2026 Budget & Associated Stocks

Economic Priorities

Public capital expenditure is set at ₹12.2 lakh crore for FY27 to boost infrastructure and crowd in private investment. Focus areas include scaling manufacturing in seven strategic sectors, rejuvenating 200 legacy industrial clusters, and creating “Champion SMEs”. Services sector aims for a 10% global share by 2047, with tax rationalization for IT services.

Infrastructure Initiatives

Seven high-speed rail corridors and 20 new national waterways are planned to enhance connectivity. City Economic Regions (CERs) get ₹5,000 crore each over five years for urban clusters, prioritizing Tier II/III cities. A Container Manufacturing Scheme allocates ₹10,000 crore over five years.

Social and Sectoral Focus

New schemes target Divyangjan skilling, mental health (e.g., NIMHANS-2), and trauma care expansion. Agriculture sees high-value initiatives like Bharat-VISTAAR; healthcare includes five Medical Value Tourism Hubs. Energy security emphasizes battery storage, solar inputs, and critical minerals.

Budget Estimates

Total expenditure is estimated at ₹53.47 lakh crore, up 7.7% from 2025-26 revised figures. Major allocations: Defence (₹5.95 lakh crore), Transport (₹5.99 lakh crore), Rural Development (₹2.73 lakh crore). Tax changes include lower TCS on overseas tours/education (to 2%) and TDS tweaks for manpower services.

EU Cryptocurrency - DAC8 - Collect Tax Document

 DAC8 - Eighth Directive on Administrative Cooperation (DAC8) in the European Union

DAC8 is aimed at enhancing tax transparency through automatic exchange of information on crypto-assets among EU member states

Key Objective

- Tax Evasion

- Fraud

Image Source: Gemini Nano Banana

Should be Complied by

• Crypto Asset Service providers (CASPs)
• Exchanges
• Wallet Providers

Data To be Collected

• Name
• Address
• Tax ID
• Transaction Details
• Account Balances

Reporting

• Reporting happens yearly once.
• Data from each state in EU will be shared across

Timeline

• Starting Jan 1 2026

Cryptocurrency - Ethereum Should I Buy ?

Image Source: https://coinmarketcap.com/currencies/ethereum/ 

TL;DR

Ethereum ?

Ethereum was next valued cryptocurrency in the industry after Bitcoin. The reason for its value is because of the applications gets building around that crypto token is one reason and another one is because of mass developer adoption because of the tools and accessibility available over the internet.

Should I consider to Buy ?

As per invest banking the reason for Ethereum value creation will grow in Stablecoin field for settlement purpose from the traditional fiat settlement world.

Detailed Version

Ethereum: The Leading Cryptocurrency Beyond Bitcoin

Ethereum emerged as the second most valuable cryptocurrency in the industry following Bitcoin’s dominance. Its impressive market capitalization and sustained growth stem from two primary drivers. First, the explosion of innovative applications—known as decentralized applications (dApps)—built directly on the Ethereum blockchain using its native token, Ether (ETH). These include everything from decentralized finance (DeFi) platforms and non-fungible tokens (NFTs) to smart contracts that automate complex transactions without intermediaries. Second, Ethereum has achieved unprecedented mass adoption among developers worldwide, fueled by its robust ecosystem of user-friendly tools, libraries (like Solidity for smart contracts), and accessible resources available over the internet. This has created a virtuous cycle: more developers building on Ethereum attract more users, liquidity, and real-world utility, solidifying its position as the backbone of Web3 innovation.

Should You Consider Buying Ethereum?

Investment banks and analysts are increasingly bullish on Ethereum’s long-term value creation, particularly in the stablecoin sector. Stablecoins—cryptocurrencies pegged to fiat currencies like the US dollar for price stability—are poised to revolutionize global settlements by replacing slow, costly traditional fiat systems used in cross-border payments and trade finance. Ethereum’s scalable Layer 2 solutions (like Optimism and Arbitrum) and upcoming upgrades (such as the shift to Proof-of-Stake via The Merge) position it as the premier network for high-volume, low-cost stablecoin transactions. Major players like Tether (USDT) and USD Coin (USDC), which dominate the $150+ billion stablecoin market as of early 2026, overwhelmingly run on Ethereum. As institutional adoption grows—driven by regulatory clarity and integration with traditional finance—Ethereum could capture significant market share in this trillion-dollar opportunity, potentially driving substantial ETH price appreciation.