Share Market News

After a sharp sell off on Budget Day, Indian markets staged a rebound on 2 February 2026. The upward movement in the market has been accompanied by renewed inflow of foreign (and domestic) capital, supportive international markets and decreasing price volatility, although investors are still cautious ahead of important earnings reports and macroeconomic indicators

Budget 2026 announced that foreign companies can fund manufacturing equipment in India without exposing themselves to tax liability, a move widely viewed as a win for Apple’s local manufacturing strategy. The policy is expected to boost investment in production assets by global device makers and improve India’s appeal as a manufacturing hub.

The National Stock Exchange (NSE) is moving closer to a long-awaited public listing, with major early investors preparing to sell part of their stakes. The proposed $2.5 billion IPO is expected to be a pure secondary sale.

Defence stocks are on edge as India’s Budget 2026 hikes capex by 22%, boosting aircraft, naval, and modernisation spending. While long-term growth looks promising, investors are advised to pick carefully amid lofty valuations.

Indian markets head into a special Sunday trading session with attention on Union Budget announcements and recent market trends.

With the Union Budget 2026–27 due on 1 February, market attention has shifted to policy signals around taxation, spending and medium-term priorities.

Budget 2026 puts small businesses in focus with fresh funds, faster payment systems, and cluster revival plans. Read more to see what it means for SMEs.

Budget 2026–27 rolls out customs duty exemptions across medicines, energy, exports, and manufacturing. Read more for the full list.

Indian markets extended gains for a third session on Economic Survey optimism, while a record-low rupee and weak global cues remained key factors.

The Economic Survey 2025-26 said India’s inflation is expected to rise gradually in FY27, even as prices of metals such as gold and copper stay firm.

The Economic Survey 2025–26 warned that rising demand from AI data centres and the global energy transition could strain copper supplies and keep prices elevated.

The Economic Survey prepared by the Department of Economic Affairs projects India’s economy to grow between 6.8% and 7.2% in FY27, supported by strong domestic fundamentals despite global trade uncertainty. Read ahead to know more.