Relying solely on the headline capital expenditure (capex) number in the Union Budget provides an incomplete picture of the government’s true infrastructure push. The budgeted capex for FY27, at Rs. 12.2 trillion versus the FY26 revised estimate of Rs. 10.96 trillion, does not fully capture the underlying trends for several reasons. First, the headline figure […]
New Delhi: The government will continue to prioritise infrastructure creation through higher capital expenditure even as it operates with tight fiscal headroom and navigates persistent global economic uncertainty, expenditure secretary V Vualnam said Monday, signalling continuity in public investment-led growth strategy. In an interaction with ET after the budget, he dismissed concerns raised by states […]
Chief Economic Advisor V Anantha Nageswaran has said that gross fixed capital formation as ratio of GDP at around 30-31 per cent shows private sector investment is growing. A day after tabling of Economic Survey in Parliament, businessline caught up with the CEA to understand the larger message to get the message behind various observation […]
In this edition of ETMarkets Smart Talk, Karthikraj Lakshmanan, Senior Vice President – Equity at UTI AMC, shares his perspective on the recent nervousness in domestic equities, Budget 2026 expectations, and key sectoral trends to watch. He believes the upcoming Budget is likely to strike a balance between fiscal discipline and growth support, with capital […]
Fitch Ratings says sustained government-led investment in infrastructure and energy will support earnings, despite lower oil price assumptions and tighter fiscal headroom The post GCC corporates set for steady 2026 as capex offsets oil price pressure – Fitch appeared first on Arabian Business: Latest News on the Middle East, Real Estate, Finance, and More. Source […]
Budget: Hard choices for the government | Photo Credit: iStockphoto India today stands at a crossroads. The Finance Minister has declared that reducing the debt-to-GDP ratio will be a central policy priority. The intent is sound. According to the International Monetary Fund, India’s general government debt — the combined borrowing of the Centre and States […]
The upcoming Union Budget is expected to maintain continuity in the government’s capital expenditure (capex) push, even as policymakers operate within a constrained fiscal and policy environment, according to a budget preview report by HSBC Mutual Fund. A capex expenditure worth ₹11.21 lakh crore (or 3.1 per cent of GDP) was earmarked in 2025-26, rising […]
A hype makes a bubble: AI has been a magnet for heavy investments, which are now being feared as a function of unrealistic promises, creating the so-called ‘AI bubble.’ If AI fails to deliver, that bubble will be considered as having popped. Whether it really is a bubble is largely disputed among tech executives and […]