India’s fixed-income market is adjusting to a new policy setting following the Union Budget 2026–27, with the Reserve Bank of India (RBI) expected to remain on hold. For bond investors, the conversation has quickly shifted from “how low can yields go” to a more nuanced question — how to earn steady returns in a world…
Finance Minister (FM) Nirmala Sitharaman will be presenting her record ninth consecutive Budget on February 1st 2026, in the backdrop of heightened geopolitical tensions in a VUCA (volatility, uncertainty, complexity, and ambiguity) world. Despite Trump tariffs, the Indian economy has done well and is poised to clock a GDP growth of 7.4% in FY26. The…
Basant Bafna, the head of fixed income at Mirae Asset Investment Managers (India), believes the government will keep fiscal consolidation in focus while maintaining growth momentum in Budget 2026. He says central government borrowings may remain stable, while state borrowings are likely to rise compared to FY26. In an interview with Mint, Bafna shares his…
Against the backdrop of rising geopolitical risks, US tariffs, and a weakening rupee, Finance Minister Nirmala Sitharaman will present the Union Budget for the next financial year (FY27) on February 1. The government is expected to maintain its focus on fiscal consolidation, as India’s medium-term fiscal strategy remains anchored on narrowing the deficit and bringing…
