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

Budget 2026: MSMEs expect solution to frictions, not more schemes

MSMEs want predictable rules, lower input costs, and scalable finance from Budget 2026 -- ecosystem reform, not scheme design. #Budget2026 Read more »
policy circle image

Record trade surplus masks weakness of China’s economy

Slowing domestic demand, falling prices and doubts over data credibility point to China's economy losing momentum beneath the surface. Read more »
Budget 2026

Budget 2026 must choose productivity over populism

Budget 2026 cannot soothe anxieties with symbolism; it must prioritise fiscal credibility, smart capex, and job-creating growth. #Budget2026 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 »