The fiscal tilt towards capex benefits companies in investment-related sectors like capital goods, defence equipment, engineering & construction and metal & mining. The planned cut in revenue expenditure will weigh on companies in consumption sectors like FMCG, consumer durables and retail.
Highlights of the Economic Survey 2025-26
Benchmark indices Sensex and Nifty ended marginally higher on Wednesday as a sharp decline in IT blue-chip stocks restricted the rally in the markets.
Gold extended its record-breaking run to breach the Rs 1.5 lakh per 10-gram mark in futures trade on Tuesday, while silver surged to a lifetime high of Rs 3.27 lakh per kg as investors rushed to safe-haven assets amid mounting global tensions. On the Multi Commodity Exchange (MCX), gold futures for February delivery climbed Rs 6,861, or 4.7 per cent, to record Rs 1,52,500 per 10 grams after settling at Rs 1,45,639 per 10 grams in the previous session.
Silver prices surged on Monday to breach the record Rs 3 lakh-per-kg mark in futures trade for the first time, riding on strong investor demand and positive global trends.
Several farmer organisations in India are protesting the proposed India-US trade deal, expressing concerns about its impact on the agriculture sector and demanding the resignation of the Commerce Minister.
Maruti Suzuki sold more cars than ever before, earned more money, and saw many first-time buyers choosing small cars again.
The Congress party has criticized the Indo-US trade agreement, calling it a 'surrender' of India's self-esteem and interests, and a betrayal of Indian farmers and MSMEs.
'She understands her body, comfort level and personal style and no longer dresses to impress others.'
'Based on the joint statement, a formal agreement will be drafted, which may take a month or month-and-a-half to finalise. We aim to sign the formal agreement by mid-March.'
Paris Haute Couture Week isn't about everyday outfits; it's about pushing imagination to its limits.
Catherine Tresa Alexander has that rare fashion energy where even the simplest outfit feels like a mood.
Nyraa Banerji LOVES pink and she is not at all shy about it. Her wardrobe looks like it stepped straight out of a Barbie dreamhouse.
The market capitalisation of BSE-listed companies eroded by Rs 9,40,581.75 crore to Rs 4,50,61,658.60 crore (USD 4.90 trillion) in a single day.
Gold ETFs attracted around Rs 11,700 crore, the highest in a calendar month.
India is growing fast, but to keep growing strong, the government must make more things at home, create jobs, and spend money wisely, suggests Rajiv Memani, regional managing partner, Africa-India Region, EY.
The agreement addresses non-tariff barriers and promotes increased trade in technology products and cooperation between the two countries.
Based on preliminary information, the Borivali GRP have registered a murder case against an unidentified person. Efforts are being made to trace the attacker, the official added.
Prime Minister Narendra Modi on Tuesday announced the signing of the India-EU Free Trade Agreement (FTA), saying it accounts for 25 per cent of global GDP and one-third of global trade.
Overlap refers to the same stocks appearing across fund portfolios.
'A breakout above 158,000 to 160,000 could trigger the next leg higher toward 165,000 to 170,000.'
The European Union (EU) has suspended export benefits to sectors such as textiles and plastics under a preferential scheme for India and two other countries from January 1, a move that will impact the country's shipment to the 27-nation bloc. The development is important as the two sides are likely to announce the closure of negotiations for a free tarde agreement (FTA) on January 27.
'New investors should enter gradually and stay cautious.' 'Silver is a structural multi-year story, but timing matters in a high-volatility metal.'
Silver prices rallied sharply by Rs 15,000 to hit a lifetime high of Rs 265,000 per kg in the national capital on Monday, and gold advanced to a fresh record of Rs 144,600 per 10 grams, mirroring strong gains in the global markets.
Vasant Panchami is not just about welcoming spring, it is also about honouring Saraswati, the goddess of wisdom, music and art. And that is exactly why most people dress up in yellow on this day.
In 2026, date night dressing is all about feeling confident, comfortable and a little bit cinematic. Think outfits that feel effortless but still make your crush do a double take.
Silver prices extended their record-breaking rally for a sixth straight session on Monday, surging 6 per cent to touch a lifetime high of Rs 2,54,174 per kilogram in futures trade amid strong investor demand and bullish global trends. On the Multi Commodity Exchange (MCX), silver futures for March delivery surged Rs 14,387, or 6 per cent, to hit a new record of Rs 2,54,174 per kilogram.
New Delhi will substantially reduce tariffs on industrial and agricultural goods while continuing to protect sensitive sectors. Tariffs on some agricultural products that are not traditionally considered sensitive will be brought down to zero, while in the case of relatively sensitive items, duties will be reduced in a graded manner and quotas will be imposed.
'Multi-asset funds have cornered 30 per cent of hybrid fund inflows in 2025, reflecting a growing preference for diversified portfolios that combine equity, debt and commodities.'
FPIs net sold equities worth Rs 1.7 trillion in 2025 -- the highest annual net sale on record.
'We believe the truth is in the middle, and that India is at an important crossroads.'
From celebs dropping 2016 throwback pictures to old red carpet looks resurfacing; fashion is clearly in its nostalgia era. And TBH, we're not mad about it because 2016 was chaotic, extra and unapologetically fun.
At Anita Dongre's Rewild '26, the runway did not just sparkle, it told stories.
'The bigger unknown remains global geopolitics, which is inherently unpredictable, including developments in our neighbourhood.' 'Another concern is the increasing tilt of government finances towards welfare subsidies, especially at the state level.' 'This could constrain capital expenditure, which is critical for long-term growth.'
A 57-year-old man in Surat miraculously survived a fall from his 10th-floor apartment after getting stuck in a metal grill on the 8th floor. He was rescued by fire officials after being suspended upside down for an hour.
The BSE Sensex has been one of the top-performing areas of investment in the past 40 years, consistently delivering double-digit returns in rupee terms, beating assets such as global equities, precious metals, and fixed income.
From the 30-Sensex firms, Larsen & Toubro, Tech Mahindra, Tata Consultancy Services, Reliance Industries, Tata Steel, and Trent were among the biggest laggards. On the other hand, Eternal, ICICI Bank, Bajaj Finance, and Bharat Electronics were the gainers.
Ever since her stint in Kantara 2 and now her much-awaited release Toxic, Rukmini Vasanth is firmly on the audience's radar for her performances as well as her fashion choices.
The automobile and auto-ancillary sector is expected to show strong Q3FY26 results, aided by festival-led demand, rationalisation in goods and services tax (GST) rates for select categories of vehicles, easing interest rates, and improving rural sentiment.
'Economic activity appears to have peaked in the second quarter of FY26, with industrial output, exports, and business confidence all softening from October 2025.'