With Union Budget 2026 just days away, investors are scanning for sectors and stocks that could benefit from policy signals on capex, defence, agriculture, and consumption.

Why do Indians queue patiently on metros but break rules on roads?

In this episode of Budget Basics, we break down one of the most important, but least understood, budget terms: Primary Deficit. What does it really say about a government’s finances?

How much of India’s Budgeted capital expenditure is actually spent? In this video, we break down capex promises vs actual spending with a clear chart-based explanation.

Besides Wood, analysts at Bernstein and UBS, too, have reiterated their cautious stance on Indian equities. Those at Bernstein cut their rating on India to 'neutral'

Chris Wood, Chris, Manthan, Manthan 2025, Manthan2025

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Sensex Today | Stock Market Highlights: NSE and BSE will remain open on Sunday, February 1, for a special trading session as the Finance Minister will announce the Union Budget 2026

Stock Market LIVE Updates

Stock markets will remain open on Sunday, February 1, as the government is scheduled to present the Budget for 2026-27 (FY27) that day

stock market crash today

Agriculture Secretary Rajat Kumar Mishra said that in Haryana, an experiment was conducted to connect land, fertiliser usage and crops grown using Agristack, and it showed remarkable results

fertilisers

Reassessment of AGR begins, No 3 carrier confident of servicing obligations

Vodafone Idea

The framework also factors in decisions of the State Level Bankers' Committee (SLBC) and District Consultative Committee (DCC)

The Bhavish Aggarwal-led EV maker is pursuing a turnaround strategy focused on improving service delivery and increasing automation across front-end operations

Ola Electric, OLA

Bank of Baroda reports modest profit growth in Q3 FY26 as lower provisions offset pressure on margins from repo rate cut and higher deposit costs

Bank of Baroda

State-run Bank of Baroda on Friday reported a 4.39 per cent increase in consolidated net profit for the December quarter at Rs 5,443 crore, helped by lower provisions as net interest margin compression held back core income growth.
On a standalone basis, its net profit grew to Rs 5,055 crore as against Rs 4,837 crore in the year-ago period.
The core net interest income grew by just 0.1 per cent to Rs 11,800 crore despite a nearly 15 per cent growth in advances, as a 0.25 per cent compression in the net interest margin at 2.79 per cent held back the number.
The bank's managing director and chief executive, Debadatta Chand, told reporters that the bank will likely achieve the upper-end of the 11-13 per cent loan growth guidance for FY26 and may also exceed it, and is aiming to widen the Net Interest Margin (NIM) to 2.90 per cent by the fourth quarter of this fiscal year.
The non-interest income grew 6 per cent to Rs 3,600 crore during the reporting quarter.
The retail segment led th

Displaying categorized search results for the bharatiya janata party (bjp) staged a stunning comeback in delhi, regaining power after 27 years by routing the aam aadmi party (aap) in the assembly elections.

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EV maker Ola Electric to cut about 5% of workforce in restructuring

Bank of Baroda Q3 net profit up 4.5% on lower provisioning, margin pressure

BoB Q3FY26 Result: Net profit rises by 4.39%, asset quality strong

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Chris Wood trims India exposure; UBS, Bernstein cautious on Indian equities

Stock Market Close: Nifty logs worst month since Feb 2025; Sensex down 297 pts today; Metals plunge

Why Sensex, Nifty fell today ahead of Budget 2026? Key reasons explained

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Displaying categorized search results for the bharatiya janata party (bjp) staged a stunning comeback in delhi, regaining power after 27 years by routing the aam aadmi party (aap) in the assembly elections. Advance Search