OPINION | What to Expect from India’s Budget 2026: Insights from the Economic Survey
Budget 2026 is likely to prioritise export competitiveness, lower the cost of capital, reinforce fiscal discipline, and address long-standing productivity challenges across manufacturing and agriculture
OPINION | Economic Survey shines the light on growth in times of external uncertainty
Survey’s prognosis would warrant a doubling down of policy focus on improving domestic consumption and investments, while simultaneously enhancing macroeconomic stability and buffers
Moneycontrol Pro Panorama | Economic Survey calls for bolder bets by India Inc in new global order
For this Moneycontrol Pro Panorama edition: Economic Survey urges India Inc to rethink risk and productivity, rupee strength masks deeper macroeconomic vulnerabilities, bond markets brace for fiscally disciplined Budget, banks face funding pressure as deposit growth lags, and more
High cost of capital, not weak balance sheets, holding back private capex: Economic Survey
A central argument in the survey is that India’s cost of capital remains structurally high, limiting the appetite for long-gestation private projects.
Mother of all trade deals: A small step for India-EU, a giant leap for the global economy—but don’t rush into beneficiary sectors
The market leaders in beneficiary sectors are likely to get the maximum benefit from the privileged market access. One needs to estimate how much gains each company has in terms of revenues from this over the next 3-5 years.
India-EU FTA: Big opportunity, bigger challenge for export competitiveness in a fragmented world
The India-EU Free Trade Agreement is a reflection of both a great opportunity and a highly challenging task.
Industrial output growth jumps to 26-month high of 7.8% in December
Manufacturing output—the largest component of the index—expanded 8.1 percent in December, compared with 8.5 percent in November,
OPINION | Pre-Budget Expectations for Investment: Turning momentum into credible capital
The 2026–27 Union Budget should focus on execution and credibility. Public spending must attract private and foreign investment. Strong FDI, clear rules, and sectoral growth are key
Moneycontrol Pro Panorama | Have Trump’s tariff tantrums fast-tracked India’s European moment?
For this Moneycontrol Pro Panorama edition: America’s protectionism has unintentionally pushed the world closer. The India-EU trade deal is a case in point—but the fine print will decide whether it delivers
OPINION: Union Budget must spell out measures to strengthen corporate earnings growth, vital to bringing back FPIs and re-energizing the market
One can expect more liberalization from the Budget, especially in the banking, financial services and insurance sectors as it is essential for lifting market sentiments and India’s global ambitions.
OPINION | Why this ‘Indian bear market’ should worry us a bit
By almost any yardstick, the performance is lacklustre when compared to competing markets. It doesn’t help that taxation on equity investing has made the asset class unattractive for both the domestic and foreign investor
India-EU FTA offers no relief from EU’s carbon border tax as CBAM stays
Commerce Secretary Rajesh Agrawal said the EU, however, has committed that any flexibility it introduces under CBAM for any partner country globally will automatically flow to India.
OPINION | How to win allies and get rich at the same time
India’s smartphone exports to the US are booming. Why? Apple ensured that they were exempt from tariffs. There’s a lesson here. MNCs can be our allies in their self-interest. We can get richer in the bargain
OPINION | Budget 2026 and the MSME Growth Agenda: Reducing compliance burden and enabling scale
India’s economic ambitions cannot be realised without MSMEs that are more productive and globally competitive
India accelerates deal-making, concludes five trade deals in 18 months
Amid growing geopolitical tensions and uncertainties in global trade, India has sharply stepped up its trade diplomacy, sealing five major trade agreements over the past 18 months to secure market access for its exporters
India-EU FTA opens $572b healthcare market for Indian exporters; cuts duties on 9,425 product categories
The historic FTA provides assured access for Indian contractual service suppliers across 37 sectors and independent professionals in 17 high-skill areas, while allowing intra-corporate transferees to move with their families for the first time
Moneycontrol Pro Panorama | The remarkable progress made by India’s power sector
For this Moneycontrol Pro Panorama edition: Markets await Budget and Fed amid volatility, Trump shifts stance on China while pressuring allies, RBI liquidity push needs complementary fiscal support, and more
OPINION | Budget 2026–27 calls for a stronger state-led capex push
Amid global uncertainty and weak private investment, the Budget 2026–27 proposes higher public capital expenditure to boost growth, create jobs, crowd in private investment, and align expansion with sustainability goals
India–EU trade deal: Wines, olive oil and chocolates set to get cheaper
In parallel, India and the EU are negotiating a separate agreement on Geographical Indications (GIs). The GI talks aim to help traditional European farming products sell more in India by addressing imitation and unfair competition.
OPINION | Budget 2026: Four things MSMEs need as they enter the next phase of growth
India’s digitised MSME sector now needs Budget 2026 to modernise credit guarantees, reduce compliance burdens, expand financial literacy, and strengthen last-mile execution to support sustainable scaling and global competitiveness
OPINION | The ₹500 Paradox: Pre-budget reflections on value in a shifting economy
India’s weak household savings, rising debt and currency depreciation expose a ₹500 value divide, highlighting two economic realities and underscoring the need for equitable, savings-led reforms in Budget 2026
OPINION | As another budget approaches, judicial finality on the Money Bill’s remit is pending
The passage of the Aadhaar Act triggered a judicial challenge on the Speaker’s power to place a proposed law under the Money Bill, which then removes Rajya Sabha’s power to block it. A definitive verdict on it is still awaited
OPINION | Budget 2026 could redefine India’s trade, tax, and growth strategy
Budget 2026 presents a pivotal opportunity to realign India’s trade, tax, and investment policies, strengthen resilience, attract capital, and sustain high growth in a shifting global order
OPINION | Budget 2026 will test India’s innovation push and its impact
India enters Budget 2026 with growing technology momentum. Decisive R&D investment, industry-led innovation, and large-scale capital can turn intent into lasting global leadership
OPINION | Budget 2026: Turning India’s clean energy ambition into execution
Clean energy value chains need to be free of some tax anomalies and also helped through cleverly designed fiscal incentives
