Mumbai, Jan 31 (IANS) Defence‑linked stocks are expected to draw investor attention during the Union Budget 2026 announcement on February 1, with market participants looking for a moderate 8 to 10 per cent rise in defence allocation and improvement in execution momentum.Analysts said that investors are keen on cues of faster order finalisation and clearer procurement timelines rather than large headline increases in defence allocations, according to media reports.The market broadly anticipates…
Latest Capital Expenditure News & Updates
New Delhi, Jan 31 (IANS) As Finance Minister Nirmala Sitharaman gears up to table the Union Budget 2026-27 in Parliament on February 1, economists say the emphasis this year will be on defence, infrastructure, capex, power, and higher growth in affordable housing, apart from balancing social welfare with fiscal prudence.Besides, policymakers will also balance growth priorities with fiscal discipline amid heightened global uncertainty.The Budget is likely to strike a deft balance of sustaining gr…
New Delhi, Jan 30 (IANS) India’s fiscal deficit for the first nine months (April-December) of the financial year 2025-26 stood at Rs 8.55 lakh crore, which works out to 54.5 per cent of the annual target set in the Budget for the full financial year, according to data released by the Finance Ministry on Friday.The fiscal deficit is lower than the corresponding figure of 56.7 per cent recorded in the same period of the previous year.Total receipts during the first nine months of the current finan…
Mumbai, Jan 30 (IANS) India can sustain “J‑curve” gains despite rupee weakness, if trade diversion becomes embedded in durable supply chains and is supported by logistics efficiencies, a report said on Friday.The report from Emkay Global Financial Services further stressed restrained tariffs on capital goods and intermediaries as well as steady long‑term FDI to sustain the J-curve gains, adding that these factors will matter far more than tariffs over the medium term.It projected a curre…
New Delhi, Jan 29 (IANS) Finance Minister Nirmala Sitharaman on Thursday said the Economic Survey 2025-26 reflects the healthy banking fundamentals, achieved due to the various banking reforms undertaken by Prime Minister Narendra Modi’s government in the last decade.The Gross Non-Performing Asset (GNPA) ratio of scheduled commercial banks has fallen to a multi-decadal low of 2.2 per cent as of September 2025, marking a clear break from earlier stress cycles, the Finance Minister said in a ser…
New Delhi, Jan 29 (IANS) The government’s calibrated fiscal strategy has anchored India’s economic growth with stability amid global turbulence, according to the Economic Survey tabled in Parliament on Thursday.It highlights that rising tax collections and focus on capital expenditure has reduced the fiscal deficit and strengthened the country’s macroeconomic fundamentals.The Centre’s fiscal deficit is budgeted at 4.4 per cent of GDP in FY26 — down from 4.8 per cent in the previous fina…
New Delhi, Jan 28 (IANS) The government’s capex (capital expenditure) may cross Rs 12 lakh crore in the forthcoming Union Budget for 2026-27, which would represent an increase of around 10 per cent over the corresponding figure of the previous financial year, according to an SBI report released on Wednesday.This would enable the government to step up investments in big-ticket infrastructure projects in the highways, railways, ports and power sectors to boost growth and jobs in the economy.The FY…
New Delhi, Jan 24 (IANS) The recent policy actions are beginning to show positive effects across the economy, with improvements in credit and deposit growth, industrial activity, and several consumption-related indicators, a new report has said.The report from BNP Paribas India said improvements in indicators such as credit and deposit growth, IIP, auto sales, port traffic, GST e-way bills, fuel consumption, and consumer sentiment, though export growth and GST collections have moderated.“Most …
New Delhi, Jan 23 (IANS) India’s gross tax revenue is projected to improve in FY27, rising by 9.6 per cent, marginally lower than projected nominal GDP growth of 10.1 per cent, a report said on Friday.The report from CareEdge Ratings said that direct tax collections are expected to see some improvement in FY27, aided by recovery in income and corporate tax collections.The government’s capex is projected to grow 10 per cent to Rs 12.3 trillion in FY27, while the fiscal deficit is expected to be b…
New Delhi, Jan 22 (IANS) The government will likely unveil Budget 2026 with roughly Rs 53.5 trillion worth of total expenditure, a capital expenditure growth of about 15 per cent and a fiscal deficit target of 4.2 per cent, a report projected on Thursday.The report from investment management firm OmniScience Capital said that tax revenues are projected to grow about 10 per cent year‑on‑year in FY27 on a nominal GDP growth assumption of around 9 per cent.Non‑tax receipts are also expected t…