The Economic Survey 2025-26, tabled by Finance Minister Nirmala Sitharaman on Thursday in the Lok Sabha, has a total of 16 chapters. (Photo: AI-generated image)
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News1829-01-2026, 17:45

Economic Survey 2025-26: India Reframes Economic Risks Amid Global Uncertainty

  • The 2025-26 Economic Survey shifts focus, treating external pressure as a binding macroeconomic constraint, even with strong internal fundamentals, reflecting changing globalization dynamics.
  • India's macro position is stable with over 7% GDP growth, CPI near 4% target, declining fiscal deficit, and over $640 billion in forex reserves.
  • The Survey highlights a structural break where external prices are driven by global uncertainty, weakening traditional emerging-market stabilization frameworks.
  • It emphasizes long-term competitiveness and strategic resilience, advocating for application-specific AI models and cost-discipline in manufacturing over incentives.
  • The Survey proposes six propositions for navigating persistent external pressure, focusing on state capacity, predictability, and administrative competence as key to resilience.

Why It Matters: The Economic Survey 2025-26 redefines India's economic strategy, prioritizing resilience against persistent global uncertainties.

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