Budget 2026: Budget & the Stock Market: Why the government’s Total Expenditure figure has the power to move the stock indices

[hfe_template id='11223'] [ad_1]

Synopsis

In the overall Union Budget, the Total Expenditure figure is an important pillar, representing the government's entire spending plan for a fiscal year. For the fiscal year 2025-26, this number is a staggering ₹50.65 lakh crore. While its sheer size is impressive, the true story of a nation’s economic priorities and its strategy for growth is not found in this single number, but in its composition. How the government allocates this massive sum – what it spends on, and for what purpose – is fundamentally more important than how much it spends in total.

In this mini series in the 10-day run-up to Budget 2026, we will every day take up and explain one word/term that is used in the budget. It will help you as investors to better understand the document that is the primary instrument through which the government's fiscal policy is articulated and implemented. This is important, as the decisions announced in the budget impact every part of the economy, including the stock market. Our word/term for

ETMarkets.com

  • FONT SIZE

    AbcSmall

    AbcMedium

    AbcLarge

  • SAVE
  • PRINT
  • COMMENT

Uh-oh! This is an exclusive story available for selected readers only.

Worry not. You’re just a step away.

What’s Included with

PrimeETPrime Membership

1Invest Wisely With Smart Market Tools & Investment Ideas

Investment Ideas

Investment Ideas

Grow your wealth with stock ideas & sectoral trends.

Stock Reports Plus

Stock Reports Plus

Buy low & sell high with access to Stock Score, Upside potential & more.

BigBull Portfolio

BigBull Portfolio

Get to know where the market bulls are investing to identify the right stocks.

Stock Analyzer

Stock Analyzer

Check the score based on the company's fundamentals, solvency, growth, risk & ownership to decide the right stocks.

Market Mood

Market Mood

Analyze the market sentiments & identify the trend reversal for strategic decisions.

Stock Talk Live at 9 AM Daily

Stock Talk Live at 9 AM Daily

Ask your stock queries & get assured replies by ET appointed, SEBI registered experts.

2Stay informed anytime, anywhere with ET ePaper

ePaper - Print View

ePaper - Print View

Read the PDF version of ET newspaper. Download & access it offline anytime.

ePaper - Digital View

ePaper - Digital View

Read your daily newspaper in Digital View & get it delivered to your inbox everyday.

Wealth Edition

Wealth Edition

Manage your money efficiently with this weekly money management guide.

3Exclusive Insights That Matter

4Times Of India Subscription (1 Year)

TOI ePaper

Read the PDF version of TOI newspaper. Download & access it offline anytime.

Read the PDF version of TOI newspaper. Download & access it offline anytime.

Deep Explainers

Explore the In-depth explanation of complex topics for everyday life decisions.

Explore the In-depth explanation of complex topics for everyday life decisions.

Health+ Stories

Get fitter with daily health insights committed to your well-being.

Get fitter with daily health insights committed to your well-being.

Personal Finance+ Stories

Manage your wealth better with in-depth insights & updates on finance.

Manage your wealth better with in-depth insights & updates on finance.

New York Times Exclusives

Stay globally informed with exclusive story from New York Times.

Stay globally informed with exclusive story from New York Times.

5Enjoy Complimentary Subscriptions From Top Brands

Docubay Subscription

Docubay Subscription

Stream new documentaries from all across the world every day.

6Get Inspired by Grandmasters

[ad_2] Source link https://mrgaga.in/budget-2026-budget-the-stock-market-why-the-governments-total-expenditure-figure-has-the-power-to-move-the-stock-indices/?feed_id=53999&_unique_id=6971d75fea3ee

Comments

Post a Comment

Popular posts from this blog

India VIX jumps 100% in one month. Could fear levels take Nifty further down?

Image
[hfe_template id='11223'] [ad_1] Volatility in Indian equity markets has surged sharply over the past month, with the India VIX nearly doubling as geopolitical tensions and global uncertainty triggered aggressive selling in equities. India VIX, often referred to as the market’s fear gauge, has jumped close to 100% over the past month, reflecting growing nervousness among investors. The spike has coincided with a sharp correction in the broader market, with the Nifty 50 declining about 8% during the same period. The escalation of tensions involving the United States, Israel and Iran has intensified market anxiety in recent days, pushing crude oil prices sharply higher and triggering a global risk-off sentiment. However, analysts note that volatility had already been building even before the conflict escalated, reflecting broader concerns around global growth, foreign capital outflows and stretched valuations in equities. The heightened uncertainty translated into a sharp ...
Read more

Can Sensex, Nifty snap 2-day fall on Monday? 7 factors that could decide market mood this week

Image
[hfe_template id='11223'] [ad_1] Benchmark indices Sensex and Nifty ended the week on a bearish note, closing over a percent lower each as a deepening selloff in IT stocks rattled investor sentiment amid mounting fears of AI-led disruption. Further, stronger-than-expected jobs data for January dampened hopes of a US Fed interest rate cut. Here are 7 factors that could decide market action in the coming week: 1.) Infosys, Wipro ADRs rebound - After a brutal two-day selloff that saw Infosys and Wipro ADRs plunge as much as 14.5%, Friday’s session brought a much-needed breather. Bargain hunting kicked in at lower levels, sparking a sharp rebound as Infosys climbed 3% while Wipro gained 4%—helping both stocks close the week on a far stronger note. International brokerage firm JP Morgan has a message for panic-stricken investors: IT services firms are the indispensable "plumbers of the tech world" and their dividend yields have now hit levels last seen only during ...
Read more

Waaree Energies shares in focus after Q4 profit rises 34% to Rs 619 crore, revenue up 36%

Image
[hfe_template id='11223'] [ad_1] Waaree Energies shares will be in focus on Wednesday after the solar panel maker reported a strong Q4 performance, with net profit rising 34.1% year-on-year (YoY) to Rs 618.9 crore for the quarter ended March 31, 2025. In the same quarter last year, the company had reported a profit of Rs 461.5 crore. Revenue from operations jumped 36.4% to Rs 4,003.9 crore, up from Rs 2,935.8 crore in the year-ago period, according to the company’s regulatory filing. EBITDA more than doubled to Rs 922.6 crore in Q4 FY25, up 120.6% from Rs 418.3 crore in the same quarter last year. The EBITDA margin improved to 23% from 14.3% a year ago. The company produced 2.06 GW of solar modules in the fourth quarter, up from 1.35 GW in the same period last year. For the full year, module production reached 7.13 GW, compared to 4.77 GW in FY24. For the full financial year FY25, revenue rose 27.62% YoY to Rs 14,846.06 crore. Profit after tax more than doubled to Rs 1,9...
Read more