The Budget has done its best to nudge the private sector capex by encouraging PPP models in some infra segments and revving up consumer demand
Budget 2025-26 is a blueprint for the presence of India in the global high table in 2047. The direction of the Government is right
Clearly the intention is to shift to demand-led growth rather than continuing to boost the supply side by building infrastructure.
Alternate Investment Funds were tied down by lack of clarity on tax treatment of their gains. The industry wanted regulatory clarity on their operations and parity with foreign investors. They got both.
The Union Budget could further underline the churn away from capex driven stocks
The Budget’s strategy is simple: maintain fiscal discipline, use tax cuts to boost consumption, and rely on incremental reforms to enhance competitiveness. It’s a cautious approach, but lacks ambition
One big hope for the market is that the tax relief provided by the finance minister will help increase domestic investment.
Markets ultimately focus on core issues such as earnings, business prospects, the currency and inflation. Traders should continue to exercise caution
Significant tax savings for the middle class should lead to higher spending on consumption, bringing cheer to investors in consumer stocks. The bigger impact could be in encouraging these companies to invest in capacity
If the consumption boost translates into higher credit and deposit growth, the sector might still find reasons to cheer.
The FY2026 Union Budget focuses on boosting consumption and investment through tax rationalisation, capital expenditure growth, and PPP projects. Despite challenges, the government’s commitment to fiscal prudence and growth-enhancing policies is clear.
There is no negative domestic factor for the bond market this year
For a country of its size and electricity needs, India has abysmally low nuclear power generation capacity
Budget 2025: The government should frontload capex, particularly in roads and railways, and implement measures to support MSMEs and employment-linked incentives.
Budget 2025: Despite having an ambitious divestment target of Rs 50,000 crore for FY25, only 18% has been achieved till November 2024. For FY26, a conservative estimate of Rs 40,000 crore billion can be set.
All-in-all, in the upcoming Union Budget 2025-26, the government will continue its dual focus on fiscal consolidation and infrastructure push through capex in FY26 as well.
While the government is doing all it can to pump prime infra development, why is there slack in private capex?
The Economic Survey 2024-25 makes a clear case for a shift in priorities in India’s climate action plan
Our research and opinion teams have curated a selection of articles and social media gems from the world of economy, business and finance for your weekend read.
With the Union Budget around the corner, the real question is this: how will the government prioritize these reforms? What are the immediate steps that can be taken to accelerate India’s journey towards 8% growth?
Disparity in agriculture sector growth rates among states is attributed to crop diversification
Relying extensively on AI to assess credit risk of a potential borrower opens up the bank to future vulnerabilities
More courts, more benches, and better infrastructure were promised, but execution has been sluggish. Without immediate investment in strengthening the NCLT’s capacity, the backlog will only worsen, defeating the very purpose of the IBC
Rural demand is strong and expected to continue, urban demand shows a mixed picture, calling for moderation of expectations of a generous budgetary demand stimulus
RSSFACTS: After Gandhi's assassination, the RSS was wrongly blamed and banned. Despite unjust arrests and political targeting, investigations cleared the RSS of involvement. The ban was lifted in 1949, and subsequent investigations reaffirmed the organisation's innocence
