Indo-US trade deal: Timing couldn’t have been better for India’s struggling textile exports
India’s cotton textiles were grappling with potential loss of share in the large US market and rising costs on home turf
OPINION | Union Budget signals fiscal prudence and growth-oriented reforms
The Union Budget reinforces fiscal consolidation through disciplined deficit targets and higher capital expenditure. Targeted tax reforms support infrastructure-led growth, boost manufacturing competitiveness, expand services, and strengthen the financial sector
India should play to its strengths in energy storage
Hydro pumped storage projects use more components made in India compared to battery energy storage systems
Chart of the Day: The coming 'golden decade' in biosimilar drugs
A significant number of biologics are expected to lose patent protection, opening up a large business opportunity for biosimilars
IDFC First Bank must refocus on corporate loans for margin protection
Shedding corporate loans and going full throttle on retail was a survival strategy which now must change
The Daddy of all Deals: India-US trade breakthrough resets the entire playbook
The sharp rollback of US tariffs on Indian exports is more than a trade reset—it lowers uncertainty, revives market sentiment and reshapes India’s economic and strategic positioning
India lifts tariff trophy as US budges on duties
Lower US tariffs mark a strategic reset in India-US trade ties, boosting export competitiveness and geopolitical alignment
Short squeeze set to fire up Indian markets after US deal
The India-US trade deal has ignited a 2.87% jump in Gift Nifty, setting the stage for a potential short squeeze as foreign investors scramble to cover near-record short positions amid renewed market optimism
Scaling alternatives to Rs 100 lakh crore could emerge as a primary engine for nation-building and Viksit Bharat
With the "Reform Express" now targeting "Champion MSMEs," we believe alternatives can reach mutual fund scale—growing from Rs 13.5 lakh crore to Rs 100 lakh crore within the next decade—serving as the primary engine for Viksit Bharat.
OPINION: Budget stays focused on long-term strategic goals amid near-term challenges, but borrowings exceed expectations
Total government borrowings by States and Centre via dated securities are likely at Rs 30 lakh crore, in an atmosphere where demand side factors can be a problem
FY27 disinvestment target of Rs 80,000 crore may face execution risks amid global headwinds and weak earnings visibility
The FY27 Budget presents a balanced, disciplined and inclusive framework, with a core focus on stability, fiscal discipline and sustained growth.
Budget 2026 prioritises fiscal prudence, capacity creation and investment confidence, positioning India for resilient growth despite volatility
The theme of the budget largely focused on three key issues - fiscal stability, attracting foreign investment, and improving ease of taxation, said Rupen Rajguru of Julius Baer India.
Budget 2026: Steady policy, constructive equities and a carry-led fixed-income playbook
In a global environment marked by uncertainty, India has delivered a Budget that keeps its compass steady.
Budget math holds as govt brings debt centre stage
Financing the fiscal deficit in FY27 through market borrowings would need the help of the RBI
The stablecoin war: Wall Street vs crypto over the future of money
Banks say rules governing the digital currency are a risk to financial stability. Are they just trying to stamp out competition?
OPINION | The strategic shade in the budget
India needs to complement its macroeconomic soundness by addressing geopolitics. Budget takes steps in that direction through proposals on a rare earth corridor, semiconductor incentives and a generous tax break for data centres
OPINION | Union Budget 2026 brings changes to M&A, tax rules and deal financing
The Union Budget 2026 reshapes M&A dynamics. It changes share buyback taxation and disallows certain interest deductions. These measures affect deal structuring, financing, risk management, and exit strategies
OPINION | From Liquidity to Long-Term Capital: How the budget seeks to unlock India’s next growth phase
For MSMEs, the Budget delivers one of its most consequential packages in recent years
OPINION | Budget reframes India’s growth heartland beyond the Metros
The Budget signals a clear shift towards non-metro India. It empowers MSMEs, regional clusters, technology and skills. This drives inclusive growth, global integration and long-term resilience
OPINION | Budget reinforces confidence, urban growth, and India’s platform economy
The Budget reflects India’s balanced growth. It strengthens urbanisation, platform work and MSMEs. Reforms expand livelihoods, social protection and economic confidence
Chart of the Day | What the Union Budget reveals about government priorities
While roads and bridges get a massive funding boost, education and health receive less than 5% of the Budget, showing where the priorities really lie
The Eastern Window: Xi Jinping’s move to sack top generals shows divisions in military leadership
Chinese President Xi Jinping has consciously taken major risks by sacking two top generals, including the vice chairman of Central Military Commission. What motivated him is unclear through there are unconfirmed reports of a failed coup. India needs to use the opportunity to restructure its relations with China
India's Budget 2026-27: Fiscal discipline meets growth ambition
The STT hike is a short-term headwind for equity markets and bond yields may remain elevated due to higher borrowing
Union Budget 2026: India’s quiet discipline with continued growth agenda
The Union Budget 2026-27 demonstrates the government's commitment to infrastructure investment, MSME empowerment, and fiscal consolidation while navigating global economic uncertainties
Why India Budget 2026 is constructive from a fixed income perspective
The government's FY27 fiscal deficit target of 4.3% of GDP and elevated capex allocation reinforce policy credibility though higher gross borrowings will test market appetite in the near term
