tock Market Today | Share Market Live Updates – Find here all the live updates related to Sensex, Nifty, BSE, NSE, share prices and Indian stock markets for 02 February 2026
Gold fell, following its biggest plunge in more than a decade, and silver whipsawed in choppy trading after a dramatic pullback from record highs.
Spot gold fell as much as 6.3% on Monday. Silver swung sharply, dropping to around $75 an ounce having earlier climbed as much as 3.2%. The white metal recorded its biggest ever intraday loss in the previous session.
- February 2, 2026 08:09
Economy
Stock market live updates: Gaurav Bhandari, CEO, Monarch Networth Capital
The government has stayed firmly on a capex led growth path while continuing credible fiscal consolidation.
The increase in public capital expenditure to Rs 12.2 lakh crore, alongside the commitment to reduce fiscal deficit to 4.3% of GDP, reinforces policy credibility and strengthens India’s macro stability at a time of global uncertainty. The declining debt to GDP trajectory is particularly reassuring for long-term investors.
What stands out is the manufacturing plus approach , from semiconductors, electronics, biopharma and capital goods to textiles and MSMEs. The focus on building complete ecosystems rather than isolated incentives reflects policy maturity. Initiatives like ISM 2.0, Biopharma Shakti , and MSME equity and liquidity support can meaningfully improve India’s competitiveness.
- February 2, 2026 08:07
Economy
Stock market live updates: Manu Sehgal, CEO, Brickwork Ratings:
“The Budget takes meaningful steps toward deepening India’s debt and credit markets. Incentives for large municipal bond issuances will support urban infrastructure financing, while the proposed market-making framework for corporate bonds should improve liquidity and price discovery. The securitisation of TReDS receivables and the SME Growth Fund together strengthen credit access for MSMEs and reinforce the shift toward market-based financing. Together, these measures strengthen debt markets, improve credit flow to productive sectors, and create a more robust framework for risk pricing and long-term capital formation.”
- February 2, 2026 08:02
Commodities
Gold & Silver updates: Gold plunges after biggest drop in a decade as rally unwinds
Gold fell, following its biggest plunge in more than a decade, and silver whipsawed in choppy trading after a dramatic pullback from record highs.
Spot gold fell as much as 6.3% on Monday. Silver swung sharply, dropping to around $75 an ounce having earlier climbed as much as 3.2%. The white metal recorded its biggest ever intraday loss in the previous session.
Gold plunges after biggest drop in a decade as rally unwinds
Gold prices plummet after a decade-high drop, while silver experiences volatility amid changing market conditions.
- February 2, 2026 07:36
Share market live updates: Dr Sajeev Nair, Founder and Chairman, Vieroots
“The 2026–27 Union Budget presents an encouraging step in addressing the pressing need for affordable treatment of chronic illnesses such as diabetes and cancer. With initiatives like BioPharma Shakti, it becomes evident that biologic medicines are no longer niche therapies but are central to longevity, quality of life, and preventive healthcare at scale. By making an investment in biopharma manufacturing and strengthening regulatory institutions like the CDSCO with deeper scientific expertise and faster approval pathways, India is well positioned to make its mark as a global hub for high-quality, affordable biologics benefiting patients domestically and healthcare systems globally. The budget also focuses on developing medical value tourism through regional healthcare hubs further giving an impetus to the sector’s growth. Affordable, high-quality care backed by strong regulation and advanced therapeutics enhances India’s global healthcare competitiveness while also upgrading domestic infrastructure.
- February 2, 2026 07:34
Share market live updates: Subha Sri Narayanan, Senior Director, Crisil Ratings on PFC-REC
“The proposal to restructure Power Finance Corporation (PFC) and REC (formerly Rural Electrification Corporation), which together account for 40% of the overall power financing landscape, marks a significant step towards strengthening public sector non-banking financial companies. Currently, a substantial 90% of their financing is focused on the power sector. While the contours of the strategic restructuring are not yet known, the lenders could consider exploring opportunities in critical infrastructure sectors beyond power financing, such as transportation, logistics and data centres. Such diversification would go a long way in helping the government realise its vision of a Viksit Bharat, where robust infrastructure financing frameworks will play a key role in the nation’s growth trajectory
- February 2, 2026 07:33
Share market live updates: Saurabh Mukherjea, Co-Founder & CIO at Marcellus Investment Managers
“The Union Budget 2026–27 is directionally positive for India’s long-term economic health, even though markets have reacted nervously in the short term. The increase in Securities Transaction Tax on F&O trading is a necessary corrective. Over the past few years, speculative derivatives trading activity has destroyed large amounts of household capital, and this move should help redirect savings towards consumption and productive investment. Equally important is the government’s decision to set up a high-level committee to review the banking and financial system, which could accelerate PSU bank privatisation and unlock greater participation from global and domestic private capital.
The key concern, however, is the rise in capital expenditure at a time when tax revenues are undershooting. Funding higher capex through increased borrowing risks tightening financial conditions by pushing up bond yields and the economy’s cost of capital.”
- February 2, 2026 07:29
Msme
Share market live updates: Vidit Aatrey, Co-founder, Managing Director and CEO at Meesho
“The Union Budget 2026–27 reflects a clear shift from isolated support measures to an ecosystem-led approach for Indian MSMEs and digital commerce. Initiatives such as the ₹10,000 crore SME Growth Fund, deeper integration of TReDS with GeM, and stronger credit guarantees will meaningfully ease working capital constraints for small sellers, particularly in Tier 2 and Tier 3 markets where e-commerce is growing rapidly. The emphasis on logistics infrastructure, cluster modernisation, and cost-efficient supply chains is critical to improving efficiency and lowering cost-to-serve. The continued focus on strengthening the MSME ecosystem, including targeted efforts to encourage women entrepreneurs, will help broaden participation and deepen livelihood creation across regions.
Published on February 2, 2026
