STT hike unlikely to rattle long-term foreign investors, may curb speculative trading: Ashishkumar Chauhan
The government’s increased Securities Transaction Tax on derivatives aims to curb speculation and encourage long-term investing. While high-frequency traders may need to adjust strategies, foreign portfolio investors are expected to remain unaffected, prioritizing company growth and economic stability over short-term trading costs.
Union Budget 2026: Paytm shares surge 9%. Here’s what’s driving the rally
Paytm shares jumped sharply after Budget 2026 announced a significantly higher incentive allocation for UPI and RuPay, boosting sentiment around digital payments. Strong volumes accompanied the rally as investors cheered policy support, while improved profitability and steady revenue growth further strengthened confidence in the fintech company’s outlook.
Budget 2026: Realty stocks plunge up to 10% on Budget miss; REITs rally up to 3%
Realty stocks fell sharply after Budget 2026 disappointed the sector with no major incentives, dragging the Nifty Realty index lower. Developers saw heavy losses amid unmet housing expectations, while REITs outperformed, supported by the government’s continued focus on urban infrastructure development and asset monetisation through dedicated REIT structures.
Budget lacks bold reforms, focuses on cautious continuity: Swaminathan Aiyar
Economist Swaminathan Aiyar finds the Union Budget unremarkable. He notes a lack of bold reforms and simplification, with many small changes increasing complexity. Fiscal consolidation is marginal. The budget prioritizes stability amid strong growth. Major reforms like fertiliser subsidy abolition were avoided. Sector-specific measures are politically understandable but economically modest.
Budget 2026: Anant Raj, other stocks jump up to 10% as FM announces tax holiday to turn India into data centre hub
Indian data centre stocks experienced significant gains following a proposed tax holiday until 2047 for foreign cloud companies. This initiative aims to establish India as a global digital hub. Companies like Techno Electric, Netweb Technologies, Orient Technologies, and Anant Raj saw their shares climb. Cummins India also benefited. Adani Enterprises’ stock saw a slight dip.
Budget 2026: 7 high speed corridor plan lifts Jupiter Wagons, IRFC and other railway stocks up to 3%
Railway stocks surged up to 3% in a special Sunday trading session following the Union Budget 2026-27 announcement. Finance Minister Nirmala Sitharaman unveiled plans for seven high-speed rail corridors, boosting sentiment for wagon makers, financiers, and technology providers. This initiative is expected to drive significant investment and improve inter-city connectivity across India.
Union Budget 2026: India raises overseas individual investment limits in equities under PIS
The Budget 2026 allows non-resident Indians to invest in Indian equities via the Portfolio Investment Scheme, raising individual limits and the overall foreign holding cap. The move aims to deepen capital markets, broaden long-term inflows, and leverage global Indian participation, supported by evolving platforms such as GIFT City.
Budget 2026: GMDC shares rally 5% as FM Sitharaman announces rare earth corridor
GMDC and NMDC shares rose after the Budget 2026 announced a dedicated rare earths corridor aimed at building a complete critical minerals supply chain. With states like Tamil Nadu, Odisha and Kerala set to become key hubs, the move boosts long-term prospects for India’s rare earth and mining companies.
Budget 2026: Rs 40,000 crore electronics component outlay lifts Dixon Tech, Kaynes, PG Electroplast, and other EMS stocks up to 7%
Semiconductor Stocks: Electronics manufacturing services stocks rallied after the government raised the Electronics Component Manufacturing Scheme outlay to Rs 40,000 crore in Budget 2026. Dixon Technologies, Kaynes Technology, PG Electroplast and peers gained as investors priced in higher domestic demand, stronger incentives and long term semiconductor manufacturing growth.
Defence Stock Watch: BEL, HAL, GRSE & others in focus today ahead of Union Budget 2026
The Defence Secretary has indicated a potential 20% increase in the FY27 defence budget to maintain operational readiness and strengthen self-reliance amid ongoing global tensions.