The Budget emerges as a measured, credible and forward-looking policy document that reinforces India's commitment to remaining a stable, reform-oriented economy amid an increasingly fragmented global landscape, says A Balasubramanian.
The fiscal tilt towards capex benefits companies in investment-related sectors like capital goods, defence equipment, engineering & construction and metal & mining. The planned cut in revenue expenditure will weigh on companies in consumption sectors like FMCG, consumer durables and retail.
After two years of strong gains, smallcap stocks fell sharply in 2025, but the correction may be setting up opportunities for long-term investors.
Most first-time investors may be better served by diversified options such as flexicap or multi-cap funds, which already hold pharma and healthcare stocks.
Leading automakers Maruti Suzuki, Tata Motors, Mahindra & Mahindra, and Hyundai Motor India posted higher sales in January riding on the growth momentum ushered in by the GST reforms in the festive period last year.
The business value of the league, popularly called the IPL, surged to a record $18.5 billion last year, U.S.-based investment bank Houlihan Lokey says.
India's manufacturing sector activity witnessed a slight recovery in January, amid faster increase in new orders, even as business confidence slipped to its lowest level in three-and-a-half years, a monthly survey said on Monday.
The India-US trade deal has offered a much-needed breather for the Indian information technology (IT) industry, which has been grappling with global macroeconomic uncertainty and subdued client spending over the past few years.
'We believe the truth is in the middle, and that India is at an important crossroads.'
The Budget reframes healthcare as a strategic national capability, backing biopharma innovation, workforce expansion and technology-led governance to power India's next growth phase.
Tech giant Apple has recorded its highest-ever value share of 28 per cent in the Indian smartphone market, driven by a surging "premiumisation" trend where consumers are increasingly opting for high-end devices, according to a report by Counterpoint Research.
Modi highlights the potential for large-scale employment generation for women and youngsters.
MLS enters its 31st season amid World Cup buzz and Lionel Messi's impact, with Don Garber calling it a defining moment for the league's future.
Stand-in captain Harry Manenti expressed frustration over Italy's lack of regular cricket opportunities after their T20 World Cup debut, highlighting the risk of stalled progress for Associate nations.
Shivam Dube is making a name for himself as a premier power-hitter in the T20 World Cup, delivering impactful performances with both bat and ball for Team India.
In India's fast-growing urban sprawl, much frustrating time is often lost behind steering wheels.
Growth of eight key infrastructure sectors remained flat in October as expansion in output of petroleum refinery products, fertiliser and steel was offset by a contraction in coal and electricity production, according to official data released on Thursday.
Two-wheeler (2W) major Bajaj Auto on Friday posted its highest ever quarterly revenue and profit during the third quarter of 2025-26 (Q3FY26). Bajaj Auto's consolidated net profit for the quarter grew by 25 per cent year-on-year (Y-o-Y) to Rs 2,749 crore, with the revenue also growing 23 per cent to Rs 16,204 crore.
O'Romeo scored Rs 33 crore while Tu Yaa Main scored Rs 2.75 crore last weekend.
Prosus, the Amsterdam-based technology investor with net assets valued at over $200 billion spanning payments to e-commerce, has identified India as one of its most critical growth markets, and is increasing its strategic investments here.
Hyderabad is rapidly emerging as a strategic hub for multinational companies (MNCs) deepening their focus on artificial intelligence (AI), life sciences, and global capability centres (GCCs), supported by the city's strong pharmaceutical (pharma) base, deeptech talent pool, and a policy environment that encourages high-value investment.
Artificial Intelligence (AI) adoption has led firms to moderate hiring, primarily at the entry-level, according to a report.
Sri City in Andhra Pradesh is dubbed the "Cooling City" of India, accounting for nearly 40 per cent of the air conditioners (ACs) manufactured in the country. On Tuesday, this industrial hub added one more feather to its cooling credentials. Carrier Air Conditioning and Refrigeration Ltd, the Indian arm of the oldest AC company in the world, Carrier Global, signed a deal to invest around ~1,000 crore for a new manufacturing unit at Sri City.
Hindustan Unilever (HUL) has topped the Perpetual Capital Hurun India Impact 50 - 2026 list with 53.9 points (on the scale of 0-100), reflecting a strong performance across key sustainable development goals (SDGs), including climate, water, circularity, gender and biodiversity.
The Union Budget for 2026-27, presented by Finance Minister (FM) Nirmala Sitharaman on Sunday, which was a first, had an excellent domestic macro backdrop. According to the first advance estimates, gross domestic product (GDP) in constant prices is projected to grow 7.4 per cent in the current financial year, against 6.5 per cent in 2024-25.
Finance Minister Nirmala Sitharaman's biggest challenge will be to find a new growth driver, particularly against the backdrop of a global economy ravaged by heightened uncertainty and fragmentation, financial markets on a precipice, and global commodity prices on a continued uptrend.
This Budget positions India's taxation ideology as not merely a revenue source but as a strategic catalyst for growth, inclusion and long-term confidence.
Budget 2026 is an intentional and ambitious one - From manufacturing growth to services supremacy, from technology consumption to AI-powered transformation. This is the blueprint for a $7 trillion economy built on intelligence, not just scale.
The DMDK officially joined the DMK-led alliance ahead of the upcoming Tamil Nadu assembly elections, marking a significant political development in the state.
The government's Budget announcements providing tax holiday for data centres, setting up of city economic regions (CERs) and funding to improve infrastructure in Tier-II and -III cities may give an indirect boost to India's realty sector, said industry executives.
Highlights of the Economic Survey 2025-26
Relations with India experienced a downturn during Yunus's tenure, while ties with Pakistan saw positive developments.
Jammu and Kashmir's head coach Ajay Sharma attributes their historic Ranji Trophy final entry to teamwork and a 'Sholay'-like spirit, highlighting the team's self-belief and the emergence of fast-bowling talent like Auqib Nabi.
Tarique Rahman is Bangladesh's first male prime minister in more than three decades, ending an era of female leadership that began in 1991.
According to the Economic Survey 2026, the appropriate stance for 2026 is therefore one of strategic sobriety rather than defensive pessimism.
Foreign investors have remained cautious ahead of the Union Budget amid expectations of limited policy changes.
Maruti Suzuki sold more cars than ever before, earned more money, and saw many first-time buyers choosing small cars again.
'There is a challenge in repositioning yourself, maybe reinventing yourself.'
Fitch Ratings on Thursday raised India's GDP growth forecast for the current fiscal to 7.4 per cent, from 6.9 per cent, on increased consumer spending and improved sentiment boosted by GST reforms.
Aiyar's endorsement of Kerala Chief Minister Pinarayi Vijayan has ignited a political firestorm, drawing sharp rebukes from his own party.
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