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Budget expectations 2026: SBI Research sees fiscal discipline holding amid global churn, capex to stay growth anchor

The Union Budget 2026–27 will be framed against an increasingly fragile global backdrop marked by geopolitical flux, volatile financial markets and a sharp rally in commodities, but India is expected to retain its macro stability with a calibrated fiscal strategy and sustained public investment, according to a pre-Budget assessment by State Bank of India Research.SBI…

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Gold price today: How much 22K, 24K gold costs in Delhi, Mumbai & other cities – check rates

Gold prices surged to fresh lifetime highs on Wednesday as a sharp fall in the US dollar and renewed geopolitical tensions drove strong safe-haven demand, while silver extended its record-breaking rally in futures trade.On the Multi Commodity Exchange (MCX), gold futures for the February contract rose Rs 4,730, or 3 per cent, to touch a…

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Stock market today: Top 10 gainers and losers on Nifty50, BSE Sensex – check list

Equity benchmark indices Sensex and Nifty closed higher on Wednesday, extending the previous session’s rally as investor sentiment was buoyed by optimism over the landmark India-EU free trade agreement. The BSE Sensex advanced 487.20 points, or 0.60 per cent, to settle at 82,344.68, while the NSE Nifty rose 167.35 points, or 0.66 per cent, to…

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Budget 2026 expectations for India’s real estate: A path to ‘Viksit Bharat’

Reintroduce tax holiday for affordable housing with a tweak that the eligibility for affordable housing should be based on size of flat rather than value. (AI image) By Adarsh RankaIndia’s real estate sector continued its strong growth trajectory in 2025, reinforcing its position as a core pillar of the country’s economic expansion.Government-led reforms continued to…

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IIP index: Industrial output jumps to over two-year high of 7.8% in December on broad-based recovery

India’s industrial production growth accelerated to a more than two-year high of 7.8% in December 2025, driven by strong performances across mining, manufacturing and electricity, official data released on Wednesday showed.Factory output, measured by the Index of Industrial Production (IIP), had grown 3.7% in December 2024, PTI reported.“Industry momentum further strengthened in December 2025 as…

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Budget 2026: What five years of data shows about India’s defence spending

As finance minister Nirmala Sitharaman prepares to present the Union Budget 2026 on February 1, defence spending is expected to remain a key focus amid rising geopolitical uncertainty and sustained emphasis on military modernisation. Defence outlay shows steady rise Over the last five years, India’s defence expenditure has followed a clear upward trajectory. Spending rose…

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Economic Survey ahead of Budget 2026: What is Economic Survey, why is it significant, who prepares it & when will it be tabled by FM Sitharaman? Check date & time

The Economic Survey presents an in-depth analysis of macroeconomic parameters. Economic Survey 2025-2026: Finance Minister Nirmala Sitharaman is expected to table the Economic Survey ahead of her Union Budget speech. The Parliament’s Budget session began on January 28, 2026 and the first phase is expected to conclude on February 13, 2026. The Union Budget 2026…

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India–EU FTA seen as credit positive, to boost manufacturing and foreign investment: Moody’s

The India–European Union Free Trade Agreement (FTA) will be credit positive for India, helping attract foreign investment, strengthen manufacturing and improve export competitiveness in labour-intensive sectors, Moody’s Ratings said on Wednesday.India and the EU announced the conclusion of negotiations for the long-pending FTA earlier this week, describing it as the “mother of all deals”. Under…

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