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The Union Budget 2025 balances fiscal discipline with a strong push for demand-driven growth. It addresses economic moderation seen in the first half of the financial year, marked by reduced government spending, credit tightening in unsecured lending, urban consumption slowdown, extended monsoons, and inflation.

SIP inflows have consistently stayed above Rs 26,000 crore for the second month, demonstrating investor confidence despite market volatility. Investors are advised to continue their SIP commitments for long-term goal achievement. Equity inflows remain strong, especially in largecap and flexicap categories. Gold ETFs have also seen increased interest as a safe haven during market corrections.

The S&P 500 fell as a higher-than-expected inflation reading raised concerns about the Federal Reserve s stance on interest rate cuts. CVS Health and Gilead Sciences surged on positive quarterly reports, while Nvidia and Amazon declined. Fed Chair Jerome Powell reiterated that there is no rush to cut rates further, and Treasury yields rose after the inflation data.

Gold prices edged up slightly on Thursday, following concerns of a potential global trade war stemming from President Trump s tariff plans. Investors are also waiting for U.S. inflation data results, which could influence the Federal Reserve s future rate decisions. Meanwhile, silver, platinum, and palladium saw minor increases.

Oil prices dropped on Thursday due to potential peace talks between Ukraine and Russia, which could end sanctions affecting supply flows. Brent fell to $74.63, and WTI to $70.85. Additionally, U.S. President Donald Trump s plans for reciprocal tariffs and a rise in U.S. crude inventories increased concerns about economic growth and oil demand.

About 460 companies are set to announce their Q3 earnings, including Hindalco and SJVN. Hindalco is expected to show robust growth, with a 62% YoY profit increase and an 11% revenue rise due to higher aluminium and alumina prices. Novelis may struggle with lower EBITDA due to tight scrap availability and flooding impacts at its Swiss plant.

Solarium Green Energy is set to list on the BSE SME platform, with the IPO receiving an 8-time subscription, indicating strong investor interest. The company aims to utilize the funds raised for working capital and general purposes while providing comprehensive solar energy solutions and products.

Shares of PSU companies like BEML, BDL, EIL, MOIL, NALCO, and REC Ltd may see attention today as they have fixed February 14 as the record date for dividend payouts. Investors need to buy shares by today to qualify for these dividends, which were announced alongside the companies third-quarter results.

Shanmuga Hospital s SME IPO will open for subscription, aiming to raise funds for medical equipment and corporate purposes. The issue consists of 38.18 lakh fresh equity shares with a price band set at Rs 54 per share. Allotment and listing are scheduled for February 18 and 20, respectively.

U.S. inflation rose to 3% in January, driven by increased consumer prices in sectors like groceries and gasoline. Core CPI also showed minimal improvement, rising 3.3% annually. The data presents a complication for the Federal Reserve s strategy on interest rate cuts, with officials signaling a need for more progress on inflation reduction.