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.
by ET Markets | February 1, 2026 3:04 pm | Indian Stocks, Market, News
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...
by ET Markets | February 1, 2026 2:05 pm | Indian Stocks, Market, News
Economist Swaminathan Aiyar finds the Union Budget unremarkable. He notes a lack of bold reforms and simplification, with many small changes increasing complexity. Fiscal consolidation is marginal. The budget prioritizes stability amid strong growth. Major reforms...
by ET Markets | February 1, 2026 2:04 pm | Indian Stocks, Market, News
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).
by ET Markets | February 1, 2026 2:04 pm | Indian Stocks, Market, News
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...
by ET Markets | February 1, 2026 1:11 pm | Indian Stocks, Market, News
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...
by ET Markets | February 1, 2026 1:11 pm | Indian Stocks, Market, News
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.
by ET Markets | February 1, 2026 1:10 pm | Indian Stocks, Market, News
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,...
by ET Markets | February 1, 2026 1:09 pm | Indian Stocks, Market, News
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...
by ET Markets | February 1, 2026 1:09 pm | Indian Stocks, Market, News
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%.
by ET Markets | February 1, 2026 1:07 pm | Indian Stocks, Market, News
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...
by ET Markets | February 1, 2026 1:06 pm | Indian Stocks, Market, News
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...
by ET Markets | February 1, 2026 1:05 pm | Indian Stocks, Market, News
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...
by ET Markets | February 1, 2026 1:05 pm | Indian Stocks, Market, News
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...
by ET Markets | February 1, 2026 1:04 pm | Indian Stocks, Market, News
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...
by ET Markets | February 1, 2026 12:10 pm | Indian Stocks, Market, News
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...
by ET Markets | February 1, 2026 12:09 pm | Indian Stocks, Market, News
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...
by ET Markets | February 1, 2026 12:09 pm | Indian Stocks, Market, News
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...
by ET Markets | February 1, 2026 12:07 pm | Indian Stocks, Market, News
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...
by ET Markets | February 1, 2026 12:06 pm | Indian Stocks, Market, News
GMDC and NMDC shares rose after the Budget 2026 announced a dedicated rare earths corridor aimed at building a complete critical minerals supply chain. With states like Tamil Nadu, Odisha and Kerala set to become key hubs, the move boosts long-term prospects for...
