BASIC2BEMISAL | NIFTY I BANKNIFTY | BTST 📶☺️👍

BUY AXISBANK 1350CE at 17.40 SL 13.50 TGT 21.50 / 24

RBI Keeps Repo Rate Steady At 5.25% RBI Governor States Trade Agreement Will Maintain Growth Momentum Long-Term

Earnings today: Archean Chemical Industries, Allied Digital Services, Advent Hotels |nternational, Andhra Paper, Apollo Tyres, Aptus Value Housing Finance India, Associated Alcohols & Breweries, Ashika Credit Capital, Asian Granito India, Aurionpro Solutions, Automotive Axles, Avalon Tech, Bajaj Finserv, Bajaj Holdings & Investment, Butterfly Gandhimathi Appliances, Carysil, CCL Products (India), Century Plyboards (India), Cera Sanitaryware, Cummins India, Emami, Emcure Pharma, Eureka Forbes, Force Motors, Gallantt Ispat, Ganesh Consumer Products, Gloster, Greenply Industries, Orient Green Power, GRM Overseas, Hexaware Tech, Inventurus Knowledge Solutions, India Homes, Indo Tech Transformers, Ivalue Infosolutions, Jain Irrigation Systems, Jaiprakash Power Ventures, JSW Cement, Jubilant Ingrevia, Kalpataru Projects International, Lloyds Engineering Works, Global Health, Metropolis Healthcare, NDR Auto Components, NHPC, Oriental Rail Infrastructure, Parag Milk Foods, Apeejay Surrendra Park Hotels, Pokarna, PTL Enterprises, Quality Power Electrical Equipments, Redington, RITES, Rane (Madras), Keystone Realtors, Saatvik Green Energy, Sammaan Capital, Sandur Manganese & Iron Ores, Sarla Performance Fibers, Shipping Corporation of India Land and Assets, Shukra Pharma, Swan Defence And Heavy Industries, Tata Power, Transport Corporation of India, TeamLease Services, Tube Investments of India, Timken India, Tamilnad Mercantile Bank, Tamilnadu Petroproducts, Transpek Industry, Trent, Virtuoso Optoelectronics, Voith Paper Fabrics India, Wealth First Portfolio Managers, Welspun Enterprises, Westlife Foodworld, Wonderla Holidays, Xpro India, Zuari Agro Chemicals

India US trade deal: Tariff on India to drop to 18% from 50%; US says India agreed to stop buying Russian Crude

🟡 *Union Budget 2026–27 | Quick Summary* ➡ Manufacturing Push * Biopharma SHAKTI – ₹10,000 Cr (5 yrs) * Electronics Components Scheme – ₹40,000 Cr * Container Manufacturing – ₹10,000 Cr * Semiconductor Mission 2.0 * 3 Chemical Parks, Mega Textile Parks ➡ MSME & Startups * SME Growth Fund – ₹10,000 Cr * Self-Reliant India Fund Top-up – ₹2,000 Cr * Mandatory TReDS for CPSE purchases * Credit guarantee for invoice discounting ➡ Infrastructure & Housing * Asset Monetisation Plan 2025–30 * PPP in Infra projects * SWAMIH Fund 2 – ₹15,000 Cr ➡ Agriculture & Rural * PM Dhan-Dhaanya Krishi Yojana – 100 districts * PACS storage target – 70,000 MT ➡ Healthcare & Pharma * Duty exemption on 17 cancer drugs * Biopharma manufacturing boost ➡ IT & Digital * Expanded Safe Harbour for IT/ITES * Faster APA mechanism * AVGC labs in 15,000 schools & 500 colleges ➡ Middle-Class Tax Relief * TCS cut to 2% on overseas education & medical remittance * 6-month Foreign Asset Disclosure Scheme * Tax-free MACT compensation interest ➡ *STT Changes (Trading Cost ↑)* * Futures STT: 0.05% (from 0.02%) * Options Premium STT: 0.15% (from 0.10%) * Options Exercise STT: 0.15% (from 0.125%) * Commodity Futures STT: 0.05% (from 0.02%) ➡ Market Impact * Positive for Long-term Investors * Bullish: Infra, PSU Banks, Capital Goods, Pharma, IT * Negative: Intraday F&O Traders

BOOK PROFITS 172 PE