VICTORIS
Budget Express 2026

co-presented by

  • LIC
  • JIO BlackRock

ASSOCIATE SPONSORS

  • Sunteck
  • SBI
  • Emirates
  • Dezerv
Loans
Loans
HomeAuthor

Zoya Springwala

Senior Correspondent

Moneycontrol

Heavy leverage, margin calls, claims of manipulation rock silver spot prices

BUSINESS

Heavy leverage, margin calls, claims of manipulation rock silver spot prices

Silver spot prices fell sharply, but physical silver still trades at high premiums, signaling strong demand amid claims of market manipulation and heavy leverage.

Union Budget doesn't woo FPIs despite Rs 1.6 lakh crore selloff

BUSINESS

Union Budget doesn't woo FPIs despite Rs 1.6 lakh crore selloff

The Union Budget 2026 offered little for foreign investors, maintaining tax burdens and raising Securities Transaction Tax on futures and options

Five themes that stand to gain from the Union Budget 2026

BUSINESS

Five themes that stand to gain from the Union Budget 2026

The Union Budget 2026 maintains policy continuity but boosts defence, railways, semiconductors, biosimilars, and rare earth sectors.

Gold, silver erases over $5 trillion in value as markets price in a hawkish Fed chair nominee

BUSINESS

Gold, silver erases over $5 trillion in value as markets price in a hawkish Fed chair nominee

Gold and silver prices crashed globally after profit booking and rising expectations of a hawkish U.S. Federal Reserve chair.

Astral, Epigral to gain from China’s VAT rebate rollback on PVC

BUSINESS

Astral, Epigral to gain from China’s VAT rebate rollback on PVC

Reduced Chinese export competitiveness could tighten global PVC supply and support pricing for domestic players such as Astral or Epigral.

MCX hikes strike price interval for silver, silver mini options to Rs 1,000

BUSINESS

MCX hikes strike price interval for silver, silver mini options to Rs 1,000

MCX said it will increase the strike price interval for silver and silver mini options to Rs 1,000 from Rs 250 from January 29, 2026, with the changes applicable to both existing and new contracts.

US shutdown likely weighed on economic activity, tariffs impacting inflation: Jerome Powell

BUSINESS

US shutdown likely weighed on economic activity, tariffs impacting inflation: Jerome Powell

In its policy meeting on January 28, the US central bank held interest rates steady, defying President Donald Trump’s repeated calls for sharp cuts.

India-EU trade deal revives stocks hurt by US tariffs

BUSINESS

India-EU trade deal revives stocks hurt by US tariffs

Export-oriented stocks which have faced significant pressure over the past year due to US imposed tariffs have staged a sharp rebound over the past week, as the India–EU trade deal was finalized.

Copper rally may have more room to run, here's how investors can play it

BUSINESS

Copper rally may have more room to run, here's how investors can play it

Indian investors must rely on copper-related stocks, derivatives or overseas funds in the absence of a domestic copper ETF to invest in the red metal.

India-E.U. trade deal sparks rally in KPR Mill, Welspun Living, other textile, pharma, chemical stocks

BUSINESS

India-E.U. trade deal sparks rally in KPR Mill, Welspun Living, other textile, pharma, chemical stocks

Export-focused stocks jump on optimism around Europe exposure, as analysts suggest textiles, pharmaceuticals and chemicals will be key beneficiaries amid expectations of the India-E.U. trade deal.

Why silver ETFs trade at wild premiums and discounts as prices swing

BUSINESS

Why silver ETFs trade at wild premiums and discounts as prices swing

Indian silver ETFs often trade at sharp premiums or discounts due to strong retail demand and supply constraints, but investors are advised to stay invested as structural drivers for silver remain intact.

Silver trades at steep premium as markets expect import duty hike in upcoming Budget

BUSINESS

Silver trades at steep premium as markets expect import duty hike in upcoming Budget

A sharp rally in silver prices, coupled with a surge in imports, has fuelled expectations of a possible import duty hike in the upcoming Budget, driving futures to record highs and widening premiums on the MCX.

Realty bites: Real estate stocks sink early in 2026 as sales slow, affordability concerns weigh

BUSINESS

Realty bites: Real estate stocks sink early in 2026 as sales slow, affordability concerns weigh

Real estate stocks have fallen sharply in early 2026 as slowing housing sales, fewer launches, rising inventory and an affordability crunch weigh on the sector despite pockets of resilience in premium markets.

P/E above 1,000? How Shadowfax stacks up against Delhivery and Blue Dart

BUSINESS

P/E above 1,000? How Shadowfax stacks up against Delhivery and Blue Dart

Shadowfax’s upcoming IPO is priced at a steep 1,018x FY25 earnings. How does it stack up against listed peers Delhivery and Blue Dart?

Housing slowdown weighs on realty stocks as pre-sales falter, Nifty Realty extends losses

BUSINESS

Housing slowdown weighs on realty stocks as pre-sales falter, Nifty Realty extends losses

Weak pre-sales, fewer launches, and affordability constraints are triggering a pullback in real estate stocks, even as select developers continue to outperform.

Travel and tourism industry expects continued thrust from government in Budget to boost growth

BUSINESS

Travel and tourism industry expects continued thrust from government in Budget to boost growth

Among the key demands from the tourism industry from the upcoming Budget, experts wish for industry status to travel and tourism to enable easier credit access and lower financing costs.

Consumer companies flag demand recovery in Q3 aided by GST cuts, festive demand

BUSINESS

Consumer companies flag demand recovery in Q3 aided by GST cuts, festive demand

Consumer staples and discretionary firms are seeing a steady uptick in demand, as a result of the festive-led recovery along with the GST rationalisation.

Indian oil players may see improving margins on higher Venezuelan crude output 

BUSINESS

Indian oil players may see improving margins on higher Venezuelan crude output 

Access to cheaper Venezuelan crude has the potential to support higher gross refining margins for domestic refiners, with India importing roughly 400kbd of oil from the country in the past.

Fewer hands, bigger trades: Small investors retreat while large traders hold firm

BUSINESS

Fewer hands, bigger trades: Small investors retreat while large traders hold firm

Over the past year of market weakness, smaller investors have steadily pulled back, while a narrow group of high turnover players has remained active and driven the bulk of trading volumes.

India's volatility index at an all-time low, what does this mean?

BUSINESS

India's volatility index at an all-time low, what does this mean?

India VIX hovering near record lows signals muted volatility and supports a gradual market recovery, as traders price in lower uncertainty.

Will 6% depreciation be the new norm? Experts split on rupee outlook for 2026

BUSINESS

Will 6% depreciation be the new norm? Experts split on rupee outlook for 2026

Analysts are divided on whether the rupee’s depreciation will accelerate to around six percent annually 2026 onwards or remain gradual, while some suggest the rupee may appreciate in the next year.

Nifty 50 in 2025: How accurate were brokerage targets made a year ago?

BUSINESS

Nifty 50 in 2025: How accurate were brokerage targets made a year ago?

In 2024, brokerages saw Nifty 50 ending 2025 in a broad range from 26,000 to 28,800, with gains largely driven by earnings growth amid valuation-led caution.

Rupee crosses 91/USD, analysts warn of muted equity returns ahead

BUSINESS

Rupee crosses 91/USD, analysts warn of muted equity returns ahead

The rupee’s fall to record lows is raising near-term risks for equities and pushing investors toward selective, defensive sector exposure.

Insurance stocks in focus as key amendment bill heads to Lok Sabha

BUSINESS

Insurance stocks in focus as key amendment bill heads to Lok Sabha

The Insurance Amendment Bill is expected to trigger changes across the insurance sector, with players like LIC, PB Fintech and SBI Life in focus,

Advisory Alert: It has come to our attention that certain individuals are representing themselves as affiliates of Moneycontrol and soliciting funds on the false promise of assured returns on their investments. We wish to reiterate that Moneycontrol does not solicit funds from investors and neither does it promise any assured returns. In case you are approached by anyone making such claims, please write to us at grievanceofficer@nw18.com or call on 02268882347