Under the revised rules, interest subvention will now apply only to the interest cost actually borne by the exporter, and not to any broader credit cost element, a change that significantly limits the scope of support and removes interpretational leeway for banks and exporters.
3 min read16 Jan 2026As India prepares for Budget 2026, experts debate the balance between fiscal consolidation and economic growth. While higher capital expenditures are anticipated, concerns rise over potential impacts on government spending.
3 min read15 Jan 2026With the government having set a date of 1 February 2026 for this year's Union Budget, the Economic Survey is expected to be tabled in Parliament a day prior to it. Here's all you need to know about it.
1 min read14 Jan 2026As Budget 2026 approaches, experts emphasise the need for strategic measures to boost private sector capital expenditure. With a focus on deregulation, fiscal incentives, and enhancing infrastructure, the government aims to sustain India's economic growth amidst global uncertainties.
4 min read14 Jan 2026Our bond market seems unmoved by repeated repo rate cuts in 2025, with the 10-year G-Sec yield settling into a stubborn range. Is this a policy transmission failure—or the market signalling that rates are where they should be? The answer may depend on RBI’s view of the efficient market hypothesis
4 min read14 Jan 2026The recent GST reset of slabs and rates was welcome, but not enough. Removing anomalies in GST’s input tax credit system could fire up private investment. Confusion over capital goods taxation soaks up too much money, blocking working capital and making business costly. Here’s what GST reform can do
4 min read14 Jan 2026Inflows may not be linear year-on-year, but overall, India should continue attracting quality investments across banking, technology and the broader economy, the RBI governor said
2 min read13 Jan 2026Our growth numbers look reassuring, but slowing nominal GDP could constrain the Centre’s ability to take stimulus action through fiscal spending. Since debt must be reduced as a ratio of GDP, slower expansion in rupee terms makes less space for the government to borrow at today’s rate of interest.
4 min read13 Jan 2026As global growth slows and trade becomes more weaponized, India’s next budget is of high importance. The government would be well advised to focus on self-reliance, manufacturing, sundry business enablers and next-generation reforms to secure durable growth. Here’s how.
3 min read13 Jan 2026It’s a striking contrast. India’s inflation has inched up but is below RBI’s target, while America’s runs over-target amid hostility between the Fed and White House. Thank the lack of friction between Mint Street and North Block after the adoption of inflation targeting.
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