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11:11 | Budget 2026 Special: Markets, money and what to watch as FM Sitharaman SpeaksIn this edition of the CNBC TV18 newsletter, all eyes are on Budget 2026 as Finance Minister Nirmala Sitharaman prepares to present her ninth consecutive Union Budget, with markets open and investors on high alert. From stocks and sectors that could react sharply to key announcements, to a refresher on last year’s Budget speech, tax slab expectations, GST collections, commodity price swings, and sector-specific action across defence, aviation, autos, and metals — we break down the biggest stories and what they mean for you.By Gareema Bangad  February 1, 2026, 11:12:41 AM IST (Published)4 Min ReadBudget 2026: Stocks that should be on your radar during FM Nirmala Sitharaman's speech

In just a few hours from now, Finance Minister Nirmala Sitharaman will present her ninth consecutive Union Budget in the Lok Sabha. Despite it being a Sunday, stock markets would have a full trading session and announcements made by the Finance Minister as part of her budget proposals would have an impact on multiple stocks and sectors. CNBC-TV18 has compiled an entire list of stocks that could be impacted depending on the proposals announced in this piece.

Budget 2026: Take a look at all that was in Part B last year's speech

As Finance Minister reportedly plans to break decades of tradition to focus more on Part B of the budget speech this year, here's a point-by-point refresher of all the proposals she made in the same segment last year.

Goods and Service Tax collections rose 6.2% to over ₹1.93 lakh crore in January, say sources

Gross Goods and Service Tax collections rose 6.2% to over ₹1.93 lakh crore in January, a two-month high, sources said on Sunday (February 1). The collections are up 10.79% month-on-month and 6.2% year-on-year (without counting cess).

19 kg commercial LPG cylinder price hiked by ₹49 ahead of Budget 2026

The price of a commercial 19 kg liquified petroleum gas was hiked by Rs 49 on Sunday (February 1) ahead of the presentation of Union Budget in Parliament. In Delhi, the retail sale price of a 19 kg commercial LPG cylinder is now ₹1740.50 from today, February 1.

Gold, silver price crash: Should investors buy the dip?

Precious metals saw a brutal correction after touching record highs late January. On global markets, spot gold fell nearly 10% on Friday (January 30) — its biggest single-day drop since the early 1980s — while silver slumped over 27%, after falling as much as 36% intraday. On the MCX, both metals opened down about 9% on Sunday (February 1) following the overseas rout.

Budget 2026 may open the skies to more towns, making air travel simpler and cheaper for everyone

As the Union Budget approaches, regional air connectivity remains a key test of the government’s aviation ambitions. Launched in 2017, the Regional Connectivity Scheme – Ude Desh ka Aam Nagrik (UDAN) was conceived as a market-driven model to make flying affordable and connect India’s unserved and underserved regions.

Income tax slabs | Union Budget 2026-27 LIVE: Will tax slabs see a change?

With income tax changes expected to be among the most closely watched announcements in the Budget 2026–27 on Februray 1 (Sunday). As the government balances growth priorities with fiscal discipline, taxpayers, salaried professionals, businesses, and investors will be keenly tracking what the Budget holds for personal taxation, rebates, deductions, and tax slabs.

Exclusive | FM Sitharaman to tweak Budget speech format, Part B to lay out India’s economic vision

Finance Minister Nirmala Sitharaman is set to make changes to the traditional structure of the Union Budget presentation, with Part B of the Budget Speech expected to receive special attention, sources in the government told CNBC-TV18. Earlier budget speeches typically had a lot of detail in Part A, while Part B only consisted of a few announcements. This time, however, the finance minister is expected to speak in great detail in Part B.

Hindustan Zinc shares fall 20% in two sessions after record Silver sell-off on Friday

Shares of Hindustan Zinc Ltd., the subsidiary of Vedanta Ltd. fell another 10% in early trading on Sunday, February 1, after global Silver prices had their biggest single-day drop on record last Friday. With this, the stock is down 20% in the last two trading sessions, leading to a market capitalisation erosion of nearly ₹60,000 crore.

Budget 2026: Defence stocks rally up to 5% on hopes of higher allocation this year

Shares of Bharat Electronics (BEL), Hindustan Aeronautics (HAL), Garden Reach Shipbuilders & Engineers (GRSE), Mazagon Dock, Bharat Dynamics, and others are trading up to 5% higher ahead of the Union Budget on Sunday, February 1, amid expectations of a higher capital outlay.

January auto sales live updates: Hyundai up 11.5%, Tata Motors up 47%, Mahindra up 24%

India’s leading carmakers, including Maruti Suzuki India, Hyundai Motor India, Tata Motors and Mahindra & Mahindra, are rolling out their January sales numbers, offering an early read on demand trends in the auto market at the start of the year.

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