Budget 2026: Expert Views on Stock Market Cheers, RBI Policy
Divam Sharma of Green Portfolio PMS shares insights on Budget 2026 expectations, stock market trends, Q3 earnings, and RBI policy outlook for Indian investors.
Category : Stock Market
35 Nifty 500 Stocks Gain 10%+ in Volatile Week
Despite geopolitical tensions and FPI selling, 35 Nifty 500 stocks posted double-digit gains last week. Defence and capital goods sectors led the rally on Budget capex hopes, while analysts expect continued volatility.
Stock Markets Open on Budget Day Sunday, February 1, 2026
Union Budget 2026-27 presentation on Sunday, February 1, will see stock markets operating normally. BSE and NSE confirm trading sessions with standard timings, marking a rare working Sunday.
SEBI Opens 1-Year Window for Demat of Physical Securities
SEBI announces a special one-year window for investors to transfer physical securities to demat form, enhancing market efficiency and investor protection.
Harshad Mehta: Architect of Chaos in India's Markets
The Harshad Mehta scam of 1992 wasn't just about financial fraud—it revealed critical weaknesses in India's post-liberalization market structure and regulatory framework.
AmEx Stock Falls Despite Profit Growth, Gen-Z Spending Rise
American Express shares declined 3.82% despite reporting 13% profit growth and higher Gen-Z spending. The company's Q4 2025 results showed strong performance but fell slightly short of analyst expectations.
NSE Chairman: IPO Reinforces Confidence in India's Markets
NSE Chairman Srinivas Injeti states the upcoming IPO reinforces confidence in the exchange as a beacon of India's capital markets, highlighting its growth and transparency.
Wall Street Falls After Trump's Fed Nomination
US stock indices declined on Friday following President Donald Trump's nomination of former Federal Reserve Governor Kevin Warsh to lead the central bank, with the Dow, S&P 500, and Nasdaq all showing losses.
Markets End 3-Week Slide on Budget Hopes, Earnings
Indian benchmark indices snapped a three-week losing streak, gaining 0.9-1.1% on budget optimism and earnings beats, though January ended in the red with significant FPI outflows.
Nifty 50 Posts Worst January in Over a Decade as Markets Struggle
January proved challenging for Indian equities with Nifty 50 dropping 3.10% amid geopolitical tensions, trade concerns, and mixed corporate earnings. FPI outflows and crude price rise added pressure.
Reliance Power Q3 Net Profit Falls 40% to ₹25 Crore
Reliance Power reported a 40% year-on-year decline in net profit to ₹25 crore for Q3 FY26, while revenues saw a marginal 1% increase, as per consolidated financial statements released on January 30, 2026.
Sebi Clears NSE IPO After 10-Year Wait
Markets regulator Sebi has finally granted a no-objection certificate to the National Stock Exchange for its long-delayed IPO, clearing the path for a Rs 10,000 crore public listing after regulatory concerns.
Synthiko Foils Stock Soars 363% Amid Market Turbulence
Synthiko Foils shares have delivered triple-digit returns of 363% over the past year, defying broader market volatility driven by global tensions and geopolitical concerns.
Markets Fall Ahead of Budget, Breaking 3-Day Rally
Benchmark indices Sensex and Nifty declined on Friday as investors booked profits before the Union Budget. Metal and IT stocks led losses amid foreign fund outflows and rupee depreciation.
Bajaj Auto Q3 Profit Jumps 25% to Rs 2,750 Crore
Bajaj Auto reports robust Q3 FY25 results with a 25% year-on-year increase in net profit to Rs 2,750 crore, driven by strong domestic and export sales.
Foreign Investors Bearish Ahead of Budget, Shorting Markets
Foreign portfolio investors maintain extreme bearish positioning in derivatives ahead of Union Budget FY27, with net shorts in index calls reflecting expectations of market correction or volatility decline to capture option premiums.
Stock Markets Snap 3-Day Rally on Metal, IT Drag
Indian equity benchmarks, Sensex and Nifty, declined today, ending a three-day winning streak, primarily due to selling pressure in metal and information technology stocks amid global economic concerns.
Stock Market Falls Jan 30: Metal, Tech Stocks Lead Losses
The Indian stock market experienced a downturn on January 30, with metal and technology stocks facing heavy selling pressure. Hindustan Zinc, Vedanta, and Hindustan Copper were among the top losers, while media, FMCG, and real estate sectors showed some r
GHV Infra Projects: Multibagger Stock with 733% Returns
GHV Infra Projects share price surged from ₹28 to ₹229 in one year, delivering 733% returns. The company's Q2 FY26 results show strong revenue and profit growth despite market volatility.
Buffett: No Called Strikes in Investing, Wait for Right Pitch
Warren Buffett's old video resurfaces on X, sharing key investment mistakes. He compares investing to baseball, emphasizing patience and understanding before swinging at stocks.
Sensex, Nifty 50 Snap Winning Streak Ahead of Budget 2026
Indian stock market benchmarks Sensex and Nifty 50 closed lower on Friday, January 30, 2026, ending their three-session winning streak due to profit booking ahead of the Union Budget 2026 scheduled for February 1.
Defence Stocks Soar 26% on Budget 2026 Capex Expectations
Major defence stocks surged up to 26% during Budget week as investors anticipate a 20% rise in capital expenditure, focusing on missiles, drones, and advanced technologies under the Viksit Bharat framework.
Budget 2026: Markets Open Sunday, February 1
Indian stock and commodity markets will hold special trading sessions on Sunday, February 1, 2026, for the Union Budget presentation. Experts advise caution due to high volatility.
Vodafone Idea Shares Jump 13% on Rating Outlook Upgrade
Vodafone Idea share price surged over 13% despite market weakness, driven by CARE Ratings revising its outlook to 'Positive' and the company's ₹45,000 crore capex plan. The telecom operator also reported narrowing Q3 losses.
SBI MF Cuts Gokaldas Exports Stake, Books Profit
SBI Mutual Fund has reduced its holding in Gokaldas Exports Limited to 7.7585% by selling 153,922 shares, marking a 2% decrease from August 2025 levels.
Msafe Equipments IPO Oversubscribed 73 Times, NIIs Lead
Msafe Equipments IPO received overwhelming response, subscribed 73.23 times overall. NII segment led with 149.55 times subscription. Issue to close today, listing on BSE SME next week.
India's Valuation Premium Drops: FII Return Prospects Analyzed
India's equity valuation premium over emerging markets has fallen from 164% in 2024 to 93% in 2026. Experts debate if this makes Indian stocks attractive again for foreign investors amid regional competition.
Indian Markets Fall: Metal Stocks Drop, Budget Awaited
Indian stock markets closed lower on Friday with metal stocks declining 4%. The Nifty 50 fell 0.28% to 25,352.85 and Sensex dropped 0.23% to 82,373.01. Weak rupee, foreign outflows, and rising oil prices weighed on sentiment as investors await Sunday's Un
Auto Stocks Gain as Markets Remain Volatile Today
Auto sector stocks traded in the green on Thursday, defying broader market volatility. Key players like Maruti Suzuki and Tata Motors saw share price increases, driven by positive industry sentiment and strong quarterly results.
FII Selling Makes Valuations Reasonable: ICICI Prudential AMC
Dharmesh Kakkad of ICICI Prudential AMC says FII selling has made Indian stock market valuations reasonable but not cheap. He recommends quality stocks amid volatility and highlights sectors like technology, FMCG, and pharmaceuticals.
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