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Finance Minister Nirmala Sitharaman is set to present the Union Budget in the Parliament on Feb. 1, outlining the Government’s roadmap on spending, taxation and key economic measures for FY 2026-27. The presentation comes at a time of heightened global uncertainty, with India facing a sharp 50% tariff imposed by the United States on its…
Read More “Key Fiscal Numbers To Track — From Deficit And Debt To Capex” »
The government wants PSBs to be more competitive by Vision 2047, Separately, the government may consider raising the FDI limit in PSBs from the current 20%. According to reports, the Bill is still being finalised and may take another three to four months before it is ready for introduction in Parliament. However, its formal announcement in the…
Read More “Government Likely To Propose Banking Governance Bill On Feb. 1 In Union Budget 2026” »
According to Rajeev Gupta, Executive Vice President & Business Head – Third Party Products, Religare Broking Ltd over the decades, India transform from a nation of savers to a powerhouse of investors. ”While the 2025 Budget was a landmark victory for the middle class, effectively making income up to Rs 12.75 lakh tax-free, the Union…
Anil G Verma, Executive Director and CEO, Godrej Enterprises Group says, “Union Budget 2026–27 should further strengthen manufacturing as India’s primary growth engine.” He expects continued policy support for PLI schemes, the National Manufacturing Mission and improved MSME credit access. Verma adds that deeper supply-chain integration, better logistics and technology-enabled manufacturing are essential for global…
Representative image | Photo Credit: The Hindu The Economic Survey, tabled in Parliament on Thursday (January 29, 2026), has noted that the average annual growth rate in the agriculture and allied sector over the last five years has been around 4.4% at constant prices. However, in the second quarter of 2025-26, the agriculture sector registered…
Read More “Economic Survey points to decrease in agricultural growth in 2025-26” »
India’s defence capex allocation in the upcoming Budget 2026-27 on Feb. 1, 2026, will be a key monitorable for defence stocks. According to global brokerage Jefferies, the defence budget should rise more than 10% year-on-year on top of the double-digit growth in FY26. To be clear, the country’s defence capital spend decreased 13% YoY in…
Read More “India’s Defence Capex To Jump Over 10% In FY27, Says Jefferies” »
At a time when the rupee has underperformed by a considerable margin in 2025, India’s Economic Survey, ahead of Budget 2026, has argued that the rupee has become merely a victim of the geopolitical uncertainty that has gripped almost all of global markets lately. The survey added that the rupee’s value does not reflect India’s…
Read More “Rupee Fall A Victim Of Geopolitics Despite Strong Reserves” »
India’s Economic Survey said that the country must build “strategic indispensability” as it heads into FY27, with global trade and capital flows now shaped by tariffs and economic statecraft. The survey projects real gross domestic product growth of 6.8% to 7.2% in FY27, and puts FY26 growth at 7.4% in the First Advance Estimates, with…
Read More “Economic Survey FY27 Charts India’s Rise Toward Strategic Indispensability” »
FM Nirmala Sitharaman will table the Economic Survey 2025-26 in Parliament shortly. This will be followed by the Union Budget on Feb. 1, 2026. Source link
The week ahead promises intense action on D-Street packed with domestic events, primary market buzz, corporate action, and some major global cues, which will keep investors busy as Indian equities navigate the first few weeks of 2026 with caution amid new geopolitical tensions. The ongoing December quarter results and listings will drive stock-specific action, while…