China's latest defence budget surges to $275 billion, fueling its ambitious military modernisation program and intensifying geopolitical dynamics in the region.
Moody's Ratings on Friday said with a 7 per cent GDP expansion in 2025 and 6.4 per cent in the next year, India will lead growth among emerging markets and across the Asia Pacific region.
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.
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.
India's real GDP grew 8.2 percent in the second quarter of 2025-26, up from 7.8 percent in the first quarter and 7.4 percent in the fourth quarter of the last fiscal.
Tarique Rahman, after 17 years in self-exile, has led the Bangladesh Nationalist Party (BNP) to a significant victory, becoming the country's Prime Minister. This marks a major turnaround for the BNP after years of being targeted by the Awami League government.
India and Israel have elevated their relationship to a special strategic partnership, focusing on enhanced cooperation in trade, technology, and defense, while also addressing regional peace initiatives.
Tarique Rahman is Bangladesh's first male prime minister in more than three decades, ending an era of female leadership that began in 1991.
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.
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.
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.
The idea of back-loading the target of fiscal consolidation is perhaps guided by the government's desire to be prepared for any adverse developments in the coming year, points out A K Bhattacharya.
India is on track to exceed the $4 trillion milestone in 2025-26 (FY26), surpassing the $3.9 trillion gross domestic product (GDP) mark recorded at the end of March 2025, Chief Economic Adviser (CEA) V Anantha Nageswaran said on Tuesday.
'Credit growth in India remains in double digits, even though corporate borrowing is subdued.' 'Corporate credit is weak because companies are cash-rich and cautious amid global uncertainty.'
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.
'My concern is that, although everything is expressed in monetary terms, you are effectively combining values that have been adjusted using different price measures.'
'Retail portfolios were going nowhere even as headline indices moved higher, prompting investors to sell holdings and shift money to IPOs, attracted by listing-day gains.'
Housing sales fell 1 per cent last year to over 3.48 lakh units across eight major cities, with demand stagnating amid an average price rise of up to 19 per cent, according to Knight Frank. In a virtual press conference on Wednesday, real estate consultant Knight Frank India noted that the decline in interest rates on home loans, strong economic growth and lower inflation were some of the key factors that helped in sustaining the housing demand during the 2025 calendar year despite fears of an impending correction.
While many areas compete for resources, defence, education, and adaptation deserve focus for maximum impact, suggests Laveesh Bhandari.
Prime Minister Narendra Modi's visit to Israel aims to strengthen the strategic partnership between the two nations, focusing on cooperation in various sectors including defense, technology, and trade.
External Affairs Minister S Jaishankar conveyed a strong message to his Polish counterpart Radoslaw Sikorski regarding terrorism and the Ukraine conflict, emphasizing the need for zero-tolerance towards terrorism and criticizing the selective targeting of India.
Relations with India experienced a downturn during Yunus's tenure, while ties with Pakistan saw positive developments.
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.
'...a mix of asset classes.' 'Include equities for growth (across market caps), debt for stability and liquidity, gold as a hedge against macro and currency risk, and global assets for geographical and economic diversification.'
India has been on an FTA-signing spree of late. Since 2021, it has signed eight trade agreements, three of which -- with the UK, Oman and New Zealand -- were finalised in 2025 alone.
'I will not be surprised if there is a 7 per cent handle in front of the decimal place for the full financial year.'
'I see in the BJP an attempt to get growth and redistribution of resources.' 'For growth you need growth of the economy.'
Noted American economist Nouriel Roubini said India is not passing through stagflation but maintained that the prevailing conditions are "not ideal" for faster economic growth and cost of doing business is too high in the country due to "excessive levels of corruption".
Internet subscribers, income growth, literacy and dependency ratio are the biggest drivers of growth.
Returning to 8 per cent growth needs speedy, decisive government action, the Prime Minister added.
After years of rapid expansion, the Centre's capital spending growth eases as private investment shows early signs of revival, points out A K Bhattacharya.
Manmohan Singh has blamed the lack of an ingredient called 'consensus' for slow economic growth.
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.
Indian car buyers care more about affordability than technology, keeping ICE vehicles dominant while hybrids emerge as the preferred transition option and EVs struggle in the mass market.
Announcing the bi-monthly monetary policy, Reserve Bank of India Governor Shaktikanta Das said the RBI's internal survey says manufacturing, services and infrastructure sector firms are optimistic of the business outlook.
The consumer price index (CPI)-based inflation hitting an all-time low in October would encourage the six-member monetary policy committee (MPC) of the Reserve Bank of India (RBI) to cut the policy repo rate in its upcoming December 3-5 meeting. However, the July-September GDP growth, expected to be above 7 per cent, may act as a deterrent.
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 proposed trade deal with the 27-nation European Union (EU) is expected to provide zero-duty access to the $95 billion European market for Indian textile and apparel manufacturers. Currently, India's share of the European market is just 6 per cent, or $5.5 billion.
'The real risk is not that AI will fail to transform India's economy.'
'The risk is that it already is -- while our measurement systems continue to look the other way,' observes Nishant Sahdev, a theoretical physicist at the University of North Carolina.
In the Indo-Pacific's new era -- where perception shapes reality faster than treaties -- the real entrapment is not of China or the United States. It is the test Japan has set for itself -- and whether partners like India, acting as balancers rather than accelerants, can help ensure that the story ends in stability, points out Varun Arya.