The higher-than-expected borrowing could mean weekly gross supply at Rs 37,000 crore, up from Rs 31,000 crore, assuming 47 auctions during the year, Nomura said in a report
Schemes may see 30-50 bps impact but won't go out of favour
The Budget allocation is up about 9 per cent in nominal terms and, given grant-in-aid, it would push effective capex for FY27 to Rs 17.1 trillion
According to the Economic Survey 2025-26, the rupee depreciated by around 6.5 per cent between 1 April 2025 and January 22, 2026, making it one of the weakest-performing currencies in this period
The rebound came after a sharp-sell off witnessed during the special trading session on Sunday, February 1, 2026 as Finance Minister Nirmala Sitharaman presented the Budget 2026
Sensex Today | Stock Market LIVE Updates, February 2, 2026: Fag-end buying was led by Reliance Industries, Adani Ports, BEL, L&T, M&M, ICICI Bank, and HDFC Bank\
Investors and captains from the mutual funds and asset management industry were also present at the meeting
However, thus far in the calendar year 2026, the Adani Group stocks have underperformed the market by falling up to 19 per cent, as against 4.6 per cent decline in the BSE Sensex.
Sundaram Finance has also announced that it has declared an interim dividend of ₹16 per share (160 per cent) for the financial year 2025-26 on the paid-up capital of ₹111.10 crore
In the past two trading days, the stock price of Bharat Dynamics has tanked 18 per cent. It is quoting at its lowest level since April 9, 2025
Atul Auto stock rose as much as 9.9 per cent during the day to ₹436 per share, the steepest intraday gain since January 1, 2026
At current levels, MCX Gold prices have retraced up to 38.2 per cent, and Silver up to 50 per cent, highlights Aamir Makda Commodity & Currency Analyst of Choice Broking.
Power Grid further announced a second interim dividend of ₹3.25 per equity share of ₹10 each (32.5 per cent of paid-up capital) for FY25-26
Shriram Finance informed stock exchanges that it has received an order from the Office of the Commercial Tax Officer, Chennai South (Tamil Nadu) levying a penalty of ₹46,91,115 for FY 2022-23
Thus far in the calendar year 2026, the BSE FMCG index has underperformed the market by falling 7 per cent, as against 4.8 per cent decline in the BSE Sensex.
FM Sitharaman announced a tax holiday until 2047 for foreign companies providing global cloud services from India, provided services to Indian customers are routed via an Indian reseller
In Q3, Shilchar Technologies posted consolidated net profit of ₹42.34 crore, as compared to ₹34.77 crore year-on-year (Y-o-Y), up 22 per cent.
Small and mid-cap stocks (SMIDs) extended their slide on Monday as Budget 2026's proposal to double STT on F&O trades triggered liquidity concerns.
In two sessions, ITC shares declined over 5 per cent, Godfrey Phillips over 6 per cent and VST Industries over 3 per cent
In the global market, spot gold and silver prices were lower by 6 per cent and 11.8 per cent, respectively. From their record highs, gold and silver are down 13.5 per cent and 32 per cent