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Basispoint Insight

@basispointinsight.bsky.social
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Thought-provoking insights on the #economy & #markets | Deep research, actionable analysis.

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Basispoint Insight @basispointinsight.bsky.social · 6h
7/7 Read Vivek Kaul’s column for BasisPoint Insight: “As Long as Retail Investors Stay in La-La Land, It’s Always Summer for OPM Wallahs.” #BasisPointInsight
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BasisPointInsight.com - As Long as Retail Investors Stay in La-La Land, It’s Always Summer for OPM Wallahs by Vivek Kaul
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...
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Basispoint Insight @basispointinsight.bsky.social · 6h
6/7 As long as investors keep paying up for excitement and recent performance, the money will keep flowing. But when sentiment changes, so can the weather. #IndiaMarkets
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BasisPointInsight.com - As Long as Retail Investors Stay in La-La Land, It’s Always Summer for OPM Wallahs by Vivek Kaul
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...
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Basispoint Insight @basispointinsight.bsky.social · 6h
5/7 Kaul’s larger question is for the managers of other people’s money — the “OPM wallahs”. Why is there so much enthusiasm around supposedly cheaper large caps, but so little warning about the risks retail investors are taking in small caps, mid caps and thematic funds? #Valuations
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BasisPointInsight.com - As Long as Retail Investors Stay in La-La Land, It’s Always Summer for OPM Wallahs by Vivek Kaul
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...
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Basispoint Insight @basispointinsight.bsky.social · 6h
4/7 At the same time, small-cap valuations remain demanding. The index was trading at a price-to-earnings ratio of 33.5 on October 12, close to the 34.7 level seen near its December 2024 peak. #RetailInvestors
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BasisPointInsight.com - As Long as Retail Investors Stay in La-La Land, It’s Always Summer for OPM Wallahs by Vivek Kaul
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...
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Basispoint Insight @basispointinsight.bsky.social · 6h
3/7 Why? Vivek Kaul argues that investors may be chasing past performance rather than future value. The BSE SmallCap Index rose 29.1% between end-March and end-June 2026. Since then, money has continued to pour in even as the index has gained only about 2% through October 12. #Markets
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BasisPointInsight.com - As Long as Retail Investors Stay in La-La Land, It’s Always Summer for OPM Wallahs by Vivek Kaul
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...
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Basispoint Insight @basispointinsight.bsky.social · 6h
2/7 In September 2026 alone, small-cap schemes saw net inflows of ₹90.4 billion, compared with just ₹8.6 billion for large-cap funds. Between April and September, small-cap funds attracted ₹422.1 billion — nearly 10 times the amount that went into large-cap schemes. #SmallCaps
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BasisPointInsight.com - As Long as Retail Investors Stay in La-La Land, It’s Always Summer for OPM Wallahs by Vivek Kaul
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...
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Basispoint Insight @basispointinsight.bsky.social · 6h
1/7 Retail investors are pouring money into small-cap mutual funds just as valuations remain stretched. #Investing #MutualFunds
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BasisPointInsight.com - As Long as Retail Investors Stay in La-La Land, It’s Always Summer for OPM Wallahs by Vivek Kaul
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...
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Basispoint Insight @basispointinsight.bsky.social · 13h
8/8 Lt Gen Syed Ata Hasnain examines how Houthi military capability, Saudi vulnerability and changing regional alignments are reshaping the security balance in the Red Sea. Read the full column ‘The Houthis Are No Longer Just Iran's Proxies’. #MaritimeSecurity
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BasisPointInsight.com - The Houthis Are No Longer Just Iran's Proxies by Lt Gen Syed Ata Hasnain (Retd)
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
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Basispoint Insight @basispointinsight.bsky.social · 13h
6/8 Pakistan and Turkey also face choices over how far political solidarity with Saudi Arabia should translate into military cooperation. #Geopolitics
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BasisPointInsight.com - The Houthis Are No Longer Just Iran's Proxies by Lt Gen Syed Ata Hasnain (Retd)
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
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Basispoint Insight @basispointinsight.bsky.social · 13h
5/8 For Iran, the challenge is different: preserving strategic leverage while retaining some control over escalation. The Houthis may now have enough operational autonomy to pursue objectives that do not always align neatly with Tehran’s. #Iran
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BasisPointInsight.com - The Houthis Are No Longer Just Iran's Proxies by Lt Gen Syed Ata Hasnain (Retd)
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
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Basispoint Insight @basispointinsight.bsky.social · 13h
4/8 This also creates a difficult question for Saudi Arabia, writes Lt Gen Syed Ata Hasnain, the Governor of Bihar and Former Commander of India's Srinagar-based Chinar Corps. Riyadh must restore deterrence without being drawn back into another open-ended war in Yemen. #SaudiArabia
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BasisPointInsight.com - The Houthis Are No Longer Just Iran's Proxies by Lt Gen Syed Ata Hasnain (Retd)
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
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Basispoint Insight @basispointinsight.bsky.social · 13h
3/8 The cost is not measured only in physical damage. Repeated threats can disrupt aviation, raise insurance costs, unsettle energy markets and force expensive defensive deployments. #Houthis
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BasisPointInsight.com - The Houthis Are No Longer Just Iran's Proxies by Lt Gen Syed Ata Hasnain (Retd)
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
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Basispoint Insight @basispointinsight.bsky.social · 13h
2/8 Their growing use of missiles and drones shows how precision warfare is changing the balance between stronger states and comparatively weaker actors. #RedSea
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BasisPointInsight.com - The Houthis Are No Longer Just Iran's Proxies by Lt Gen Syed Ata Hasnain (Retd)
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
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Basispoint Insight @basispointinsight.bsky.social · 13h
1/8 The Houthis are no longer just Iran’s proxies. What began as a localised insurgency in Yemen has evolved into a force capable of disrupting global shipping, threatening Saudi infrastructure and influencing the strategic calculations of major regional powers. #MiddleEast
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BasisPointInsight.com - The Houthis Are No Longer Just Iran's Proxies by Lt Gen Syed Ata Hasnain (Retd)
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
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Basispoint Insight @basispointinsight.bsky.social · 13/10/2026
5/5 Borrowed reserves can buy time, but cannot indefinitely finance the gap between India's growth ambitions and its capacity to attract sustainable foreign capital. #DollarFlows #IndiaEconomy
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BasisPointInsight.com - RBI’s FX Barricades Expose the Limits of Borrowed Stability by Dhananjay Sinha
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
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Basispoint Insight @basispointinsight.bsky.social · 13/10/2026
4/5 In his piece “RBI’s FX Barricades Expose the Limits of Borrowed Stability”, Dhananjay Sinha argues that the $143 billion mobilisation was intended to provide stability. The return to currency controls so soon afterwards suggests that the underlying external imbalance remains unresolved. #RBI
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BasisPointInsight.com - RBI’s FX Barricades Expose the Limits of Borrowed Stability by Dhananjay Sinha
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
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Basispoint Insight @basispointinsight.bsky.social · 13/10/2026
3/5 They may contain volatility temporarily, but their reappearance is difficult to reconcile with the narrative of an economy growing at around 8%. #Rupee
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BasisPointInsight.com - RBI’s FX Barricades Expose the Limits of Borrowed Stability by Dhananjay Sinha
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
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Basispoint Insight @basispointinsight.bsky.social · 13/10/2026
2/5 Administrative restrictions, higher costs on derivative positions, and tighter banking-system liquidity all resemble the defensive interventions deployed during the Asian financial crisis of 1997–98, the rupee slump of 2011–12 and the taper tantrum of 2013. #Forex
basispointinsight.com
BasisPointInsight.com - RBI’s FX Barricades Expose the Limits of Borrowed Stability by Dhananjay Sinha
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
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Basispoint Insight @basispointinsight.bsky.social · 13/10/2026
1/5 The Reserve Bank of India is on a war footing. And this time, it is protecting the rupee. #CurrencyIntervention
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BasisPointInsight.com - RBI’s FX Barricades Expose the Limits of Borrowed Stability by Dhananjay Sinha
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
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Basispoint Insight @basispointinsight.bsky.social · 12/10/2026
3/3 These are just a few of the week’s big themes. Check out the BasisPoint Insight newsletter for the full coverage👇 #Economy #Markets #FIIs
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BasisPointInsight.com - Ten Arms, One Leap: Why Humans Keep Betting on a Better Tomorrow by Phynix
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
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Basispoint Insight @basispointinsight.bsky.social · 12/10/2026
2/3 Across markets, regulation and public life, one theme connects the dots: institutions, investors and citizens must act before certainty arrives. #RBI #MPC #Inflation
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BasisPointInsight.com - Ten Arms, One Leap: Why Humans Keep Betting on a Better Tomorrow by Phynix
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
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Basispoint Insight @basispointinsight.bsky.social · 12/10/2026
1/3 Ten Arms, One Leap: Why Humans Keep Betting on a Better Tomorrow In the week gone by, a 25 bps RBI hike signalled a shift in the inflation battle. The rupee tested new lows, foreign investors continued to retreat, and questions mounted over manufacturing, wages and India’s growth ambitions.
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BasisPointInsight.com - Ten Arms, One Leap: Why Humans Keep Betting on a Better Tomorrow by Phynix
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
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Basispoint Insight @basispointinsight.bsky.social · 12/10/2026
6/6 Abheek joins BasisPoint Insight today to discuss these dilemmas and what they mean for the RBI's next moves. Listen to the conversation.👇
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Basispoint Insight @basispointinsight.bsky.social · 12/10/2026
5/6 In his latest column for BasisPoint Insight, abheek barua, former Chief Economist of HDFC Bank and now a faculty member at Ashoka University, argues that monetary policy may need an entirely new operating paradigm. #India
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Basispoint Insight @basispointinsight.bsky.social · 12/10/2026
4/6 And what happens when these disruptions push prices higher while simultaneously hurting production, investment and demand? Can raising interest rates solve that problem, or does it risk making matters worse? #Economy⁠⁠
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Basispoint Insight @basispointinsight.bsky.social · 12/10/2026
2/6 For decades, central banks have distinguished between temporary supply shocks, which they could largely look through, and demand-driven inflation, which they could address through interest rates. #RBI⁠ ⁠
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Basispoint Insight @basispointinsight.bsky.social · 12/10/2026
1/6 The Reserve Bank of India has just raised interest rates and shifted its monetary policy stance to calibrated tightening. But is the central bank confronting an inflation problem that conventional monetary policy is no longer equipped to handle? #MonetaryPolicy⁠
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Basispoint Insight @basispointinsight.bsky.social · 12/10/2026
6/6 A clear commitment to act against persistent currency misalignment, she argues, can offer useful guidance while leaving room to respond to changing conditions. Read The Dangers and Benefits of Forward Guidance by Ashima Goyal. 👇
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BasisPointInsight.com - The Dangers and Benefits of Forward Guidance by Ashima Goyal
Rigid rate guidance risks constraining monetary policy, while clearer communication on exchange rates can steady markets. by Ashima Goyal, BasisPointInsight.com
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Basispoint Insight @basispointinsight.bsky.social · 12/10/2026
4/6 Clearer communication about the role of the rupee in policy could help markets understand the RBI’s intentions without promising a specific rate or exchange-rate level. #CurrencyMarkets
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BasisPointInsight.com - The Dangers and Benefits of Forward Guidance by Ashima Goyal
Rigid rate guidance risks constraining monetary policy, while clearer communication on exchange rates can steady markets. by Ashima Goyal, BasisPointInsight.com
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Basispoint Insight @basispointinsight.bsky.social · 12/10/2026
3/6 There is another way to guide markets: explain the reaction function. In emerging economies, exchange rates can overshoot when global risk shifts, and the RBI has tools beyond the repo rate to respond. #ForwardGuidance
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BasisPointInsight.com - The Dangers and Benefits of Forward Guidance by Ashima Goyal
Rigid rate guidance risks constraining monetary policy, while clearer communication on exchange rates can steady markets. by Ashima Goyal, BasisPointInsight.com
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Basispoint Insight @basispointinsight.bsky.social · 12/10/2026
2/6 But former MPC member Ashima Goyal argues that committing to a particular interest-rate path can constrain policy if the data change. A central bank may then face a choice between adjusting rates as conditions require and sticking to guidance that no longer fits. #RBI
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BasisPointInsight.com - The Dangers and Benefits of Forward Guidance by Ashima Goyal
Rigid rate guidance risks constraining monetary policy, while clearer communication on exchange rates can steady markets. by Ashima Goyal, BasisPointInsight.com
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Basispoint Insight @basispointinsight.bsky.social · 12/10/2026
1/6 Can forward guidance help markets without tying a central bank’s hands? The RBI’s shift to “calibrated tightening” has been read by markets as a signal that a rate-hiking cycle is beginning. #MonetaryPolicy
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BasisPointInsight.com - The Dangers and Benefits of Forward Guidance by Ashima Goyal
Rigid rate guidance risks constraining monetary policy, while clearer communication on exchange rates can steady markets. by Ashima Goyal, BasisPointInsight.com
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Basispoint Insight @basispointinsight.bsky.social · 12/10/2026
4/4 How should monetary policy respond when inflation rises even as supply constraints weaken output? Read Abheek Barua’s column: Does Monetary Policy Need a New Paradigm? 👇 #Economy #India
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BasisPointInsight.com - Does Monetary Policy Need a New Paradigm? by Abheek Barua
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
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Basispoint Insight @basispointinsight.bsky.social · 12/10/2026
3/4 In his latest column, Abheek Barua, former Chief Economist of HDFC Bank, asks whether the RBI’s inflation target and reaction function need to account for this new reality. #Inflation
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BasisPointInsight.com - Does Monetary Policy Need a New Paradigm? by Abheek Barua
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
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Basispoint Insight @basispointinsight.bsky.social · 12/10/2026
2/4 When these shocks persist, they can raise inflation expectations, encourage precautionary stockpiling and weigh on output and demand—complicating the choices facing central banks. #RBI
basispointinsight.com
BasisPointInsight.com - Does Monetary Policy Need a New Paradigm? by Abheek Barua
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
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Basispoint Insight @basispointinsight.bsky.social · 12/10/2026
1/4 Can monetary policy keep treating supply shocks as temporary? Climate events, geopolitical conflict and restrictions on critical inputs are creating repeated disruptions. #MonetaryPolicy
basispointinsight.com
BasisPointInsight.com - Does Monetary Policy Need a New Paradigm? by Abheek Barua
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
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Basispoint Insight @basispointinsight.bsky.social · 08/10/2026
4/4 His argument: investors may be facing a “time correction”, with patience tested by a long wait for returns. How much of today’s gloom reflects market conditions—and how much reflects memories of easy gains? Read Vivek Kaul’s column on BasisPoint Insight. #BasisPointInsight
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BasisPointInsight.com - If This is a Bear Market, I Am Amitabh Bachchan by Vivek Kaul
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
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Basispoint Insight @basispointinsight.bsky.social · 08/10/2026
3/4 In “If This Is a Bear Market, I Am Amitabh Bachchan”, Vivek Kaul examines historical market falls, persistent SIP inflows and the risks in smallcap and midcap valuations. #Investing
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BasisPointInsight.com - If This is a Bear Market, I Am Amitabh Bachchan by Vivek Kaul
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
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Basispoint Insight @basispointinsight.bsky.social · 08/10/2026
2/4 For investors accustomed to quick gains, months of stagnation can feel like a crash—even when the numbers tell a different story. #StockMarkets
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BasisPointInsight.com - If This is a Bear Market, I Am Amitabh Bachchan by Vivek Kaul
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
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Basispoint Insight @basispointinsight.bsky.social · 08/10/2026
1/4 Does a market become a bear market simply because it feels like one? More than two years after its peak, the Sensex has endured a prolonged but relatively shallow decline. #Sensex
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BasisPointInsight.com - If This is a Bear Market, I Am Amitabh Bachchan by Vivek Kaul
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
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Basispoint Insight @basispointinsight.bsky.social · 08/10/2026
3/3 He examines what foreign investors’ shift away from consumption stocks reveals about India’s growth—and why stronger wages could matter for both investment and capital flows. Read Arvind Mayaram's column on BasisPoint Insight. 👇 #ForeignInvestment #BasisPointInsight
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BasisPointInsight.com - India's Foreign Capital Exodus: A Wage Story, Not Just a Confidence One by Arvind Mayaram
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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Basispoint Insight @basispointinsight.bsky.social · 08/10/2026
2/3 Writing for BasisPoint Insight, former Finance Secretary Arvind Mayaram argues that a declining wage share helps explain this disconnect. Profits generated by containing labour costs may strengthen corporate finances without creating the household demand that justifies new factories. #Wages
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BasisPointInsight.com - India's Foreign Capital Exodus: A Wage Story, Not Just a Confidence One by Arvind Mayaram
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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Basispoint Insight @basispointinsight.bsky.social · 08/10/2026
1/3 If India’s GDP is growing above 7%, why are foreign investors pulling out, consumption under pressure and private investment failing to match corporate profits? The headline growth rate may reveal less than the way its gains are distributed. @arvindmayaram.bsky.social #IndianEconomy #GDP
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BasisPointInsight.com - India's Foreign Capital Exodus: A Wage Story, Not Just a Confidence One by Arvind Mayaram
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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Basispoint Insight @basispointinsight.bsky.social · 07/10/2026
6/6 With the RBI confident about growth but projecting inflation above its 4% target even next financial year, how much further might interest rates rise? #BasisPointInsight
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TrendWatch: RBI Hikes Rates, but Why Did the Rupee Fall?
BasisPoint Insight · Episode
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Basispoint Insight @basispointinsight.bsky.social · 07/10/2026
5/6 The discussion also explores why bond markets were more comfortable with the outcome, the decision not to raise the cash reserve ratio, and how the festive season could influence the pace at which higher rates feed through to borrowing costs.
youtu.be
RBI Hikes Rates, but Why Did the Rupee Fall?
YouTube video by BasisPoint Insight
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Basispoint Insight @basispointinsight.bsky.social · 07/10/2026
4/6 Kalyan examines what that clarification means and why currency markets appeared to want a more decisive policy signal. Was the rupee’s fall a verdict on the size of the hike, or on the message accompanying it?
youtu.be
RBI Hikes Rates, but Why Did the Rupee Fall?
YouTube video by BasisPoint Insight
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Basispoint Insight @basispointinsight.bsky.social · 07/10/2026
3/6 At the heart of the conversation is an important distinction: the RBI is presenting its stance as forward guidance, rather than an automatic shift to tighter liquidity conditions. #Rupee
youtu.be
RBI Hikes Rates, but Why Did the Rupee Fall?
YouTube video by BasisPoint Insight
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Basispoint Insight @basispointinsight.bsky.social · 07/10/2026
2/6 In this episode, Rajesh Mahapatra speaks with Kalyan Ram, BasisPoint Insight's founder, to unpack the policy decision and Governor Sanjay Malhotra’s explanation of the RBI’s approach. #MonetaryPolicy
youtu.be
RBI Hikes Rates, but Why Did the Rupee Fall?
YouTube video by BasisPoint Insight
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Basispoint Insight @basispointinsight.bsky.social · 07/10/2026
1/6 RBI Hikes Rates, but Why Did the Rupee Fall? The RBI has raised the repo rate by 25 basis points to 5.50% and shifted from ‘neutral’ to ‘calibrated tightening’. But what does that stance mean, and how much tighter will monetary policy actually become? #RBI
youtu.be
RBI Hikes Rates, but Why Did the Rupee Fall?
YouTube video by BasisPoint Insight
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Basispoint Insight @basispointinsight.bsky.social · 07/10/2026
5/5 Read all three on BasisPoint Insight. 🔹A Pragmatic Hike With a Hawkish Tail basispointinsight.com/Story/Home/a... 🔹The Business Risks Are Bigger Than 25 bps basispointinsight.com/Story/Home/t... 🔹RBI Unambiguously Signals Rate Tightening Cycle basispointinsight.com/Story/Home/r...
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BasisPointInsight.com - A Pragmatic Hike With a Hawkish Tail by Radhika Piplani
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...
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