Selected Tag: Equity
Selected Tag: Equity

Budget 2026

A Budget for Capital Formation, Not Just Fiscal Bookkeeping

India’s real budget challenge isn’t deficit maths but mobilising patient capital, deep savings and long-term risk-taking in a capital-scarce economy.

R. Gurumurthy

January 19, 2026 at 6:42 AM IST

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Budget 2026

Budget’s Bond Test Lies in Solving the States’ Borrowing Problem

With ₹30.5 trillion of bond supply looming, would it make more sense for the federal government to borrow on behalf of states?

Yield Scribe

January 17, 2026 at 8:26 AM IST

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Interview

IMF Flags Rupee Regime as ‘Crawl-Like Peg’ as RBI Steps Up Intervention

IMF’s new tag on India’s exchange-rate regime raises fresh questions on RBI’s FX strategy as the rupee hits new lows, says veteran trader Venkat Thiagarajan.

Rajesh Mahapatra

November 28, 2025 at 8:18 AM IST

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Easing Trade Anxiety Sparks A Recovery, But Can It Last? 

Indian equities have rebounded on easing trade and geopolitical tensions, but slowing global growth and high valuations raise doubts over the future strength.

Dhananjay Sinha

May 14, 2025 at 3:39 AM IST

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Global Trade Tensions Jolt Indian Equities, Trigger Sharpest Decline In 10 Months

BasisPoint Insight

April 7, 2025 at 10:41 AM IST

Don’t Wait for the Stock Market to Hit Rock Bottom

Instead of trying to time the market, investors should adopt disciplined strategies like phased investing, diversification, and prioritise long-term wealth creation.

Chokkalingam G

April 1, 2025 at 1:25 PM IST

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Earnings Recovery May Stall Under The Weight Of Fiscal Fatigue

Market hopes for an earnings revival rest on shaky ground as fiscal drag, weak job creation and tepid wage growth tighten the income squeeze.

Dhananjay Sinha

March 29, 2025 at 8:27 AM IST

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iStock.com/Debjit Chakraborty

A Volatile Path To A Post-Meltdown Rebound

A rebound in the Indian equity market is certain, but the road to recovery is unlikely to be steady amid deeper macroeconomic pressures. 

Dhananjay Sinha

March 5, 2025 at 7:05 PM IST

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The Bureau

Budget 2026: India's Manufacturing Conundrum
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