by ET Markets | February 1, 2026 9:11 am | Indian Stocks, Market, News
IFCI shares may draw attention in the special Budget session after SEBI granted clearance for NSE’s long-awaited IPO. IFCI holds indirect exposure through its majority stake in SHCIL, which owns shares in NSE, making the stock sensitive to developments around the...
by ET Markets | February 1, 2026 9:10 am | Indian Stocks, Market, News
Amidst global volatility and stretched valuations, Indian equities are experiencing sharp polarization. Investors are advised to favor large-cap stocks for their attractive risk-reward profile. While India’s long-term growth story remains strong, near-term...
by ET Markets | February 1, 2026 9:10 am | Indian Stocks, Market, News
Investors are watching the Union Budget for fiscal consolidation and growth spending. Analysts recommend buying quality stocks on dips, especially in infrastructure, defence, power, and housing. Key themes include sustained public capex, targeted support for rural...
by ET Markets | February 1, 2026 9:09 am | Indian Stocks, Market, News
We have collated a list of recommendations from top brokerage firms from ETNow and other sources.
by ET Markets | February 1, 2026 9:06 am | Indian Stocks, Market, News
MCX shares are in focus as India’s commodity exchange opens for a rare Sunday trading session alongside the Union Budget, as gold and silver prices suffer a sharp global sell-off amid dollar strength and shifting expectations around US Federal Reserve...
by ET Markets | February 1, 2026 9:06 am | Indian Stocks, Market, News
St. Louis Fed President Alberto Musalem stated that the US central bank should not cut interest rates further unless the job market weakens or inflation drops. He believes the current policy rate is neutral, with the economy poised for above-trend growth.
by ET Markets | February 1, 2026 9:05 am | Indian Stocks, Market, News
US Federal Reserve’s Michelle Bowman still favors interest rate cuts, but voted to hold steady for more data. She anticipates three quarter-percentage-point reductions this year, emphasizing a measured pace. Despite a fragile job market, stabilization signs...
by ET Markets | February 1, 2026 9:04 am | Indian Stocks, Market, News
Japanese Prime Minister Sanae Takaichi highlighted export benefits from a weaker yen, contrasting with Finance Minister Satsuki Katayama’s intervention threats. While Takaichi sees opportunities for industries like food and automobiles, the yen’s decline...
by ET Markets | February 1, 2026 9:04 am | Indian Stocks, Market, News
Hindustan Zinc shares will be in focus later today after silver experienced its largest single-day drop on record. The white metal plunged significantly on MCX and internationally, impacting the Vedanta subsidiary’s stock. This decline follows a strong rally and...
by ET Markets | February 1, 2026 8:05 am | Indian Stocks, Market, News
Indian stock markets anticipate a positive opening today. Investors await the federal budget presentation for insights into government spending and support for export sectors. The budget aims to balance growth initiatives with fiscal discipline. Expectations are for...
by ET Markets | February 1, 2026 8:05 am | Indian Stocks, Market, News
Bitcoin experienced a significant decline, falling 6.53% to $78,719.63 on Saturday, continuing its downward trend. This drop follows concerns that a potential new Fed chair might tighten liquidity, impacting speculative assets like cryptocurrencies. Ether also saw a...
by ET Markets | February 1, 2026 8:04 am | Indian Stocks, Market, News
by ET Markets | February 1, 2026 7:06 am | Indian Stocks, Market, News
ITC’s market value has dropped significantly following a recent tax hike on cigarettes. Investors are now looking to the upcoming Budget for clarity on future taxation. While the core business shows resilience, near-term pressure on volumes and margins is...
by ET Markets | February 1, 2026 7:05 am | Indian Stocks, Market, News
Indian stock markets approach the Union Budget 2026 with caution, facing a fragile footing and weak sentiment. Analysts anticipate a low-key budget, emphasizing fiscal discipline, continuity in capital gains taxation, and visible capital expenditure to steady nerves...
by ET Markets | February 1, 2026 7:04 am | Indian Stocks, Market, News
Budget week inflates option premiums due to market uncertainty, with Nifty ATM straddles consistently opening high. While volatility rises pre-Budget, an “IV Crush” consistently deflates premiums post-speech. Defined-risk strategies like Iron Flies and...
by ET Markets | February 1, 2026 7:04 am | Indian Stocks, Market, News
Foreign investors have withdrawn billions from Indian stocks. Markets eagerly await Finance Minister Nirmala Sitharaman’s Budget today. The government is considering tax relief for foreign portfolio investors. Broader reforms to attract capital are also...
by ET Markets | February 1, 2026 6:07 am | Indian Stocks, Market, News
Stocks to Watch: Indian markets closed lower on Friday. Investors showed caution ahead of the Union Budget. Several companies like IDFC First Bank, Sun Pharma, and Bajaj Auto announced their third-quarter results. Adani Green issued a clarification on a US civil case....
by ET Markets | February 1, 2026 6:06 am | Indian Stocks, Market, News
Sebi chief Tuhin Kanta Pandey urged financial sector stakeholders to prioritize professional conscience over mere technical compliance, emphasizing that ethical substance, not just rules, prevents corporate failures. He highlighted that areas like valuations and ESG...
by ET Markets | February 1, 2026 6:05 am | Indian Stocks, Market, News
India’s hospitality sector is attracting significant, low-profile investment, with approximately $2 billion flowing into operational hotel properties. Investors, including institutions and family offices, are prioritizing early cash flows and reduced risk,...
by ET Markets | February 1, 2026 6:05 am | Indian Stocks, Market, News
Asked about the strategic priorities in the US, he added: “Not only the US, but we have interest in selling innovative medicines globally… for emerging markets we are looking at tuck-ins or smaller acquisitions which we can look at integrating with our...
