by ET Markets | February 1, 2026 5:14 pm | Indian Stocks, Market, News
Finance Minister Nirmala Sitharaman’s steep STT hike on futures and options has triggered sharp market backlash, with brokerages and exchanges tumbling up to 9%. Experts warn the move could drain liquidity, deter foreign investors and hurt India’s market...
by ET Markets | February 1, 2026 5:12 pm | Indian Stocks, Market, News
by ET Markets | February 1, 2026 5:11 pm | Indian Stocks, Market, News
Budget 2026–27 reassured bond markets with fiscal discipline and reform continuity. However, higher-than-expected gross borrowing may pressure yields near term as investors await RBI liquidity cues, even as structural measures deepen bond markets and support long-term...
by ET Markets | February 1, 2026 5:11 pm | Indian Stocks, Market, News
PSU bank stocks tumbled in the special Sunday session after the Budget’s record borrowing plan sparked fears of rising bond yields and mark-to-market losses. SBI, Bank of Baroda, Canara Bank, Indian Bank and Bank of India led the decline, dragging the Nifty PSU Bank...
by ET Markets | February 1, 2026 5:10 pm | Indian Stocks, Market, News
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...
by ET Markets | February 1, 2026 5:09 pm | Indian Stocks, Market, News
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...
by ET Markets | February 1, 2026 5:07 pm | Indian Stocks, Market, News
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,...
by ET Markets | February 1, 2026 5:06 pm | Indian Stocks, Market, News
Indian equities fell sharply after Union Budget 2026, with the Sensex dropping nearly 1,600 points. However, infrastructure focused announcements on capex, high speed rail, rare earths, data centres and medical tourism brought 27 stocks into focus as potential...
by ET Markets | February 1, 2026 5:05 pm | Indian Stocks, Market, News
Proposed STT hikes on equity futures and options are expected to cut derivatives volumes, hurt liquidity providers, and pressure broker revenues. Broking stocks fell sharply as higher trading costs threaten margins, especially for firms heavily reliant on equity...
by ET Markets | February 1, 2026 5:05 pm | Indian Stocks, Market, News
The Union Budget has drawn mixed market reactions. Amitabh Chaudhry sees stability and continuity as positives. Focus areas include pharmaceuticals, semiconductors, and infrastructure. While higher borrowings and transaction taxes are concerns, details may bring...
by ET Markets | February 1, 2026 5:04 pm | Indian Stocks, Market, News
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.
by ET Markets | February 1, 2026 4:07 pm | Indian Stocks, Market, News
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 losers
by ET Markets | February 1, 2026 4:06 pm | Indian Stocks, Market, News
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.
by ET Markets | February 1, 2026 4:05 pm | Indian Stocks, Market, News
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...
by ET Markets | February 1, 2026 4:05 pm | Indian Stocks, Market, News
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...
by ET Markets | February 1, 2026 4:04 pm | Indian Stocks, Market, News
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...
by ET Markets | February 1, 2026 3:07 pm | Indian Stocks, Market, News
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...
by ET Markets | February 1, 2026 3:06 pm | Indian Stocks, Market, News
India’s biopharmaceutical sector receives a significant boost with the Union Budget’s ₹10,000 crore Biopharma SHAKTI programme. This initiative aims to enhance domestic manufacturing and innovation capabilities. Industry leaders believe it will help India...
by ET Markets | February 1, 2026 3:05 pm | Indian Stocks, Market, News
Real Estate Investment Trusts (REITs) like Brookfield India Real Estate Trust, Nexus Select Trust, Embassy Office Parks REIT gained up to 3% after Finance Minister Nirmala Sitharaman announced the creation of dedicated Real Estate Investment Trusts (REITs) for Central...
by ET Markets | February 1, 2026 3:05 pm | Indian Stocks, Market, News
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.
