Arun Ramamurthy, Co-founder, Staywell.Health.
The Indian Government intends to increase investment in its biopharma sector through various initiatives such as the Biopharma, Shakti’ fund (which is Rs. 10,000 crore) along with improving the affordability of medicines used in treating chronic diseases. This investment will serve to lower healthcare costs over time. Investing more in preventive care, traditional health care modalities (Ayurveda and Yoga) and increasing the total number of places of care will change the focus of healthcare from being solely reactively treated too much more integratively-treat/ integrated wellness based over a long time frame – ultimately decreasing stress on the existing healthcare delivery system/infrastructure and improving health risk outcomes throughout the overall healthcare insurance delivery system.
Deepak verma, Head of Business, Pacecourt
The Khelo India Mission, now extended for a further 10 years, is a much-needed initiative that understands sports as a long-term national infrastructure and not merely an activity that takes place through events. As India readies itself for a long-term sports infrastructure build-out in schools, developments, and public spaces, and as it prepares for the Commonwealth Games in the next decade, the need to shift the focus from short-term build-out to the long-term design of these infrastructure assets is essential. Long-term, standardized, and climate-resilient sports surfaces are critical to ensuring that public investments are channeled into sports infrastructure that remains safe, playable, and functional over a period of high usage. The success of this mission will not only be measured by the number of courts constructed but also by the quality of these courts that can withstand the test of time .
Prashant Mishra, Founder and CEO, Agnam Advisors
Union Budget 2026 focuses on growth through higher spending on infrastructure, manufacturing and jobs, while still aiming to gradually reduce the fiscal deficit. Lower customs duties on EVs, electronics and essential medicines, along with new support for MSMEs, startups and urban infrastructure, are positive for the economy and for sectors like manufacturing, financials and domestic businesses. However, large government borrowing and global uncertainty have kept markets volatile, showing that actual execution and company earnings matter more than budget headlines. On the tax front, the government has largely kept the new tax system unchanged, with some relief through easier TDS/TCS rules and higher limits for rent, remittances and senior citizens, but without major rate cuts. Overall, the budget supports India’s medium-term growth story and reinforces the need for disciplined investing, diversification and tax efficiency rather than quick portfolio changes based only on budget-day reactions.