Market News

Union Budget 2026 struck a nation-building tone but focused on practical policy changes that affect how companies invest, manufacture and comply. The proposals emphasised public spending, sector-specific manufacturing support and clearer tax rules.

Budget 2026 has delivered a strong push to India's medical and healthcare sector through higher public spending, new medical tourism hubs, and targeted support for biopharma and research. The announcements are expected to create advantages for hospital operators, diagnostics firms, pharmaceutical companies, and healthcare service providers.

Defence stocks fell on Budget Day despite An 18% rise in defence capital spending as sentiment was weighed down by expectation gaps and the wider equity sell-off.

Budget 2026 has introduced multiple measures to improve customs processes while developing logistics infrastructure and reducing export delays to support India’s export cargo system. The announcements focus on advantages for port operators, logistics companies and container makers as export volumes increase.

Finance Minister Nirmala Sitharaman justified the STT hike on futures and options, calling F&O trading highly risky and speculative, saying the government cannot ignore losses faced by retail investors despite market backlash.

The rupee is hovering near 92 per dollar, with analysts expecting further weakness after the Budget due to a strong dollar, foreign outflows and limited measures to attract fresh capital.

Budget 2026 reshapes your wallet and your assets. From cheaper travel, healthcare, and gadgets to costlier alcohol and trading, here’s how the latest tax revisions will impact consumers, businesses, and investors

Budget 2026 has retained marginal tax relief under the new income-tax regime, offering continuity for resident individuals earning slightly above ₹12 lakhs.

PSU bank stocks slid sharply after the Union Budget 2026, with key names falling up to 9% as higher government borrowing, yield-spike fears, dividend extraction concerns, and a derivatives STT hike hit sentiment. Profit-taking and algorithmic selling amplified losses across the broader market.

Budget 2026 has made tourism into a market darling. With tax cuts, infrastructure push and medical tourism plans, travel stocks are rallying—and investors may be seeing the early stages of a long-term growth story.

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.

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.