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co-presented by
ASSOCIATE SPONSORS
As global climate politics is fractured, India’s next Budget must move beyond capacity creation to fixing the missing pieces of its energy transition
Divestment targets hardly seem relevant when reliance has reduced.
The increase in central public investment, mainly in roads, railways and defence, has seen a sharp increase over the last few years. This trend is expected to continue
IT Act 2025 will soon be operationalised. Finance minister should consider a few tweaks to power M&A activity, and consider the full implication of changes in capital gains regime
While the Income-tax Act, 2025 marks a major reform, lingering ambiguities and compliance burdens remain. Budget 2026 offers a crucial opportunity to clarify provisions, reduce litigation, and strengthen tax certainty
US moves on Greenland may have boosted traditional havens such as precious metals but the developing world is on a roll
After a rambling speech, Trump announced he would not be imposing tariffs on his allies
As innovation shifts from software to science-driven ventures, investors must rethink risk, prioritising technical uncertainty, IP-led moats, and team capability to back deep tech shaping future industries
A landmark Supreme Court verdict rejecting treaty protection for a major fund's exit has sent shockwaves through India's investment ecosystem, forcing a fundamental rethink of offshore structures and tax risk
The need of the hour is to correct the divergent trend between rising luxury home sales and a struggling mass housing segment
From Greenland to the Fed, Trump's actions trigger a global "Sell America" panic, forcing Wall Street to confront the cost of political instability.
Clinical trial activity has increased in India
India’s GDP growth is expected to be healthy in FY27 but the rupee may not reflect it
Market concentration is not inherently problematic. Economies of scale matter, and large players often drive efficiency gains. But there is a threshold beyond which concentration becomes a systemic risk rather than a competitive advantage
India’s aluminium tariff structure harms MSME manufacturers, raising input costs and reducing competitiveness. Reforming tariffs on primary aluminium is vital for boosting domestic value addition and export potential
This year’s Union Budget will be read as a signal of intent, not a list of allocations. In a fractured global order and a charged domestic economy, India must show whether it is ready to govern for the decade ahead
Affordability remains the most delicate lever. Budgetary measures that enhance home-buying benefits can meaningfully improve buyer confidence
Plus the sustainability of the small-cap rally
The strategic pivot must be toward the "infrastructure layer"; comprising sovereign cloud architectures, orbital computing arrays, and domain-specific edge silicon. These backend companies are what will thrive immensely
The key is to raise business confidence in the economy, crank up private capex and bring long term investors into the country. Here’s how
Budget 2026 is anticipated to focus on tax simplification, reduced litigation, clarity on digital and cross-border taxation, streamlined compliance, and enhanced innovation incentives to drive growth
Reinstating 11% import duty on raw cotton has seen local prices move up in tandem, eroding profitability of cotton spinning mills already reeling under steep US tariffs
With nearly a third of GDP flowing through customs, tariffs must be used to cut costs, boost competitiveness, and anchor India firmly in global supply chains
After a strong year of expansion, the shape of lending to small businesses is changing and that matters for Budget 2026
