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Budget 2026: Market Eyes Nirmala Sitharaman's Speech
1 Feb
Summary
- Finance Minister to present the ninth consecutive Union Budget soon.
- Market participants anticipate low expectations, seeking positive surprises.
- Key sectors like Banks, Real Estate, and Defence are in focus.

As of February 1, 2026, Finance Minister Nirmala Sitharaman is poised to deliver her ninth Union Budget speech in a few hours. Market sentiment suggests low expectations, meaning any positive fiscal surprises could propel the Nifty 50 index higher.
Following a three-day rally, the market experienced a pause on Friday, with the Nifty successfully defending the 25,250 level. This level is now a critical support point. Investors are keenly observing sectors like Banking, Real Estate, Defence, and Railways, anticipating significant announcements impacting these areas.
Furthermore, Friday night's fluctuations in gold and silver prices might influence related stocks, including Hindustan Zinc and Gold and Silver ETFs. Stock-specific movements are also expected due to earnings reports from companies like Bajaj Auto, Sun Pharma, and IDFC First Bank.




