Fitch Ratings: ‘Indian earnings likely to improve in FY27, but US tariff cloud remains’ | Business News

3 min readMumbaiJan 21, 2026 03:56 AM IST The financial performance of Indian corporates is expected to improve in FY27, with their credit metrics seen relatively stable, according to ratings agency Fitch Ratings. Writing in a note on Tuesday, Fitch analysts said that higher revenues and improved earnings before interest, taxes, depreciation, and amortisation (EBITDA)…

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UPI-like AI, credit-based fellowship for kids, caution for IT: Economic Survey on AI | Business News

In a departure from global AI development trends, the Economic Survey 2025-26 has proposed creating an ‘AI-OS’ initiative where the government acts as a monetary shareholder in AI infrastructure, similar to how UPI and Aadhaar function as public goods. The Survey has also called for India to focus on sector-specific AI applications rather than pursuing…

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Economic Survey 2025-26: ‘Economic sobriety’ while ‘running the sprint and marathon together’ | Business News

5 min readUpdated: Jan 30, 2026 05:11 PM IST We must acknowledge the breadth and candid presentation of the state of the economy presented in the Economic Survey 2025-26. It introduces two interesting phrases that summarise the challenges facing India and the Indian monetary and fiscal authorities. The first phrase is ‘strategic sobriety’. The Survey…

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New debt-GDP fiscal anchor will likely open space for higher capex | Business News

THE CENTRE’S fiscal arithmetic is set to see a significant transition with the operational target for fiscal consolidation moving to debt-to-GDP ratio instead of fiscal deficit as Finance Minister Nirmala Sitharaman will present her ninth consecutive Budget on Sunday. While the government had stated its intent to shift to the new fiscal guidance metric, the…

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US import duties on Indian solar panels may hit domestic OEMs | Business News

The US’ decision to impose preliminary countervailing duties (CVD) of 126% on solar imports from India comes at a critical juncture. The country’s solar module manufacturing capacity has expanded rapidly and now exceeds 140 gigawatts (GW) per annum. Industry experts warn that restricted access to export markets such as the US could intensify pricing pressures within…

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