*Financial news* 
Source: Leading newspapers
 *Compiled by RUDRA SHARES* 
Vande Mataram
Monday, 02 February 2026

 *Government, Budget & Policy* 
• Karnataka is biggest gainer, Madhya Pradesh biggest loser under 16th Finance Commission formula
• Finance Bill 2026 rewrites MAT rules, nudges firms to concessional tax regime
• Budget 2026 gives biologics & biosimilars a major policy boost
• Budget 2026: Textile boost through five-pronged integrated programme
• High-level panel to review bank ownership and consolidation for Viksit Bharat
• Budget 2026: Two more years of easier duty on key inputs for electronics
• Union Budget: REC, PFC set for rejig to scale up power financing
• Budget 2026: Urban push to reshape realty demand beyond metros
• No freebies, only long-term support for poll-bound states in Budget 2026
• Farm jam: Budget bets on nuts, cocoa, fisheries to boost agri value
• India is serious about becoming next-gen tech hub: Budget's clear signal to global investors
• Budget 2026: A straight and narrow pathway, with heavy lifting still ahead

 *Markets, Flows & Capital Markets* 
• Primary market action heats up with four IPOs lined up for Dalal Street this week
• FIIs net sell Rs 588 crore, DIIs net sell Rs 683 crore on February 1
• Capex push to have trickle-down effect; STT hike a negative: Raamdeo Agrawal
• Buybacks to be taxed as capital gains; retail investors benefit
• Sharp hike in STT pulls Nifty and Sensex down
• Foreigners get a direct pass to Indian equity

 *Corporate Deals & Investments* 
• Lloyds Enterprises buys additional 1.8% stake in India Homes
• KKR-led group nears deal to buy Singapore data-center firm STT GDC: WSJ

 *Technology & Data Centres* 
• Data centre investments may surge to $200 billion as Budget offers tax holiday till 2047: Ashwini Vaishnaw

 *Automobiles* 
• Tata, Mahindra, Hyundai start 2026 on a strong note; post handsome volumes in January
• Passenger vehicle sales begin New Year with a strong start
• Hyundai sales up 11.5% to 73,137 units in January 2026
• Tata Motors PV dispatches surge 47% in January

 *Aviation* 
• Regional air connectivity scheme UDAN gets huge budget boost, gets 27 per cent higher allocation for FY27
• Budget 2026 lifts aviation outlook, industry sees clear runway for growth
• Air India launches Shanghai-Delhi flight after gap of about six years

 *Healthcare & Pharmaceuticals* 
• Biocon's Shaw says Budget boosts India’s health and innovation agenda
• Biopharma Shakti programme key enabler for India's journey towards value leadership: Dr Reddy's Lab

 *Energy & Utilities* 
• Commercial LPG cylinder prices hiked by ₹49 from today

 *Politics & Reactions* 
• Chidambaram slams Union Budget 2026; flags job crisis, weakening rupee, more
• Humpty Dumpty budget: Mamata Banerjee attacks Centre over Union Budget

 *Infrastructure* 
• A rare 'Dhoom' for India's infrastructure boom

Jai Hind
Rudra Hai to Mudra Hai
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