Post-Budget 2026: The 3 Key Trends Driving the Indian Bull Run
__The Union Budget 2026 has set the stage for a volatile yet optimistic February. With FIIs turning net buyers and the Nifty eyeing the 26,000 mark, here is what every investor needs to know about the current market momentum.__
The Indian equity markets have entered a fascinating phase following the Union Budget 2026. While the initial reaction to the STT (Securities Transaction Tax) changes caused a brief dip, the market has shown incredible resilience.
The Return of the FIIs For the first time in several quarters, Foreign Institutional Investors have turned net buyers, injecting over ₹1,900 crore in a single session this week. This shift is largely driven by improved global risk sentiment and the strategic trade agreements recently discussed between India and the US.
Sector Spotlight: The Infrastructure Boom The government's commitment to a ₹20 trillion CAPEX cycle has made the Infrastructure and Capital Goods sector the "must-watch" category for 2026. Companies like L&T and Siemens are seeing robust order books that provide earnings visibility for the next three years.
The AI Disruption in IT Conversely, the IT sector is facing a "valuation reality check." With AI-driven disruption fears weighing on the traditional labor arbitrage model, investors are becoming more selective, moving away from large-cap laggards toward mid-cap firms specializing in Generative AI and Cloud security.
Investor Tip: The 20-Day EMA
Market analysts suggest that the 20-day Exponential Moving Average (EMA) near 25,500 is the "line in the sand." As long as Nifty sustains above this, the "buy on dips" strategy remains the professional choice.
Top Brokerage Picks for February 2026
