education budget, demographic dividend

Education budget: India’s demographic dividend meets a half-hearted push

The government has raised education budget in absolute terms, but the increase remains modest against the scale of India’s human capital challenge. #demographicdividend #Budget2026 Read more »
infrastructure push

Budget 2026-27 doubles down on infrastructure push

With Rs 12.2 lakh crore in capex and an infrastructure-linked package nearing $133 billion, the Union Budget 2026-27 positions infrastructure push as India’s primary growth engine. #Budget #infra Read more »
healthcare allocation

Healthcare allocation rises, but structural gaps remain

Budget 2026 raises healthcare allocation, but it doesn't match India’s disease burden and wide system gaps. Read more »
Budget 2026

Budget 2026 bets on industrial policy amid constraints

From semiconductors to biopharma, Budget 2026 is banking on coordinated public investment to crowd in private capital. #Budget2026 #industry #reforms #policy Read more »
budget 2026-27

Budget 2026–27 signals slow return to fiscal discipline

Union Budget 2026–27 signals moderate fiscal consolidation, but heavy borrowing and rigid spending narrow the room for manoeuvre. Read more »
Budget 2026 team

Why Budget 2026 is a harder test than GDP numbers suggest

Despite strong GDP growth numbers, Budget 2026 faces tight revenue, weak tax buoyancy, and high debt pressures. Read more »
Union Budget 2026

Budget 2026: Why signals matter more than big announcements

Expectations from Union Budget 2026 reflect a shift towards incremental reform rather than dramatic policy departures. #Budget2026 Read more »
NPS reform

NPS reform tests the limits of pension liberalisation

The NPS reform is entering a decisive phase as exit flexibility improves, but investment liberalisation places new demands on governance and trust. #NPS Read more »
economic survey 2025-26

Economic Survey 2025-26 flags rising state-level fiscal risk

The Economic Survey 2025-26 signals a shift: markets are pricing India on combined Centre-state finances, not Union targets alone. Read more »
NATO

NATO’s decline: Why the alliance has outlived its purpose

NATO’s decline is natural with Europe facing fewer external threats and the growing risks from US strategic dominance over partners. #NATO Read more »