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India Budget 2026 raises capex, STT hike impacts markets

pre-market1 source ↓written by the desknot a recommendation

India's Budget 2026, set for 02 Feb, increases capital expenditure to ₹12.2tn and raises STT on F&O trades, leading to a near-2% drop in the Nifty 50. The budget focuses on sectors like semiconductors, defence, and data centres, aiming for long-term growth despite immediate market pressures. This shift signals potential opportunities in infrastructure and industrial equipment.

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 3 Feb 2026, 07:10 IST.

Sourcesnews.google.com

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