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AI Panic, Budget Shocks, And India’s High-Stakes Bet On The US
From the AI sell-off to a landmark trade deal with Donald Trump, New Delhi is trading fiscal concessions for a closer American alliance, while leaving domestic R&D and social unity behind.
Proven KG Basin to Iffy Andaman: A $10 Billion Gamble For Ultra-Deepwater Crude
With over 88% import dependency, India's state oil companies are investing massively in offshore drilling, balancing safe bets in proven basins against risky frontier exploration.
Sensitive Sectors Will Remain Protected In Trade Deal: Piyush Goyal
India says agriculture and dairy remain protected under the US trade deal, even as tariff cuts are announced and key details await formal documentation.
India’s Small-Car Revival Hands Maruti Volume, But Not Certainty
A rare tax cut sparked a 50% surge in Maruti’s small-car sales, but experts argue whether this policy-driven revival is a sustainable turnaround or a fleeting spike.
Budget 2026-27 Tariff Changes Likely to Boost India-US Trade: GTRI’s Ajay Srivastava
Budget 2026–27 customs duty changes improve market access for US firms while lowering input costs and boosting India’s export competitiveness.
Fiscal Virtue, Growth Be Damned: Budget 2026 Misses A World In Flux
The Budget prioritised fiscal discipline over investment appeal, cutting the deficit to 4.3%, but markets reacted sharply, sliding 1,100 points.
Budget 2026 Draws Mixed Reactions: Growth Push Welcomed, Sectoral Gaps Flagged
Industry welcomes Budget 2026’s growth push and fiscal discipline, but flags gaps in jobs, housing and higher market participation costs.
Budget 2026 Highlights: Sitharaman Courts Big Tech, Deepens Chip Push
Sitharaman’s ninth Budget backed tech with tax breaks, curbed F&O via higher STT, but disappointed markets and neglected jobs, agriculture.
