Economist Swaminathan Aiyar finds the Union Budget unremarkable. He notes a lack of bold reforms and simplification, with many small changes increasing complexity. Fiscal consolidation is marginal. The budget prioritizes stability amid strong growth. Major reforms like fertiliser subsidy abolition were avoided. Sector-specific measures are politically understandable but economically modest.
Geopolitics, crude risk and the IT conundrum: Sridhar Sivaram on why investors may need to stay selective
Geopolitical tensions in West Asia are creating market uncertainty, impacting energy supplies and capital flows. While Indian equities have shown resilience, prolonged conflict could significantly
March 5, 2026