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Budget Express 2026

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Opinion

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  • The 'Women' factor in Jamaat 's defeat in the Bangladesh election

    The 'Women' factor in Jamaat 's defeat in the Bangladesh election

    The organisation’s worldview is characterised by a belief that women have to play a subservient role in society. In South Asia, Bangladesh has a higher proportion of women in the workforce than other countries. They were not willing to lose their hard-won progress

  • OPINION | Vault Matters: Why private banks need more returnees like Shyam Srinivasan, Murali Natarajan and Ashok Vaswani

    OPINION | Vault Matters: Why private banks need more returnees like Shyam Srinivasan, Murali Natarajan and Ashok Vaswani

    In the backdrop of a shallow talent pool for the top job at private banks, isn’t it time to widen the search and look overseas

  • Why the AI attack on software has unnerved so many industries

    Why the AI attack on software has unnerved so many industries

    The battle over the use of agents is starting to come into focus

  • OPINION | BNP powers ahead in Bangladesh; secular-liberals fare well but uncertainty still looms

    OPINION | BNP powers ahead in Bangladesh; secular-liberals fare well but uncertainty still looms

    Keeping Awami League away tilted matters in Tarique Rahman’s favour. But the controversial referendum on constitutional reforms, which passed, may not get BNP’s support. India needs to note the emergence of a new crop of secular-liberal politicians

  • Startup Street | Who's better at entrepreneurship — homegrown or overseas returnees?

    Startup Street | Who's better at entrepreneurship — homegrown or overseas returnees?

    The earlier perception that foreign-returned entrepreneurs are better at innovation setting up successful startups is being overturned as homegrown ones are leading the charge

  • OPINION | India's climate strategy hides in plain sight

    OPINION | India's climate strategy hides in plain sight

    Adaptation finance in the country is not merely about carbon markets and tech transfer. It’s about community level changes to make agriculture more resilient and institutional improvements to insulate cities from extreme weather patterns 

  • OPINION | When an RSS chief cited a communist theorist

    OPINION | When an RSS chief cited a communist theorist

    RSSFACTS: Mohan Bhagwat’s invocation of Rajani Palme Dutt revives a Marxist defence of India’s ancient nationhood, challenging imperialist narratives and contemporary Left historiography on nationalism

  • CAFE3 U-Turn: Why scrapping small car exemptions could price out India's first-time buyers

    CAFE3 U-Turn: Why scrapping small car exemptions could price out India's first-time buyers

    The government's reported decision to withdraw proposed exemptions for small cars in new emission norms may level the competitive playing field, but risks making entry-level vehicles unaffordable for millions of aspiring middle-class buyers

  • Textile stocks have soared, but is Bangladesh about to steal the show?

    Textile stocks have soared, but is Bangladesh about to steal the show?

    Textile exporters’ stocks have had a volatile time, with tariffs, trade deals and investors are left wondering which country has the better deal. Here’s a guide for investors 

  • Chart of the Day: A money market corner becomes indispensable for deposit growth

    Chart of the Day: A money market corner becomes indispensable for deposit growth

    Dependency on certificates of deposit has increased in recent times

  • FORGE a pact and Vault past the rare earth paradox

    FORGE a pact and Vault past the rare earth paradox

    India should leverage the current momentum in ties with the US to strengthen its critical mineral security

  • New CPI series reaffirms benign inflation scenario, but extended pause on policy rate likely

    New CPI series reaffirms benign inflation scenario, but extended pause on policy rate likely

    The updated CPI with base 2024 sharply reduces food’s weight to 36.75%, strengthening headline inflation’s relevance as the monetary policy anchor. The data confirms inflation bottomed in Q3FY26, now rising toward 4% — strengthening RBI's case to hold rates

  • Uptick in month-on-month new CPI signals price pressures in January

    Uptick in month-on-month new CPI signals price pressures in January

    The first inflation print under India’s updated CPI series is comfortable, but there’s a month-on-month momentum in January that the RBI can’t afford to brush aside

  • OPINION | What the Budget reveals about India’s critical minerals goals

    OPINION | What the Budget reveals about India’s critical minerals goals

    Although highlighted in the Budget speech, the REPM scheme’s capital subsidy and allocations are absent from official documents, revealing a gap between announcement and fiscal commitment

  • How AstraZeneca shot for the moon — and hit

    How AstraZeneca shot for the moon — and hit

    Getting one’s laboratories to do the hard work is a durable recipe for success 

  • Quick Take: HUL’s profits hit by one-offs, but it's a mixed picture on business front too

    Quick Take: HUL’s profits hit by one-offs, but it's a mixed picture on business front too

    Exceptional items and labour code-related charges hit profits, but even after looking through these, its various categories are not firing on all cylinders

  • OPINION | India’s Parliament embodies form over substance as distrust and bitterness prevail

    OPINION | India’s Parliament embodies form over substance as distrust and bitterness prevail

    The manner in which relations between the BJP-led governing coalition and opposition soured in the recent days offers little room for any meaningful reconciliation. The breakdown is complete and the spirit of accommodation in Parliament is conspicuous by its absence 

  • OPINION | AI Impact Summit 2026: India at the centre of a changing AI world

    OPINION | AI Impact Summit 2026: India at the centre of a changing AI world

    As global AI power consolidates, India advances an inclusive governance model that bridges divides, promotes fair competition, and positions the Global South as co-architects

  • Apollo Hospitals outperforms in Q3, focus turns to capacity expansion

    Apollo Hospitals outperforms in Q3, focus turns to capacity expansion

    The new hospitals are expected to incur sizeable loss in the first year of operations

  • Chart of the Day | Rubber prices ease, tyre firms breathe easy

    Chart of the Day | Rubber prices ease, tyre firms breathe easy

    Given that international rubber prices are ruling high still, will the fall in domestic prices sustain?

  • Export surge fuels domestic CV makers’ earnings prospects

    Export surge fuels domestic CV makers’ earnings prospects

    Large-sized orders reflect the acceptance of made-in-India automobiles both in the commercial and passenger segments, mainly on home-grown technological platforms

  • Star performers in Q3, PSU banks gear up for more business as capex comes calling

    Star performers in Q3, PSU banks gear up for more business as capex comes calling

    The boost to exports from the trade deals with the US and Europe is making companies build capex plans, a boon for banks

  • India's jewellery industry under siege as precious metals soar

    India's jewellery industry under siege as precious metals soar

    Gold's meteoric rise has triggered a crisis across India's jewellery industry, with small retailers haemorrhaging sales while organized chains thrive amid the turmoil

  • OPINION | BNP may be the pre-poll favourite in Bangladesh’s election, but don’t write off the Jamaat

    OPINION | BNP may be the pre-poll favourite in Bangladesh’s election, but don’t write off the Jamaat

    Bangladesh will today witness yet another election with the main opposition party kept out of the fray. In this first post-Sheikh Hasina poll, the outcome is likely to be consequential for a period well beyond the life of the next government 

  • OPINION | Disclosure requirements under India’s commercial laws are tricky to navigate

    OPINION | Disclosure requirements under India’s commercial laws are tricky to navigate

    The law on prohibiting insider trading, for example, offers a tentative list of price-sensitive information such as fraud. However, this list is not exhaustive, leading to interpretative ambiguities

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