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Why revised estimates for FY26 showed an increased food subsidy
Higher food subsidy in FY26 RE reflects Budget support for OMSS rice sales and ethanol blending, easing FCI's borrowing burden beyond PMGKAY costs
 "Why revised estimates for FY26 showed an increased food subsidy")
Slow UPI growth: Industry frets as monetisation remains elusive
A moderation in UPI growth is worrying industry players, who warn that low incentives and lack of monetisation could slow expansion of India's digital payments ecosystem
 "Slow UPI growth: Industry frets as monetisation remains elusive")
16th FC charts Union's fiscal path: Falling deficit, rising capex
The Sixteenth Finance Commission has proposed a consolidation roadmap that balances development needs with fiscal prudence
 "16th FC charts Union's fiscal path: Falling deficit, rising capex")
Budget 2026-27: A blueprint for institutional maturity in India's growth
For the private sector, the real story lies in the de-risking of the Indian investment landscape
 "Budget 2026-27: A blueprint for institutional maturity in India's growth")
Budget 2026: Pharma dept prescribes PLI boost for bulk drug output
FY27 PLI scheme allocation rises 2.24%, aiming to add 500 MT to domestic API production
Datanomics: Census exercise gets financial backup in Union Budget 2026
Budget 2026-27 raises census allocation to a record ₹6,000 crore, but its share of total expenditure remains lower than in previous census years
 "Datanomics: Census exercise gets financial backup in Union Budget 2026")
Budget 2026: State-run upstream players may lower spending for FY27
The capital expenditure of ONGC, country's largest oil and gas exploration player, is seen declining over six per cent to Rs 30,000 crore in FY27
 "Budget 2026: State-run upstream players may lower spending for FY27")
Balance sheets show good capex rise in some companies: DEA secretary
On the SME fund, DEA Secy Anuradha Thakur says the ₹500-crore allocation signals commitment to a separate fund, clearly targeting SMEs distinctly from MSMEs
 "Balance sheets show good capex rise in some companies: DEA secretary")
Direct fertiliser subsidy transfer very much on table: Expenditure secy
On Agri Stack, Expenditure Secy V Vualnam says it's progressing well; using IT, farmers will be able to choose exact fertiliser quantities needed, reducing crowding at fertiliser outlets
 "Direct fertiliser subsidy transfer very much on table: Expenditure secy")
ToR for banking panel likely by next month, says DFS secy M Nagaraju
On hiking FDI in PSBs, DFS Secy M Nagaraju says govt is considering raising the FDI cap to 49% from 20% to boost capital; inter-ministerial consultations are underway
 "ToR for banking panel likely by next month, says DFS secy M Nagaraju")
Budget 2026-27 boost, price hikes to support India's cement sector
The Budget allocation is up about 9 per cent in nominal terms and, given grant-in-aid, it would push effective capex for FY27 to Rs 17.1 trillion
 "Budget 2026-27 boost, price hikes to support India's cement sector")
Debt funds outlook post Budget: Focus bulk of portfolio on 2-4-yr maturity
They offer the sweet spot of reasonably attractive yields without excessive interest-rate risk
 "Debt funds outlook post Budget: Focus bulk of portfolio on 2-4-yr maturity")
STT hike on F&O trades to eat into arbitrage fund returns: Experts
Schemes may see 30-50 bps impact but won't go out of favour
 "STT hike on F&O trades to eat into arbitrage fund returns: Experts")
Budget: Higher ECMS outlay, ISM 2.0 send strong signal to chip industry
Industry executives say Budget's higher allocation for ECMS and announcement of ISM 2.0 underline a renewed policy push to strengthen India's electronics manufacturing base and semicon supply chains
 "Budget: Higher ECMS outlay, ISM 2.0 send strong signal to chip industry")
Transfer design and emerging outcomes of the 16th Finance Commission
The Sixteenth Finance Commission's transfer framework raises questions on equity and fiscal equalisation as rigid tax devolution and limited grants reshape Centre-state finances
 "Transfer design and emerging outcomes of the 16th Finance Commission")
Indian edtech firms step up expansion, driven by familiar demographics
As Byju's and Unacademy struggle, Indian edtech firms like upGrad, Simplilearn and BrightCHAMPS expand steadily across Southeast Asia and West Asia
 "Indian edtech firms step up expansion, driven by familiar demographics")
Coal India production, offtake fall as power sector demand weakens
Coal India has reported lower production and offtake in April-January FY26, with analysts linking decline to reduced coal consumption by thermal power plants amid muted power demand, rising renewables
 "Coal India production, offtake fall as power sector demand weakens")
Budget 2026 move on MACT interest seen cutting litigation, speeding claims
Budget 2026 proposes exempting interest awarded by motor accident tribunals from income tax and TDS, a move experts say will reduce disputes for insurers and help victims receive compensation faster
 "Budget 2026 move on MACT interest seen cutting litigation, speeding claims")
Budget 2026: India's medical tourism sector gears up for next growth phase
With the medical value tourism market projected to cross ₹1.23 trillion by 2026, industry players see Budget 2026's proposal for regional hubs as a structural boost to India's global healthcare ambiti
 "Budget 2026: India's medical tourism sector gears up for next growth phase")
How India can lead the Global South
India's Global South ambition runs up against China's power - making coalition-building, not solo leadership, the more realistic path
 "How India can lead the Global South")