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Sitharaman Flags Fuel, Fertiliser and Forex as Key External Risks and Signals Openness on Capital‑Gains Taxes

Her remarks position targeted support for MSMEs and exporters alongside talks with investors to shore up markets as oil-driven price swings pressure foreign exchange and fund flows.

Overview

  • Finance Minister Nirmala Sitharaman said on Monday that rising and volatile prices for crude oil, fertiliser and gold are putting pressure on India’s foreign exchange outgo and business working capital.
  • She defended the Centre’s earlier cut to central excise on petrol and diesel that cost roughly ₹1 lakh crore and described the government’s policy response as calibrated to support MSMEs, exporters and stressed sectors.
  • Sitharaman said the government is willing to listen to investors on Long-Term and Short-Term Capital Gains taxation as a way to address weak equity participation and large foreign portfolio investor outflows.
  • Markets moved with oil swings after her comments, with a drop in crude prompting a short equity rebound even as FPIs have shown heavy net selling and the rupee remains under pressure.
  • The opposition pressed a different point on Tuesday, calling for action on falling private investment and arguing that deeper confidence and investment weaknesses need policy fixes beyond external‑shock relief.