Budget 2026: STT Hike ne market mein machaya hahakaar! IT, Tourism hui rangeen

ECONOMY
Whalesbook Logo
AuthorAarav Shah|Published at:
Budget 2026: STT Hike ne market mein machaya hahakaar! IT, Tourism hui rangeen
Overview

Budget 2026 aate hi bhaiyon, Indian markets mein toh seedha-seedha sell-off dikha! Sensex **1,547** points aur Nifty **495** points gira. Sabse bada reason? F&O par STT ka bada hua tax, jisne traders ka game kharab kar diya. Par haan, IT, Tourism, Jewellery aur EMS sectors ke liye kuch achhi khabar bhi hai.

Budget 2026: STT Hike ne market mein machaya Shor!

Yaar, Finance Minister Nirmala Sitharaman ne jab Budget 2026 pesh kiya toh lagta hai market ne pehle hi soch liya tha ki kuch toh gadbad hai. Budget pesh hote hi dekhte hi dekhte Sensex 1.88% yani 1,547 points gir kar 80,722.94 par pahunch gaya. Nifty bhi peeche nahi raha, 1.96% yaani 495 points gir kar 24,825.45 par band hua. Is sabke peeche ka main villain hai Securities Transaction Tax (STT) mein hua bada izafa, khaas kar futures aur options (F&O) trading par.

STT ab futures par 0.02% se badha kar 0.05% ho gaya hai, aur options par 0.10% aur 0.125% se badha kar 0.15% kar diya gaya hai. Bhai, isse trading karne walo ka kharcha seedha badh gaya, aur bas, sabne stock bechna shuru kar diya. Isliye MCX jaise trading platforms aur Angel One, BSE jaise brokers ke shares gire. MCX toh 12% tak gira, jabki Angel One aur BSE 8% se zyada gire.

Par kuch sectors mein masti bhi chhaayi!

IT Sector ki hui full mauj!

Jahan baki market ro raha tha, wahan IT sector khush tha. Budget mein share buybacks par tax ka naya rule aaya hai, jise sab Capital Gains tax ki tarah treat karenge. Isse IT companies, khaas kar Wipro aur TCS ke shares 2% tak upar bhaage. Experts keh rahe hain ki yeh naya rule investors ke liye achha hai. TCS jaisi company, jiska Market Cap lagbhag ₹11.52 lakh crore hai, uska share 2.51% badh kar ₹3,202.40 par pahunch gaya. Aur toh aur, IT services ke liye safe harbour limit ko ₹300 crore se badha kar ₹2,000 crore kar diya gaya hai, jo bahut hi zabardast hai.

Tourism, Jewellery aur EMS ko bhi mili boost!

Tourism sector ke liye bhi khush khabar hai. Ab videsh mein ghummne jaane wale tour packages par TCS rate 5% aur 20% se kam ho kar sirf 2% ho gaya hai. Matlab log ab bahar zyada ghoomne jayenge! Jewellery stocks bhi chamke kyunki gold aur silver par customs duty wahi rakhi gayi hai. Aur toh aur, electronics manufacturing (EMS) sector ke liye ₹40,000 crore ka package announce hua hai, jisse Dixon Technologies aur Kaynes Technology jaise shares ko faida hua.

Defence aur PSU Banks ko laga jhatka!

Defence sector ke shares thoda neeche gaye kyunki FY27 ke liye jo defence expenditure ka plan (₹7.85 lakh crore) aaya hai, woh expectations se thoda kam laga. Aur PSU Banks ka toh bura haal hua, Nifty PSU Bank index 3.8% gira. Banking sector par ek high-level committee banne ki khabar aur government ke badhte borrowing plans ne tension badha di.

Foreign Investors aur Macro Outlook ki baatein

Market ko lagta hai ki foreign investors ke liye budget mein koi khaas naya incentive nahi tha. Macro level par, government ne FY27 ke liye fiscal deficit 4.3% of GDP aur public capex ₹12.2 lakh crore rakha hai, jo dikhata hai ki government infrastructure par focus kar rahi hai. Overall, STT hike ne turant market giraya, par budget mein long-term growth ke liye bhi kaafi kuch hai.

Disclaimer:This content is for educational and informational purposes only and does not constitute investment, financial, or trading advice, nor a recommendation to buy or sell any securities. Readers should consult a SEBI-registered advisor before making investment decisions, as markets involve risk and past performance does not guarantee future results. The publisher and authors accept no liability for any losses. Some content may be AI-generated and may contain errors; accuracy and completeness are not guaranteed. Views expressed do not reflect the publication’s editorial stance.