Budget 2026

Will the Budget Truly Reignite Industry Confidence?

As policy signals increasingly emerge outside the Budget, industry awaits clarity on investment, manufacturing, exports and long-term growth.

Sharmila Kantha

January 22, 2026 at 2:18 PM IST

istock.com

Budget 2026

Why the Budget Must Focus on the Next Mile

As fiscal stimulus tapers, the government must shift focus from headline growth to private investment, jobs and long-term economic quality.

Vijay Chauhan

January 20, 2026 at 6:06 AM IST

PIB

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

iStock.com

Budget 2026

When Credit Scores Gatekeep, India Must Regulate Bureaus As Utilities

Once neutral data pipes, credit bureaus now decide who gets to borrow, build or belong. India must regulate them as public utilities before exclusion hardens.

R. Gurumurthy

January 16, 2026 at 9:26 AM IST

iStock.com

Opinion

Why Steel Sector Protection Must be Reviewed

The CCI has reportedly found evidence of cartelisation by steel producers, but is yet to issue a final order. Downstream industries though have already paid the price.

Ajay Srivastava

January 8, 2026 at 9:32 AM IST

iStock.com

Bank of Maharashtra Global Advances Rises 19.6% to ₹2.73 Trillion as on December 31

BasisPoint Insight

January 5, 2026 at 9:00 AM IST

India’s Cigarette Tax Hike Tests How Addicted Profits Are

India’s cigarette tax hike aims to curb consumption and price smoking closer to its social cost, despite industry pushback.

Krishnadevan V

January 2, 2026 at 12:23 PM IST

iStock.com

Fixing India's Credit Blind Spot: Link Invoices to Payments

Link invoices with payments to turn cash flows into real-time credit signals, easing MSME, traders, small and mid-caps liquidity stress and fixing India's trade-credit blind spot.

BL Chandak

January 2, 2026 at 11:29 AM IST

iStock.com/triloks

India-New Zealand Announce Conclusion of Free Trade Agreement Negotiation

India and New Zealand have sealed a comprehensive FTA, cutting tariffs, expanding services and mobility, and unlocking trade, investment, and supply-chain ties.

BasisPoint Insight

December 22, 2025 at 12:35 PM IST

Wikimedia Commons

Will Customer Ever be the King in India?

Despite RBI’s call for customer-first policies, rising complaints highlight gaps in service. Can better training, tech tools, and accountability improve India’s banking experience?

Alpana Killawala

December 15, 2025 at 2:45 PM IST

iStock.com

India’s Manufacturing Moment Needs Industrial Coherence

India’s manufacturing push is real, but fragmented industrial responses and mismatched readiness are holding back the country’s ability to compete globally.

Sangeeta Godbole

December 6, 2025 at 4:03 PM IST

Istock.com

Sandesara Settlement Could Rewire Credit Culture in India

Sandesara’s court-approved payout is seen as exchanging prosecution for payment, sharpening debate over fairness, consistency, and the erosion of India’s credit culture.

Krishnadevan V

November 27, 2025 at 10:17 AM IST

iStock.com/naveen0301

Jobs Are Growing, But Productivity Is Lagging: India’s Quality-of-Growth Paradox

India’s strong hiring wave masks a deeper worry: output per worker has stalled, wages are barely rising, and most new jobs sit in low-value sectors. Growth is expanding, but without the productivity lift needed for true transformation.

Rajesh Kumar*

November 18, 2025 at 9:50 AM IST

iStock.com

Cabinet Approves Export Promotion Mission, But Funding and Rollout Challenges Loom

The Export Promotion Mission, cleared by the Cabinet, promises easier finance and stronger support for MSMEs. Yet the modest budget and institutional overlap could slow benefits to exporters.

Ajay Srivastava

November 13, 2025 at 6:19 AM IST

iStock.com/wsfurlan

India’s Steel Debate: Protectionism versus Competitiveness

GTRI challenges Steel Ministry’s view on imports, quality control orders, and growth

Ajay Srivastava

November 5, 2025 at 12:12 PM IST

istockimages/prabhjits

Building a Unified Framework for AI Oversight

India is crafting a unified AI governance model where innovation meets integrity. RBI’s FREE-AI and CCI’s oversight framework set the stage for ethical, transparent intelligence.

Anupam Sonal

October 30, 2025 at 8:02 AM IST

iStock.com

Building New Financial Institutions for Sustained Growth

To achieve 8–9% sustained GDP growth, India must build new banks, deepen NBFC capacity, and widen credit access beyond the current few institutions.

K. Srinivasa Rao

October 29, 2025 at 8:09 AM IST

iStock.com

Lower Taxes, Higher Trust

GST rationalisation is quietly reshaping India’s fiscal philosophy, from taxing more to trusting more.

Nilanjan Banik

October 25, 2025 at 12:24 PM IST

iStock.com

Cybersecurity Is No Longer Optional; It’s Economic Survival

Cybercrime losses could exceed $10.5 trillion by 2025, and small businesses, lacking defences and resources, are fast becoming its prime casualties.

Shekhar Pawar

October 22, 2025 at 2:36 PM IST

iStock.com

Inside RBI’s Basel III Credit Risk Overhaul

RBI’s alignment to Basel-III capital requirement norms will free up more money to be lent to MSMSEs and NBFCs.

Rahul Ghosh

October 13, 2025 at 8:37 AM IST

Small Finance Banks: Leading India’s Financial Inclusion

Can India’s Small Finance Banks keep inclusion profitable as they expand deeper into rural markets and face rising credit, cost, and technology risks?

Babuji K

October 6, 2025 at 9:52 AM IST

aubank.in

Monetary Policy

RBI Breaks Old Orthodoxy with Regulatory Measures

By dismantling outdated restrictions and aligning banks with global norms, the RBI signals a bold break from decades of financial orthodoxy.

Sachin Malhotra

October 1, 2025 at 9:11 AM IST

Monetary Policy Should Look Beyond Repo Rate Cut

RBI’s 100 bps repo cut has lowered EMIs for existing borrowers, but new loans remain costlier. Liquidity gaps, sticky deposits, and high bond yields stall full transmission.

K. Srinivasa Rao

September 26, 2025 at 11:12 AM IST

US Tariffs and the Future of India’s MSME Sector

US tariffs may hurt, but a predictive analysis shows India's MSMEs can use diversification and technological to transform risk into resilience and triple exports by 2047.

Hemachandra Padhan

September 19, 2025 at 7:57 AM IST

iStock.com/triloks

Can India escape the middle-income trap?

India’s growth story is robust, yet escaping the middle-income trap will hinge on reforms, productivity gains and jobs for a swelling workforce.

Barendra Kumar Bhoi

Hemachandra Padhan

August 22, 2025 at 5:44 AM IST

iStock.com/Balaji Srinivasan

Hidden Stress Points In Banks – Insights From Financial Stability Report

FSR flags hidden banking risks: slowing credit, NIM squeeze, unsecured loans, MSME stress, and shifting household debt patterns.

Barendra Kumar Bhoi

July 14, 2025 at 3:58 AM IST

RBI

Budget 2026

Budget 2026

Budget 2026

Budget 2026

Opinion

Monetary Policy

The Bureau