With fiscally disciplined budget, US deal acts as a magnet for foreign capital; India’s role in global portfolios set for repricing
On the surface, the deal reads like a typical Trump-era headline deal. Underneath, it is a structural shift and India is the clear economic beneficiary, although with T&C (terms and conditions).
India–US trade understanding strengthens ties, expands opportunities amid India’s push for production-led growth
Lower tariffs, broader market access, and deeper energy cooperation support growth and long-term alignment.
US, EU trade pacts signal new era for Indian economy; positive for stocks, currency
The US-India BTA should act as an inflection point for the Indian stock market where the Indian economy was doing extremely well compared to any other major economy but the market continued struggling.
OPINION | Budget 2026 lays medium-term foundation for job-led growth
Budget 2026 prioritises fiscal credibility while embedding employment in sectoral choices, exports and human capital. The shift is deliberate and medium-term. Job-led growth will ultimately depend on execution and state capacity
Moneycontrol Pro Panorama | A trade pact that dispels the blues
For this edition of Moneycontrol Pro Panorama: Finance Commission’s bold fiscal vision contrasts cautious budget path, landmark India-US trade deal reshapes economic strategy, bullion ETF rationalisation timing remains uncertain, and more
The 16th Finance Commission’s ambitious fiscal roadmap vs the budget’s cautious glide path
The 16th Finance Commission charts a bolder path to 3.5% fiscal deficit and 47.6% debt-to-GDP by 2030-31 than the Union Budget 2026-27’s more measured steps, yet both signal a shared commitment to long-term fiscal discipline
OPINION | Union Budget signals fiscal prudence and growth-oriented reforms
The Union Budget reinforces fiscal consolidation through disciplined deficit targets and higher capital expenditure. Targeted tax reforms support infrastructure-led growth, boost manufacturing competitiveness, expand services, and strengthen the financial sector
Scaling alternatives to Rs 100 lakh crore could emerge as a primary engine for nation-building and Viksit Bharat
With the "Reform Express" now targeting "Champion MSMEs," we believe alternatives can reach mutual fund scale—growing from Rs 13.5 lakh crore to Rs 100 lakh crore within the next decade—serving as the primary engine for Viksit Bharat.
OPINION: Budget stays focused on long-term strategic goals amid near-term challenges, but borrowings exceed expectations
Total government borrowings by States and Centre via dated securities are likely at Rs 30 lakh crore, in an atmosphere where demand side factors can be a problem
“Our party was and is in favour of strong rupee,” says FM Sitharaman
Finance Minister Nirmala Sitharaman said that the country’s macroeconomic fundamentals remain strong and the banks are closely monitoring the situation.
FY27 disinvestment target of Rs 80,000 crore may face execution risks amid global headwinds and weak earnings visibility
The FY27 Budget presents a balanced, disciplined and inclusive framework, with a core focus on stability, fiscal discipline and sustained growth.
Budget 2026 prioritises fiscal prudence, capacity creation and investment confidence, positioning India for resilient growth despite volatility
The theme of the budget largely focused on three key issues - fiscal stability, attracting foreign investment, and improving ease of taxation, said Rupen Rajguru of Julius Baer India.
Budget 2026: Steady policy, constructive equities and a carry-led fixed-income playbook
In a global environment marked by uncertainty, India has delivered a Budget that keeps its compass steady.
Moneycontrol Pro Panorama | Silver Crash: Leverage fallout
For this edition of Moneycontrol Pro Panorama: Budget blends fiscal restraint with continued focus on economic expansion, rising transaction costs risk dampening trade and foreign investment flows, India balances fiscal discipline with a long-term growth agenda, and more
Budget math holds as govt brings debt centre stage
Financing the fiscal deficit in FY27 through market borrowings would need the help of the RBI
OPINION | The strategic shade in the budget
India needs to complement its macroeconomic soundness by addressing geopolitics. Budget takes steps in that direction through proposals on a rare earth corridor, semiconductor incentives and a generous tax break for data centres
OPINION | Union Budget 2026 brings changes to M&A, tax rules and deal financing
The Union Budget 2026 reshapes M&A dynamics. It changes share buyback taxation and disallows certain interest deductions. These measures affect deal structuring, financing, risk management, and exit strategies
OPINION | From Liquidity to Long-Term Capital: How the budget seeks to unlock India’s next growth phase
For MSMEs, the Budget delivers one of its most consequential packages in recent years
OPINION | Budget reframes India’s growth heartland beyond the Metros
The Budget signals a clear shift towards non-metro India. It empowers MSMEs, regional clusters, technology and skills. This drives inclusive growth, global integration and long-term resilience
OPINION | Budget reinforces confidence, urban growth, and India’s platform economy
The Budget reflects India’s balanced growth. It strengthens urbanisation, platform work and MSMEs. Reforms expand livelihoods, social protection and economic confidence
Factory activity picks up, rises to 55.4 in January
Business confidence slipped to its lowest in three-and-a-half years during January with over 80% of firms forecasting no change in output growth
OPINION | A budget that furthers the reforms process
The basic assumptions of the Budget seem to be in order. It does well and should help the economy achieve a sustained 7% growth rate
OPINION | 16th Finance Commission: A shift in approach to grants and tax devolution
16th Finance Commission: A shift in approach that will not help states with lower fiscal capacity. The Commission has discontinued grants-in-aid for revenue needs. Its underlying approach is that fiscal surgery can be performed through blunt instruments
OPINION | Union Budget 2026–27: Steady signals for long-term growth
What stands out is the continued emphasis on digital public infrastructure and predictable, rule-based governance
Budget 2026 reassures on economic growth, but tempers market enthusiasm
Manufacturing stands out as one of the biggest beneficiaries of Budget FY27. Higher allocations, new schemes and the removal of import duties on several critical inputs point to a strong policy thrust towards domestic value creation.
