The Budget has indeed woken up the sleeping markets, just not the way the government's fans would have expected
With a sharp rise in skilling and labour allocations, Budget 2026-27 focuses on aligning education with industry needs, boosting services-led employment, and preparing youth for emerging roles in the
Opposition parties, including ruling dispensations in poll-bound West Bengal, Kerala, Tamil Nadu, said the Budget fails on economic strategy, worsens fiscal stress on states, and undermines federalism
Biopharma Shakti initiative to tackle burden of non-communicable diseases, turn India into global, innovation-led hub
Budget targets 10% global services share by 2047
To create incentives for privatisation, the panel said private investors need to be shielded from the accumulated debt burden after discom takeover
Finance Minister Nirmala Sitharaman stressed youth-led growth, SME capacity building and region-specific measures, seeking to address trade challenges while signalling outreach to poll-bound states
The Budget recognises that innovation must translate into tangible benefits for patients
FM goes for modest fiscal consolidation, while focusing on services and state capex for growth
Southern states are projected to get a marginal increase
Unemployment in the age group 15-24 year remains extremely high and structurally sticky even after the pandemic shock
Budget 2026 prioritises fiscal prudence and structural reforms, betting on manufacturing, technology and exports to build a Viksit Bharat by 2047
The Budget has largely eschewed political populism, even as several states are to go for Assembly elections in the coming months
Private consumption grows 7% in FY26, but its GDP share stays flat as household finances remain strained despite rising consumer confidence
the 16th Finance Commission kept tax devolution at 41%, added GDP contribution as a new criterion, dropped revenue deficit grants, and pushed states towards stronger fiscal discipline
Union Budget 2026-27 raises capital expenditure to ₹12.2 trn, reinforcing the govt's infrastructure-led growth strategy, even as spending in the current fiscal is expected to fall short of estimates
Budget 2026 proposes tax holiday till 2047 for foreign cloud firms using Indian data centres, aiming to position India as a global AI and hyperscale data hub
From medical hubs to incentives for seaplane manufacturing, the Budget broadens demand creation beyond brick-and-mortar
And bigger problems await from policy bottlenecks that the Budget has left untouched
Budget 2026 raises the FY27 disinvestment and asset monetisation target to Rs 80,000 crore, banking on a stronger pipeline of stake sales and infrastructure monetisation despite a shortfall in FY26