It will be a good Budget: Commerce and Industry Minister Piyush Goyal
Commerce Minister Piyush Goyal is confident the 2026-27 Union Budget will be a good one. Finance Minister Nirmala Sitharaman will present her ninth budget on February 1. The budget aims to sustain growth and maintain fiscal discipline. It will address global trade frictions and domestic economic pressures. This budget presentation is a historic first for […]
With ‘mother of all deals’ in bag, Piyush Goyal says mother will be compassionate, fair to all 28 children
India’s trade pact with the European Union is set to significantly boost exports. The agreement, expected this year, will grant 99 percent of Indian goods duty-free access to Europe. This move is projected to double India’s exports to the EU within five years. Businesses are encouraged to expand and capitalize on this opportunity.
Market Trading Guide: Buy CCL Products, Aurobindo Pharma on Feb 1 for up to 8% upside. Here’s why
Indian markets experienced a downturn on Friday, with Nifty ending its winning streak due to selling in key sectors. Geopolitical worries, the upcoming Union Budget, and a weakening rupee contributed to subdued sentiment. Analysts anticipate volatility during Sunday’s special trading session, advising a cautious, hedged approach ahead of the budget announcement.
Sensex, Nifty’s pre-Budget correction a blessing in disguise? Here’s what 15-year data shows
Historical data from the past 15 years shows that pre-Budget corrections in the Sensex and Nifty often set the stage for post-Budget rebounds. Large-cap indices recover quickly, while midcaps and smallcaps show gradual gains. Budget 2026 is expected to focus on fiscal prudence, infrastructure, MSMEs, and growth support amid global headwinds.
Budget 2026 could halt FII selling pressure, says Sudip Bandyopadhyay
Market expert Sudip Bandyopadhyay suggests Budget 2026 can stabilize equity sentiment by addressing FPI concerns, particularly through the removal of long-term capital gains tax. A clear divestment strategy and targeted sectoral support in banking, BFSI, defence, and infrastructure are also highlighted as crucial for boosting market confidence and encouraging foreign investment amid global uncertainties.
Why Sunil Subramaniam sees Budget 2026 as a game-changer for the D-Street
Market expert Sunil Subramaniam anticipates Budget 2026 could be a positive trigger amid weak equity sentiment, driven by reform-led optimism. He suggests AI-focused initiatives and support for private capex, including expanding PLI schemes and public sector bank financing, could attract foreign capital and boost the economy.
Ahead of Market: 10 things that will decide stock market action on Sunday
Markets slipped on Friday as investors turned defensive ahead of Sunday’s Union Budget, with IT and metal stocks weighing on sentiment. Analysts highlighted persistent volatility amid global uncertainties, Fed leadership changes and FII pressure. With key levels holding firm, traders now await Budget cues to determine the market’s next decisive move.
India Beyond the US: A new era of global partnerships
India’s export strategy is shifting beyond its dependence on the US, with fresh FTAs across Europe, the UK, Middle East and Oceania. The EU deal alone opens tariff-free access for 99% of Indian goods. This diversification strengthens India’s trade resilience and reduces vulnerabilities tied to geopolitical uncertainty.
India-EU FTA: A Structural Lift Across Export-Led and Capital-Intensive Sectors
The India-EU Free Trade Agreement offers significant preferential market access, boosting Indian industries like Capital Goods, Engineering, Metals, and IT. While some sectors see neutral impacts, smaller labour-intensive segments and defense stand to gain from duty elimination and expanded export horizons. This pact reconfigures competitive structures, fostering export growth and value-chain participation.
ETMarkets Smart Talk| Budget 2026 to focus on capex, customs duty reforms; no major tax changes likely: Rahul Singh, Tata AM
Investors eye the Union Budget 2026 for policy direction amidst global uncertainty. Tata Asset Management’s CIO Rahul Singh anticipates a focus on capital expenditure and customs duty rationalisation, with limited room for fiscal stimulus. He notes a decline in India’s valuation premium, making it more attractive for emerging market flows.