As India targets GDP growth of 6.8% to 7.2%, questions arise about what it will take to maintain momentum – whether through higher capital expenditure, a boost to consumption, job creation, or a balanced mix of all three.However, Swaminathan Aiyar, Consulting Editor, ET Now, cautioned against viewing the Union Budget as a powerful lever that […]
With markets showing mixed signals, experts are advising investors to make big moves until the Union Budget is unveiled. While the recent trade deal between India and the EU has improved sentiment, patience remains key. On whether it’s time to go value hunting, mArket expert, Sunil Subramaniam said, “No, not yet. The EU deal has […]
Forget Prinsjesdagtheater! A deep dive into 15 years of Nifty data shows that investors obsessed with February 1 may be missing the real opportunity: the average Budget Day move is a negligible 0.19% for Nifty 50, while the week after the event has delivered seven times higher returns, suggesting that the smart money is waiting […]
The stock markets are gearing up for an eventful week in which key factors such as quarterly earnings of companies, the US Fed’s interest rate decision and the upcoming Union Budget 2026-27 will be in the spotlight, analysts said.The stock markets would be closed on Monday for Republic Day. Moreover, the trading activities of foreign […]
India’s defense sector is at a transformative crossroads. As global geopolitical tensions reshape alliances and redefine strategic imperatives, the country’s commitment to self-reliance and modernization has evolved from ambition to tangible reality.Contemporary strategic imperatives are forcing countries to modernize their armed forces against hybrid threats, including drone swarms and hypersonic missiles, as illustrated in the […]
According to Jonathan Garner, Chief Asia & Emerging Market Strategist and Chairman of Asset Allocation at Morgan Stanley, India is in a cyclical earnings recovery that could see it outperform most emerging markets over the next two years, even as concerns about valuations and foreign investor outflows persist.Speaking to ET Now, Garner said India’s earnings […]
Industry sources said the budget consideration proposal, if implemented, could address airlines’ financing needs for aircraft purchases. | Photo credit: iStockphoto To support growth in the country’s aviation sector, the Union Budget for the financial year 2026-2027 could consider granting infrastructure status to aircraft in the asset category. Speak withbusiness lineIndustry sources said the budget […]
The top 15-20 NBFC-MFIs account for about 85 percent of the portfolio of NBFC-MFIs | Photo credit: Getty Images With just 20 days to go for the Union Budget, small and medium NBFC-MFIs (non-banking finance companies – microfinance institutions) are hoping that a credit guarantee scheme – mooted by industry bodies last year to encourage […]
India Budget 2026: The Indian auto industry has emerged as one of the brightest spots in the manufacturing landscape. In 2025, Indian automakers exported a record 858,000 vehicles, a growth of 15% compared to the previous year, indicating a strong recovery and a growing global footprint reported by ET. Rising demand from Africa, South America […]
rolls of steel sheet in a factory Ahead of the Budget, industry body Assocham has urged the government to provide incentives for hydrogen-based direct reduced iron (DRI) and concessional green financing to help the steel sector transition to low-carbon production. Finance Minister Nirmala Sitharaman is expected to table the Union Budget for the financial year […]