Capex, infrastructure development, and prudent fiscal management are the key focus areas in the Budget, says Nilesh Shah.
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.
Gold imports climbed 349.22 per cent to $12.07 billion in January, while silver imports rose 127 per cent to $2 billion.
The key question is how much of the latest growth record represents recovery from the 2020-2021 downturn, and what is the sustainable growth rate now, asks T N Ninan.
Ecommerce (ecom) and quick commerce (qcom) platforms are expected to lead gig worker hiring in calendar year 2026 (CY26), adding nearly 1 million workers on the back of sustained demand for last-mile deliveries, higher order volumes, and continued expansion of dark stores into non-metropolitan cities, industry experts have said.
Healthcare major Max Healthcare Institute delivered a healthy performance in the second quarter (July-September) of 2025-26 (Q2FY26). Strong patient volumes and average revenues not only boosted the top line but also aided the operating performance.
The Maharashtra cabinet has approved a land acquisition and allotment policy for development projects in the 'Third Mumbai' area near the Mumbai Trans Harbour Link (Atal Setu), along with other key infrastructure and development initiatives across the state.
In a double-dose bid to boost growth and employment prospects, the Union Cabinet on Tuesday approved a Rs 2.07 trillion outlay for a research development and innovation (RDI) Scheme to fund private sector innovations, and an employment-linked incentive (ELI) to create over 35 million new jobs over the next two years.
'It's harder to attract women initially, but once they come in, retention is significantly higher.'
India's urban areas are projected to contribute 70 per cent of gross domestic product in 2025-26, up from 45 per cent in the 1990s, according to a report by Dun & Bradstreet.
Trade deals ease risks for Indian equities, but weak demand and stretched valuations raise questions over whether optimism -- especially in smallcaps -- can turn into a sustained bull run, points out Debashis Basu.
Skoda India is focusing on cleaner fuel options, including CNG and EVs, while compact SUV Kylaq drives volumes, expands first-time buyers and strengthens the brand in India's competitive market
India's clean energy technology industry is experiencing rapid growth, with recruitment increasing significantly due to policy support and investments in green energy. However, challenges remain in talent availability, skills alignment, and gender diversity.
'There are certain sovereign AI domains where we must build capabilities using our own data, our own language models, and make our own attempts at global models.'
Sensex and Nifty post steepest weekly loss in over a year, falling nearly 3 per cent.
'LIC will reduce but not fully exit its stake in IDBI Bank, which remains an important bancassurance partner,' says LIC of India' MD and CEO R Doraiswamy.
From a modest salary to Rs 1 crore, here's Ramalingam Kalirajan's smart compounding blueprint for young earners
Platform-style partnerships between global investors and Indian developers are expected to gain further traction over the next few years. This comes as institutional capital increasingly shifts from one-off asset acquisitions to scalable, long-term strategies.
With discretionary spending still under pressure, the information technology (IT) services industry continued to face an uncertain demand environment in the third quarter of 2025-26 (Q3FY26).
The Budget reflects a clear focus on strengthening India's long-term prospects by leaning on nation-building sectors such as infrastructure, manufacturing, and technology while maintaining fiscal responsibility.
India wicketkeeper-batter Jitesh Sharma discusses his journey in cricket, from aspiring to join the Air Force to becoming an IPL finisher, crediting mentors and the RCB franchise for his development.
A new study by AI firm Anthropic reveals that while AI hasn't caused widespread unemployment, it has slowed hiring for younger workers in AI-exposed roles. The study also highlights the gap between AI's theoretical capabilities and actual deployment, and the ongoing conflict between Anthropic and the US government over AI weaponisation.
The International Cricket Council (ICC) has reported a significant increase in video views across its digital platforms during the initial matches of the T20 World Cup, driven by growth in viewership from countries like Nepal, UAE, and USA.
Top female executives are calling for corporate India to redesign workplace systems to support women's advancement into leadership roles in the technology sector, particularly in emerging fields like artificial intelligence.
'Don't let the world put you in a box. If the world tries to put you in a box, don't stay in it. Step out of it. And if you have to, burn that box completely,' says Siddhata Patil.
'This is not just a cosmetic refresh,' said Suhas Rajkumar, founder and chief executive officer of Simple Energy. 'We have re-engineered the battery integration, made the scooter lighter, improved performance and expanded the portfolio so customers can choose based on real usage needs.'
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.
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.
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.
The country's banking system, while remaining "resilient" with bad loans at over a decade low and strong capital buffers, will continue to face intense competition from non-bank sources for resource mobilisation, said the Reserve Bank of India's (RBI's) Trend and Progress of Banking in India 2024-25 report.
"The policy of Macaulay, which sowed the seeds of mental slavery in India, will complete 200 years in 2035. This means there are 10 years left. Therefore, in these very 10 years, we all must come together to free our country from the slave mentality," he said.
'Commitment isn't about grand promises; it's about showing up consistently, even when it's inconvenient.'
The Indian banking sector could be due for a rise in profitability after several quarters of net interest margin (NIM) compression. The Q2FY26 results suggest NIMs have bottomed out.
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.
'After the Galwan clash, the rules of engagement changed with the army commanders allowed to use any means at their disposal as they deem fit for tactical operations.'
Investors have often been left scratching their heads over why a company's stock fails to move despite delivering beating earnings results, only to see the stock fall. According to theory, beating earnings should translate to higher stock prices, but in today's interconnected world, stock prices do not depend on the numbers.
Indian exports to the US will face a 10% tariff, down from 25%, for 150 days following a US Supreme Court ruling. However, uncertainty persists due to potential further tariff hikes and long-term implications.
The reason is because there aren't any screens for a large mass of Indians.
Passive funds have resumed gaining ground in the mutual fund (MF) industry after a slowdown in 2024, with their share of assets under management (AUM) reaching an all-time high in 2025. The surge has been driven largely by robust inflows into gold and silver exchange-traded funds (ETFs).
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