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Announcements which could take the market by surprise include any large tax giveaways, including cuts in debt taxation, capital gains taxes, and STT
The Economic Survey 2025-26 blames India's development struggles on citizens' impatience and preference for shortcuts, but perhaps the real culprit is institutional failure that makes "delayed gratification" economically irrational
States’ bond supply is making investors dump even central government bonds.
Budget 2026 is likely to prioritise export competitiveness, lower the cost of capital, reinforce fiscal discipline, and address long-standing productivity challenges across manufacturing and agriculture
Survey’s prognosis would warrant a doubling down of policy focus on improving domestic consumption and investments, while simultaneously enhancing macroeconomic stability and buffers
FY27 Budget might undertake smaller steps to achieve few of the objectives outlined in the survey. An undervalued rupeea does not seem to be raising the hackles for the time being
Commercial capital has given financial inclusion a leg-up by allowing micro-finance lenders to scale up.
Take away services exports and the macroeconomic story would have been different. Yet, there’s puzzling reluctance to acknowledge what services are doing and will do
The excessive use of urea is deteriorating soil health
It wants Indian companies to take bigger risks, make investments with longer time horizons, become globally competitive, and avoid rent-seeking, oligopolistic tendencies
Exchange rates are influenced not just by trade balance but also what happens in the capital account.
Beyond the headline GDP numbers, the Economic Survey sounds a cautionary note on the rupee. It ties together global fragility, capital flows, and the imperative for competitive manufacturing
The Survey makes a quiet case for regulating financial activity, not financial labels.
The Survey expects inflation to rise over the next two years. That may be less a warning signal and more a return to balance.
Davos shows the AI race is no longer about better models alone. It is about trust, governance and infrastructure, which will decide how AI scales and who controls it
Industry giants Walmart and Amazon are taking different approaches to a technology that could further automate shopping
Silver's explosive 250% rally has pushed it to record highs, but signs of demand destruction and institutional profit-taking suggest the historic surge may be losing momentum.
India’s upcoming Budget must balance fiscal discipline with growth by boosting middle-class consumption, and translating rising household wealth into durable investment
A weak start to equity markets in 2026 leads to the possibility of a post-Budget rally, if it manages to improve market optimism
A finer look at the headline numbers shows the year was one of consolidation sans any boom or gloom
Bond markets should expect steady fiscal consolidation in FY27, with the deficit targeted at 4.2% of GDP and gross borrowing rising to ₹16.5+ trillion despite manageable net supply
Amidst sustained industrial growth and robust high-frequency indicators, the Union Budget should shift focus to fiscal consolidation and targeted support for lagging employment sectors
India ranks lower compared to many countries in terms of data centre investments
The apex court in the past ruled that promises in election manifestoes do not fall into the category of corrupt electoral practice. However, recent observations by judges indicate a subtle shift in perception
Doubling the cap on foreign equity by mutual funds will help retail investors diversify risk and better returns. Union Budget 2026 provides an opportune time to implement this
