Vikas Khemani on Budget 2026: Investor Watchlist
Market expert Vikas Khemani outlines crucial factors investors should monitor in Budget 2026, focusing on fiscal policies and economic growth.
Market expert Vikas Khemani outlines crucial factors investors should monitor in Budget 2026, focusing on fiscal policies and economic growth.
The World Bank maintains India's GDP growth forecast at 6.5% for FY27, citing domestic demand strength offsetting US tariff impacts, while projecting continued fiscal consolidation.
Mihir Vora, Chief Investment Officer at TRUST Mutual Fund, discusses expectations for Union Budget 2026, stock market prospects, and Q3 earnings in an exclusive interview.
India's economy shows 7.4% growth, but tax revenues lag, raising concerns about economic health and fiscal stability amid potential data discrepancies.
The Union Budget 2026 date has been rescheduled. This article details the official reasons behind the change, its historical context, and what it means for taxpayers and the economy.
India's economy shows robust 7.4% real growth, but tepid 8% nominal expansion threatens government's fiscal space and debt reduction goals ahead of budget.
India's inflation remains low amid rapid growth, thanks to rare harmony between monetary and fiscal policymakers. This contrasts sharply with US tensions.
Get all your questions answered about the Union Budget 2026 process. Learn who drafts the crucial Economic Survey, key dates, and the difference between the Survey and the Budget.
As Cold War II dynamics reshape global economic policies, India's path to prosperity lies in optimizing its mixed economy with a strong market orientation. Discover why flexibility and competition are key.
India shifts from fiscal deficit to debt-to-GDP as its primary fiscal anchor from 2026-27. While offering flexibility, low tax revenues pose a significant challenge to achieving the 50% target by 2031.
Canara Robeco AMC's equity CIO Shridatta Bhandwaldar says government spending is vital amid weak demand. He shares 2026 outlook, sector views, and limited budget expectations. Read more.
Climate change is now a fiscal crisis. From heatwaves to floods, environmental damage hits budgets. The green transition demands massive public spending. Explore the economic reshaping.
India is on track to achieve, and potentially exceed, its 4.4% fiscal deficit target for FY26, boosting investor confidence. PwC's Ranen Banerjee explains the fiscal math despite lower nominal GDP growth.
As capital markets signal concerns, experts argue India's upcoming 2026 Union Budget must prioritize balanced, inclusive growth. Read the full analysis here.
A deep dive into India's fiscal federalism compact. Understand the 8 crucial questions on tax devolution, cess, and the Finance Commission's role shaping Centre-State finances.
2025 emerged as a pivotal year for India's economy with major reforms in taxation, banking, and infrastructure. Discover how these changes are fueling growth and what they mean for the future.
Karnataka's fiscal deficit hits the legal 3% ceiling due to rising borrowings for welfare schemes. Officials say borrowing may touch Rs 93,000 crore. Read more on the state's budget challenges.
India's economy grew at a robust 7.6% in real terms for FY24, yet low inflation significantly narrowed nominal GDP growth, impacting budget calculations. Economists weigh in on the implications.
Official data projects India's economy to grow 7.4% this fiscal, powered by strong manufacturing and household spending. Key drivers and expert insights revealed.
India's GDP growth may ease to 6.9% in FY27 as rising global tariffs, El Nino risks, and a Rs 2 lakh crore tax shortfall threaten momentum. Key insights ahead of the budget.
As India's fiscal devolution faces scrutiny, a prudent balance is critical for mending strained Centre-state ties. Expert analysis on the path forward. Read more.
India's economy is projected to expand 6.9% in FY27, driven by reforms and trade pacts. Retail inflation may average 3.8%. Read the full forecast.
India Ratings and Research forecasts India's GDP growth at 6.9% for FY27, citing a persistent 'Goldilocks' economic scenario. Key drivers include robust investment and controlled inflation. Read the full analysis.
Across Indian states and the Centre, outsourcing is now the go-to solution for unfilled posts and fiscal pressure. Explore the implications for jobs and governance.
India's 2026 Union Budget introduces major reforms in direct taxes, healthcare funding, and education. Discover the key changes and their potential impact on the economy and citizens.
India's fiscal discipline is acting as preventive medicine for the economy, creating buffers against global shocks. Learn how this strategy ensures stability and growth.
New York City's new Mayor Zohran Mamdani promises aggressive taxation and redistribution, but inherits a budget set for deep deficits. Analysis of the fiscal challenge ahead. Read more.
India's fiscal deficit for April-November FY25 widened to Rs 9.77 lakh crore, marking a 15.4% year-on-year surge. Explore the key drivers and government's fiscal roadmap.
India considers calibrated excise duty hikes on cigarettes, citing current modest rates and significant fiscal and public health space for increase. Read the full analysis.
India aims to stick to its medium-term fiscal deficit target of 4.3% in FY26, buoyed by a record RBI dividend. However, rising subsidy costs and lower nominal GDP growth present significant challenges to consolidation. Explore the details.