Investors eye the Union Budget 2026 for policy direction amidst global uncertainty. Tata Asset Management’s CIO Rahul Singh anticipates a focus on capital expenditure and customs duty rationalisation, with limited room for fiscal stimulus. He notes a decline in India’s valuation premium, making it more attractive for emerging market flows.
The rupee at record low will end India’s cheap-money era
Elevated energy import costs have pushed the Indian rupee to a record low, prompting urgent questions about Reserve Bank of India rate hikes. Despite a