Market News

Gold and silver prices fell sharply after the Union Budget FY27, triggered by aggressive futures selling, risk-off sentiment, and unchanged import duties. After recent record highs, bullion corrected steeply amid broader market weakness, with analysts expecting near-term stabilisation around key technical support levels.

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.

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.

Shares of India's downstream oil marketing companies rose after global crude oil prices fell by approximately 4% following a peaceful resolution to the United States-Iran conflict. The price correction has improved fuel retailers' short-term profit margins, which has led investors to review their predictions for the energy sector.

Indian government bonds opened the week on shaky ground. Traders reacted swiftly to the Union Budget’s borrowing numbers, pushing the benchmark 10-year yield to levels not seen in almost a year.

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

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

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

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

Big Tech titans Nvidia, Microsoft, and Amazon are negotiating a staggering $60 billion investment in OpenAI. Learn about this massive capital infusion addressing soaring compute costs and the intensifying global AI race.