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.
Sometimes, the most powerful Budgets whisper and the wisest investors listen, notes Ramalingam Kalirajan.
Recent BJP organisational moves and Rajya Sabha nominations have sparked speculation that Prime Minister Narendra Modi may soon undertake a ministerial reshuffle.
rediffGURU Vipul Bhavsar answers readers' personal income tax queries.
Rajasthan Royals and Delhi Capitals face off in a crucial IPL match with significant playoff implications, highlighting the anticipated battle between Vaibhav Sooryavanshi's aggressive batting and Mitchell Starc's seam bowling.
Lieutenant General Seth's involvement in the army's capability development and modernisation efforts is evident from the key appointments he has held in the Strategic Planning and Capability Development Directorates, including Colonel Capability Development for Mechanised Forces, Brigadier Perspective Plans and Acquisition, and Additional Director General Capability Development.
At Kolga Aabla, the closest beach to her grandmother's home, at the edge of a birch forest, we immersed her balance ashes. It was a sombre, precious day for both of us. But a day that also brought long-needed closure. My mother's spirit, chained for so many years in a Parkinson's-locked body, was free. But my father came back from the beach a visibly older man.
Even as the benchmark and broader indices were down sharply on Monday due to escalating tensions in West Asia, the Nifty Defence index ended the session in the green.
With duties at 15%, GST at 3%, and making charges running as high as 20% -- the gap between a smart purchase and a careless one can easily be Rs 30,000 to Rs 50,000 on every Rs 1 lakh invested. And most of that gap is entirely avoidable. Ramalingam Kalirajan explains the math.
Shares of Infosys surged nearly 4 per cent on Wednesday, a day before the opening of the tender window for its Rs 18,000-crore share repurchase programme. The buyback, which will see the company repurchase 100 million outstanding shares at Rs 1,800 each, will remain open until November 26.
A rare albino buffalo nicknamed 'Donald Trump' due to its distinctive hairstyle has been sold in Bangladesh ahead of Eid al-Adha, capturing widespread attention on social media and local news.
Indian defence stocks have seen an average year-on-year gain of 67 per cent, driven by renewed interest following 'Operation Sindoor' and a broader increase in global geopolitical tensions, with the combined market capitalisation of 18 firms increasing by approximately 2.3 trillion.
'Refined carbohydrates are the quiet troublemaker in our diet.' 'We eat plenty of calories, but not enough nutrition.'
Manav Suthar made a sensational Test debut, claiming a six-wicket haul against Afghanistan in the first innings before Washington Sundar took four wickets in their 2nd innings, as India outplayed Afghanistan by an innings and 300 runs on day 3 of the one-off Test.
rediffGURU T S Khurana answers readers' personal income tax queries
DBS Bank India has launched a direct tax payment facility after authorisation from the Central Board of Direct Taxes (CBDT). Utkarsh Small Finance Bank partners with Mumbai Indians as banking partner for T20 League 2026.
In the latest Rediff series exploring non-traditional careers, Sandeep Goel, professor and dean-research at MDI, Gurgaon lists a range of high-growth finance careers beyond CA, CS, and MBA degrees.
Nearly five months before a hotel fire in south Delhi killed at least 21 people, the Delhi high court had directed authorities to formulate an action plan to strengthen fire safety norms in hospitality establishments.
'Even last year, when India bought gold, the physical quantity was much less than the previous years.'
India's leading listed real estate developers are increasingly focusing on pan-India expansion, diversifying beyond their traditional home markets into high-demand residential areas like MMR, NCR, Bengaluru, Hyderabad, Pune, and Chennai to tap broader housing demand and reduce reliance on single-city market cycles.
Higher levy on dividends earned by individuals also on radar.
The Confederation of Indian Industry (CII) has urged the Indian government to gradually restore the Rs 10-per-litre cut in special additional excise duty on petrol and diesel over six to nine months. This move aims to relieve pressure on government finances as crude oil prices stabilise, without significantly impacting consumer sentiment.
'The estimates of tax forgone on this item run into hundreds of billions.' 'And there is neither fairness nor rationality to support continuing with this tax holiday for just one class of investors, those who put their money in shares,' says T N Ninan.
Global brokerage Bernstein has issued a cautionary note, stating that India risks 'under-delivering on its potential' unless it addresses key policy bottlenecks and structural risks, including employment challenges from AI, limited manufacturing gains, and rising welfare spending.
The US-China rapprochement, however tenuous, is not without implications for India. Both China and Pakistan have become closer to the US, notes Ambassador T P Sreenivasan.
Delhi recorded the highest number of murders linked to illicit relationships and love affairs among metropolitan cities, according to the latest figures of the NCRB.
'Customers do not recover the original making charges paid on old jewellery. Sentimental value is lost when heirlooms are exchanged.'
A readout by the US said the agreement marked a milestone in the strategic partnership between the two nations to ensure that the foundational elements required for advanced technology and energy are available within trusted networks.
We will explore some of the reasons why a stock-only portfolio may no longer be sufficient and some of the modern alternatives and strategies that can help investors build resilient and profitable portfolios.
The Supreme Court overturned a Madras High Court order, reinstating the conviction of nine individuals involved in the 2013 murder of Chennai-based neurologist Dr Subbiah, linked to a long-standing land dispute.
Ask rediffGURU and PF, MF and insurance expert Purshotam Lal your mutual fund, insurance and personal finance-related questions.
'Existing investors who have not acted so far may consider holding on to these funds with the understanding that the higher returns they expected from them may now take longer to materialise.'
rediffGURU Vipul Bhavsar answers readers' personal income tax queries.
'Once the currency goes out of the hand, then possibly your major challenge is that it will not come back.'
Coco Gauff is showing strong form ahead of the French Open, presenting her with a significant opportunity to secure another Grand Slam title.
The Indian commodity market has experienced significant growth over the past decade, allowing Indian traders to capitalise on price fluctuations in commodities such as gold, crude oil, and natural gas. Earlier, commodity trading required substantial capital as these contracts were only available in bulk quantities. But to make the commodity market more accessible, exchanges such as the Multi-Commodity Exchange (MCX) have launched smaller and more flexible commodities contracts, including mini and micro contracts. These changes in the commodity lot size have changed the way small traders trade in commodity markets.
Indian insurance companies are bracing for reduced profitability in Q4FY26, primarily due to the rationalisation of GST on retail life and health policies, leading to a loss of input tax credit, coupled with volatility in equity markets impacting investment income.
Ask rediffGURU and tax expert Mihir Tanna your income tax-related questions.
Is the parabolic rise in silver running out of steam or just getting started? Ramalingam Kalirajan offers his take on if you should invest in silver now?
Public-sector banks (PSBs) are attracting the attention of investors and the PSU Bank Index has gained nearly 10 per cent in the past month. PSBs have seen return on assets (RoA) climbing to 1 per cent in 2024-2025 (FY25) and margins are believed to have moved up further in the first half of this financial year (H1FY26) with asset quality remaining stable.
