Why are retail investors pouring money into select funds at stretched valuations, and why are fund managers so silent about the risks investors are taking in pursuit of returns? by Vivek Kaul, BasisPo...

How precision warfare, Saudi vulnerability and new regional alignments are changing the balance of power in the Red Sea by Lt Gen Syed Ata Hasnain (Retd), BasisPointInsight.com

The RBI’s $143 billion swap mobilisation has failed to ease rupee pressure. Fresh currency controls reveal the limits of debt-funded reserves by Dhananjay Sinha, BasisPointInsight.com

Durga pooled her powers, Delhi’s youth took to the streets, and the RBI hiked. Why every act of progress is a leap of faith, even a 25 bps one. by Phynix , BasisPointInsight.com

Rigid rate guidance risks constraining monetary policy, while clearer communication on exchange rates can steady markets. by Ashima Goyal, BasisPointInsight.com

With the world now in a permacrisis, monetary policy needs a new operating paradigm, as the RBI may not be dealing with textbook supply shocks. by Abheek Barua, BasisPointInsight.com

When memories of easy gains meet months of stagnation, can investors distinguish a market in crisis from one that is simply testing their patience? by Vivek Kaul, BasisPointInsight.com

Why are record corporate profits failing to translate into new factories, and can consumption sustain growth when workers receive a shrinking share of the value they help to create? by Arvind Mayaram,...

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With price pressures broadening and growth holding up, attention turns to liquidity and expectations. How will oil, the rupee and global yields shape the decisions still to come? by Radhika Piplani, B...

Inflation pressures are rising and resilient growth provides the RBI with the space to respond. However, the path ahead remains conditional. by Sakshi Gupta, BasisPointInsight.com

As growth meets its limits, the deeper questions are about confidence, credibility and whether institutions can turn policy intent into lasting economic outcomes. by Phynix , BasisPointInsight.com

Monetary policy transmission begins instantly in money markets, but frictions across rates, bonds and bank credit weaken its speed and strength. by Michael Debabrata Patra, BasisPointInsight.com

The threat to India’s narrow gateway to the Northeast is changing. Can disruption achieve what an army once threatened—and is the country prepared for a crisis without a frontline? by Lt Gen Syed Ata Hasnain (Retd), BasisPointInsight.com

Resilient growth and rising inflation make the case for RBI rate hikes, but draining surplus liquidity will be key to making tighter policy work. by Shubhada Rao, Vivek Kumar, and Yuvika Singhal, Basi...

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A timely rate hike will allow the RBI to avoid bigger hikes that are disorderly and hurt growth, with 3–4 hikes needed to achieve neutral monetary policy settings. by Abhishek Upadhyay, BasisPointInsi...

Financial technology is accelerating global integration, while geopolitical tensions are driving fragmentation. How will these opposing forces reshape finance over the next five years? by Mohamed A. ...

Trade, debt, monetary policy, energy, manufacturing and technology reveal the pressures reshaping India's economy. by Phynix , BasisPointInsight.com

India’s export revival has produced two unlikely reversals: refined petroleum flowing to Russia and Gujarat Hilsa finding its way to Bangladesh. by Michael Debabrata Patra, BasisPointInsight.com

India’s strategic autonomy is being tested as the US, China and Russia pursue overlapping interests, forcing New Delhi to balance partnerships without losing room to manoeuvre. by Lt Gen Syed Ata Hasn...

Bond yields, gold loans, MSME credit, UPI, Tata Sons, trade and AI reveal the tensions beneath India’s next phase of growth. by Phynix , BasisPointInsight.com

Record reserves have not lifted the rupee, and the RBI's FCNR(B) window has left a liquidity surplus and a repayment schedule to be managed. Emergency windows should run on rules fixed before they ope...

India and China are bound by trade, divided by suspicion and shaped by history. As Modi and Xi test a fragile reset, can coexistence beat confrontation? by Phynix , BasisPointInsight.com

India’s place in BRICS is about strategic autonomy: shaping the group from within, balancing China and preserving room to work with the US, Russia and Global South. by Lt Gen Syed Ata Hasnain (Retd), ...

India’s GDP row exposes a deeper trust deficit. Restoring credibility requires transparent methods, consistent surveys and accountable revisions. by Arvind Mayaram, BasisPointInsight.com

Terrorism has lost territory but not its ecosystems, as weak states, new technologies and dispersed networks keep the threat alive. by Lt Gen Syed Ata Hasnain (Retd), BasisPointInsight.com

India’s 7.8% GDP growth has reignited debate over data, jobs and investment. The real question is whether headline growth is translating into better lives. by Phynix , BasisPointInsight.com

From Kargil to hybrid warfare, national resilience is the ability to absorb shocks, recover quickly and retain the freedom to act when deterrence fails. by Lt Gen Syed Ata Hasnain (Retd), BasisPointIn...

Administrative data is giving policymakers a clearer view of what works in trade facilitation, where delays persist and what needs to change. by Vijay Chauhan , BasisPointInsight.com

States are showering data centres with subsidies, but have no framework to secure fair returns for communities providing land, power and water. by Sharmila Chavaly, BasisPointInsight.com

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Technology is lowering optimal production scales, giving Indian firms new opportunities in manufacturing, green energy, and innovation. by Ashima Goyal, BasisPointInsight.com

Come 2027 and five states will test whether the BJP’s exuberance after the West Bengal and Assam results will continue, or is the youth ready to reshape the political landscape of the country. by Amit...

India’s 7.8% growth beat forecasts, but weak jobs, private investment, net FDI and a softer rupee raise questions over how durable and broad-based the expansion is. by Arvind Mayaram, BasisPointInsigh...

From glacier collapses to debris flows, Himalayan disasters are exposing cascading hazards that demand better surveillance, warning systems and preparedness. by Lt Gen Syed Ata Hasnain (Retd), BasisPo...

From the Strait of Hormuz to the closing auction, India’s modern epic is a tale of resilience, hubris, and the art of navigating chaos. by Phynix , BasisPointInsight.com

Indonesia offers an important lesson for emerging economies: the challenge is not a shortage of capital, but a shortage of financing architectures capable of deploying capital repeatedly. by Arvind Ma...

Michael Patra explains how the RBI manages liquidity, from sterilisation and CRR operations to forecasting and the LAF corridor’s role in transmission. by Michael Debabrata Patra, BasisPointInsight.co...

US Treasury Secretary Scott Bessent has justified his intervention in currency and bond markets by arguing that they are not providing a fair signal of economic fundamentals. But they are, and Bessent...

After only a few months in office, the chair of the US Federal Reserve has left market participants disoriented and confused. His first address to the annual monetary-policy symposium in Jackson Hole ...

Simultaneous elections from 2029 could reshape federalism. Evidence suggests regional parties, not national ones, may emerge as genuine beneficiaries. by Amitabh Tiwari, BasisPointInsight.com