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  1. Budget 2026: Stock Market Impact, Taxes, FIIs, Rupee & Bond Outlook ft. Nilesh Shah | Upstox

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Budget 2026: Stock Market Impact, Taxes, FIIs, Rupee & Bond Outlook ft. Nilesh Shah | Upstox

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33m 9s | Updated on February 03, 2026, 15:03 IST

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SUMMARY

๐Ÿ“Œ In this discussion, Gauri Singh sits down with market veteran Nilesh Shah, MD of Kotak Mahindra AMC, to go beyond Budget 2026 headlines and break down what really matters. From the STT hike, F&O taxation and FII flows to government borrowing, AI tax holidays, disinvestment plans, middle-class concerns and missing pollution priorities this conversation decodes the hidden signals, market risks and long-term implications investors should be watching.

This video is a deep dive into Union Budget 2026 beyond the headlines. Gauri Singh speaks with market veteran Nilesh Shah, MD of Kotak Mahindra AMC, to decode what the Budget really signals for markets and investors. The conversation covers the impact of the STT hike and F&O taxation, the outlook for FII flows, government borrowing and debt trends, AI and data centre tax incentives, disinvestment plans, concerns around the middle class, and why pollution priorities seem to be missing. The focus is on understanding risks, opportunities, and long term market implications rather than just headline announcements.

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About The Author

Upstox
Upstox News Desk is a team of journalists who passionately cover stock markets, economy, commodities, latest business trends, and personal finance.

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