Latest Updates Around The World
Over the past week, markets have traded within a range while maintaining a positive bias. After seeing some volatility early this week, the Nifty fluctuated between 24,932 and 25,458 before settling for modest gains. India’s VIX fell 3.95% to 13.63, indicating easing volatility ahead of the event. Overall, the Nifty ended the week with a […]
Every year before the Union Budget, market sentiment tends to turn cautious, with investors cutting back on positions and increasing volatility in the indices. But historical data from the last fifteen years suggests that such pre-Budget corrections in the Sensex and Nifty can actually set the stage for stronger gains afterwards.Whenever one of the benchmarks […]
As markets grapple with global uncertainty, shifting financial flows and a mixed earnings recovery, investors are closely watching the Union Budget 2026 for policy direction and growth cues.In this edition of ETMarkets Smart Talk, Rahul Singh, CIO–Equities at Tata Asset Management, shares his expectations for the upcoming budget, the outlook for valuations and foreign flows, […]
With the Union Budget 2026 to be presented tomorrow, defense stocks have shown resilience, rising as much as 23% in January even as broader markets remained volatile.An analysis shows that a majority of stocks in the Nifty India Defense index have outperformed the Nifty benchmark since Budget 2025. The sector is expected to remain in […]
Retail participation and trading costs are once again taking center stage in the run-up to the Union Budget, especially after mixed market returns over the past year. Zerodha co-founder Nithin Kamath expressed concern over the sharp rise in securities transaction tax (STT) on derivatives and its impact on market activity and government revenue.Kamath said that […]
Forget Prinsjesdagtheater! A deep dive into 15 years of Nifty data shows that investors obsessed with February 1 may be missing the real opportunity: the average Budget Day move is a negligible 0.19% for Nifty 50, while the week after the event has delivered seven times higher returns, suggesting that the smart money is waiting […]
Retail investors have remained loyal to Indian markets in recent years despite multiple challenges, including a pandemic, global interest rate shocks and geopolitical turmoil. What has kept them engaged is not the lure of quick profits, but the growing belief that India’s capital markets are steadily evolving into a credible platform for long-term wealth creation.However, […]
By Devendra AgrawalFor investors: The recent Supreme Court judgment against Tiger Global may dampen the confidence of any global investor as everything agreed in the past is open to interpretation. And while that may lead to the short-term benefit of recovering taxes from one investor, in the long run it could have a negative impact […]
When the Union Budget is presented on February 1, 2026, the bond market will not be looking for spectacle. It will listen for reassurance. With global interest rate cycles still uneven and India’s entry into global bond indices no longer an immediate catalyst, the budget is once again becoming the key domestic anchor for yields, […]
Measures to encourage retirement savings and increase premium ceiling for tax-free tenures for Unit Linked Insurance Products (ULIP) are among the top wish lists of insurers in the upcoming Union Budget for FY 2026-27. “India is facing a widening retirement savings gap, which is expected to reach $85 trillion by 2050. To address this, the […]
