Markets News

Stocks to Watch today: Hyundai Motor India, BSE, ITC, HDFC Bank, MOIL, REC

Stocks to Watch today, February 2, 2026: Here are some of the top stocks to remain in focus today as the markets open after the presentation of Budget 2026

Budget 2026 emphasises growth via job creation, policy continuity

Budget 2026 focuses on job creation, capex-led growth, manufacturing depth and policy continuity, while maintaining fiscal discipline and long-term earnings visibility, writes Anand Shah

What does Budget 2026 have for common man & what more could have been done?

Budget 2026 balances fiscal discipline with capex-led growth. Vinay Jaising explains what it means for the common man, taxes, states, and what more could have been done by FM Nirmala Sitharaman

Budget 2026 was more strategic than tactical; makes India 'future ready'

Budget 2026 focuses on fiscal discipline, capex-led growth, manufacturing, and AI investments, signalling a strategic shift to make India future-ready, says Jitendra Sriram

Budget 2026-27: ₹9.4 trillion erased as markets recoil on STT surprise

A sharp hike in derivatives transaction tax and lack of market-friendly measures in Budget 2026 rattled sentiment, dragging Sensex and Nifty to their steepest Budget-day fall in six years

Union Budget 2026-27: STT increase on F&O to curb speculative trade

The second increase in STT since 2024, effective April 1, seeks to curb excessive speculation in derivatives markets and boost tax collections hit by lower trading volumes this fiscal

Budget may make India an investment-led and export-capable economy

The organising idea is clear: India is no longer trying to grow fast; it is trying to grow well

Budget 2026-27: Higher borrowing plan, STT move hit market sentiment

A surprise STT hike in Budget FY27 triggered a sharp market sell-off, with banks and metals hit hard amid worries over borrowing, bond yields and financial conditions

Gold, silver ETFs extend fall; BSE shifts to T-1 price band amid volatility

Gold and silver ETFs extended their decline amid a sharp global sell-off in precious metals, prompting BSE to revise price band calculations to T-1 NAV to better reflect heightened market volatility

Max Healthcare, Aster DM Healthcare shares outperform post Union Budget

Max Healthcare Institute, Aster DM Healthcare, and Apollo Hospitals Enterprises shares managed to end higher post Union Budget on Sunday amid weakness in markets

'Budget 2026 prioritises sustainable growth over short-term stimulus'

For long-term investors, such investments enhance productivity across sectors like manufacturing, services, logistics, and urban development

'Budget 2026 puts manufacturing, technology at centre of growth push'

Budget's priority seems to be to reinforce India's long term growth narrative while maintain a tight balancing act as far as fiscal discipline is concerned.

Budget 2026: Fiscal stability over surprises; long-term growth in focus

Union Budget 2026 avoids tax shocks, stays committed to fiscal discipline and capex-led growth, with long-term implications for equities, bonds, and fixed income investors, writes Basant Bafna

Budget 2026 reinforces stability as growth strategy stays on course

Budget 2026 retains fiscal discipline, raises capex and borrowing, and outlines reforms to support infrastructure, manufacturing, and long-term economic growth

Nifty Defence tanks 11% from high; GRSE, Paras, slump up to 19% post Budget

Defence stocks: Data Patterns, GRSE, Paras Defence, BEML, Mazagon Dock and BEL among others crashed up to 19% in Sunday's intra-day trade even as FM proposed 15% higher Budget spends for the sector.

Budget 2026: Onus of executing incremental capex shifting towards states

Aditi Nayar analyses the Budget's fiscal prudence, higher public capex via states, a 4.3 per cent deficit target, debt consolidation, and the impact of higher gross borrowings on bond yields

Stock Market Highlights: Sensex tanks 1,547 pts, Nifty ends at 24,825 as STT hike dampens mood

Budget 2026 | Stock Market LIVE Updates on February 1, 2026: FM Sitharaman on Sunday has raised STT on future trades to 0.05 per cent from 0.02 per cent under Budget 2026.

Budget 2026 stock market crash: Sensex dips 2,800pts, Nifty 869pts intraday

Budget 2026 impact: The Sensex and the Nifty crashed over 3 per cent each from the respective day's high after FM proposed to hike STT on F&O trading. RIL and SBI were the major laggards.

Budget 2026 keeps fiscal discipline intact; bond market faces supply stress

The tough position that the bond market finds itself reflects a much more fundamental issue, of rising government bond supply chasing limited domestic savings pool

STT hike, bond market boost: 10 positives and 5 negatives of Budget 2026

Capital expenditure has been raised to ₹12.2 lakh crore (~9 per cent YoY), reinforcing the infrastructure- and manufacturing-led growth strategy without resorting to populist fiscal slippage