Page 8 - Budget 2026

'Govt to tread carefully on fiscal goals post 16th FC implementation'

The central government will have to tread very carefully so that its fiscal targets and debt glide path are adhered to, considering the huge amounts that will be given to the states post the implementation of the 16th Finance Commission recommendations, Expenditure Secretary V Vualnam said on Monday. The 16th Finance Commission, headed by Arvind Panagariya, has suggested a 41 per cent share of states in Central Taxes for 5 years beginning April 1, 2026. It has also suggested doubling of local bodies' grants, while doing away with the post-devolution revenue deficit grants for states. In a post-Budget interview with PTI, Vualnam said that around Rs 14 lakh crore would be the share of states in Central tax collection as per the devolution formula of the Finance Commission. Taking into account the grants as well as other schemes, like the Centrally Sponsored Schemes and Central Sector schemes, the amount which will go to the states from the government will be upwards of Rs 25 lakh ...

Budget 2026 playbook: Brokerages identify 5 sectors that will benefit most

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

Budget 2026: Mid, smallcap indices fall 4% in 2 days as STT hike takes toll

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.

Bought an under-construction home? Budget saves your home loan tax benefit

₹2-lakh home loan deduction stays intact under new tax law

Nifty PSU Bank index slips 8% in 2 days; Indian Bank, BOB down up to 11%

Despite the past two days decline, the Nifty PSU Bank index has outperformed the market by surging 21%, as against 1% rise in the Nifty 50 in the past five months.

Budget 2026: Govt introduces penalty framework for crypto trading entities

The Union Budget 2026-27 proposes a penalty framework for crypto-asset reporting, including daily fines for non-filing and a flat ₹50,000 penalty for inaccurate disclosures, effective April 1, 2026

Govt's record borrowing plan pushes bond yields to over one-year high

The 10-year bond yield rose as much as eight basis points to 6.78 per cent, the highest since Jan. 17, 2025

From Bangladesh to Nepal: Decoding India's aid to neighbours in Budget 2026

The 2026 Budget, presented by Finance Minister Nirmala Sitharaman on Sunday, signalled a clear push to strengthen ties with the neighbouring countries

Latent View Analytics rallies 8%, trades higher for 3rd day; here's why

The Data & Analytics industry is positioned for continued robust growth, driven by organizations' increasing recognition of data as a critical competitive advantage.

E2E Networks, Anant Raj surge up to 10% on tax holiday for cloud services

In comparison, the benchmark NSE Nifty50 was trading almost flat at 24,832.95 levels.

How Budget 2026 impacts your investments: Stocks, gold and mutual funds

Increase in STT on derivatives transaction is sentimentally negative, while moving buybacks to capital gains taxation for individual should nudge companies towards this route.

Budget slows fiscal consolidation but remains 'neutral' for growth: Fitch

The government will target a ‌debt-to-GDP ratio of 55.6 per cent ​for 2026-27, resulting in a fiscal deficit of 4.3 per cent of GDP, Finance Minister Nirmala ‍Sitharaman said

16th Finance Commission: Which states gain and lose under new tax formula

The 16th Finance Commission has retained states' 41 per cent share in central taxes, but changes in the devolution formula mean gains for southern and western states and relative losses for several no

From Jefferies to Goldman Sachs: Brokerages decode Budget 2026 fine print

Jefferies' industry discussions indicate up to 5 per cent volume impact, and estimate a 5 per cent decline in ADTO/orders for BSE/GROWW could result in 4 per cent earnings impact

Larsen & Toubro gains 3%; what's driving capital goods stock on Monday?

Budget impact: Sustained capex growth and identification of 7 high-speed rail corridors enhances medium- to long-term order inflows for EPC, railways, power transmission, defence and capital goods cos

India 10-yr bond yields jump to 1-yr high on record borrowing plan in FY27

Union Finance Minister Nirmala Sitharaman on Sunday announced a larger-than-expected gross market borrowing via dated securities of ₹17.2 trillion for FY27

Budget 2026 spooks investors as record borrowing raises fiscal risks

Neither equity nor bond investors will likely change their mind after going through the government's latest spending priorities and borrowing plan

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 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

Budget 2026-27: Sound math fails to meet soaring market expectations

Union Budget 2026-27 presents a credible and pragmatic fiscal framework amid global uncertainty, but markets sold off as heightened expectations and a surprise STT hike weighed on investor sentiment