Budget’s approach will impinge on the fiscal-monetary tango
There was a de facto monetary easing between April and January, with term premium sliding to a decade low. However, at present interest rate have hardened and credit offtake has slowed down. In this scenario, if budget proposals lead to lower net market borrowings, it will open up space for more monetary easing
Budget must strengthen tax dispute resolution schemes to instil confidence
The logjam of tax disputes is a critical issue that the Budget needs to address, particularly at the Commissioner of Income Tax (Appeals) level with over half a million cases pending and Rs 14.2 lakh crore at stake at this level itself. Also, there are more than 350 cases pending resolution at the Board of Advance ruling and over 800 pending Advance pricing agreement cases
Is SEBI's sachet scheme a financial inclusion masterstroke?
SEBI is considering subsidising the initial client acquisition and there is nothing wrong with SEBI using the funds it collects from every trade to attract more investors to the market
Budget 2025: Time to steepen the manufacturing tilt for inclusive growth
Union Budget 2025 should prioritise labor-intensive sectors, regional hubs, and value-added manufacturing to boost India’s share in global production. Empowering women, youth, and rural areas can address employment gaps, fostering inclusive growth and industrial competitiveness.
Martin Wolf: We will have to learn to live with machines that can think
The impact of artificial intelligence on productivity could be epoch-making
Youth-Driven Retail Revolution: Budget 2025’s key role in growth
The Union Budget 2025 can drive India’s retail transformation by focusing on youth employment, entrepreneurship, infrastructure development, and sustainability. Strategic initiatives can unlock significant potential in tier 2, 3 cities, foster franchising, and modernise the retail landscape
TVS Motor Q3: Profitability gains play out from product premiumisation
TVS has, over the years, recorded impressive improvement in its positioning across ‘growth’ categories like premium motorcycles, scooters and also exports
What can the Budget do to strengthen India's human capital?
The right policies and allocation in sectors such as education and health can go a long way in improving the quality of India's human capital, which is essential for sustainable economic growth
Why India cannot create a DeepSeek
Successive governments in India have lacked the vision and ambition to be a world leader in science and technology
Karnataka’s proposed MFI Bill can turn out be a double-edged sword for the industry
The proposed bill is intended to address the increasing complaints of harassment by lenders, especially in rural areas, where farmers and marginalized communities have become vulnerable to exploitative lending practices.
Budget Snapshot | Agri credit target to cross Rs 28 lakh crore in this Budget, what’s in it for banks?
Banks are increasing fund flows to the agriculture sector because it’s an obligation under the rules. Under the priority sector lending (PSL) norms, banks are mandated to lend 18 percent of the adjusted net bank credit to agriculture
Karnataka’s politicians are playing Russian roulette with the state’s future
Congress may have a comfortable majority in the Assembly but runs a government that appears to be under siege. It is not on account of the BJP, which has three factions in the state that are locked in a struggle. And the very act of survival may be an achievement for JDS. Eventually, it’s the state and its people who will pay the price for dysfunctional politics
Time for tax clarity in Category III Alternative Investment Funds
Category III AIFs face unclear tax regimes, causing operational and taxation challenges. Simplifying taxation, possibly mirroring mutual funds’ system, could boost growth, ensuring clear rules for investors, single-level taxation, and more efficient management of funds.
A budget which forefronts ‘care’ is needed
Research indicates monetary equivalent of women’s unpaid care labour is $270 billion. Women in India spend an average of seven hours daily on unpaid domestic and caregiving work. For India to achieve gender parity in its workforce, it’s important to treat the care economy as a strategic economic opportunity
Govt should walk the talk: Ambitious PSU divestment plan needed in Budget 2025
In the forthcoming Budget for FY2026, the government should announce an ambitious disinvestment target of Rs 2 lakh crore, There is good demand for the papers being floated by PSUs and there is ample liquidity in the system.
With DeepSeek on the horizon, World War III has begun
The United States built its global dominance in the 21st century not brick by brick but byte by byte. But with DeepSeek’s impressive leap forward, the question now is whether China can surpass the US and redefine the global tech landscape
Should the Budget do anything to spur consumption?
Rural consumption is in good health while urban consumption trends remain weak. Should the Budget wait for urban consumption to right itself or introduce measures to boost it is the main question
DeepSeek changes rules of AI’s great game
Chinese start-up’s breakthrough may be bad news for US tech giants, but could be a windfall for everyone else
The odds are stacking up high against retail traders
US markets are seeing a rising tide of off-market trades that deny retail traders access to data they need to make informed trades. It adds to the uncertain times traders are living in
Mastering IPO Journey: Navigating the process and ensuring post-listing success
Taking a company public requires careful planning during the IPO and post-listing stages. This guide explores the importance of IPO size, managing shareholder dynamics, attracting long-term investors, and executing post-IPO strategies to ensure sustained success in the public markets By Alok Bathija
DeepSeek-R1 and the Open-Source AI Revolution: What it means for India
When we think of cutting-edge AI, companies like OpenAI often take the spotlight. But DeepSeek, a Chinese startup, is rewriting the rules with their new model, DeepSeek-R1. This isn’t just about a model competing with giants—it’s a story of how open-source AI is transforming opportunities for startups, businesses, and individuals globally, especially in India
Can Budget 2025 trump tariff threats, boost exports?
An opportunity for finance minister Nirmala Sitharaman to rationalise tariff structure and give a boost to manufacturing
What does power sector need to fulfil India's economic ambitions?
The upcoming Budget and policies are expected to reflect a strong commitment to ensuring energy availability, security and reducing dependence on fossil fuels
To rekindle the 1991 spirit, unshackle economic activity
A strict comparison with 1991 is inappropriate because India’s not confronting a balance of payments crisis. However, there’s a discernible sense of unease about the economy. To dispel gloom and inject optimism, the union budget should roll back state overreach and lower tax incidence. A signal in the budget speech of a larger reform agenda will help
Budget making in times of complex constrained optimisation
Finance minister Nirmala Sitharaman has an opportunity to trigger the right catalysts to unleash entrepreneurial animal spirits, and remain relentlessly focused on infrastructure-led growth and job creation
