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.

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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

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?

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3/5 Anuj Agarwal looks beyond the repo rate to the pressures on corporate margins, working capital and investment.

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3/3 Short-term yields could face further upward pressure, while higher domestic rates alone may offer limited relief to a currency weighed down by global forces.

Read her column “RBI rate hike cycle starts; how far can it go?” on BasisPoint Insight.👇

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2/3 In his latest Masterclass with Michael Patra, the former deputy governor of the RBI traces that journey, examining how policy signals travel through financial markets to borrowers and savers.

#InterestRates #Banking #BasisPointInsight #MonetaryPolicy

4/4 From Bihar’s adjoining districts to alternative routes into the Northeast, he makes the case for a wider approach to a narrow geography.

Read Ata Hasnain’s “Securing the Siliguri Corridor in an Age of Hybrid Threats” on BasisPoint Insight.👇

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5/5 🔹Whether the RBI can chart a course independent of the Federal Reserve.

🔹What rising bond supply means for India’s yield curve.

🔹How the RBI should balance rupee adjustment with reserve protection.

🔹Why growth has proved more resilient than expected.

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1/5 Finance is being pulled in two directions at once.

In his latest column for Project Syndicate, Mohamed A. El-Erian argues that technology is making finance faster, cheaper and more integrated — even as geopolitics is making it more fragmented.

#BasisPointInsight #GlobalFinance #AI #Fintech

3/4 The show tackles the GDP data debate, the future of UPI pricing, and why India needs its own unique model of capitalism to compete globally.

#Geopolitics #TheBigPicture #BasisPointInsight

1/6 Setting the repo rate is only the beginning. The harder part is getting that signal through the financial system and into the real economy.

#BasisPointInsight #MichaelPatra

5/5 The larger lesson: countries do not always export what history says they should. They export what changing markets suddenly make possible.

Read Michael Patra’s column: Two Tales of Trade Turnarounds 👇

#GlobalTrade #BasisPointInsight

5/5 Diplomatic flexibility matters. But autonomy ultimately rests on capability.

Read: India and the Changing Geometry of Great-Power Relations 👇

#ForeignPolicy #BasisPointInsight

5/5 A larger inflow is not always a better outcome. The real test is the net effect over the life of the intervention.

Read: After the Swap Window: Managing What the Rupee Rescue Has Left Behind👇

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