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Budget 2026 stock market expectations: How Sensex, Nifty have performed on Budget days in the past

Markets tend to respond positively when the Budget focuses on growth, infrastructure spending, and tax stability. (AI image) By Somil Mehta,The Union Budget is one of the most important events for Indian stock markets. Every year on February 1, investors closely watch how the Sensex and Nifty react to announcements on taxes, government spending, reforms,…

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Budget 2026 expectations: From HAL to BEL – top defence stocks to watch out for

Defence stocks (AI image) By Yellapu SantoshBudget 2026: We expect an inflection in India’s upcoming defence budget cycle, with core message being, capital outlay likely to grow faster than the overall defence budget, and the incremental funding would be channeled toward domestic procurement and modernisation-heavy programmes. The Defence Secretary in a FICCI forum recently highlighted…

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Budget 2026 income tax: Top expectations of salaried taxpayers, households from FM Sitharaman

Budget 2026 income tax expectations (AI image) By Surabhi MarwahThe Union Budget 2026 comes at an important moment, as taxpayers prepare for a major shift—the introduction of the Income-tax Act, 2025 (ITA 2025), effective April 1, 2026. This is one of the most significant updates in decades, and many individuals are hoping that the Budget…

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Budget 2026 expectations for personal finance: Top 2 things FM Sitharaman should do

A well-crafted budget has the potential to unlock new opportunities for growth and with careful planning and foresight, individuals can make the most of it. (AI image) By Jiju VidyadharanThe Union Budget 2026 provides the government an opportunity to accelerate India’s economic transformation in the wake of prolonged global uncertainties and higher tariffs imposed by…

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Budget 2026 stock market expectations: Which sectors could be in focus? Top stocks retail investors should watch out for

Budget 2026 expectations: Top stocks to watch out for (AI image) By Siddhartha KhemkaAs India approaches the FY27 Union Budget, expectations are centred on striking a fine balance between fiscal consolidation and sustaining economic growth. This budget is likely to be less about short-term giveaways and more about long-term opportunities emerging from higher capital expenditure…

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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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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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