The recently announced interim trade arrangement between India and the United States is as a strategic framework that blends tariff relief, technology access, energy alignment, and geopolitical signalling into a single evolving partnership.
Trade Deal Announced: The Sentiment Jolt Indian Markets Were Waiting For
There is a huge disconnect between India’s macro fundamentals and market pricing. Equities have fallen, bond yields have risen on supply concerns, and the currency is trading near historic lows. Our macro fundamentals, however, tell a completely different picture.
6 Questions Investors Should Ask Before Reacting To Budget 2026 Announcements
The Indian economy is at a critical crossroads as the Union Budget 2026-2027 draws near. Although infrastructure has been updated under the “Capex-first” approach of recent years, a new macroeconomic problem has surfaced: muted nominal growth. The mandate for fiscal policy is reflation for the first time in recent cycles. The upcoming Budget is anticipated to strike a balance between its emphasis on infrastructure and a notable shift toward consumer assistance in order to help the economy return to an optimal inflation level of 4%.
Budget 2026: Stability Preserved, Demand Support Still Absent
The Union Budget 2026 adopts a cautious and conservative stance at a time when demand conditions remain weak and inflation is unusually low. While the Budget avoids policy disruption and maintains fiscal discipline, it does little to stimulate consumption or provide a near-term growth impulse, despite clear macroeconomic space to do so.
Arun Patel Shares Key Perspectives on Union Budget 2026 | CNBC-TV18 & Mint
Arun Patel, Founder & Partner at Arunasset Investment Services, has been featured in recent Budget 2026 coverage by Mint and CNBC-TV18, sharing his views on the upcoming Union Budget and the need to balance demand support with fiscal discipline.