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In a sense, the Union Budget 2026-27 has been aligned with the larger goal of Viksit Bharat

The FPI selling in January was seen in BFSI, FMCG, and Consumer stocks; while metals saw heavy FPI buying

RBI policy preview: Rate cut debate intensifies as liquidity takes centre stage, with Budget impacts priced in and uncertainty around the Indo-US trade deal.

Markets saw a selective rebound as NIFTY rose 1.09%, led by banks, while volatility stayed high and IT lagged, keeping gains narrow and follow-through weak.

After heavy selling in January 2026, FPIs turned net buyers in the first week of February. This blog analyses the impact of the Union Budget, STT hikes, RBI policy, rupee movement, and the Indo-US trade deal on FPI sentiment and market direction.

Indian equity markets went through a highly volatile week as three major events shaped investor sentiment — the Union Budget, the Indo-US trade deal, and the RBI’s monetary policy decision. While the budget and RBI stance disappointed markets, optimism around the trade deal supported selective buying across sectors.

Indian stock markets in January 2026 saw risk-off trends, sharp sector divergence, lower valuations, and strong performance from PSU banks and metals.

After a week packed with major triggers like the Union Budget, the Indo-US trade deal, and the RBI policy, markets now turn to assessing real impact. The coming week will focus on how the trade deal affects exports, imports, currency risks, and overall market direction, along with key inflation and global data cues.

There was not much in the budget for mutual funds, as most of the expectations did not really materialize

February 2026 RBI policy keeps repo rate unchanged at 5.25%, maintains neutral stance, raises FY26 GDP growth to 7.4% and inflation forecast to 2.1%.