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Like humans, rules will need to be set and comings and goings tracked, highlighting how managers will always be needed
The 16th Finance Commission charts a bolder path to 3.5% fiscal deficit and 47.6% debt-to-GDP by 2030-31 than the Union Budget 2026-27’s more measured steps, yet both signal a shared commitment to long-term fiscal discipline
Gold and silver ETFs are trading at a sharp discount, putting retail investors wishing to exit at a disadvantage. The risks of excessive leverage are playing out
Government data shows that customs duty foregone on imports on account of FTAs amounts to a significant figure, which will hopefully be offset by higher exports, which at the net level is expected to benefit the economy
India’s cotton textiles were grappling with potential loss of share in the large US market and rising costs on home turf
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
Hydro pumped storage projects use more components made in India compared to battery energy storage systems
A significant number of biologics are expected to lose patent protection, opening up a large business opportunity for biosimilars
Shedding corporate loans and going full throttle on retail was a survival strategy which now must change
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
Lower US tariffs mark a strategic reset in India-US trade ties, boosting export competitiveness and geopolitical alignment
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
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.
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
The FY27 Budget presents a balanced, disciplined and inclusive framework, with a core focus on stability, fiscal discipline and sustained growth.
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.
In a global environment marked by uncertainty, India has delivered a Budget that keeps its compass steady.
Financing the fiscal deficit in FY27 through market borrowings would need the help of the RBI
Banks say rules governing the digital currency are a risk to financial stability. Are they just trying to stamp out competition?
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
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
For MSMEs, the Budget delivers one of its most consequential packages in recent years
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
The Budget reflects India’s balanced growth. It strengthens urbanisation, platform work and MSMEs. Reforms expand livelihoods, social protection and economic confidence
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
