Markets may debate it, but Budget 2026 chose realism for a quiet reset in policy priorities
Overall, the Budget is unlikely to materially alter the medium-term outlook for equities. Rather, it reinforces the view that the past 15 months have marked a reset – shaped by geopolitical shifts and global macro uncertainty.
Markets likely to hit new highs in 2026 after a well-balanced budget focused on capex and sustaining GDP growth
Overall, the budget is in line with expectations and is positive. The near-term challenges of changes in tax structure on certain financial instruments do not have any significant impact on the economy or the underlying value of the securities.
As START ends, nuclear risks and proliferation will rise
For the first time in decades, US and Russia, owners of the world’s two largest nuclear stockpiles, will gauge each other’s intention without a formal framework to defuse tricky situations. It makes the world less safe
Martin Wolf: Reading the runes on a Warsh Fed
The presumptive next chair might be better than others on the list, but he is a confusing, perhaps confused, figure
Lower US tariffs, EU market access: Double bonanza for Indian auto parts makers
Lower US tariffs, EU market access: double bonanza for Indian auto parts
OPINION | India-US trade deal represents a macro-positive development
India’s sound macroeconomic indicators will be complemented by the announcement. It should ease the pressure in financial markets and enable economic growth
Does the market rally signal premature optimism?
Indian markets surged 2.55% on trade deal hopes, but intraday volatility and bearish options positioning reveal investor caution beneath the surface optimism.
Tariffs, oil and leverage: India's calculated play in the US trade talks
India's measured response to Trump's tariff announcement reveals a sophisticated strategy of using trade as geopolitical leverage while protecting strategic autonomy
Chart of the Day | After the rebound, what will drive rupee’s next move?
The India–US trade deal has taken pressure off the currency. The real question is whether flows and fundamentals can do the rest.
Credit finds its feet even as rates stay firm
RBI’s latest sector-wise credit data shows demand is broad-based and resilient, but the message to Mint Road is clear: this is growth that still needs watching, not cheering.
US-India trade deal may ease RBI’s trilemma, but not its policy rate
The India-US trade deal has brightened the prospects for growth and the exchange rate. The first reduces the need to cut rates and the second reduces the RBI’s need to intervene.
US trade deal all set to remove growth roadblocks for solar panel makers
With a large manufacturing base, India can emerge as a credible supplier of solar modules and cells to the US
India-US deal's a great start, but follow-up on the day after is critical
Tariffs are important but not everything. Latent protectionism shows up in legal challenges, legislative blockades and dramatic U-turns. For India, there’s a lot of follow-up to be done in both EU and the US
Union Budget 2026: Look beyond borrowings
The Centre’s gross borrowing figure of Rs 17.2 lakh crore for FY27 significantly exceeded market expectations, which were pegged between Rs 16.5 lakh crore and Rs 17 lakh crore. This elevated borrowing requirement coincides with a persisting slowdown in tax revenue.
Steady Budget: Driving growth through fiscal discipline and sustained capex
The budget math appears credible with modest estimates of tax receipts and expenditure. Ultimately, this budget reinforces India's trajectory as a resilient pillar of global economic growth.
Budget 2026 marks India’s move beyond stimulus to structural, competitive growth
The 2026 Budget may not generate immediate excitement, but it sends a more meaningful message that India is moving beyond stimulus-driven expansion toward a model where competitiveness, efficiency and structure determine the quality of growth, said Anand Rathi.
India-US trade deal is costly but much-needed
Trade deals are always about give and take. But with President Trump, it is often unclear what — and how much — one may need to give in return. Expectations, therefore, should be tempered. Yet, compared to the prospect of facing 50% tariffs, it represents a clear improvement
Budget that favours discipline, execution, and bottom up investing
The Budget’s overarching message is one of credibility over theatrics, continuity over abrupt pivoting, and execution over experimentation.
US trade deal cements case for monetary pause
The trade deal provides a boost to growth. Also, CPI and GDP are set to undergo base revisions, making forecasts tricky. Therefore, MPC may pause on rates while RBI continues to support liquidity
With fiscally disciplined budget, US deal acts as a magnet for foreign capital; India’s role in global portfolios set for repricing
On the surface, the deal reads like a typical Trump-era headline deal. Underneath, it is a structural shift and India is the clear economic beneficiary, although with T&C (terms and conditions).
India–US trade understanding strengthens ties, expands opportunities amid India’s push for production-led growth
Lower tariffs, broader market access, and deeper energy cooperation support growth and long-term alignment.
OPINION | Budget 2026 lays medium-term foundation for job-led growth
Budget 2026 prioritises fiscal credibility while embedding employment in sectoral choices, exports and human capital. The shift is deliberate and medium-term. Job-led growth will ultimately depend on execution and state capacity
Scheming, joking, complaining: Moltbook’s AI agents are just like us
Like humans, rules will need to be set and comings and goings tracked, highlighting how managers will always be needed
The 16th Finance Commission’s ambitious fiscal roadmap vs the budget’s cautious glide path
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
When will discounts in bullion ETFs rationalise?
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
