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2026-01-31 10:09:12| The Economic Times

Market expert Sunil Subramaniam anticipates Budget 2026 could be a positive trigger amid weak equity sentiment, driven by reform-led optimism. He suggests AI-focused initiatives and support for private capex, including expanding PLI schemes and public sector bank financing, could attract foreign capital and boost the economy.

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2026-01-31 10:07:04| The Economic Times

The India-EU Free Trade Agreement offers significant preferential market access, boosting Indian industries like Capital Goods, Engineering, Metals, and IT. While some sectors see neutral impacts, smaller labour-intensive segments and defense stand to gain from duty elimination and expanded export horizons. This pact reconfigures competitive structures, fostering export growth and value-chain participation.

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2026-01-31 10:03:14| The Economic Times

Investors eye the Union Budget 2026 for policy direction amidst global uncertainty. Tata Asset Management's CIO Rahul Singh anticipates a focus on capital expenditure and customs duty rationalisation, with limited room for fiscal stimulus. He notes a decline in India's valuation premium, making it more attractive for emerging market flows.

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