Budget 2026: Defense stocks such as Bharat Electronics Ltd (BEL), Mazagon Dock Shipbuilding Ltd, Hindustan Aeronautics Ltd (HAL), Bharat Dynamics Ltd (BDL), Astra Microwave Products Ltd, Data Patterns (India) Ltd and Paras Defense and Space Technologies Ltd are expected to remain firmly on investors’ radar in the Union Budget 2026 today. Market participants are building…
In the Union Budget 2026, analysts expect the government to announce additional supportive measures for renewable energy, particularly the nuclear sector, which has remained a key focus area in recent years. India has set an ambitious target of installing 500 GW of non-fossil fuel capacity by 2030, achieving net-zero emissions by 2070, and meeting 50%…
As the Union Budget 2026–27 approaches, India’s gems and jewelery industry is calling for a mix of demand-boosting measures, tax rationalization and structural reforms to navigate price volatility, global trade uncertainty and evolving consumer preferences. Gold and silver prices have been trading at record high levels, making jewelery costlier for consumers. Gold prices have rallied…
Budget 2026: Sunny Agrawal, Head of Fundamental Research at SBI Securitiessaid the upcoming Budget for the financial year 2026-27 (FY27) could focus on fiscal consolidation, capex-driven growth and ease of doing business. However, he expects a post-Budget rally only in case of measures to attract capital from FIIs and domestic investors. In this interaction with…
With the Union Budget 2026 presentation just a few days away, chatter on the long-term capital gains (LTCG) tax is gaining momentum among investors. Hopes are high that the government will make some changes in the LTCG tax rate and the exemption limit of ₹1.25 lakh. Experts believe a lower tax rate and increased exemption…
Union Budget 2026: As the Union Budget approaches, one familiar demand has resurfaced across Dalal Street and among long-term investors: the removal of Long-Term Capital Gains (LTCG) tax on equities. Introduced with the intent of improving tax fairness, LTCG has, over the years, become one of the most debated aspects of India’s investment taxation framework….
Pankaj Pandey, the head of research at ICICI Securities, expects modest capital expenditure growth in the Union Budget 2026, given the high base of ₹11.2 lakh crore. He believes defense and railways may see increased allocations, but sees limited scope for new measures to boost consumption. In an interview with Mint, Pandey shares his expectations…
The Union Budget for FY26-27 is expected to maintain a strong focus on infrastructure spending and structural reforms, even as global geopolitical uncertainty, trade tensions with the US, and slowing private investment pose fresh challenges, according to a report by PL Capital. India enters the Budget season retaining its position as the world’s fastest-growing large…
India’s fiscal policy is expected to be less contractionary from FY27 as the Center prepares to pivot from a fiscal-deficit-focused approach to a debt sustainability framework, brokerage BofA Securities has noted in a pre-Budget note. The shift, which will greater flexibility in public finances, comes as the government remains on track to meet its medium-term…
Budget 2026: As the Union Budget 2026 approaches, the familiar debate between capital expenditure and consumption has resurfaced. Finding the right portfolio mix ahead of the mega event is crucial for investors as it could influence the overall return. Finance Minister Nirmala Sitharaman will unveil the government’s fiscal roadmap for the next financial year on…
