Union Budget 2026 Explained: Market Outlook, Trade Deal Impact & Gold & Silver, Stock | ICICI Direct скачать в хорошем качестве

Union Budget 2026 Explained: Market Outlook, Trade Deal Impact & Gold & Silver, Stock | ICICI Direct

00:00 Intro 00:33 Market Outlook 01:36 Nifty 29,500 Target 02:49 Budget 2026 Reaction 03:21 FPI Selling & STT Hike 04:26 Budget Numbers Explained 06:13 Capex Push 07:06 AI & Data Centers 08:11 Nuclear & FDI Focus 09:05 Infra Opportunity 10:50 BFSI Updates 12:26 Buyback Tax Change 14:20 Gold & Silver Rally 16:26 Silver Crash Explained 17:30 Gold vs Silver Strategy 19:00 US–India Trade Deal 20:06 Textile Sector Boost 21:55 Auto & Chemicals 23:55 IT & Gems Outlook 25:30 Closing Takeaways In this episode of Stock Talk, we break down the biggest market-moving developments shaping India’s financial landscape. 📌 Topics Covered: Market outlook amid extreme volatility Nifty 12-month target: 29,500 – Is a new high coming? Union Budget 2026 decoded – Fiscal math, capex push & AI focus US–India trade deal impact on key sectors Textiles, auto ancillaries & chemicals – Emerging opportunities BFSI reforms & buyback taxation changes Gold & silver volatility explained – What should investors do? The Budget continues its capex-led growth strategy with strong allocation towards railways, defence, nuclear power and data centers. We also discuss why the US–India trade deal could reduce uncertainty and improve earnings visibility for FY27. On the commodities front, we decode the sharp rise and crash in silver and explain why gold may be the safer allocation in volatile phases. 📊 Key Insights: ✔ Fiscal deficit at 4.3% ✔ Capex at ₹12.2 lakh crore ✔ Data center tax holiday till 2047 ✔ Textile sector emerges as major beneficiary ✔ Suggested bullion allocation: 70% Gold | 30% Silver If you found this helpful, don’t forget to like, share and subscribe. #UnionBudget2026 #StockMarketIndia #Nifty #GoldPrice #USIndiaTradeDeal #MarketOutlook https://www.icicidirect.com/mailconte... https://www.icicidirect.com/mailconte... https://www.icicidirect.com/mailconte... https://www.icicidirect.com/mailconte... 🔔Turn on the notification bell so that you don't miss out on any finance videos 🔔 For more finance content on stock market, personal finance, investing, watch our top playlists: 👉 All About ICICI Direct App: https://shorturl.at/estHQ Click here to download our app: https://isecsuper.page.link/socialmedia Disclaimer: https://icicidirect.market/fulldiscla...