Budget 2026 proposes a major overhaul of share buyback taxation, shifting proceeds from dividend income to capital gains to simplify rules, reduce arbitrage, and rebalance outcomes for promoters
EY India analyses the movement of stocks and the reasons behind it
The proposed Rs 10,000 crore MSME Growth Fund reflects the government's intent to participate as an equity partner in their growth
School education and learning receive their highest-ever allocation as Budget 2026-27 raises overall education spending by over 8 per cent, with higher outlays for KVs, IITs and new initiatives
Budget 2026-27 strengthens agriculture, MSMEs and rural infrastructure, positioning villages, Tier-II and Tier-III towns at the heart of India's Viksit Bharat vision
Budget 2026 focuses on fiscal discipline, capex-led growth, manufacturing, and AI investments, signalling a strategic shift to make India future-ready, says Jitendra Sriram
A sharp hike in derivatives transaction tax and lack of market-friendly measures in Budget 2026 rattled sentiment, dragging Sensex and Nifty to their steepest Budget-day fall in six years
The second increase in STT since 2024, effective April 1, seeks to curb excessive speculation in derivatives markets and boost tax collections hit by lower trading volumes this fiscal
The government trails the private sector in the scale and value of new projects undertaken
New Act to be notified from April 1, giving states six months to transition and notify it individually
Budget 2026 unveils a Rs 10,000 crore container manufacturing scheme, adds 20 new waterways and tax reforms, with global players like MSC, Maersk and Adani showing interest in India-made containers
The measures to promote and further the Make in India policy have to be seen in this context, such as the SME Growth Fund announced in the Budget
The Budget for agriculture and allied activities was projected to grow by 7.1 per cent in the Budget Estimates of FY27 as against the Revised Estimates of FY26
Higher outlays for roads, railways, and energy underscore 2026-27 investment strategy
The Union Budget proposes higher PIS limits for overseas Indians, a review of FEMA non-debt rules, and LLP reforms for AIFs, aiming to attract long-term diaspora capital and deepen capital markets
The organising idea is clear: India is no longer trying to grow fast; it is trying to grow well
A surprise STT hike in Budget FY27 triggered a sharp market sell-off, with banks and metals hit hard amid worries over borrowing, bond yields and financial conditions
Budget 2026 announces rare-earth corridors and waives customs duty on mineral processing equipment, aiming to cut import dependence and secure supply chains vital for EVs, renewable energy
On the taxation front, while details are awaited, one proposal stands out: Exempting global (non-India-sourced) income of a non-resident expert for five years in India
Defence's share of GDP declined from 2.25 per cent in FY20 to 1.91 per cent in FY25, a level that was maintained in FY26 as well