opportunities.Read More

India’s Union Budget prioritizes continuity amid global uncertainty, with fiscal discipline largely achieved. While borrowing targets raise concerns, the focus shifts to proactive liquidity management to ensure fiscal discipline translates into lower borrowing costs and supports economic growth.Read More

Bitcoin slid to a 10 month low in Asian trading as market sentiment weakened amid broader asset volatility. The cryptocurrency has logged four consecutive monthly declines, its longest losing streak since 2018, with investors rattled by global market turmoil and shifting US monetary policy expectations.Read More

India’s budget received cautious optimism, but reversing foreign investor outflows remains uncertain. While capital expenditure plans align with expectations, higher taxation on derivatives and a significant premium over other emerging markets deter FIIs. Analysts suggest sustained earnings growth and valuation corrections are needed to attract renewed foreign interest.Read More

Temasek Holdings and Life Insurance Corporation of India are poised to be major sellers in the National Stock Exchange of India’s potential $2.5 billion IPO. State Bank of India and SBI Capital Markets are also expected to participate in the offering, which will consist of existing shareholders selling 4% to 4.5% of the company’s equity.Read More

Indian IT firms are likely to favor share buybacks over dividends following recent tax reforms. Market expert Sushovan Nayak believes the new rules make buybacks more tax-efficient for both companies and many shareholders. This shift is expected to encourage cash-rich IT giants like Wipro, LTIM, and TCS to continue returning capital to investors through buybacks...Read More

Latent View Analytics shares jumped nearly 8% after the company posted a 19% year-on-year rise in Q3FY26 profit and strong revenue growth. Improved margins, new client additions and rising institutional participation supported sentiment, while management reiterated focus on scaling AI and Agentic AI capabilities.Read More