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Budget impact: What makes Morgan Stanley's Ridham Desai remain bullish on Indian stocks
Economic Times - Stocks01-Feb-2026 18:25 0stUTC
Morgan Stanley maintains a bullish stance on Indian equities post-Budget, citing cyclical growth support, structural reforms, capex push, and long-term policy focus on semiconductors, AI,…
STT, capital gains tweaks rattle investors despite growth push: Sunil Singhania
Economic Times - Markets01-Feb-2026 18:13 0stUTC
Market veteran Sunil Singhania noted that while the Union Budget initially disappointed, increased allocations to railways, defense, and infrastructure offer long-term growth potential. However, recurring…
Budget long-term positive, investors should focus on fairly valued growth stocks: VK Vijayakumar of Geojit Investments
LiveMint - Markets01-Feb-2026 17:58 0stUTC
VK Vijayakumar from Geojit Investments reviews the recent budget proposal, highlighting its long-term growth focus despite initial market reactions. He emphasises the need for investors…
Dividend Stocks: ITC, Sun Pharma, GAIL, BPCL, NTPC, among others to trade ex-dividend this week; Full list here
LiveMint - Markets01-Feb-2026 17:54 0stUTC
Over 45 stocks, including ITC, Sun Pharma, BPCL, and GAIL, will trade ex-dividend this week. Key dates include February 2 for BPCL, February 3 for…
Oil India among 4 stocks that hit 52-week highs & rallied up to 22% in a month
Economic Times - Markets01-Feb-2026 17:33 0stUTC
Sensex fell 1,547 points during Budget 2026 special session, yet select stocks defied weakness. Oil India, Bharat Electronics, Axis Bank and SBI hit fresh 52-week…
F&O satta is highly risky... how can the government stay quiet: Nirmala Sitharaman on STT hike
Economic Times - Markets01-Feb-2026 17:31 0stUTC
Finance Minister Nirmala Sitharaman defended the sharp hike in securities transaction tax on futures and options, citing risks from excessive speculation in derivatives. The Budget…
Budget bloodbath: Market breadth hits 5-year low as STT hike triggers widespread rout
LiveMint - Markets01-Feb-2026 17:30 0stUTC
Nearly 1% of stocks plunged over 10%, a level of carnage mirrored only in 2023.
Budget boosts sentiment in hospitality stocks. Cricket World Cup in focus
LiveMint - Markets01-Feb-2026 17:29 0stUTC
To encourage foreign travel, the Union Budget also proposed to reduce the tax collected at source rate on the sale of overseas tour programme packages…
Upcoming IPOs: NFP Sampoorna Foods, Grover Jewells to open next week, 5 SME listings scheduled; check full list
LiveMint - Markets01-Feb-2026 17:26 0stUTC
The week of February 2 is expected to see limited mainboard IPO activity, focusing instead on SMEs like Grover Jewells, NFP Sampoorna Foods, and Biopol…
90s software boom all over again! What Raamdeo Agrawal said after Budget 2026
Economic Times - Markets01-Feb-2026 17:25 0stUTC
Raamdeo Agrawal praised Budget 2026 as transformative for India’s digital future, citing data centre tax holidays and capex push. Despite STT-led volatility, he said strong…
Visionary Budget with long-term growth focus: R Doraiswamy, LIC
Economic Times - Markets01-Feb-2026 17:11 0stUTC
LIC CEO & MD R Doraiswamy described the Union Budget as a visionary roadmap for India's ambition to become a top three global economy. He…
