Budget 2026 marks India’s move beyond stimulus to structural, competitive growth
The 2026 Budget may not generate immediate excitement, but it sends a more meaningful message that India is moving beyond stimulus-driven expansion toward a model where competitiveness, efficiency and structure determine the quality of growth, said Anand Rathi.
India-US trade deal is costly but much-needed
Trade deals are always about give and take. But with President Trump, it is often unclear what — and how much — one may need to give in return. Expectations, therefore, should be tempered. Yet, compared to the prospect of facing 50% tariffs, it represents a clear improvement
Budget that favours discipline, execution, and bottom up investing
The Budget’s overarching message is one of credibility over theatrics, continuity over abrupt pivoting, and execution over experimentation.
US trade deal cements case for monetary pause
The trade deal provides a boost to growth. Also, CPI and GDP are set to undergo base revisions, making forecasts tricky. Therefore, MPC may pause on rates while RBI continues to support liquidity
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.
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
Scheming, joking, complaining: Moltbook’s AI agents are just like us
Like humans, rules will need to be set and comings and goings tracked, highlighting how managers will always be needed
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
When will discounts in bullion ETFs rationalise?
Gold and silver ETFs are trading at a sharp discount, putting retail investors wishing to exit at a disadvantage. The risks of excessive leverage are playing out
Data Story: The near term effect on revenue of FTAs is significant
Government data shows that customs duty foregone on imports on account of FTAs amounts to a significant figure, which will hopefully be offset by higher exports, which at the net level is expected to benefit the economy
Indo-US trade deal: Timing couldn’t have been better for India’s struggling textile exports
India’s cotton textiles were grappling with potential loss of share in the large US market and rising costs on home turf
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
India should play to its strengths in energy storage
Hydro pumped storage projects use more components made in India compared to battery energy storage systems
Chart of the Day: The coming 'golden decade' in biosimilar drugs
A significant number of biologics are expected to lose patent protection, opening up a large business opportunity for biosimilars
IDFC First Bank must refocus on corporate loans for margin protection
Shedding corporate loans and going full throttle on retail was a survival strategy which now must change
The Daddy of all Deals: India-US trade breakthrough resets the entire playbook
The sharp rollback of US tariffs on Indian exports is more than a trade reset—it lowers uncertainty, revives market sentiment and reshapes India’s economic and strategic positioning
India lifts tariff trophy as US budges on duties
Lower US tariffs mark a strategic reset in India-US trade ties, boosting export competitiveness and geopolitical alignment
Short squeeze set to fire up Indian markets after US deal
The India-US trade deal has ignited a 2.87% jump in Gift Nifty, setting the stage for a potential short squeeze as foreign investors scramble to cover near-record short positions amid renewed market optimism
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
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.
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
