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A major step in this direction came in May 2025, when the Reserve Bank of India introduced a new framework for framing regulations.
Updated : Jan 29, 2026

Economic Survey 2026: How better regulation is building confidence in India’s capital markets

IMF and World Bank data shows India’s capital markets expanded from 144% of GDP in 2017 to 175% in 2024. During the same period, total financial sector assets rose to nearly 187% of GDP

The Indian economy has charted a strong growth path post Covid years. In fact, as per advance GDP estimates, the Indian economy is likely to log a GDP growth rate of 7.4%.
Updated : Jan 28, 2026

Union Budget 2026: Govt may pick growth over fiscal consolidation, says Mihir Vohra   

Vohra cited government's last year's key moves such as GST rate cuts and reducing income tax to boost consumption-led growth in the Indian economy.

Budget 2026 tax expectations
Updated : Jan 28, 2026

Union Budget 2026: LTCG, STCG tax cut on cards? Here's what analysts say 

The correction in BSE midcap (5.77%) and BSE smallcap indices (9.12%) this year signals the negative sentiment in the broader market ahead of Union Budget on February 1.

 Union Budget 2026 impact expectations from Real Estate
Updated : Jan 27, 2026

Budget 2026: Prestige Estates, Oberoi Realty shares to benefit from incentives on affordable housing, says Axis Direct

According to Axis Direct, incentives such as lower stamp duty, raising affordable housing price limits, increasing tax deductions and rationalising GST on stamp duties could be unveiled for promoting affordable housing on February 1.

Union Budget 2026: Tata Steel, NALCO, SAIL, Hindalco shares may rise
Updated : Jan 27, 2026

Union Budget 2026: Tata Steel, NALCO, SAIL, Hindalco shares may be impacted; here's why

Shares such as Tata Steel, NALCO, SAIL and Hindalco are expected to be the  likely beneficiaries from the metal and mining sector after Budget 2026.

The exchanges will be conducting a full trading session on the budget day, like normal days, following the regular market hour routine.
Updated : Jan 31, 2025

Are Indian stock market & MCX open on February 1, Saturday, for Budget 2025?

Indian stock market has exhibited high volatility during the Budget speech, with the Nifty50 showing intraday fluctuations within a 2-3 per cent range 12 out of the last 14 occasions.

Finance Minister Nirmala Sitharaman is set to present the Economic Survey 2024-25 in Parliament today, ahead of the Union Budget 2025.
Updated : Jan 31, 2025

Stock market today: Sensex, Nifty jump ahead of Economic Survey, all eyes on Union Budget 2025

Indian stock markets moved higher during the trading session on Friday, ahead of the Economic Survey, which shall be presented in the parliament later today.

Some experts believe the Sitharaman may disappoint Dalal Street amid trying to balance on the tightrope of economic push and social welfare schemes.
Updated : Jan 30, 2025

Union Budget 2025: BEL, UltraTech, HAL, L&T among top stock picks in capex theme

Finance Minister Nirmala Sitharaman shall be tabling her eight Union Budget this Saturday, that is, February 1. Market participants are expecting the FM to prioritize long-term growth with a focus on capex.

Rahul Charkha, Partner at Economic Laws Practice expects Budget 2025 to scrap the STT on buying or selling equity shares and also reduce the LTCG rate to 10 per cent as it was earlier.
Updated : Jan 21, 2025

STT, LTCG, STCG: Can Budget 2025 bring respite to retail investors?

At present, LTCG tax is applicable to gains exceeding Rs 1.25 lakh from the sale of listed shares and equity mutual funds. The LTCG is taxed at 12.5 per cent, following recent amendments made vide Budget 2024.

ITC Q3 results: Nuvama expects ITC’s cigarette business to post decent volume of 3.5 per cent YoY against 3.3 per cent growth in Q2FY25.
Updated : Jan 21, 2025

ITC shares: Sharp tax hike coming in Union Budget 2025? Here's target price 

Union Budget 2025: There is a separate proposal to increase GST on cigarettes and tobacco-related products from 28 per cent to 35 per cent. If this comes to pass, cigarette prices will in effect increase by 6–7 per cent.

shares of real estate companies jumped after Sitharaman announced a Rs 2.2 lakh crore push to make housing more affordable.
Updated : Jul 23, 2024

Budget 2024 gives boost to Titan, CE Info Systems, Genesys, shares rally up to 8%

Brokerage SAMCO Securities believes the announcement is positive for companies such as CDSL, CE Info Systems and Genesys.

Budget 2024: Markets indifferent but welcome aggressive fiscal deficit target
Updated : Feb 1, 2024

Budget 2024: Markets indifferent but welcome aggressive fiscal deficit target

The benchmark Sensex, which was trading up around 285 points at 72,035 when the finance minister rose to present the interim budget at 11am, had given up most of the day’s gains to hover around 71,815 -- up around 63 points – when the speech concluded around 12 noon.

Budget 2024: What stock market analysts, economists say on budget announcements
Updated : Feb 1, 2024

Budget 2024: What stock market analysts, economists say on budget announcements

The Finance Minister Nirmala Sitharaman walked on the path of fiscal prudence and enshured her government's infrastructure push stay strong. She decided not to tinker with either direct or indirect taxes, and suggested a divestment target of Rs 50,000 crore, which was much in line with Street estimates.

The disinvestment process for major CPSEs such as IDBI Bank and Shipping Corporation is expected to only pick up in FY2025, ICRA said.
Updated : Feb 1, 2024

Budget 2024: PSU stake sale likely post Lok Sabha elections, expect a moderate divestment target for FY25

Brokerages are expecting a modest disinvestment target Rs 40,000 crore, which would be 0.1 per cent of GDP, compared with "the overly ambitious target" for this year.

Finance Minister Nirmala Sitharaman will present the interim budget on Thursday, February 1, which will mark the final budget of Modi Government 2.0 ahead of the general elections.
Updated : Feb 1, 2024

Interim Budget, Fed outcome among key factors that will guide Dalal Street on D-Day

Despite some progress, inflation risks persist as the US Fed dashed expectations for an interest rate cut in March.

Budget 2024: YES Securities said the government will have to do a tightrope walk in allocating resources for capital expenditure, the incremental pace of which can reduce.
Updated : Feb 1, 2024

Interim Budget 2024: Capex growth to moderate? Infra, road, railways, defence stocks in focus today

Budget 2024: Jefferies anticipated a mere 7-8 per cent growth in the government capex budget for FY25 and suggested that such a move could disappoint the stock market

A 2.57 per cent fall for BSE500 on February 1, 2020 was its worst Budget day fall, at least, in the last 12 years, which included two interim Budgets.
Updated : Feb 1, 2024

Budget 2024: Will smallcap, midcap stocks turn volatile on D-Day?

On February 1, 2023, the BSE500 index fell 0.62 per cent, the BSE Midcap index 0.96 per cent, and the BSE Smallcap index 1.10 per cent.

Nifty outlook for today: The 21,500-strike on the downside and the 21,800-strike on the upside will be the two key levels to watch out ahead of the budget announcement, said an F&O analyst.
Updated : Feb 1, 2024

Budget 2024: F&O traders brace for high volatility today; trading strategy, Nifty levels to watch

Budget 2024: Positive announcements could push Nifty beyond 21,850, and that the index could aim for all-time high levels around 22,100. A break below 21,400 and 21,200 may trigger selloff.

Capital gains tax: The capital gains taxation structure may be simplified by introducing a uniform holding period across domestic equities and mutual funds. Uniformity in tax treatment is expected to encourage higher compliance.
Updated : Jan 31, 2024

Interim Budget 2024 & stock market wishlist: Removal of STT, double taxable on dividend; changes to LTCG & more

STT: ICRA said the removal of STT has been a long-sought demand by market participants and as the GST collection went up, this demand has again gained traction.

PFC Ltd, SJVN, Jindal Saw, JBM Auto, NBCC (India), HUDCO , Cochin Shipyard Ltd, Kaynes Technology India Ltd and Jupiter Wagons Ltd are some of the BSE500 stocks which rallied 250-300 per cent since Budget.
Updated : Jan 31, 2024

Interim Budget 2024: IRFC, Suzlon Energy, IRCON, RVNL shares turn multibaggers since last Budget

IRFC climbed 441 per cent since February 1, 2023. Suzlon Energy has seen its shares rallying 369 per cent since last Budget. REC Ltd soared 324 per cent while Ircon International Ltd and Rail Vikas Nigam Ltd climbed 319 per cent and 305 per cent.

Prabhudas Lilladher (PL) believes the FM will focus on giving a balance approach to being growth oriented and pragmatic with focus on rural development and social schemes
Updated : Jan 15, 2024

Interim Budget 2024: Sector-wise wishlist, stock market tax sops, divestments & more

For the upcoming Budget, analysts said the market would prefer fiscal prudence, though some populist measures in the wake of upcoming Lok Sabha elections cannot be ruled out.