In a nod to market efficiency, BSE and NSE confirm standard trading on February 1, 2026—Budget Day Sunday. As Nirmala Sitharaman presents the 2026-27 Union Budget at 11 AM, exchanges prioritize real-time responses over weekend closure.
MCX joins with a special commodity session. Historical precedent abounds: Whenever budgets landed on holidays, markets adapted similarly to capture investor pulse.
This milestone budget is Sitharaman’s ninth in a row, cementing her as a fiscal stalwart. It’s also NDA’s second comprehensive plan after reclaiming power in 2024, brimming with policy signals.
NSE alerts: Standard hours apply (9:15 AM-3:30 PM), but settlement halts due to holiday status. Cross-day deliveries are off-limits, sharpening focus on intraday strategies.
Analyst consensus points to moderated borrowing growth—about 3% YoY—keeping fiscal deficit at 4.1-4.2% GDP. Watch for debt sustainability, capex ramp-up, and welfare expansions amid revenue pressures.
Crafted by economic affairs experts, budget papers detail inflows, outflows, and transformative initiatives. The January 29 Economic Survey set the tone, with CEA Nageswaran unpacking macro trends.
For traders, it’s a high-octane Sunday. Global cues, domestic expectations converge, potentially igniting volatility. Sitharaman’s speech could redefine sectors, from EVs to digital infra, steering India’s ambition forward.