The exit of Larsen & Toubro (L&T) from the Hyderabad Metro is a long-term positive for the stock. It could be a bullish trigger, alongside higher international orders, and new opportunities in segments like defence and data centres.
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.
India Ratings & Research (Ind-Ra) has projected the aggregate fiscal deficit of states to rise to 3 per cent of gross domestic product (GDP) in 2026-27 (FY27), from an estimated 2.8 per cent in 2025-26 (FY26), citing higher revenue expenditure amid election-related pressures and scheme cost-sharing requirements.
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.
The proposals outlined in Budget 2026-27 represent a carefully crafted, multi-year strategy designed to strengthen India's big bets on the path to Viksit Bharat 2047, says Sameer Gupta.
India's state-level fiscal rules have improved headline deficits, but the gains are fragile and uneven with major states still grappling with high debt levels, a World Bank report submitted to the 16th Finance Commission (FC) said. According to the report, despite nearly two decades of adoption of fiscal responsibility laws (FRLs), debt levels have not converged.
'Global uncertainty is something which definitely occupies the minds of officials when we are preparing for the Budget.'
Governments should move away from universal subsidies towards tightly targeted transfers, backed by stricter eligibility norms, sunset clauses and periodic audits to curb leakages and improve spending efficiency, a joint study by Asian Development Bank and PwC has recommended.
Budget 2026 sticks to fiscal discipline, shuns populist measures despite five key state elections coming up, but ends up rattling stock markets with a higher transaction tax on derivatives trading.
Finance Minister Nirmala Sitharaman launched a strong attack on Rahul Gandhi and the Congress party, accusing them of compromising India's interests on the world stage and selling out farmers and the poor during their time in power.
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.
'We are expecting investment, public and private, of around Rs 40 trillion by 2029.'
India is growing fast, but to keep growing strong, the government must make more things at home, create jobs, and spend money wisely, suggests Rajiv Memani, regional managing partner, Africa-India Region, EY.
Prime Minister Narendra Modi inaugurated the Northeast's first Emergency Landing Facility in Assam, boosting regional defense and disaster response capabilities.
Reiterating Sitharaman's statement that this is a youth power budget, Modi emphasised that the provisions made in the budget will prepare leaders, innovators and creators across different sectors.
After four failed reform drives, a new plan aims to rescue India's debt-laden power discoms through privatisation, accountability and long-term financial fixes.
'We kept this Budget on a larger plank, rather than on one incident, however serious.'
A bill to repeal the MGNREGA and introduce a new rural employment law, the Viksit Bharat Guarantee for Rozgar and Ajeevika Mission (Gramin), has been circulated among Lok Sabha members.
This comes a day after President Droupadi Murmu gave her assent to the Viksit Bharat Guarantee for Rozgar and Ajeevika Mission (Gramin) (VB-G RAM G) Bill, which replaces the MGNREGA and has a provision for 125 days of wage employment for rural workers.
Around one-fifth of 143 airports handling only domestic flights recorded an average of two or fewer aircraft movements a day between April and November 2025, according to data from the Airports Authority of India
India's merchandise exports grew in the first three weeks of November compared with the same period last year, according to preliminary government data, Commerce and Industry Minister Piyush Goyal said on Tuesday. The uptick comes despite globa
The government aims to cover around 60 million people in the age category, irrespective of income, with an assured 5 lakh annually to be shared within the family.
'The real story of 2025 is that India officially stopped being a 'market of the future' and started acting as the world's primary economic engine.'
The Supreme Court reserved its judgement on a plea regarding insurance coverage for doctors and health workers who died battling Covid-19 in private clinics and non-recognized hospitals. The court emphasized the importance of supporting doctors and ensuring valid claims are settled.
Private investment projects constitute well over 70 per cent of the nearly Rs 34 trillion of fresh investments announced in H1 this year.
Gujarat police arrest a woman allegedly involved in trafficking job aspirants to Myanmar and Thailand for cyber slavery. The accused lured people with promises of high-paying jobs and forced them to work for international cyber crime syndicates.
Left to its machinations, the BJP would have loved to cut Nitish down to size, but it can't afford to do so as the JD-U is in alliance with the BJP at the Centre, and cannot form a government on its own in Bihar. For now, both need each other: Nitish for legitimacy, the BJP for numbers, points out Ramesh Menon.
'We are increasing our footprint, but other markets also compete - like Indonesia or Vietnam.'
The Indian government has expressed its disagreement with the IMF staff's 'baseline' assumption that the 50 per cent US tariffs on its goods exports 'would remain in place indefinitely', based on which the staff pegged the country's GDP growth at 6.6 per cent this year, and pared its 2026-27 projection by 20 basis points to 6.2 per cent.
'In times of adversity, families unite, but the reverse is happening in the Lalu family.'
West Bengal Chief Minister Mamata Banerjee accused the BJP of 'linguistic terror' and plotting to delete Bengali voters from electoral rolls, vowing to protect voting rights.
'The Bhashini Mission has delivered a working technology at large scale, which is as good as or better than the one with MNC tech giants.'
According to a parliamentary response by the Union health ministry in 2023, around 654,000 families in Delhi are eligible to enrol under the scheme.
The average Indian worker must labour for an extraordinary 160 full working days to afford Apple's latest iPhone 17 Pro.
Heavy rains and landslides in Himachal Pradesh have resulted in multiple fatalities and widespread disruption, including road closures and train cancellations.
Pixxel has raised $95 million in funding and with the company's commercial Firefly satellites up in orbit selling data globally 'we know and seen what it takes to make this business work.'
Himachal Pradesh has been severely affected by flash floods, cloudbursts, and landslides since the monsoon began. At least 52 people have died, and search operations are underway for those missing.
'All governments are scared of a negative image.' 'Somehow, this government has a tendency to create a narrative that things are improving.' 'When the real data gives a different picture, they are upset.'
Experts say the state's economy is grappling with hidden debt, rising welfare costs, and lack of transparency.
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