India’s budget will have to deliver an artful balancing act between growth and stability. The reassuring news: simply following the template of the last two years will be a very good starting point. What has been that template? A realistic quantum of fiscal consolidation, conservative tax assumptions, and a strategic thrust on public investment as a near-term driver of growth. The same prescription is what the economy needs at this moment
ETMarkets Smart Talk | Maturing AI trade could redirect global capital towards diversified growth markets like India: Ritesh Taksali
Taksali points out that FPIs invested around ₹20,000 crore in Indian equities in July, followed by another ₹12,921 crore in the first week of August.
August 13, 2026