The proposals announced on Sunday imply a dual approach: A strategic arc that will continue to pave the path for faster potential growth, and a tactical arc of facilitations and reliefs
From a capital markets perspective, the Budget's proposals to deepen the corporate bond market clearly stand out
Experts say announcements focus on sustenance of growth, resilience
FM Sitharaman tightens fiscal deficit target at 4.3% of GDP
Fiscal deficit targets stay on track and projections look realistic, but the Budget avoids big reforms on Customs tariffs and tax structure, offering mainly incremental changes
India must also remain deeply integrated with global markets, exporting more and attracting stable long-term investment
Challenge lies in identifying new sources of growth to sustain an accelerated trajectory, says Poonam Gupta
Economic Survey 2025-26 underscores India's macro stability, reform-led growth, and fiscal discipline, while warning that weak state finances pose emerging risks
Economic Survey projections and Budget assumptions on GDP growth have often missed the mark, with actual growth diverging from estimates in several years
Tripling India's exports by 2035 needs tiger-like performance, open markets and ruthless reform-conditions history suggests India does not yet have
India's revamped quarterly GDP series will use GST, e-Vahan and gas consumption data, adopting IMF-recommended methods to improve accuracy and reduce volatility
Fiscal restraint and policy stability are key for a pivot from consumption to investment led growth
The IMF has reaffirmed India's position as the fastest-growing major economy, with its 2025-26 forecast revised to 7.3 per cent
The forthcoming Budget could think of maintaining public capital expenditure at 3% so that domestic resources are available for private investments
An RBI report places Assam as India's fastest-growing state over five years, driven by fiscal discipline, infrastructure spending and administrative reform rather than a low-base rebound
Despite headline GDP growth, weak private capex and rising public borrowing are creating a government-led model that keeps credit scarce, raises rates, and threatens India's long-term growth momentum
Economists expect the Union Budget to peg FY27 nominal GDP growth at 10-10.5%, aided by rising inflation and a low base, influencing debt and fiscal metrics
Valuations cap broad upside in 2026, with market returns increasingly driven by earnings growth in line with nominal GDP and selective stock-specific opportunities
India is likely to clock a GDP growth of 7.5-7.8 per cent in the current fiscal, supported by festive demand and robust services activity, and moderate to 6.6-6.9 per cent in FY27 on a high base and persistent global uncertainties, Deloitte India said on Wednesday. For India, 2025 will be remembered as the year of "resilience" in domestic demand, decisive reforms in fiscal, monetary and labour policies, and recalibrations in trade policies. Real GDP grew 8 per cent in the first half (April-September) of the ongoing 2025-26 fiscal despite global headwinds such as trade disruptions, policy shifts in advanced economies, and volatile capital flows. Deloitte India expects full year GDP growth at 7.5-7.8 per cent for FY2025-26, supported by festive demand and robust services activity. Furthermore, growth may moderate to 6.6-6.9 per cent in FY2026-27, reflecting a high base and persistent global uncertainties, it said in a statement. "India's resilience is no accident. It stems from ...
Assam has emerged as India's fastest-growing state economy over five years, but a low base, fiscal pressures and social challenges temper the headline growth story