Stock Market Holiday: Are NSE, BSE and MCX open for trading on Sunday for Budget 2026?

Indian stock exchanges NSE and BSE will remain open for trading on Sunday, February 1, as Finance Minister Nirmala Sitharaman presents the Union Budget 2026, marking a rare trading session on a weekend. Both exchanges will conduct a full-fledged live trading session, allowing investors to react to Budget announcements in real time. This will be […]

EMS valuations, oil plays and Paytm in focus as Sabharwal stays cautious ahead of Budget

As markets head into the Union Budget week, investor attention remains split across electronics manufacturing services (EMS), oil and gas stocks, and select fintech names. In an interaction with ET Now, market expert Sandip Sabharwal struck a cautious note on high-valuation EMS players like Dixon Technologies, while also sharing a more tactical view on oil […]

Welfare, pay revision weigh on Kerala’s pre-poll budget with deficit of ₹1,773 cr

Kerala Finance Minister KN Balagopal presents the State Budget 2026-27 in the Legislative Assembly, in Thiruvananthapuram | Photo Credit: – Kerala Finance Minister KN Balagopal presented on Thursday a ‘pre-election budget’ envisaging a cumulative deficit of ₹1,773.46 crore — weighed down by welfare pension payout and salary revision, the burden of which would largely fall […]

Indian markets offer value as Budget to keep fiscal path intact: Madhusudan Kela

Delhi: With the Budget around the corner, market veteran Madhusudan Kela expressed confidence that fiscal discipline will continue, while highlighting opportunities emerging from market corrections. “…During the course of the year, a lot could come. There is a clear revenue gap due to tax cuts, but there has been enough expenditure saving and plus the […]

Defence sector set for strong growth amid anticipated Budget boost

India’s defence sector is poised for an expansionary phase in the coming fiscal year, as analysts and industry experts anticipate a significant increase in government spending. With FY27 budget proposals hinting at a potential 20% to 25% rise in defence allocations, the industry outlook remains structurally positive. Jyoti Gupta, from Nirmal Bang Institutional in an […]

Budget 2026 real estate expectations: Will homebuyers get higher interest deduction and affordable housing threshold?

With the Finance Minister set to present Budget 2026 on February 1, homebuyers are keenly watching for measures that could impact affordability and financing. Personal finance experts say the focus should be on borrowing costs, tax incentives, and access to credit to help buyers plan their first or next home. Budget 2026: Homebuyers are seeking […]

ETMarkets Smart Talk | Capex and consumption may steal the show in Budget 2026: UTI AMC’s Karthikraj Lakshmanan

In this edition of ETMarkets Smart Talk, Karthikraj Lakshmanan, Senior Vice President – Equity at UTI AMC, shares his perspective on the recent nervousness in domestic equities, Budget 2026 expectations, and key sectoral trends to watch. He believes the upcoming Budget is likely to strike a balance between fiscal discipline and growth support, with capital […]

Budget 2026 preview: Will there be any big income tax relief for the middle class?

In this pre-Budget discussion, tax experts Sonu Iyer (National Leader, People Advisory Services – Tax, EY India), Tanushree Roy (Executive Director, Nangia & Co), and Richa Sawhney (Partner, Grant Thornton Bharat) join Shishir Sinha to decode key expectations from Budget 2026. From income tax regime changes, customs duty rationalisation, GST reforms, international taxation challenges, to […]

Budget 2026: Senior living real estate pitches for infra status and pension-linked support

Ahead of Budget 2026, senior living real estate players are seeking targeted policy support as demand rises with India’s ageing population. Key asks include formal recognition of senior living as a core real estate segment, infrastructure status, and pension-linked, tax-efficient products to help seniors convert retirement savings into a steady monthly income for living and […]

Budget 2026: ‘Why rock the boat?’ Swaminathan Aiyar urges caution amid global storm

As India heads into the Union Budget against a backdrop of global uncertainty, Swaminathan Aiyar, Consulting Editor, ET Now believes the finance minister’s most important task is not to chase dramatic reforms or headline-grabbing giveaways, but to protect an economy that is already in an enviable position. Speaking to ET Now, Aiyar described India’s current […]