Selected Tag: debt-to-GDP
Selected Tag: debt-to-GDP

Budget 2026

Time for an Economic Reset

As India prepares Budget 2026, the focus shifts to fiscal discipline, debt anchoring, federal realignment, and trade reform to reset growth on a sustainable path.

Shubhada Rao, Vivek Kumar, and Yuvika Singhal

January 28, 2026 at 5:50 AM IST

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Finance Ministry

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

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PIB

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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istock

India’s Bond Yields Are Rising for a Reason, and It Isn’t the Centre

India’s fiscal optics look tidy, but swelling state borrowings are distorting bond yields, overwhelming demand and blunting the RBI’s liquidity toolkit.

Yield Scribe

January 6, 2026 at 3:37 AM IST

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iStock.com

Global Financial System Faces Valuation and Debt Risks, RBI Governor Malhotra Says

BasisPoint Insight

December 31, 2025 at 11:13 AM IST

GDP Conundrum: India’s Supply Side is Likely Growing Faster Than its Demand Side

A study of GDP components reveals that the supply side, represented by the Gross Value Added at basic prices, grew much faster than the demand side, measured by total expenditure.

Karan Mehrishi

December 9, 2025 at 6:10 AM IST

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iStock.com

The AI Bubble’s Shaky Math

AI’s boom mirrors the dot-com era; but this time the costs are higher, the hardware depreciates faster, and the risks sit deep in the financial system. Will the payoff come in time?

Carl Benedikt Frey

November 19, 2025 at 10:00 AM IST

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akinbostanci/Istock.com

Fitch Affirms India Rating Days After S&P Upgrade, Points to Tariff Risks 

BasisPoint Insight

August 25, 2025 at 8:56 AM IST

S&P Upgrade Should Open a Window for Structural Reforms

India’s S&P upgrade to BBB boosts confidence. The real gain will come if it’s used to spur investment, jobs, and trade resilience.

Dhananjay Sinha

August 14, 2025 at 4:34 PM IST

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iStock.com

India Paid a Growth Price to Win a Ratings Prize

India’s fiscal discipline won a ratings upgrade and lowered capital costs. Now it must use that space to shield growth from global headwinds.

Kalyan Ram

August 14, 2025 at 3:20 PM IST

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Finance Ministry

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

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RBI

The Bureau

Budget 2026: India's Manufacturing Conundrum
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