Overview
- Investors are focused on the FY27 fiscal deficit target and gross borrowing plan, with the Centre’s FY26 goal set at 4.4% of GDP and consolidation credibility in view.
- Industry surveys urge a Make in India push through cheaper long-term capital, wider PLI coverage, rationalised customs, simpler compliance, and MSME credit using GST and e-invoice data.
- AI leaders seek a national compute credit programme, large shared compute centres, data-centre status with assured green power, and clearer tax and data rules to accelerate adoption.
- Real estate asks include raising the affordable housing price cap, reviving Section 80-IBA, formalising senior living, strengthening rental housing policy, and funding last‑mile urban infrastructure.
- Healthcare and education voices call for policy depth, including movement toward 5% of GDP health spending with GST and customs fixes and domestic medtech manufacturing, plus skills-embedded higher education and AI-linked labs beyond metros.