Read Madhavi Arora's analysis: India’s Bond Market Is No Longer Listening to the RBI 👇
#BondMarkets #YieldCurve #MonetaryPolicy
Read Madhavi Arora's analysis: India’s Bond Market Is No Longer Listening to the RBI 👇
#BondMarkets #YieldCurve #MonetaryPolicy
#UrbanEconomics #PublicGoods
#UrbanEconomics #PublicGoods
Many recent listings have seen insiders cashing out while retail investors carry the risk. High valuations, minimal fresh capital, and post-listing underperformance point to a deeper structural issue.
#IPOMarket
Many recent listings have seen insiders cashing out while retail investors carry the risk. High valuations, minimal fresh capital, and post-listing underperformance point to a deeper structural issue.
#IPOMarket
#LabourEconomics #Unemployment #WorkforceParticipation #GenderGap
#LabourEconomics #Unemployment #WorkforceParticipation #GenderGap
Read Lt Gen Syed Ata Hasnain’s (Retd) year-ender for BasisPoint 👇
#Geopolitics #GlobalOrder #WestAsia #ConflictAnalysis
Read Lt Gen Syed Ata Hasnain’s (Retd) year-ender for BasisPoint 👇
#Geopolitics #GlobalOrder #WestAsia #ConflictAnalysis
#IndianBanking #CustomerRights
#IndianBanking #CustomerRights
#IndianRailways #SystemsThinking #OperationalResilience
#IndianRailways #SystemsThinking #OperationalResilience
From the RBI’s shift to a post-cycle policy regime and India’s curious growth–inflation mix, to trade dynamics with the US, Mexico, Canada, and Russia, the pieces this week trace an economy in recalibration.
#Policy #RBI #Economy #Trade
Read Michael Debabrata Patra’s column for BasisPoint👇
#IPOMarket
Read Michael Debabrata Patra’s column for BasisPoint👇
#IPOMarket
#Stablecoins #CBDC #DigitalMoney
#Stablecoins #CBDC #DigitalMoney
Read TK Arun’s column for BasisPoint 👇
#SemiconductorPolicy #TechSovereignty #IndustrialPolicy
Read TK Arun’s column for BasisPoint 👇
#SemiconductorPolicy #TechSovereignty #IndustrialPolicy
The RBI’s shift to treating stance, liquidity and transmission as independent levers was the real signal.
Below-target inflation + structural frictions = a post-cycle regime.
Monetary policy now needs a new reading.
Read the full piece by Kalyan Ram👇
#RBI
The RBI’s shift to treating stance, liquidity and transmission as independent levers was the real signal.
Below-target inflation + structural frictions = a post-cycle regime.
Monetary policy now needs a new reading.
Read the full piece by Kalyan Ram👇
#RBI
Growth is surging, inflation has collapsed, data gaps persist and global financial risks are rising.
#Macroeconomics #GrowthOutlook #InflationDynamics #MonetaryPolicy
Growth is surging, inflation has collapsed, data gaps persist and global financial risks are rising.
#Macroeconomics #GrowthOutlook #InflationDynamics #MonetaryPolicy
IndiGo’s collapse, the rupee breaching 90, and a dovish RBI despite strong growth exposed how costly reactive governance can be.
#AviationCrisis #RupeeSlide
IndiGo’s collapse, the rupee breaching 90, and a dovish RBI despite strong growth exposed how costly reactive governance can be.
#AviationCrisis #RupeeSlide
#Geopolitics #USForeignPolicy #StrategicShifts #GlobalPower #IndoPacific #ChinaUS
#Geopolitics #USForeignPolicy #StrategicShifts #GlobalPower #IndoPacific #ChinaUS
#MonetaryPolicy #RBI
#MonetaryPolicy #RBI
Read former Finance Secretary @arvindmayaram.bsky.social's column for BasisPoint 👇
#Infrastructure #AI #PPPs #ClimateFinance #DataGovernance
Read former Finance Secretary @arvindmayaram.bsky.social's column for BasisPoint 👇
#Infrastructure #AI #PPPs #ClimateFinance #DataGovernance
Read BasisPoint’s Groupthink.👇
#RBI #RateCuts #RBIMPC #Rupee #MacroPolicy #IndiaEconomy
Read BasisPoint’s Groupthink.👇
#RBI #RateCuts #RBIMPC #Rupee #MacroPolicy #IndiaEconomy
Read Kalyan Ram’s column for BasisPoint👇
#RBI #RBIMPC #RateCuts #IndiaEconomy #MonetaryPolicy #GrowthSignals
Read Kalyan Ram’s column for BasisPoint👇
#RBI #RBIMPC #RateCuts #IndiaEconomy #MonetaryPolicy #GrowthSignals
#IndiaEconomy #RBIPolicy #MonetaryPolicy
#IndiaEconomy #RBIPolicy #MonetaryPolicy
#MonetaryPolicy #InflationShift
#MonetaryPolicy #InflationShift
Is the Ukraine war quietly morphing into a Western recalibration rather than a pathway to peace?
Is the Ukraine war quietly morphing into a Western recalibration rather than a pathway to peace?
#NuclearPolicy #IndiaEnergy #SMRTech
#NuclearPolicy #IndiaEnergy #SMRTech
#SLR #BankingPolicy #RBI
#SLR #BankingPolicy #RBI