Budget Snapshot: Interest burden on revenue uncomfortable, but FY26 could see relief
The only antidote to high interest payment is lower market borrowing
Banned or shunned, the two outcomes for finfluencers
SEBI’s January 29 circular to crack down on dubious finfluencers shields investors. The provisions prevent finfluencers from exploiting any potential loophole by imposing stiff compliance requirements on legitimate registered entities.
Union Budget 2025: Road to growth needs to be paved with reforms
While the government remains focussed on achieving its intended fiscal consolidation, it should continue to take the lead in capital spending.
Budget 2025: FM needs to focus more on infra investment than stimulating consumer demand via populist measures
With India’s economy at an inflection point, the decision to slightly increase the fiscal deficit could be strategic.
Harnessing private investment to fuel mega infrastructure projects
India’s infrastructure development relies on increasing private sector participation. The government must address challenges such as regulatory hurdles, land acquisition, and financing to enhance private investment in key sectors like ports, railways, and roads.
Strategic tax reforms in Budget 2025 for sustainable economic growth
The Union Budget 2025 is expected to focus on tax reforms, fiscal discipline, and growth stimulation. Key measures include tax simplification, incentives for GCCs and green energy, and improved dispute resolution, aiming to foster innovation, investment, and economic sustainability
Digital payments system needs to adapt to rural India’s realities
Digital payment mechanisms offer significant potential to empower rural and semi-urban borrowers. However, their success depends on addressing underlying infrastructural and educational challenges. Achieving financial inclusion in India’s heartland will require an approach that blends the innovation of digital systems with the reliability of traditional cash methods.
Budget 2025 could give India's electronics manufacturing industry a boost
India’s electronics manufacturing sector holds vast growth potential. Budget 2025 can boost this by strengthening PLI schemes, adopting Industry 4.0, enhancing domestic supply chains, upskilling workers, and improving export competitiveness, positioning India as a global electronics manufacturing hub.
Will Budget 2025 emerge as the growth Chyawanprash?
India’s confluence of tight fiscal policy through disciplined fiscal consolidation, tight monetary and stable exchange rate policy through the tolerance of higher interest rates, and tight macroprudential policy to curb frothy retail credit – have exacted a growth cost. As that cost is becoming more evident in weaker growth readings policymakers are starting to unwind
Lex: Beware tech bosses bearing dusty economic paradoxes
Powell did not give much on the big questions of the day — tariffs, immigration, tax, and quantitative tightening.
Monetary policy is a sideshow now
Powell did not give much on the big questions of the day — tariffs, immigration, tax, and quantitative tightening
Rajput Atelier: Rediscovering Rajasthan’s hidden Mughal-era art gallery
Bairat, near Jaipur, hosts a 17th-century Mughal-era hunting lodge with stunning medieval artwork. The structure, built by Raja Man Singh, features divine figures, royal court scenes, and unique depictions of Hindu mythology, offering a rich, untapped heritage
India Inc awaits key reforms and growth boosters in Budget 2025
India Inc expects the upcoming budget to focus on tax reforms, job creation, simplifying compliance, and promoting sustainability. Key expectations include revising TDS provisions, extending CSR funds for environmental projects, and rationalising personal tax deductions to boost economic growth
Budgetary incentives in research and development help boost innovation
The upcoming budget aims to strengthen India’s R&D ecosystem through strategic funding, tax incentives, and public-private partnerships. These measures are designed to promote technological advancements, foster innovation, and position India as a global leader in research and development
Budget Snapshot | It’s time to turbo-charge electric vehicle sales
The government must set right the anomalies in tax structure wherein batteries and certain components in EV manufacture attract a higher GST than the EV itself
Q3 results of Hyundai, Maruti, Tata Motors point to slowing PV demand
Demand for PVs is dented, thanks to the high base of earlier years, high inflation and sticky interest rates that are impacting discretionary spends
Five suggestions to FM Nirmala Sitharaman to improve NPS
India continues to rank poorly on pension readiness – a 2023 study on pension readiness ranked India at 47 out of the 48 countries surveyed, highlighting the gaps on all the parameters that signify a pensioned society – coverage, adequacy and integrity of pension systems
Pakistan's security crisis amid Taliban resurgence
India's Foreign Secretary Vikram Misri's January 8 meeting with Taliban Acting Foreign Minister Amir Khan Muttaqi in Dubai, the highest-level contact since 2021, highlights shifting regional security dynamics in South Asia
Budget likely to enhance public investment which will catalyse M&A
The country might witness a resurgence in the M&A activities after a dull few quarters, as there are indications that the government is most likely going to increase capital expenditure outlay in the next fiscal year as a way to push economic growth
Budget 2025: How does India’s fiscal position compare to its Asian peers?
Thanks to populist policies, India’s general government expenditure, as a proportion of GDP, is much higher than that of its Asian peers
Budget can be a watershed moment for customs reform
If the government strikes the right balance between domestic industry needs and international trade obligations, Budget 2025 could lay the foundation for a more efficient, self-reliant, and globally competitive India.
Bajaj Finance Q3 burnishes its growth record, but asset quality needs watching
Reasons to doubt Bajaj Finance’s growth momentum seem to have largely disappeared
Budget 2025: Expectations seem to be low, any measures to support domestic demand could be viewed positively by equity markets
While the Budget is likely to be fiscally prudent, the Government is likely to stimulate growth by way of incremental reforms, while also providing measures to boost consumption.
All about India’s tryst with defamation law
Jurisprudence favours a balance between free expression and the right to protection of one’s reputation. A Law Commission recommended that in India defamation be retained within the scheme of criminal laws. The tricky part still remains the search for the line of demarcation between acceptable speech and damage to one’s reputation
Monetary reflation needed to balance fiscal consolidation
The economy will benefit from liquidity support by way of monetary expansion, considering that India’s money supply which grew at 17 per cent a few years ago, is now at around 10 per cent. Monetary reflation could manifest via a combination of rate cuts and/or liquidity injection
