LTCG tax rollback: What investors want from Budget 2027 and will the government deliver?
· Business Today Mkts
Investors are seeking a rollback of the 12.5% long-term capital gains (LTCG) tax on eligible equity gains, along with changes to securities transaction tax (STT), ahead of Budget 2027. However, the government has not announced any tax relief, leaving investors waiting for clarity on potential changes.
The analysis
Because the driver here is macro rather than company-specific, the read-through is to index-level positioning rather than to any single name — correlations tend to rise when the whole market faces the same signal.
Market context
- A market-wide development: it reaches beyond any single stock.
- Sectors in the story: Capital Goods & Engineering and Capital Markets.
Capital Goods & Engineering
1M -10.9% · 3M -5.3%
Capital Markets
1M -2.9% · 3M -6.3%
Sector moves are the average of the stocks we track in each sector.
In this story
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