OPINION | Budget 2026–27 calls for a stronger state-led capex push
Amid global uncertainty and weak private investment, the Budget 2026–27 proposes higher public capital expenditure to boost growth, create jobs, crowd in private investment, and align expansion with sustainability goals
Trying to change our minds about gold
It’s not easy to rationalise the rally
OPINION | Budget 2026: Four things MSMEs need as they enter the next phase of growth
India’s digitised MSME sector now needs Budget 2026 to modernise credit guarantees, reduce compliance burdens, expand financial literacy, and strengthen last-mile execution to support sustainable scaling and global competitiveness
OPINION | The Long Road to the EU–India FTA: What 22 years of negotiations reveal about India’s trade strategy
A more confident but also more cautious India has decided to bring the drawn-out negotiation to a close. The biggest gain of the successful conclusion will lie in greater predictability in the business environment
Is Trump going soft on China while targeting US allies?
Trump administration’s defence policy document has caused major surprises because it targets US allies while talking about restraint and understanding in dealings with China
OPINION | The ₹500 Paradox: Pre-budget reflections on value in a shifting economy
India’s weak household savings, rising debt and currency depreciation expose a ₹500 value divide, highlighting two economic realities and underscoring the need for equitable, savings-led reforms in Budget 2026
Can NEP 2026 add spark to power reforms?
After two decades of capacity expansion, India’s power challenge has shifted to fixing tariffs, discom finances, and market design
RBI doesn’t hold back on liquidity measures, but needs a fiscal hand too
Changing contours of global trade and increasing volatility is something that the government must address.
Budget Snapshot: The steady improvement in India’s energy mix
Government should step up policy support for hydro and nuclear power capacity additions
RBI’s state finance report flags a problem politicians don’t want to name
India’s states are no longer on the same demographic clock — and that is quietly reshaping their fiscal future.
OPINION | The carbon price set by EU that India cannot pay
The relevant question should not be whether India has an economy-wide carbon price matching the EU's €85 per tonne, but whether India's policy mix delivers comparable emissions trajectories adjusted for development stage and capacity
From deficit to debt: FY27 budget signals a new era for fixed income markets
The government is expected to reduce reliance on long tenor bonds given tepid investor appetite and elevated long term yields, keeping supply concentrated in the belly of the curve.
OPINION | Budget 2026 must focus on innovation and deep-tech to drive growth
Budget 2026 must accelerate RDI fund deployment, incentivise climate-tech, strengthen FTAs, and simplify regulations to transform India into a global innovation and investment powerhouse
OPINION | As another budget approaches, judicial finality on the Money Bill’s remit is pending
The passage of the Aadhaar Act triggered a judicial challenge on the Speaker’s power to place a proposed law under the Money Bill, which then removes Rajya Sabha’s power to block it. A definitive verdict on it is still awaited
India’s Hard Choice: Strategic Autonomy or Dependence?
How the AI age is reorganising global power around integrated technology stacks, and why decisions we make in 2026 will determine whether India controls its destiny in 2047.
OPINION | Union Budget 2026: Key tax issues shaping M&A activity
Following Supreme Court’s verdict in the Tiger Global case, budget is an opportunity for government to impart clarity on applicability of GAAR to investments made before April 2017
OPINION | Budget 2026 could redefine India’s trade, tax, and growth strategy
Budget 2026 presents a pivotal opportunity to realign India’s trade, tax, and investment policies, strengthen resilience, attract capital, and sustain high growth in a shifting global order
OPINION | Budget 2026 will test India’s innovation push and its impact
India enters Budget 2026 with growing technology momentum. Decisive R&D investment, industry-led innovation, and large-scale capital can turn intent into lasting global leadership
OPINION | Budget 2026: Turning India’s clean energy ambition into execution
Clean energy value chains need to be free of some tax anomalies and also helped through cleverly designed fiscal incentives
OPINION | The Indian Constitution: A living document for a vibrant republic
The framers deliberately crafted the Constitution as a living instrument, responsive to changing realities. Amended 106 times to date, it ranks among the world's most frequently updated foundational texts, underscoring its inherent flexibility
OPINION: Markets want Budget clarity and growth continuity without compromising fiscal discipline
From a market perspective, the Budget is likely to be incrementally supportive rather than transformative.
The role of the attorney general
Former AG KK Venugopal in an insightful autobiography ‘An Accidental Lawyer’ shines a light on the role of the union government’s chief legal advisor. It’s a constitutional position where holder’s responsibility extends beyond the government of the day to the entire nation
India’s reform express: Stability, sovereignty and a growth story written in data
India’s economic trajectory is a product of direction, discipline, and governance choices. In a world running on uncertainty, India’s message is increasingly clear: reforms are not a phase, they are the platform
Budget likely to target FY27 fiscal deficit at 4.2%, focus on boosting consumption and industrial output
Support for rural consumption in terms of employment guarantee schemes and food/fertilizer subsidies is likely to be sustained.
OPINION: Budget to emphasise targeted consumption support, boost capex amid muted private sector investment
Budget 2026 is less about choosing between capex and consumption and more about getting the mix right.
