Tax-to-GDP Ratio: Strategic economic blueprint to tax proposals
Tax proposals spanning rate changes, process simplification and the imminent introduction of a new income tax bill to overhaul the system set the stage for creating a robust fiscal base.
Budget 2025 strengthens IFSC’s role as a global financial hub
Budget 2025 introduces key measures for GIFT City IFSC, enhancing tax incentives, regulatory clarity, and competitiveness. These changes, including simplified rules for fund managers and exemptions for non-residents, aim to attract global investments and position India as a leading financial centre
Markets will recalibrate to the new growth trajectory over time
We will see greater faith in our government's ability to consolidate the fiscal path and global investors will change their India stance, if they see private capex revive
A perfect balancing act by Budget 2025 for growth with stability
While the budget has addressed many critical areas, concerns remain regarding employment generation. Although the government has mentioned initiatives to boost employment, the specifics are somewhat vague
What has Budget 2025 delivered? A counter-cyclical push to consumption
Anaemic consumer demand has been one of the major factors holding back animal spirits in the corporate sector
Union Budget 2025: start-up expectations and reality
The budget has managed to deliver a lot for start-ups but tax expectations still remain unmet.
Union Budget is batting for consumption-led growth and beyond
The budget has pencilled in a large dividend from the RBI in FY26 as well
It's over to the private sector for capex
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
A budget to enable Viksit Bharat
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
2025 Budget signals a shift in priorities
Clearly the intention is to shift to demand-led growth rather than continuing to boost the supply side by building infrastructure.
AIFs get clarity and parity on longstanding asks
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 focus shifts from capex to consumption in Budget 2025
The Union Budget could further underline the churn away from capex driven stocks
Meets the Mark, But Misses the Magic: The Budget 2025 Big Picture
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
Short-Term Volatility, Long-Term Uncertainty: Budget 2025's impact on markets
One big hope for the market is that the tax relief provided by the finance minister will help increase domestic investment.
For stock market traders, it’s business as usual after Budget 2025
Markets ultimately focus on core issues such as earnings, business prospects, the currency and inflation. Traders should continue to exercise caution
A sizeable boost for urban consumption in Budget, will private capex revive now?
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
Big reforms missing in Budget, but banks could benefit from FM’s consumption boost
If the consumption boost translates into higher credit and deposit growth, the sector might still find reasons to cheer.
Budgeting in times of uncertainty
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.
Government did not rock the boat for bonds as Budget restrains borrowing
There is no negative domestic factor for the bond market this year
Nuclear power gets long overdue attention in Budget 2025, execution is key
For a country of its size and electricity needs, India has abysmally low nuclear power generation capacity
Govt to focus on accelerating growth, generating employment, food security in Budget 2025
Budget 2025: The government should frontload capex, particularly in roads and railways, and implement measures to support MSMEs and employment-linked incentives.
Budget 2025: Govt should accelerate divestment policy to unlock value from stake in listed CPSEs
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.
Union Budget 2025 likely to focus on these 4 areas with fiscal prudence taking centrestage
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.
Economic Survey points to limited uptake of private investment in many core sectors
While the government is doing all it can to pump prime infra development, why is there slack in private capex?
Will climate get its rightful place in Budget 2025?
The Economic Survey 2024-25 makes a clear case for a shift in priorities in India’s climate action plan
