Talkings Heads
Small policy moves for the bond market really with the market-making framework will enhance liquidity in the secondary market and introduction of bond indices will bring in more transparency for pricing and hedging credit risk. Big boost for municipal bond issuance with incentive for issuance raised to `100cr. Streamlining the process of 15G/15H TDS exemption forms by individuals will make things easier for retail bond investors. All eyes now on RBI policy later in the week to address bond market concerns.
Vishal Goenka, Co-Founder of IndiaBonds.com
The Government appears to be walking a fine line between driving growth and maintaining macroeconomic stability, gradually tapering support while safeguarding capital expenditure. Markets have welcomed this measured approach. Market expects RBI liquidity support to keep bond yields in check. Overall, this budget balances growth oriented spending with fiscal prudence, reflecting a strategy likely to sustain investor confidence and market stability.
Amit Modani, Senior Fund Manager, Lead — Fixed Income, Shriram AMC
The Union Budget 2026 reinforces India's position as one of the most compelling long-term investment destinations globally. The Government’s sustained commitment to infrastructure-led economic growth with increase in capital expenditure to a record `12.2 lakh crore, alongside the proposed Infrastructure Risk Guarantee Fund, meaningfully improves project viability, enhances risk-sharing, and will further mobilises long-duration institutional capital. Overall, the Budget strengthens the investability of India's real asset ecosystem across infrastructure, energy, digital assets, and commercial real estate, creating durable opportunities for long-term capital aligned with the country's growth ambitions.
Subahoo Chordia, CEO, EAAA Alternatives.
The recent Budget announcements are a defining step forward for the electric vehicle industry in India. At MaxVolt Energy, we are pleased to see the government's continued support for the EV manufacturing industry and related infrastructure development, which will help to drive the industry forward and solidify India’s position as a leader in the global sustainable mobility space.
Mr Bhuvneshwar Pal Singh, Co-Founder and CFO MaxVolt Energy Industries Limited
