In a surprising move that caught many market watchers off guard, President Donald Trump pulled back the imposition of reciprocal tariffs on all countries except China. Conventional wisdom might suggest that a sell-off in the stock market was the trigger. However the real reason is a dramatic sell-off in US government bonds was the real catalyst—a signal too ominous to ignore.
As global economies grapple with rising debt and policy uncertainty, India’s steady hand on fiscal discipline stands out. In a world where the U.S. continues to borrow from tomorrow to fund today, discerning investors are shifting focus to markets with clarity and conviction. This article explores why India isn’t just surviving the global financial storm—it’s quietly positioning itself to thrive.
When people think about taxes in India, they often focus on those applied to salary or business income. While most are aware of tax slabs and exemptions, investment-related taxes are frequently overlooked.
Budget 2025 drives consumption with personal income tax cuts & indirect tax reductions. Income tax changes will return Rs 1 lakh crore to taxpayers in FY26, though the effective gain may be slightly lower. Indirect tax cuts, like reduced customs duties on mobile phone inputs, are set to spur spending and premiumization.
The Ministry of Statistics and Programme Implementation (MOSPI) recently released the first advance estimate for FY25 GDP growth, pegging it at 6.4%. While this signals a deceleration compared to recent years, much of the slowdown is reflective of the first half of the financial year.