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

As India presented the Union Budget 2026, market participants approached the policy event with a measured mix of caution and focus, shaped by a decade of uneven equity market reactions to budget announcements.

There was a lot of hue and cry over the STT increase, but that would only be a part of the overall capital market implications

Along expected lines, the Union Budget has expanded defence spending and kept the fisc in control

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.

There was not much for the people to cheer about on the direct tax front, but then a lot has already been done

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

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.

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