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Budget 2026 insights on market impact and taxation

pre-market1 source ↓written by the desknot a recommendation

In a recent discussion, Nilesh Shah, MD of Kotak Mahindra AMC, analyzed the impact of the STT hike and F&O taxation on market dynamics. He highlighted concerns regarding government borrowing and FII flows, while addressing middle-class issues and disinvestment plans. Investors should closely monitor these hidden signals for long-term implications.

Not investment advice. For informational purposes only.

OI Charts is not a SEBI-registered investment adviser or research analyst. This bulletin was written by the OI Charts desk from the public sources listed here. It is commentary on market conditions, not a basis for any investment decision and not a recommendation to buy or sell any security. Prices as of 4 Feb 2026, 07:11 IST.

Sourcesnews.google.com

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