Budget 2026 | Strategic sectors get the attention; markets in range: Sanjeev Prasad
The Indian budget offers a modest economic boost with increased capital expenditure, focusing on strategic sectors. While positive for earnings, market sentiment faces headwinds from higher STT on derivatives and a large divestment target. Investors should expect moderate returns amid valuation concerns and potential de-rating.
Budget 2026 | Capex push to have trickle-down effect; STT hike a negative: Raamdeo Agrawal
India’s Finance Minister Nirmala Sitharaman has announced a significant tax holiday for foreign companies establishing data centers in India until 2047. This move aims to attract global investment and boost economic growth. The budget also focuses on fiscal consolidation and increased government spending on infrastructure. However, proposed changes to stock transaction tax and buyback taxation […]
Budget 2026 | Holding the line to sustain growth as India dreams big: Nilesh Shah
India’s latest budget balances fiscal discipline with growth support, aiming for an investment-grade economy through targeted measures and enhanced productivity. Prioritizing long-term stability, it features a credible consolidation path and a significant increase in planned capital expenditure, while a hike in securities transaction tax on equity derivatives poses a negative surprise for markets.
Budget 2026 | Option to put a price on risk may mean we pay a price in future: Nithin Kamath
The government’s budget introduced changes impacting capital markets, including increased trading costs for futures and options, and revised tax treatment for Sovereign Gold Bonds. While buybacks are now more tax-friendly, efforts are underway to boost corporate bond liquidity and support export-competitive sectors like deep-tech and manufacturing.