Latest posts tagged with #BasisPointInsight on Bluesky
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
2/4 From the early triumphs of PPE kits and vaccines to the rise of mobile phone and defence exports, Atmanirbhar Bharat has had undeniable successes.
#AtmanirbharBharat #EconomicPolicy #BasisPointInsight #IndiaGrowth #Modi
1/4 Atmanirbhar Bharat: Between Slogan and Substance
Dr Duvvuri Subbarao, former Governor of the Reserve Bank of India, writes exclusively for BasisPoint Insight on the country’s pursuit of self-reliance.
#AtmanirbharBharat #EconomicPolicy #BasisPointInsight #IndiaGrowth #Modi
1/2 Gold is making a quiet but determined comeback in central banks’ vaults.
Over 1,000 tonnes bought every year since 2023. Meanwhile, the US dollar still commands nearly 90% of forex trades, holding a grip that no rival has yet broken.
Read 👇
#GlobalFinance #BasisPointInsight #Economy #Policy
2/2 Who controls meaning controls decision-making.
Read the article by Krishnadevan V via basispointinsight.com: basispointinsight.com/Story/Home/i...
#LLMIndia #AIEthics #DataLocalization #AIForBharat #CognitionCrisis #BasisPointInsight
Ata Hasnain writes for BasisPoint Insight.
From assassinations to GBU-57s, what began as containment now risks global escalation.
Link: basispointinsight.com/Story/Home/u...
#IsraelIranConflict #MiddleEastTensions #IDF #IranNuclear #StrategicDeterrence #BasisPointInsight
Bridges fall. Tunnels flood. No one is held accountable.
India’s infra isn’t just breaking—it’s barely being built right.
Sharmila Chavaly writes for BasisPoint Insight: basispointinsight.com/Story/Home/w...
#IndiaInfraCrisis #BridgeCollapse #InfraAccountability #PPPFailures #BasisPointInsight
