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February 2026 Market Views: Two Big Signals for India: The US Trade Deal and Budget FY 2027

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In Brief: February 2026 edition of Market Views highlight a combination of policy-driven tailwinds and near-term market volatility. Some of the key developments include progress on the India–US trade framework, continued government capex support in the Union Budget FY2027, trends in F&O activity post-STT hikes, and a mixed but resilient Q3FY26 earnings picture across market segments. While market performan...

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