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2026-02-01 09:11:20| The Economic Times

Economist Swaminathan Aiyar finds the Union Budget unremarkable. He notes a lack of bold reforms and simplification, with many small changes increasing complexity. Fiscal consolidation is marginal. The budget prioritizes stability amid strong growth. Major reforms like fertiliser subsidy abolition were avoided. Sector-specific measures are politically understandable but economically modest.


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2026-02-01 08:59:09| The Economic Times

Realty stocks fell sharply after Budget 2026 disappointed the sector with no major incentives, dragging the Nifty Realty index lower. Developers saw heavy losses amid unmet housing expectations, while REITs outperformed, supported by the governments continued focus on urban infrastructure development and asset monetisation through dedicated REIT structures.


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2026-02-01 08:07:30| The Economic Times

Indian data centre stocks experienced significant gains following a proposed tax holiday until 2047 for foreign cloud companies. This initiative aims to establish India as a global digital hub. Companies like Techno Electric, Netweb Technologies, Orient Technologies, and Anant Raj saw their shares climb. Cummins India also benefited. Adani Enterprises' stock saw a slight dip.


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01.02Budget lacks bold reforms, focuses on cautious continuity: Swaminathan Aiyar
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01.02Budget lacks bold reforms, focuses on cautious continuity: Swaminathan Aiyar
01.02Budget 2026: Realty stocks plunge up to 10% on Budget miss; REITs rally up to 3%
01.02Budget 2026: Anant Raj, other stocks jump up to 10% as FM announces tax holiday to turn India into data centre hub
01.02Union Budget 2026: India raises overseas individual investment limits in equities under PIS
01.02Budget 2026: 7 high speed corridor plan lifts Jupiter Wagons, IRFC and other railway stocks up to 3%
01.02Budget 2026: Rs 40,000 crore electronics component outlay lifts Dixon Tech, Kaynes, PG Electroplast, and other EMS stocks up to 7%
01.02Budget 2026: GMDC shares rally 5% as FM Sitharaman announces rare earth corridor
01.02Gold, silver ETFs: BSE imposes 20% circuit limit after metal meltdown
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