ETMarkets Smart Talk: India’s US-EU trade deals reduce geopolitical risk for investors, says Pradeep Gupta

India’s recent trade deals with the US and EU are changing the way global investors view Indian assets, even as markets react nervously to domestic policy changes.In this edition of ETMarkets Smart Talk, Pradeep Gupta, Chairman and MD of Anand Rathi Share and Stock Brokers Ltd, explains why these deals significantly reduce India’s geopolitical risk […]

Markets fell, then recovered: FM explains STT increase, volatility and debt roadmap

In an exclusive interview with Times Now’s Navika Kumar, Finance Minister Nirmala Sitharaman has defended the government’s decision to hike Securities Transaction Tax (STT) on futures and options trading. Research shows that 90% of retailers suffered heavy losses in the speculative segment. The clarification comes after markets experienced significant volatility following the Budget announcement. The […]

Former RBI official R Gandhi backs Budget 2026’s medium-term view and defends STT hike on F&O trading

R Gandhi, former deputy governor of the Reserve Bank of India, has strongly endorsed the Union Budget 2026’s focus on medium-term economic planning, calling it a crucial shift from annual policy tinkering that undermines investor confidence.In an interview with ET Now, Gandhi emphasized that the most distinguishing feature of the budget is its sustainable medium- […]

Digital real estate | From homes to shops: Budget 2026 prepares the way for broad real estate growth

The Union Budget 2026 has received overwhelmingly positive responses from real estate and investment leaders, who see the government’s continued focus on infrastructure, urban development and capital expenditure as a key catalyst for the long-term growth of the real estate market.From Tier II and Tier III cities to digital infrastructure and retail-led expansion, industry stakeholders […]

Budget impact: What keeps Morgan Stanley’s Ridham Desai bullish on Indian equities

Even after the Sensex and Nifty ended around 2% lower post-Union Budget, Morgan Stanley’s Ridham Desai maintains his bullish stance on Indian equities, arguing that a rare combination of cyclical support and structural reforms will support earnings growth and support premium valuations for domestic equities.The budget targets a fiscal deficit of 4.3% of GDP for […]

Tharoor calls for ‘Invisible Kerala’ hashtag as Budget skips southern state

Congress MP Shashi Tharoor on Sunday hit out at the Center over the Budget, saying it had nothing for Kerala and sarcastically coined a new hashtag – ‘Invisible Kerala’. Tharoor wondered why Kerala was not mentioned anywhere in Nirmala Sitharaman’s speech, pointing out that the state has contributed significantly to India’s growth story. “A disturbing […]

Budget 2026: REIT push, land acquisition relief and city-led growth boost real estate sector

File photo NEW DELHI: The Union Budget 2026-2027, presented by Finance Minister Nirmala Sitharaman on February 1, announced a series of policy measures aimed at improving capital recycling, easing tax compliance and accelerating urban infrastructure development, providing multiple tailwinds for the real estate and construction sectors.A major announcement was the government’s proposal to accelerate revenue […]

’90s software thrives again! What Raamdeo Agrawal said after Budget 2026

Raamdeo Agrawal, one of India’s most respected market voices, described the Union Budget 2026 as “a masterstroke for India’s digital future.” He called the 100% tax exemption for data centers until 2047 a decisive policy step, calling it a “1,000-pound gorilla decision.” Drawing parallels to the software boom of the 1990s, he said: “We are […]

Capex push, STT hike and budget squeeze for the stock market: Will Sensex and Nifty fall further in the coming days?

Indian stock markets witnessed sharp volatility after the Union Budget 2026, with the Sensex falling over 1,200 points mid-session after falling nearly 2,000 points at worst. The sharp decline reflected investors’ disappointment over higher trade taxes and the lack of major triggers that could bring foreign investors back into the market, even as the budget […]

Budget 2026: Max Healthcare, Apollo Hospitals and other stocks rise up to 4% as FM boosts medical tourism

Shares of Max Healthcare, Apollo Hospitals Enterprise, Narayana Health, Fortis Healthcare and Aster DM, among others, rose as much as 4% after Finance Minister Nirmala Sitharaman announced measures to boost medical tourism in the Union Budget 2026. “To promote India as a hub for medical tourism services, I propose to launch a scheme to support […]