Budget 2026: Sitharaman's 3 Key Announcements Could Ignite Stock Market Rally
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Moneycontrol•01-02-2026, 08:10
Budget 2026: Sitharaman's 3 Key Announcements Could Ignite Stock Market Rally
- •Finance Minister Nirmala Sitharaman is set to present her ninth consecutive budget, Budget 2026-27, on a Sunday, a historic first in 26 years.
- •Market experts anticipate a significant surge in Nifty and Sensex if the budget addresses three key areas: Capital Gains Tax reform, reduction in Securities Transaction Tax (STT), and increased infrastructure and capital expenditure (Capex).
- •Investors are demanding an increase in the LTCG exemption limit from ₹1.25 lakh to ₹2 lakh and a reduction in LTCG and STCG rates to encourage domestic participation.
- •A reduction or abolition of STT for delivery-based trades is expected to lower trading costs, attract foreign investors, and boost trading volumes.
- •An anticipated 10-15% increase in Capex, targeting ₹12-12.5 lakh crore, would benefit infrastructure companies like Larsen & Toubro and Tata Projects, stimulating economic growth and employment.
Why It Matters: Sitharaman's Budget 2026 announcements on tax reforms and infrastructure spending are crucial for a stock market boom.
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