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Relying solely on the total investment figure (capex) in the Union budget provides an incomplete picture of the government’s actual infrastructure push. The budgeted capex for FY27 is Rs. 12.2 trillion versus the revised FY26 estimate of Rs. 10.96 trillion, does not fully reflect the underlying trends for several reasons.First, the headline figure includes capital […]
Raamdeo Agrawal, one of India’s most respected market voices, described the Union Budget 2026 as “a masterstroke for India’s digital future.” He called the 100% tax exemption for data centers until 2047 a decisive policy step, calling it a “1,000-pound gorilla decision.” Drawing parallels to the software boom of the 1990s, he said: “We are […]
