Union Budget 2026: For investors, a boring budget is a beautiful thing
On budget day, investors and savers will notice that life goes on as usual. Despite some tweaks in tax regulations and the investment arena, there are no dramatic upheavals. The updates include slight modifications to the securities transaction tax affecting equity derivatives and capital gains on sovereign gold bonds. Meanwhile, the emphasis on nurturing a […]
Budget 2026 | Strategic sectors get the attention; markets in range: Sanjeev Prasad
The Indian budget offers a modest economic boost with increased capital expenditure, focusing on strategic sectors. While positive for earnings, market sentiment faces headwinds from higher STT on derivatives and a large divestment target. Investors should expect moderate returns amid valuation concerns and potential de-rating.
Budget 2026 | Capex push to have trickle-down effect; STT hike a negative: Raamdeo Agrawal
India’s Finance Minister Nirmala Sitharaman has announced a significant tax holiday for foreign companies establishing data centers in India until 2047. This move aims to attract global investment and boost economic growth. The budget also focuses on fiscal consolidation and increased government spending on infrastructure. However, proposed changes to stock transaction tax and buyback taxation […]
Budget 2026 | Holding the line to sustain growth as India dreams big: Nilesh Shah
India’s latest budget balances fiscal discipline with growth support, aiming for an investment-grade economy through targeted measures and enhanced productivity. Prioritizing long-term stability, it features a credible consolidation path and a significant increase in planned capital expenditure, while a hike in securities transaction tax on equity derivatives poses a negative surprise for markets.
Budget 2026 | Option to put a price on risk may mean we pay a price in future: Nithin Kamath
The government’s budget introduced changes impacting capital markets, including increased trading costs for futures and options, and revised tax treatment for Sovereign Gold Bonds. While buybacks are now more tax-friendly, efforts are underway to boost corporate bond liquidity and support export-competitive sectors like deep-tech and manufacturing.
Union Budget trims TCS, simplifies TDS to ease burden on taxpayers
The budget simplifies tax collection with revised Tax Collected at Source (TCS) rates, significantly benefiting overseas travelers, students, and those seeking medical treatment abroad. Changes include a reduced 2% TCS on education, medical, and tour packages under ₹10 lakh, easing upfront costs.
Build, India, Build: Govt assures backing for infrastructure developers
A new partial credit guarantee fund will support private developers. This will help lenders by reducing risks. Investments will flow into long-gestation and urban infrastructure projects. Finance Minister Nirmala Sitharaman stated the fund aims to boost private sector confidence. This initiative will lower capital costs, making public services more affordable.
Borrowing to build: Govt bets on capex as fiscal deficit stays on track
Government borrowing is increasingly financing capital expenditure, boosting economic growth potential as effective capital spending surpasses the fiscal deficit. Conservative tax revenue growth, alongside non-tax receipts and asset sales, provides a cushion. While revenue spending is managed, a slight increase in the budget size is observed, with a focus on easing the debt burden towards […]
India Budget: Customs overhaul to cut costs, boost manufacturing
India’s Union Budget 2026-27 introduces a comprehensive customs overhaul, featuring duty relief for manufacturing and exports, and a single digital window for faster clearances. Measures aim to boost competitiveness in sectors like textiles and footwear, while rationalizing duties on strategic imports to enhance market access with the US.
Mission Mausam gets Rs 1342 crore in Union Budget
India is significantly boosting its weather forecasting. Finance Minister Nirmala Sitharaman has allocated Rs 1,342 crore for Mission Mausam. This ambitious initiative will use advanced technologies and computing to improve weather monitoring and prediction. The Ministry of Earth Sciences receives a total of Rs 3,789.23 crore. The Deep Ocean Mission also receives funding for exploration […]