by ET Markets | February 2, 2026 1:04 pm | Indian Stocks, Market, News
Temasek Holdings and Life Insurance Corporation of India are poised to be major sellers in the National Stock Exchange of India’s potential $2.5 billion IPO. State Bank of India and SBI Capital Markets are also expected to participate in the offering, which will...
by ET Markets | February 2, 2026 12:11 pm | Indian Stocks, Market, News
Temasek Holdings and Life Insurance Corporation of India are poised to be major sellers in the National Stock Exchange of India’s potential $2.5 billion IPO. State Bank of India and SBI Capital Markets are also expected to participate in the offering, which will...
by ET Markets | February 2, 2026 12:11 pm | Indian Stocks, Market, News
Indian IT firms are likely to favor share buybacks over dividends following recent tax reforms. Market expert Sushovan Nayak believes the new rules make buybacks more tax-efficient for both companies and many shareholders. This shift is expected to encourage cash-rich...
by ET Markets | February 2, 2026 12:10 pm | Indian Stocks, Market, News
Latent View Analytics shares jumped nearly 8% after the company posted a 19% year-on-year rise in Q3FY26 profit and strong revenue growth. Improved margins, new client additions and rising institutional participation supported sentiment, while management reiterated...
by ET Markets | February 2, 2026 12:09 pm | Indian Stocks, Market, News
Despite a sharp post-Budget market sell-off, brokerages remain bullish on structurally strong themes ranging from defence and infrastructure to data centres, EVs and rare earths. With capital expenditure rising and policy continuity intact, analysts have identified 35...
by ET Markets | February 2, 2026 12:09 pm | Indian Stocks, Market, News
India’s defence stocks enter a volatile phase despite a 22% jump in Budget capex, as valuations run ahead of fundamentals. Brokerages remain bullish on BEL, HAL and Mazagon Dock, citing strong order pipelines and indigenisation tailwinds, but warn that execution risks...
by ET Markets | February 2, 2026 12:07 pm | Indian Stocks, Market, News
India’s central bank intervened to strengthen the rupee after the federal budget announcement, which negatively impacted government bonds and equities. While the budget prioritized manufacturing, it lacked the bold reforms investors sought. Analysts predict...
by ET Markets | February 2, 2026 12:06 pm | Indian Stocks, Market, News
Indian bonds experienced a sharp decline following the federal budget, with the 10-year benchmark yield reaching a near-year high. This downturn was driven by record government borrowing plans, dampening investor sentiment. Elevated yields will increase borrowing...
by ET Markets | February 2, 2026 12:05 pm | Indian Stocks, Market, News
Trump announced Kevin M. Warsh as his Fed chair pick, influenced by Treasury vetting led by Scott Bessent. Warsh’s dovish stance contrasts with past hawkish positions, raising questions about his independence and alignment with Trump’s rate-cut preferences. Markets...
by ET Markets | February 2, 2026 12:05 pm | Indian Stocks, Market, News
President Donald Trump backed Fed chair nominee Kevin Warsh, signalling confidence that he would support lower interest rates. However, the nomination could face delays as Republican Senator Thom Tillis threatens to stall any Fed pick until a Justice Department probe...
by ET Markets | February 2, 2026 12:04 pm | Indian Stocks, Market, News
Indian equity markets reacted negatively to the Union Budget and a hike in securities transaction tax. Market veteran Ravi Dharamshi stated the disappointment arose from the absence of measures to attract foreign capital. He noted that foreign institutional investors...
by ET Markets | February 2, 2026 11:07 am | Indian Stocks, Market, News
The Union Budget 2026-27 delivers fiscal prudence without sacrificing growth, keeping deficit consolidation on track while sustaining strong capex. Markets reacted cautiously to the STT hike, but measures on buybacks, PIS liberalisation, bond market development and...
by ET Markets | February 2, 2026 11:06 am | Indian Stocks, Market, News
Indian data centre stocks rallied as the Union Budget announced a tax holiday until 2047 for foreign cloud service providers, aiming to position India as a global hub. Companies like Anant Raj, Techno Electric, and Netweb Technologies are expected to benefit from...
by ET Markets | February 2, 2026 11:05 am | Indian Stocks, Market, News
U.S. equity markets enter a crucial week as earnings from megacaps, including Alphabet and Amazon, follow Microsoft’s disappointing results. Investors eye the February 6 jobs report for labour market insights. Strong AI-driven growth, corporate earnings, and Fed...
by ET Markets | February 2, 2026 11:05 am | Indian Stocks, Market, News
Billionbrains Garage Ventures, Groww’s parent, saw its shares tumble following the Union Budget’s hike in Securities Transaction Tax on futures and options. The increased STT rates, impacting derivatives trading, led to a broad sell-off in brokerage and...
by ET Markets | February 2, 2026 11:04 am | Indian Stocks, Market, News
Nilesh Shah of Kotak MF highlights the Union Budget 2026’s focus on continuity, fiscal prudence, and long-term growth drivers. The budget prioritizes reforms and execution, with capital expenditure exceeding net market borrowing for the first time. While STT...
by ET Markets | February 2, 2026 10:10 am | Indian Stocks, Market, News
Precious metals are witnessing high volatility, with silver likely to hold support near $65 and gold around $4,440 per troy ounce, says Manoj Kumar Jain of Prithvi Finmart. Prices remain sensitive to dollar fluctuations and geopolitical tensions. On MCX, gold and...
by ET Markets | February 2, 2026 10:10 am | Indian Stocks, Market, News
The Union Budget 2026 has increased Securities Transaction Tax (STT) on equity derivatives, impacting futures and options trading costs. STT on Nifty futures has risen from 0.02% to 0.05%, increasing the cost per lot by approximately Rs 500. Options trading also sees...
by ET Markets | February 2, 2026 10:07 am | Indian Stocks, Market, News
Following Union Budget 2026, market participants are analyzing its impact. Sundararaman Ramamurthy believes the STT hike will encourage longer-term equity investments and attract foreign funds by strengthening India’s manufacturing and infrastructure. The...
by ET Markets | February 2, 2026 10:07 am | Indian Stocks, Market, News
Sensex and Nifty rebounded from losses in a special weekend session, as investors assessed the implications of the federal budget, which fell short of expectations for measures to attract foreign capital.
