Budget 2026: Manufacturing boost, higher divestment, no tax stimulus — ICICI Securities lists what to expect this year

Budget 2026: With the Union Budget 2026 around the corner, domestic brokerage ICICI Securities expects it to provide a positive surprise for lenders and industrial stocks amid expectations of higher capital expenditure, lower spending on non-development areas, increased divestment and no tax stimulus. Focus on manufacturing ICICI Securities analysts Vinod Kakri and Bhavesh Talreja said…

Read More

Will India raise defense spending in Budget 2026 amid rising geopolitical risks?

The ongoing Russia–Ukraine war, tensions between the US and Venezuela, and US President Donald Trump’s aggressive stance on Greenland and Iran have heightened geopolitical risks. As geopolitical conflicts intensify, several countries are increasing their defense budgets. Trump has proposed to raise the military budget to $1.5 trillion in 2027 — a 50% increase from the…

Read More

Stock market better-positioned than 2025; Govt should rationalize LTCG tax in Budget 2026: SBICAP Securities MD, CEO

Bhuvaneshwari A., Managing Director (MD) and CEO of SBICAP Securitiesbelieves the Indian market is currently better positioned than it was in 2025 due to anticipated earnings growth, valuation normalization, and a revival in domestic demand. In an interview with Mint, the MD and CEO of SBICAP Securities shared her market outlook, views on India’s growth–inflation…

Read More

Bengaluru should get ‘special funds’ in Union Budget, says Mohandas Pai; hits out at Karnataka government’s priorities

Mohandas Pai, former Chief Financial Officer (CFO) of Infosys, on Tuesday said he expected some ‘special funds’ to be announced in upcoming Union Budget 2026 for Bengaluru. Pai, who is also a venture capitalist. also launched an attack on Congress government in Karnataka, accusing it of neglecting Bengaluru and pushing policies that, according to him,…

Read More

Budget Trivia 2026: From longest speech to halwa ceremony, here are 7 interesting facts about India’s Union Budget

The countdown to the Union Budget has begun, with Finance Minister Nirmala Sitharaman expected to present Budget 2026 on 1 February, as she has done in the previous years. This time, however, the date falls on a weekend, leading to some confusion over whether the Budget presentation will be rescheduled. Traditionally, the government has stuck…

Read More