Latest posts tagged with #BasisPointInsight on Bluesky
4/4 And when markets probe the framework, not just the stance, what exactly are they discovering?
Read 𝐌𝐚𝐝𝐡𝐚𝐯𝐚𝐧𝐤𝐮𝐭𝐭𝐲 𝐆’s column for BasisPoint: 𝐑𝐁𝐈’𝐬 𝐑𝐞𝐚𝐥 𝐓𝐞𝐬𝐭 𝐋𝐢𝐞𝐬 𝐁𝐞𝐲𝐨𝐧𝐝 𝐑𝐚𝐭𝐞𝐬 𝐢𝐧 𝐚 𝐖𝐚𝐫-𝐃𝐫𝐢𝐯𝐞𝐧 𝐖𝐨𝐫𝐥𝐝
#IndiaEconomy #MacroInsights #BasisPointInsight
4/4 And can risk really be managed if the culture that shapes it is not examined?
Read 𝐑𝐚𝐛𝐢 𝐍 𝐌𝐢𝐬𝐡𝐫𝐚’s column for BasisPoint — 𝐖𝐡𝐞𝐧 𝐭𝐡𝐞 𝐂𝐮𝐥𝐭𝐮𝐫𝐞 𝐓𝐮𝐫𝐧𝐬: 𝐒𝐮𝐩𝐞𝐫𝐯𝐢𝐬𝐢𝐧𝐠 𝐭𝐡𝐞 𝐑𝐢𝐬𝐤𝐬 𝐓𝐡𝐚𝐭 𝐇𝐢𝐝𝐞 𝐢𝐧 𝐏𝐥𝐚𝐢𝐧 𝐒𝐢𝐠𝐡𝐭.👇
#MarketInsights #BasisPointInsight
4/4 Read 𝐒𝐫𝐢𝐧𝐚𝐭𝐡 𝐒𝐫𝐢𝐝𝐡𝐚𝐫𝐚𝐧 and 𝐀𝐧𝐚𝐧𝐝 𝐕𝐞𝐧𝐤𝐚𝐭𝐚𝐧𝐚𝐫𝐚𝐲𝐚𝐧𝐚𝐧’s column for BasisPoint: 𝐈𝐧𝐝𝐢𝐚’𝐬 𝐂𝐚𝐬𝐞 𝐟𝐨𝐫 𝐌𝐨𝐧𝐞𝐭𝐚𝐫𝐲 𝐒𝐨𝐯𝐞𝐫𝐞𝐢𝐠𝐧𝐭𝐲 𝐢𝐧 𝐚 𝐂𝐡𝐚𝐧𝐠𝐢𝐧𝐠 𝐎𝐫𝐝𝐞𝐫 👇
@ssmumbai.bsky.social
#IndiaEconomy #MacroInsights #BasisPointInsight
2/2 Listen to the latest episode of Market Makers featuring Manoj Rane and Dr Bento Lobo.
open.spotify.com/episode/3VYG...
#BasisPointInsight #MarketMakers
1/5 𝐖𝐡𝐞𝐧 𝐈𝐌𝐅 𝐋𝐚𝐛𝐞𝐥𝐬 𝐁𝐞𝐠𝐢𝐧 𝐭𝐨 𝐔𝐧𝐝𝐞𝐫𝐦𝐢𝐧𝐞 𝐂𝐮𝐫𝐫𝐞𝐧𝐜𝐲 𝐌𝐚𝐫𝐤𝐞𝐭 𝐒𝐭𝐚𝐛𝐢𝐥𝐢𝐭𝐲
In Part V of his ongoing FX series for BasisPoint Insight, 𝐌𝐢𝐜𝐡𝐚𝐞𝐥 𝐏𝐚𝐭𝐫𝐚 turns a critical lens on the IMF’s evolving approach to exchange-rate oversight.
#BasisPointInsight #FXMarkets #ExchangeRatePolicy #Rupee #CurrencyMarkets
5/5 With climatologists warning of a possible El Nino in the second half of 2026, the margin for forecasting errors in agriculture may only get smaller.
𝐑𝐞𝐚𝐝 𝐭𝐡𝐞 𝐟𝐮𝐥𝐥 𝐜𝐨𝐥𝐮𝐦𝐧 𝐨𝐧 𝐁𝐚𝐬𝐢𝐬𝐏𝐨𝐢𝐧𝐭 𝐈𝐧𝐬𝐢𝐠𝐡𝐭.
#ClimateRisk #BasisPointInsight
7/7 The next CEO will inherit an airline with enormous scale and ambition. Rebuilding routes may be straightforward. Rebuilding credibility may take longer.
Read the full analysis by Minari Shah on BasisPoint Insight.
#Leadership #BasisPointInsight
2/4
This week's pieces on #BasisPointInsight highlight how India's economic story is being reshaped across sectors. Oil risks around #Hormuz could affect energy costs and farm exports.
7/7 The full video is now live.
We are also publishing the complete Q&A transcript for those who prefer to engage with the details.
For policy watchers, market participants, economists and serious students of India’s growth story, this is essential viewing and reading.
#BasisPointInsight
2/2 Former RBI Deputy Governor Michael Patra breaks it down in a powerful 6-part series on exchange-rate stability.
Part 1 is LIVE now on BasisPoint Insight — don’t miss it.
basispointinsight.com/Story/Home/w...
#FinancialStability #EconomicsExplained #BasisPointInsight #FinanceSeries
3/5 Key Discussion Points:
🔹Why there's no actual deal yet, just a framework
🔹India's import patterns for cotton, soybean oil, pulses and tree nuts
🔹GM crops, BT cotton and India's 22-year consumption reality
#Agriculture #BasisPointInsight
3/3 As India prepares to update the base year for CPI, IIP and GDP, the real picture may shift.
Read Barendra Kumar Bhoi’s analysis for BasisPoint: Base-Year Syndrome in India’s Real GDP Growth 👇
#PolicyInsight #BasisPointInsight
3/3 Read K. Srinivasa Rao’s analysis for BasisPoint:
A Rate Cut Now Could Strengthen India’s Growth Cushion 👇
#MacroOutlook #EconomicSignals #BasisPointInsight
4/4 When institutions aren’t protected everywhere, they won’t hold anywhere.
Read @ssmumbai.bsky.social’s column for BasisPoint:
Deregulation in an Age of Imperial Ambition 👇
#BasisPointInsight
5/5
Read Babuji K’s analysis for BasisPoint: Should India Consider FX Auctions?
#IndianEconomy #Rupee #ForexMarkets #RBI #FXStrategy #MarketVolatility #EmergingMarkets #GlobalMarkets #EconomicPolicy #BasisPointInsight
3/3
For the full picture read the analysis by Akshi Chawla for BasisPoint Insight: Festive Season Fails to Spur Jobs Market, Urban Unemployment Rises
basispointinsight.com/Story/Home/f...
#IndiaEconomy #JobsUpdate #UnemploymentRate #FestiveSeason2025 #basispointinsight
2/4 Over four decades at the Reserve Bank of India, he witnessed the institution’s transformation from a cloistered craft to a communicative public body, balancing science with judgment and stoicism with empathy.
#BasisPointInsight #CentralBanking #MonetaryPolicy #RBI #MichaelPatra #EconomicPolicy
₹114 billion can’t buy self-sufficiency.
India needs a full-system reboot - not another mission file.
Read G. Chandrashekhar's column for BasisPoint Insight:
Self-Sufficiency Will Need More Than Just Pulses Mission 👇
#Agriculture #India #Pulses #BasisPointInsight
2/2 India can’t fight climate volatility with price politics.
Read G. Chandrashekhar's column:
Raising Wheat’s MSP is Easy. What the Crop Needs is Real Reform
#ClimateRisk #Wheat #Agriculture #BasisPointInsight
2/2 Read Alok Kumar Mishra & Iti Vyas's column:
India’s Economic Balancing Act Faces Tariff and Oil Test 👇
#Policy #India #Markets #BasisPointInsight
1/3 The mass migration of Indian engineers to Silicon Valley may slow, but that doesn’t mean the story ends. It may just change direction.
#India #Startups #Tech #H1B #BasisPointInsight
India’s growth needs credit. Credit needs capital.
But the Standardised Approach forces banks to hold too much.
A risk-based framework would free up capacity
Read the full analysis by Rahul Ghosh👇
basispointinsight.com/Story/Home/w...
#Banking #RiskManagement #CapitalAdequacy #BasisPointInsight
Once the compass of global finance, sovereign ratings are now just the rear-view mirror. See why markets barely blink when agencies act.
Read the full article by Venkat Thiagarajan 👇
#SovereignRatings #Markets #CapitalFlows #BasisPointInsight
Profits are building capital buffers today. But by 2030, Indian banks may face a $200 billion shortfall. Retained earnings won’t be enough. External capital could be unavoidable.
Read the full article by Rahul Ghosh 👇
#Banking #CapitalAdequacy #IndiaEconomy #BasisPointInsight
1/2 From the bond trading desks of the 1990s to the corner office of one of India’s largest AMCs — A. Balasubramanian’s journey is a lesson in resilience, risk management, and leadership.
#marketmakers #mutualfunds #leadership #investing #adityabirlasunlifeamc #basispointinsight
2/2 Full breakdown by Datametricx 👇
#IndiaEconomy #FiscalDeficit #MutualFunds #Kharif #BasisPointInsight
The solution to Mumbai’s monsoon chaos isn’t more drains. It’s smarter planning. The city needs clear land-use visions with transit investments, supportive zoning, and creative finance.
Read Professor Alok Kumar Mishra full piece 👇
#TransitOrientedDevelopment #ClimateChange #BasisPointInsight
India’s per capita soft drink consumption is just 12 litres a year.
Pepsi sees “opportunity”. Coke and Campa Cola see “open season”.
Who wins when the market itself is the prize?
Full piece by Krishnadevan V 👇
#Pepsi #VarunBeverages #CocaCola #CampaCola #ColaWars #IndiaEconomy #BasisPointInsight
For decades, dollar was sine qua non to FX reserves. Not anymore.
The freeze on Russia’s billions triggers rethink on what “safe” really means. The shift is messy, political, and unavoidable.
Read R. Gurumurthy's full piece here 👇
#Dollar #Gold #GlobalFinance #Forex #BasisPointInsight
4/4 His essay is a timely reminder that self-reliance must mean confidence to compete globally, not the comfort of building walls at home.
Read the exclusive piece here 👇
#AtmanirbharBharat #EconomicPolicy #BasisPointInsight #IndiaGrowth #Modi
