Budget Day Ka Dhamaka! Indian Markets Sunday Ko Khule, Investors Ki Nigaahein Sector Par

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AuthorAnanya Iyer|Published at:
Budget Day Ka Dhamaka! Indian Markets Sunday Ko Khule, Investors Ki Nigaahein Sector Par
Overview

Aaj market mein alag hi scene hai, Sunday ko bhi trading ho rahi hai! Finance Minister Budget 2026 pesh karne wali hain, isliye aaj stock markets khule hain. Friday ko Nifty aur Sensex dono neeche band hue the, January mein FPIs ka paisa nikalne aur global tensions ki wajah se. Ab sabki nazar Budget mein hone wale announcements par hai, especially infrastructure aur defence sectors ke liye.

Aaj Sunday Hai, Par Market Band Nahi!

Sahi suna dosto, aaj February 1, 2026 hai aur Union Budget 2026 ke chalte Indian stock markets ek rare Sunday trading session mein lage hue hain. Aisa desh mein Independence ke baad pehli baar ho raha hai jab budget ke liye market chhutey din khula ho. Pata hai, isse pehle February 28, 1999 ko budget ke liye Sunday ko trading hui thi!

Friday Ko Kya Hua Aur FPI Ka Chakkar

Budget se pehle thodi halki tezi ke baad, Friday ko markets thoda gir gaye. Nifty50 0.39% ghir kar 25,320.65 points par band hua, aur BSE Sensex bhi 0.36% neeche aakar 82,269.78 points par ruk gaya. Poore January mahine mein Nifty aur Sensex dono ka performance sabse kharab raha hai 2021 ke baad se. Iska ek bada reason hai Foreign Portfolio Investors (FPIs) ka paisa nikalna. January mein ₹38,740 crore FPIs ne market se nikal liye, haalanki mahine ke end tak yeh outflow thoda kam hua hai.

Budget Mein Kahan Lagega Paisa? Sector Wars!

Sabse zyada expect kiya ja raha hai ki Budget mein capital expenditure (capex) par zor diya jayega. Motilal Oswal ki report ke mutabik, Defence, Infrastructure, Affordable Housing, Power Sector aur Capital Goods companies ko fayda ho sakta hai. Plus, Microfinance Institutions (MFIs), MSME loans aur Housing Finance Companies ke liye credit access badhaane ke bhi steps liye ja sakte hain. Is wajah se railway stocks jaise IRCTC, RailTel, aur defence makers jaise Bharat Electronics, HAL ke share bhagne ki ummeed hai. Cement, building materials, electricals, aur consumer discretionary stocks bhi demand badhne se gain kar sakte hain.

Global Scene Aur Expert Ki Rai

Ek taraf toh Economic Survey ne FY27 ke liye growth ko lekar achhi baatein kahi hain aur inflation bhi kam ho raha hai, jo companies ke liye achha hai. Lekin dusri taraf, global markets mein uncertainty hai. Friday ko US markets bhi gire the, Federal Reserve chair nomination aur inflation data ke karan. Geojit Investments ke VK Vijayakumar ka kehna hai ki FIIs budget ke signals ka wait kar rahe hain. Global problems aur FPI outflows ki wajah se investors filhaal thoda cautious hain.

Brokerages Kya Keh Rahe Hain? Strategy Check!

Alag alag brokerages ki alag alag strategy hai. Nuvama keh raha hai ki abhi defensive sectors par focus karna chahiye, jaise ki Telecom, Internet, IT, Consumer Staples, Cement, aur Chemicals. Wahi, BFSI, Industrials, Autos aur Power sectors ko abhi thoda ignore karne ko keh rahe hain. Overall, sabhi ek tarah ke signals ka wait kar rahe hain Budget se.

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