Union Budget 2026: 3 Key Changes for Stocks & Taxes 📈
Rohit Srivastava discusses top 3 expected changes in Union Budget 2026 impacting the stock market and taxes.
Strike Money
487 views • Jan 29, 2026
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In this exclusive pre-budget analysis on Strike Money, Rohit Srivastava (Founder, Indiacharts) breaks down the Union Budget 2026 with a laser focus on the 3 Fundamental Aspects that will dictate the market trend for FY27. Is the market factoring in a pro-growth budget, or are there hidden risks in the Fiscal Deficit numbers? Watch till the end for the sector-wise allocation breakdown and what the Retail Investor can truly expect this year.
📘 Deep Dive: The 3 Fundamental Pillars of Budget 2026
1. The Fiscal Deficit Glide Path
The single most critical number for the institutional investor (FIIs/DIIs) in Budget 2026 is the Fiscal Deficit target. The government has committed to a consolidation path, aiming for a deficit below 4.5% of GDP by FY26.
Why it matters: A lower fiscal deficit means the government borrows less from the market. This keeps bond yields in check, reduces the cost of capital for corporates, and supports the valuation of Banking & NBFC stocks.
Rohit's View: If the Finance Minister announces a target of 4.3% - 4.5%, it will be viewed as "Bullish" for bond markets and Banks. However, if the government expands spending aggressively for populist measures (sacrificing fiscal discipline), we could see a spike in yields and a correction in the Nifty.
2. Allocation of Funds: The Capex Continues? The hallmark of the last few budgets has been the massive thrust on Capital Expenditure (Capex), which has powered the rally in PSU, Infrastructure, and Capital Goods stocks.
Green Energy & Power: The 2026 Budget is expected to heavily fund the Green Hydrogen mission and Solar infrastructure. This is crucial for power sector lenders and equipment manufacturers.
Rural Allocation: Keep an eye on MNREGA and PM-Kisan allocations. A boost here signals a revival in the FMCG and Two-Wheeler sectors.
3. Retail Investor Expectations (Tax Relief) The biggest buzz on Dalal Street is regarding the New Tax Regime.
Income Tax Slabs: There is a high expectation that the basic exemption limit will be raised from ₹3 Lakhs to ₹5 Lakhs under the New Regime to put more disposable income in the hands of the common man.
Standard Deduction: Rumours suggest a hike in Standard Deduction from ₹50,000 to ₹1,00,000. This would be a massive sentiment booster for the Consumption sector.
Capital Gains (The Fear Factor): The market is nervous about changes to the Capital Gains Tax structure. Will LTCG (Long Term Capital Gains) tax be increased from 10%? Will STT (Securities Transaction Tax) on F&O see a hike to curb retail speculation? Any negative surprise here could trigger a sharp knee-jerk reaction in the markets.
📌 Topics Covered in This Video:
0:00 - Introduction: Market Sentiment Ahead of Feb 1st
0:15 - Key Aspect #1: Fiscal Deficit
1:37 - Key Aspect #2: Allocation of Funds
3:41 - Key Aspect #3: Retail Expectations
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Link:- https://www.youtube.com/@Strike-money
Hashtags For This Topic - Automobile Stocks Analysis And India EU Trade Deal
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Disclaimer:
Trading in any financial market should be done with sound knowledge and the help of a qualified investment adviser. This is not a recommendation to buy/sell. It is our endeavor to educate viewers on the use of these models and how markets work using our models.
In this exclusive pre-budget analysis on Strike Money, Rohit Srivastava (Founder, Indiacharts) breaks down the Union Budget 2026 with a laser focus on the 3 Fundamental Aspects that will dictate the market trend for FY27. Is the market factoring in a pro-growth budget, or are there hidden risks in the Fiscal Deficit numbers? Watch till the end for the sector-wise allocation breakdown and what the Retail Investor can truly expect this year.
📘 Deep Dive: The 3 Fundamental Pillars of Budget 2026
1. The Fiscal Deficit Glide Path
The single most critical number for the institutional investor (FIIs/DIIs) in Budget 2026 is the Fiscal Deficit target. The government has committed to a consolidation path, aiming for a deficit below 4.5% of GDP by FY26.
Why it matters: A lower fiscal deficit means the government borrows less from the market. This keeps bond yields in check, reduces the cost of capital for corporates, and supports the valuation of Banking & NBFC stocks.
Rohit's View: If the Finance Minister announces a target of 4.3% - 4.5%, it will be viewed as "Bullish" for bond markets and Banks. However, if the government expands spending aggressively for populist measures (sacrificing fiscal discipline), we could see a spike in yields and a correction in the Nifty.
2. Allocation of Funds: The Capex Continues? The hallmark of the last few budgets has been the massive thrust on Capital Expenditure (Capex), which has powered the rally in PSU, Infrastructure, and Capital Goods stocks.
Green Energy & Power: The 2026 Budget is expected to heavily fund the Green Hydrogen mission and Solar infrastructure. This is crucial for power sector lenders and equipment manufacturers.
Rural Allocation: Keep an eye on MNREGA and PM-Kisan allocations. A boost here signals a revival in the FMCG and Two-Wheeler sectors.
3. Retail Investor Expectations (Tax Relief) The biggest buzz on Dalal Street is regarding the New Tax Regime.
Income Tax Slabs: There is a high expectation that the basic exemption limit will be raised from ₹3 Lakhs to ₹5 Lakhs under the New Regime to put more disposable income in the hands of the common man.
Standard Deduction: Rumours suggest a hike in Standard Deduction from ₹50,000 to ₹1,00,000. This would be a massive sentiment booster for the Consumption sector.
Capital Gains (The Fear Factor): The market is nervous about changes to the Capital Gains Tax structure. Will LTCG (Long Term Capital Gains) tax be increased from 10%? Will STT (Securities Transaction Tax) on F&O see a hike to curb retail speculation? Any negative surprise here could trigger a sharp knee-jerk reaction in the markets.
📌 Topics Covered in This Video:
0:00 - Introduction: Market Sentiment Ahead of Feb 1st
0:15 - Key Aspect #1: Fiscal Deficit
1:37 - Key Aspect #2: Allocation of Funds
3:41 - Key Aspect #3: Retail Expectations
🎁 EXCLUSIVE OFFER FOR STRIKERS!
Don't get caught in the market noise. Use the tools professional traders use to separate facts from fear.
🎁 EXCLUSIVE OFFER FOR STRIKERS!
👉 Sign up at https://web.strike.money/signup
👉 Start your 7-Day FREE Trial on Strike Money:
🔔 Subscribe to Strike Money for Daily Market Insights!
Link:- https://www.youtube.com/@Strike-money
Hashtags For This Topic - Automobile Stocks Analysis And India EU Trade Deal
#unionbudget2026 #budget2026 #stockmarketindia #rohitsrivastava #indiacharts #strikemoney #nifty50 #fiscaldeficit #incometax #tradingstrategy #sharemarketnews #nirmalasitharaman #modigovt #finance #investing #banknifty #taxrelief #indianeconomy #unionbudget #unionbudget2026expectations #budget2026expectations #nirmalasitharamanspeech #budget2026live #budgetlive #budgetexpectations2026 #budgetsession2026 #2026budgetexpectations #budgetnews #budgetnews2026 #budget2026sharemarket #sharemarketnewstoday #budgetsession #indiabudget #defencestocks #railwaystocks #capex #infrastructure #psu #greenenergy #elliottwave #investments #marketcrash
Disclaimer:
Trading in any financial market should be done with sound knowledge and the help of a qualified investment adviser. This is not a recommendation to buy/sell. It is our endeavor to educate viewers on the use of these models and how markets work using our models.
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Views
487
Likes
15
Duration
7:47
Published
Jan 29, 2026
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