The Budget’s emphasis on seven ‘strategic and frontier’ manufacturing areas is clearly not random. These are areas of high import dependence, strong employment, and rising geopolitical sensitivity.
Budget 2026 does not seek to redefine India’s growth model; rather, it reinforces the existing framework characterised by fiscal restraint, public investment, and manufacturing depth.
Corporate bonds are priced as a spread over the risk-free rate. In India, the reference risk-free rate is unreliable as large institutions are mandated to buy and hold government bonds.
FM Nirmala Sitharaman announced Bharat-VISTAAR, multilingual AI tool to enhance farm productivity and enable decision-making for farmers. It’s received mixed reactions.
Gadchiroli 'steel hub', Shaktipeeth Highway, Shivaji memorial among other projects find place in the Maharashtra budget presented by Finance Minister Ajit Pawar Monday.
Since 2016, the govt has tried various fiscal tactics to stimulate growth, from increasing expenditure to introducing welfare schemes. The tax cut is the latest of these measures.
Union Budget 2025-26 has clear aims: accelerate growth, enhance the spending power of India’s rising middle class, invigorate private sector investment & uplift household sentiment.
US-India Business Council praises focus on nuclear energy & critical minerals but stresses need for clear private-sector roadmaps & streamlined regulatory approvals for long-term success.
Advice comes at a time when India accounts for a 5th of global generic drug supply & 40% of generics used in US. However, this strength in finished formulations relies on imported ingredients.
It’s easy to understand why the government can’t speak the hard truth. When this war ends, as all wars do, India’s interests will lie with both the winner and the loser.
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