View: Rupee crossing 100 may not be catastrophic, but can India convince the world about its growth story?As the global economy wobbles, India's rupee approaches a significant dollar benchmark, influenced by surging oil import prices and substan...
Wake up, smell their coffee: What India needs to do to allay concerns of fleeing foreign investorsThe complexity of India's tax framework is causing hesitation among foreign investors, with recent capital outflows underscoring this issue...
Private investors need consumer demandIndia's government notes a persistent lack of private investment. Companies hold large cash reserves instead of expanding production. Weak ...
Budget 2026: Modi govt doesn't pick the easy path amid trade wars, Kumar Mangalam Birla saysThe budget manages to deliver significant growth stimulus through targeted expenditure. Revenue expenditure growth is budgeted at 6.7% in F...
Union Budget 2026: Capex in the driver’s seat of India’s growth storyBudget 2026: With the FY2027 Union Budget looming, there lies a crucial opportunity for the government to concentrate on amplifying domesti...
Good job plugging the leaky pipelineThe fiscal deficit for 2024-25 is expected to stay below 4.9% and is on track to meet the 4.5% target for 2025-26, even with a slowing econ...
Managing fiscal deficit: Can Budget 2025 balance growth and prudence?India Budget 2025: With growth lagging and inflation unpredictable, the upcoming FY2026 Union Budget must support fiscal stability while ad...
View: Budget 2024 must show the way to 2030Budget Expectations: India is in a favorable macroeconomic position, with growth rates higher than all large economies. Despite the conflic...
RBI dividend will have economic dividendsRBI came into this windfall because of high interest rates in advanced economies, which may persist before an eventual cyclical inversion. ...
Post-Covid capex pumps PSU musclesA reappraisal of PSUs, however, could slow the longer trend of GoI getting out of business. And it needs to filter out the temporary effect...
View: GoI's focus on capex to address infrastructure and energy deficits pays offThe GoI's focus on increasing capital expenditure (capex) to address infrastructure and energy deficits has been significant. Public capex ...
View: Downing deficit, but not growthThe Indian government has aimed to reduce the fiscal deficit by lowering state fiscal deficits, allowing for the funding of private sector ...
After GoI’s turn at the interim budget, it’s now RBI’s turn to do its bit to tackle inflationNirmala Sitharaman stuck to her pre-budget statement that this being a 'vote on account', there will not be any 'spectacular budget announc...
Capex ruling won't drop signal for telcosThe Supreme Court ruling on treating annual licence fees as capital expenditure will increase telcos' tax outgo, but the impact over the li...
Budget 2023's twin targets: Higher capex, lower fiscal deficitThe budget has the unenviable task of having to address these issues simultaneously. A balance is sought to be struck between supporting gr...
Wake up & smell the capex cycle uptickRBI acknowledges that financial conditions, especially borrowing costs, are biting into discretionary consumer spending and housing demand,...
Where this budget played too conservative in a totally unwarranted mannerWhat's worse, a populist budget could have helped some sections in society in the near term (though the net impact over the longer term is ...