Budget 2026 pushes for dedicated REITs to recycle CPSE land assets: Here’s what it means for investors

Budget 2026 has proposed accelerating the ‘recycling’ of real estate assets owned by central public sector enterprises (CPSEs) by creating dedicated Real Estate Investment Trusts (REITs). In her Budget speech on 1 February, Finance Minister Nirmala Sitharaman said that REITs have emerged as a successful tool for asset monetisation and that the government plans to…

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Will the Budget 2026’s tax gambit result in an AI infrastructure boom?

Ashwini Vaishnaw, India’s IT minister, said India could attract over $200 billion in data-centre investments over the years. Addressing a press conference at a 3DExperience World event in Houston, Nvidia chief executive Jensen Huang said data centres could generate huge upstream and downstream employment in India, just the way the internet did. However, execution is…

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