The Union Budget 2026 kept crypto taxation unchanged, retaining the 1% TDS and loss set-off restrictions, disappointing the industry, which says the measures continue to deter investors and traders.Read More

Defence stocks fell on Budget day despite a sizeable increase in capital outlay, as the hike came in below market expectations and broader sentiment weakened. HAL, BEL, BDL, Mazagon Dock and Paras Defence saw sharp declines, with higher STT and a risk-off shift adding to the post-Budget pressure on the sector.Read More

Finance Minister Nirmala Sitharaman announced a review of FEMA rules to modernize foreign investment frameworks and proposed introducing total return swaps on corporate bonds in the Union Budget 2026.Read More

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