So, scene ye hai ki duniya bhar se aur apne NRIs se paisa India mein laane ke liye sarkaar ne bade offers diye hain. Ye sab isliye taaki global economy mein jo thodi gadbad chal rahi hai, uske beech India mein investment banta rahe.
Sabse pehle, data centers ke liye tax holiday 2047 tak extend kar di gayi hai! Matlab, ekdum long term play. Aur jo foreign companies India mein capital goods ya equipment supply karengi, unko bhi 5 saal ki tax holiday milegi. Ye dikhata hai ki India apni manufacturing supply chain ko strong karna chahta hai.
Ab baat karte hain apne NRI bhaiyon ki. Unke liye investment limit double kar di gayi hai. Ab woh individual listed companies mein 10% tak stake le sakte hain (pehla 5% tha) aur sab milakar, jitne bhi PROIs (matlab NRIs, etc.) hain, unki total limit 24% ho gayi hai (pehla 10% tha). Ye sab Portfolio Investment Scheme ke through hoga. Isse FPIs ke outflows ko counter karne mein help milegi. Aur haan, foreign experts ko unki global income par bhi koi tax nahi lagega aur non-residents ke liye Minimum Alternate Tax (MAT) exemption bhi hai. Full welcome!
Lekin ek twist hai! Budget wale din, February 1, 2026 ko, jab ye announcements ho rahe the, market mein thodi tezi ki jagah giraavat dikhi. Nifty50 aur BSE Sensex dono neeche aaye. Iska reason tha ki derivatives par Securities Transaction Tax (STT) badha diya gaya hai, jisase trading karne walo ka cost badh gaya. Ye short term reaction hai, long term benefits abhi dikhenge.
Ab thoda deep dive karte hain. Economy ki baat karein toh India ka GDP growth 7.4% rehne ka estimate hai FY26 ke liye, aur FY27 ke liye 6.8-7.2% ke beech. S&P ne bhi India ki rating ko BBB tak upgrade kar diya hai, matlab economy stable hai. Lekin, dollar ke comparison mein Indian Rupee thoda weak hua hai. Pura 2025 mein, FPIs ne Indian equities se lagbhag $19 billion nikaal liye the. Is situation mein ye measures important hain.
India ab China ko ek solid alternative banne ki koshish kar raha hai. Especially data centers mein. Is sector ka market 2031 tak $25.07 billion tak pahunchne ka target hai. Aur GIFT City ko bhi global financial hub banane par zor hai, wahan 500 se zyada financial entities aa chuki hain.
Toh overall, Budget ka plan ye hai ki ye sab tax benefits aur ease of doing business se long term tak acha khasa foreign capital India mein aaye aur economy ko support mile. STT hike ka short term impact shayad rahega, par government ka focus abhi global investors ko attract karne par hai.