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.
OPINION | A Club Living On Echoes: The long fade of Manchester United
Michael Carrick’s appointment as manager and the subsequent victory against Manchester City triggered another wave of hope among the faithful. A lesson the fans should have internalised by now is that a swallow doesn’t make a summer
OPINION | What the housing finance sector hopes to see in the budget to boost affordability
It remains the most decisive factor influencing the decision to buy a home. It’s within the realm of the budget to provide a fillip to the economy by incentivising purchases in the affordable housing segment
The Reading List: January 23, 2026
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
India - A growth pole attracting major investor interest from Davos to Shanghai, shines bright
The Consul General highlighted India's stable policy environment, predictable and reform-oriented investment climate which have ensured India's emergence as the world's fastest growing major economy in recent times.
OPINION | Why hospitality needs a budget sensitive to its unique features
The sector is both people-driven and capital-intensive. Support for patient capital and skilling programs through fiscal incentives will provide India an economic boost
OPINION | Budget 2026: Closing the tax gaps in India’s AIF framework
AIFs have emerged as a preferred platform for more sophisticated investors. To encourage the trend, the budget should bring about neutrality in tax treatment between different categories of AIFs
OPINION | Budget 2026 and India’s accelerated climate and sustainability agenda
Budget 2026 is expected to boost clean-tech, renewables, storage, sustainable finance, critical minerals, and social governance reforms, strengthening India Inc.’s resilience and supporting inclusive, low-carbon growth
Lessons for business in Trumpian uncertainty
Ignoring the upside can be as dangerous as discounting the downside
OPINION | RSS and the Indian Constitution: Separating fact from fiction
RSSFACTS: Examining the RSS’s engagement with India’s constitutional democracy through historical evidence, public statements, and its role during the Emergency, countering long-standing narratives rooted in political prejudice
OPINION | Union Budget 2026 could be a defining moment for India’s GCC ecosystem
As Union Budget 2026 approaches, India’s GCC sector seeks tax certainty, regulatory simplification, and targeted incentives to sustain growth, enhance competitiveness, and reinforce global leadership amid rising headwinds
India’s climate report card signals structural policy challenges
India's dramatic plunge in the 2026 global Climate Performance Index suggests a worrying structural reversal from its vantage position on climate action
Affordable urban housing holds key to continued rapid economic growth
As urban India prepares to contribute three-quarters of the national GDP, a NITI Aayog report reveals a critical shortage of 60 million liveable homes and prescribes a four-part remedy of land reform, density incentives, innovative finance, and rental housing to sustain growth
Acquisition moves of Sun, Zydus point to Indian pharma’s shift from generics to biopharma
A potential Sun Pharma-Organon deal is the clearest signal yet of Indian pharma's urgent, multi-pronged strategy to escape the low-margin generics trap by acquiring a foothold in high-value biosimilars and specialty therapeutics
Q3 FY26 scorecard so far – Opportunity or value trap?
Q3 revenue growth threw up a positive surprise across most sectors while margins were sluggish
Budget 2026 — Can India build the financial backbone for its climate ambitions?
As global climate politics is fractured, India’s next Budget must move beyond capacity creation to fixing the missing pieces of its energy transition
Budget Snapshot: Are divestment targets set only to be missed?
Divestment targets hardly seem relevant when reliance has reduced.
OPINION | Capital outlay might exceed Rs 13 trillion in FY2027 Budget
The increase in central public investment, mainly in roads, railways and defence, has seen a sharp increase over the last few years. This trend is expected to continue
OPINION | Here’s how Budget 2026 can power M&A activity
IT Act 2025 will soon be operationalised. Finance minister should consider a few tweaks to power M&A activity, and consider the full implication of changes in capital gains regime
