Union Budget 2026: Despite a non-working day, trading will remain open in the equity and commodity markets.
2 min read1 Feb 2026With the 2026 Union Budget approaching, market expectations are tempered as fiscal discipline remains a priority. Analysts highlight the Public Sector Enterprises and IT sectors as promising, while also cautioning about market volatility and external risks potentially impacting investor confidence.
3 min read29 Jan 2026Budget 2026: Industry leaders believe targeted policy support could help sustain domestic consumption, unlock household gold value and strengthen India’s position across global jewellery and diamond markets.
4 min read27 Jan 2026Markets now anticipate policy months in advance, as reforms, tax tweaks and sector-specific measures roll out steadily throughout the year, leaving Budget Day itself largely predictable and muted.
6 min read27 Jan 2026Budget 2026: BofA projects a modest reduction in the deficit to 4.3% of GDP in FY27, signaling a pause in aggressive consolidation and a move towards maintaining fiscal support in line with economic growth.
3 min read20 Jan 2026Budget 2026: Morgan Stanley expects the government to target the fiscal deficit at 4.2% of GDP in FY27 as compared with the target of 4.4% of GDP in FY26. This will likely be the shallowest pace of consolidation since FY23.
5 min read19 Jan 2026Dr Ravi Singh of Master Capital Services recommends not deploying all the money at one go. A staggered approach over the next few months can help manage volatility better, he said.
4 min read27 Jan 2026Budget 2026: Morgan Stanley expects India’s fiscal consolidation to continue in FY27, albeit at a slower pace, with the central government likely to peg the fiscal deficit at 4.2% of GDP, compared with a targeted 4.4% in FY26. This would mark the shallowest pace of consolidation since FY23.
2 min read16 Jan 2026Despite better data access and clearer communication from policymakers, budget-related volatility refuses to fade. What moves markets is less the fine print of announcements and more how expectations are built
4 min read7 Jan 2026Rekha Jhunjhunwala's portfolio stock has risen from ₹3,368.40 to ₹3,642.55 apiece on the NSE in the post-budget rally
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