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The expanded scope is critical if India is to transition from being a participant to a structural player in the global semiconductor ecosystem
This budget protects the sovereign balance sheet—but under-delivers on positioning India as a globally competitive capital market.
With few signs of animal spirits reviving in private sector capex, the Budget spelt out innovative financing measures and new areas of growth to sustain momentum
The Budget is fiscally prudent. It supports manufacturing and jobs, SMEs get funding and credit support, while financial markets are strengthened
Revenues from international patients are growing at a healthy pace for major hospital companies
The finance minister offers a steady, investment-heavy Budget that sustains momentum, but stops short of the transformative reforms needed to secure India's place in a fractured global economy
The stock market selloff post-Budget is understandable as the sharp hike in STT has queered the pitch for traders
A three-pronged approach built around streamlining compliance needs, providing sector-specific tax incentives and using public investment to crowd-in private activity provides a rare degree of continuity across budgets.
The government is nudging companies to shift to the new tax regime, by tweaking minimum alternate tax rules, which is likely to see their tax liability increase
The Union Budget 2026–27 reinforces Swadeshi Economics, prioritising tier-2 and tier-3 cities, MSME-led growth, and civilisational revival, reflecting the Modi government’s focus on self-reliance and aspirational Bharat
Making the debt-to-GDP ratio central to fiscal policy is a medium-term silver lining.
The Finance Minister’s announcement of a banking panel suggests a shift — from fixing bank balance sheets to questioning what banks are meant to do next
The Economic Survey pushes strongly for reforms and deregulation led growth. Economists highlight rigid labour codes and slow and inefficient liquidation laws as the two main challenges to India’s scaling-up problem, exactly the issues the survey stresses on.
A core expectation is that the government stays committed to public capex, with estimates of a ~10-15% increase. This matters because small & mid-caps benefit most when capex creates a multi-year order cycle, not just a one year push. Contextually, FY26 capex outlay was set at Rs 11.21 lakh crore.
Investors should focus on policy continuity and stability. The finance ministry will endeavour to avoid any disruptive tax moves that could rattle sentiment or strain the fiscal framework.
Economic Survey provided a useful snapshot of the economy’s strengths and risks it faces. Capital accumulation will continue to be primary driver of growth
The Union Budget 2026 has the potential to move the conversation from capacity-building to capability-building.
Budget 2026–27 should prioritise continuity and execution. In an uncertain global environment, India’s ability to rely on resilient consumption, sustained investment and incremental but credible reforms could once again underpin its competitive advantage and growth.
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
Three aspects need more attention: growth enhancing reforms, employment intensity of industrialisation and domestic saving
Conferred recently with the Padma Vibhushan, his work encapsulated a balance between thoroughness and deep sensitivity
Stocks, bonds and currencies have all soared as dollar weakness puts focus on fundamentals
India needs to rethink technological sovereignty. Focus should be on trust and predictable rules. Cross-border data flows are key. Forced localization isn’t the answer. AI and digital growth depend on this
The company aims to offer integrated clean energy solutions
New research shows Trump's tariffs backfired—US consumers bore 96% of the cost while Indian exporters maintained prices and diversified markets
