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Under the proposed mechanism, the regulator has suggested creating a unique UPI address for registered market intermediaries, making it easier for investors to confirm that they are paying only registered entities. The proposed UPI payment limit for capital market transactions is set to ₹5 lakh per day, higher than the current ₹2 lakh limit. This will be evaluated periodically in consultation with National Payments Corporation of India (NPCI).

According to technical analysts, stocks like Reliance Industries, Bajaj Finance, Kotak Mahindra Bank, Tata Consumer, Infosys, UBL, M&M, Eicher Motors, Titan, Havells, SBI Cards, Indian Hotels, Navin Fluorine, and Radico appear promising, with a potential upside of 5-10%.

As per the DRHP, Embassy Buildcon plans to sell up to 33.46 million shares, while Ariel Way Tenant, through which WeWork Inc holds stake in the Indian company, is seeking to offer about 10.3 million shares.

Valuation, or price-to-earnings (PE) multiple as it is commonly called, is a combination of numbers and narratives. While numbers don t change every day, narratives do change often. Post-Budget 2025, the narrative about some sectors has changed. Should they be valued more or not is a complex question. But there are nuances that will help you figure out whether you should be gung-ho about a sector which has got relief in the budget. Or not.

Finance minister Nirmala Sitharaman s budget, though celebrated for the tax cuts by the middle class, did not impress stock markets due to the global economic uncertainty caused by anticipated tariffs from former President Donald Trump. The budget s most noteworthy feature is the reduction of the fiscal deficit to 4.4% of GDP.

My budget ritual is to come to the office and watch the budget and hope that there aren t any big negatives on the capital markets side particularly. This year, there were no announcements linked to the capital markets and a few small ones related to startups.

First, the budget. It can be dissected into three C s - consolidation, consumption, and capex. On the consolidation front, the budget is firmly on track, with FY25 fiscal deficit at 4.8% of gross domestic product (GDP), expected to be further lower at 4.4% in FY26.

Budget: Indian markets remained flat after Budget announcements. Key factors this week include the Budget s impact on sectors, RBI s expected rate cuts, upcoming Q3 earnings of major companies, foreign investors activities, rupee-dollar movements, global market trends, technical levels of Nifty, and crude oil prices. Analysts expect market direction to unfold as these events progress.

The Bharat Mobility Show 2025 showcased India s auto sector shift to EVs and clean fuels. Despite near-term demand challenges, long-term growth is driven by electrification, rural demand, and government support. Maruti Suzuki and Hero MotoCorp project strong earnings growth through EVs and premium offerings. Tax reforms and infrastructure investments will further boost sector expansion.

This week, 748 companies will announce quarterly earnings, with key results expected from Asian Paints, Titan, Airtel, SBI, M&M, ITC, and LIC. Sector highlights include Power Grid, Divi s Labs, Tata Power, and Bharti Airtel, among others. Notable earnings announcements span from February 3 to February 8, indicating a busy week for the markets.