India’s fiscal deficit will remain in the revised estimates for FY26, Union Finance Minister Nirmala Sitharaman told Lok Sabha during the Budget Session of Parliament today, according to a PTI report. “The Economic Stabilization Fund will give fiscal headroom to allow India to respond to global headwinds,” Sitharaman told Lok Sabha while addressing the Parliament’s…
After the budget classified tax on buybacks as capital gains, some relief for buybacks may help return excess capital in a few mature companies, which can then be recycled into newer capital-intensive opportunities, said Krishnan. Some consumer staples, even though they have higher price-to-sales ratios, are generating significant cash flows and could be a better…
The Indian rupee gained over 40 paise against the US dollar on Monday, February 2, following a possible intervention by the Reserve Bank of India (RBI) to shore up the domestic unit. The forex market opened for trading after a two-day weekend holiday during which the Union Budget, presented by the Finance Minister in the…
Finance Minister Nirmala Sitharaman presented the Union Budget 2026 in Parliament on Sunday, detailing the government’s approach to foster economic growth by increasing capital expenditure while following a steady course of fiscal consolidation. As per the Budget documents, the federal government of India is set to borrow a record ₹17.2 lakh crore for the 2026–27…
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…
The Union Budget for FY26-27 is expected to maintain a strong focus on infrastructure spending and structural reforms, even as global geopolitical uncertainty, trade tensions with the US, and slowing private investment pose fresh challenges, according to a report by PL Capital. India enters the Budget season retaining its position as the world’s fastest-growing large…
India’s fiscal policy is expected to be less contractionary from FY27 as the Center prepares to pivot from a fiscal-deficit-focused approach to a debt sustainability framework, brokerage BofA Securities has noted in a pre-Budget note. The shift, which will greater flexibility in public finances, comes as the government remains on track to meet its medium-term…
The Finance Minister, Nirmala Sitharaman, will present the Union Budget on February 1, 2026, at 11 am. Given the current shifts in the global economic environment, investors are keen to learn what the upcoming budget will include and its primary areas of focus. Factors like trade disputes, tariff policies, disruptions in supply chains, and rising…
