Basispoint Insight
@basispointinsight.bsky.social
Thought-provoking insights on the #economy & #markets | Deep research, actionable analysis.
China, facing US chip bans, doubled down on indigenous chipmaking—with success. If India leans on Intel instead of investing in homegrown R&D, it could miss its chance to replicate that model.
Read TK Arun’s column for BasisPoint 👇
#SemiconductorPolicy #TechSovereignty #IndustrialPolicy
Read TK Arun’s column for BasisPoint 👇
#SemiconductorPolicy #TechSovereignty #IndustrialPolicy
BasisPointInsight.com - Why Intel’s Chip Deal May Undercut India’s Push for Self-Reliance by TK Arun
China, facing US chip bans, doubled down on indigenous chipmaking—with success. If India leans on Intel instead of investing in homegrown R&D, it could miss its chance to replicate that model. by TK A...
basispointinsight.com
December 12, 2025 at 1:12 PM
China, facing US chip bans, doubled down on indigenous chipmaking—with success. If India leans on Intel instead of investing in homegrown R&D, it could miss its chance to replicate that model.
Read TK Arun’s column for BasisPoint 👇
#SemiconductorPolicy #TechSovereignty #IndustrialPolicy
Read TK Arun’s column for BasisPoint 👇
#SemiconductorPolicy #TechSovereignty #IndustrialPolicy
India’s 25 bps cut was the simple part.
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
BasisPointInsight.com - MPC Moves Signal the Arrival of a Post-Cycle Policy Regime by Kalyan Ram
Below-target disinflation, a structural liquidity pivot, and the RBI’s sharp separation of stance from liquidity signal a new level of complexity that requires a post-cycle reading. by Kalyan Ram, Bas...
basispointinsight.com
December 10, 2025 at 10:49 AM
India’s 25 bps cut was the simple part.
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
1/2 Former MPC member Mridul Saggar warns that India’s so-called Goldilocks moment may actually be a lull before the storm.
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
BasisPointInsight.com - Are We in the Goldilocks Scenario? by Mridul Saggar
India’s Goldilocks moment looks enticing, yet surging growth and vanishing inflation signal a fragile equilibrium, a lull before the storm. by Mridul Saggar, BasisPointInsight.com
basispointinsight.com
December 10, 2025 at 10:36 AM
1/2 Former MPC member Mridul Saggar warns that India’s so-called Goldilocks moment may actually be a lull before the storm.
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
1/3 What Breakdowns Teach Us About Building Better
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
BasisPointInsight.com - What Breakdowns Teach Us About Building Better by Phynix
IndiGo’s meltdown, rupee jitters and RBI’s easing all underscored a bigger truth: India can’t afford reactive governance. It must build smarter, earlier. by Phynix , BasisPointInsight.com
basispointinsight.com
December 8, 2025 at 12:38 PM
1/3 What Breakdowns Teach Us About Building Better
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
1/2 The newly released US National Security Strategy isn’t a declaration of confidence—it’s a revealing window into American uncertainty.
#Geopolitics #USForeignPolicy #StrategicShifts #GlobalPower #IndoPacific #ChinaUS
#Geopolitics #USForeignPolicy #StrategicShifts #GlobalPower #IndoPacific #ChinaUS
BasisPointInsight.com - Power Without Certainty: America at a Strategic Crossroads by Lt Gen Syed Ata Hasnain (Retd)
A first view commentary on the new American National Security Strategy by Lt Gen Syed Ata Hasnain (Retd), BasisPointInsight.com
basispointinsight.com
December 8, 2025 at 7:13 AM
1/2 The newly released US National Security Strategy isn’t a declaration of confidence—it’s a revealing window into American uncertainty.
#Geopolitics #USForeignPolicy #StrategicShifts #GlobalPower #IndoPacific #ChinaUS
#Geopolitics #USForeignPolicy #StrategicShifts #GlobalPower #IndoPacific #ChinaUS
1/5 Former MPC member Ashima Goyal offers a sharp take on how India’s monetary policy has matured.
#MonetaryPolicy #RBI
#MonetaryPolicy #RBI
December 8, 2025 at 5:29 AM
1/5 Former MPC member Ashima Goyal offers a sharp take on how India’s monetary policy has matured.
#MonetaryPolicy #RBI
#MonetaryPolicy #RBI
AI can turn PPPs into real-time, transparent systems that enable circular finance, recycle scarce public capital and draw long-term institutional investment.
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
BasisPointInsight.com - AI and Circular Capital are Redesigning the Future of PPPs by Arvind Mayaram
AI can turn PPPs into real-time, transparent systems that enable circular finance, recycle scarce public capital and draw long-term institutional investment. by Arvind Mayaram, BasisPointInsight.com
basispointinsight.com
December 8, 2025 at 4:55 AM
AI can turn PPPs into real-time, transparent systems that enable circular finance, recycle scarce public capital and draw long-term institutional investment.
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
The MPC cut rates despite the rupee’s wobble, signalling what policy has long implied. The currency is simply not a factor in the RBI’s rate calculus.
Read BasisPoint’s Groupthink.👇
#RBI #RateCuts #RBIMPC #Rupee #MacroPolicy #IndiaEconomy
Read BasisPoint’s Groupthink.👇
#RBI #RateCuts #RBIMPC #Rupee #MacroPolicy #IndiaEconomy
BasisPointInsight.com - RBI’s Rate Cut Shows Rupee is No Obstacle to Rate Cuts by BasisPoint Groupthink
The MPC cut rates despite the rupee’s wobble, signalling what policy has long implied. The currency is simply not a factor in the RBI’s rate calculus. by BasisPoint Groupthink, BasisPointInsight.com
basispointinsight.com
December 5, 2025 at 2:20 PM
The MPC cut rates despite the rupee’s wobble, signalling what policy has long implied. The currency is simply not a factor in the RBI’s rate calculus.
Read BasisPoint’s Groupthink.👇
#RBI #RateCuts #RBIMPC #Rupee #MacroPolicy #IndiaEconomy
Read BasisPoint’s Groupthink.👇
#RBI #RateCuts #RBIMPC #Rupee #MacroPolicy #IndiaEconomy
RBI Governor Sanjay Malhotra kept the easing cycle alive on Friday, yet his real objective may be to extract transmission rather than commit to another cut.
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
BasisPointInsight.com - Malhotra Keeps Rate Cuts in Play, but Will He Move Again? by Kalyan Ram
Governor Malhotra kept the easing cycle alive on Friday, yet his real objective may be to extract transmission rather than commit to another cut. by Kalyan Ram, BasisPointInsight.com
basispointinsight.com
December 5, 2025 at 11:36 AM
RBI Governor Sanjay Malhotra kept the easing cycle alive on Friday, yet his real objective may be to extract transmission rather than commit to another cut.
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
1/2 The RBI’s December policy may look upbeat on the surface, but the combination of a repo rate cut, durable liquidity infusion and cautious language signals a deeper concern: growth momentum is softening even as headline numbers stay strong.
#IndiaEconomy #RBIPolicy #MonetaryPolicy
#IndiaEconomy #RBIPolicy #MonetaryPolicy
BasisPointInsight.com - Policy Reflects Growth Concerns by Rupa Rege Nitsure
Repo cut and liquidity infusion signalled the RBI’s deeper worry that growth momentum is softening despite strong headline numbers. by Rupa Rege Nitsure, BasisPointInsight.com
basispointinsight.com
December 5, 2025 at 9:29 AM
1/2 The RBI’s December policy may look upbeat on the surface, but the combination of a repo rate cut, durable liquidity infusion and cautious language signals a deeper concern: growth momentum is softening even as headline numbers stay strong.
#IndiaEconomy #RBIPolicy #MonetaryPolicy
#IndiaEconomy #RBIPolicy #MonetaryPolicy
1/2 The real story of the Reserve Bank’s December decision isn’t the rate cut — it’s the end of the inflation cycle that began in 2022 and finally broke in 2025. India has crossed a macro threshold, and the policy move quietly acknowledges it.
#MonetaryPolicy #InflationShift
#MonetaryPolicy #InflationShift
BasisPointInsight.com - Goodbye Inflation, See You in Next Cycle by BasisPoint Groupthink
The RBI’s rate cut reflects the end of an inflation cycle that began in 2022 and collapsed spectacularly in 2025. by BasisPoint Groupthink, BasisPointInsight.com
basispointinsight.com
December 5, 2025 at 8:25 AM
1/2 The real story of the Reserve Bank’s December decision isn’t the rate cut — it’s the end of the inflation cycle that began in 2022 and finally broke in 2025. India has crossed a macro threshold, and the policy move quietly acknowledges it.
#MonetaryPolicy #InflationShift
#MonetaryPolicy #InflationShift
1/4
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?
BasisPointInsight.com - Ukraine, NATO and the Limits of Power: Is the West Facing a Strategic Climbdown? by Lt Gen Syed Ata Hasnain (Retd)
For India, the strength lies in remaining strategically balanced — neither celebrating Russia’s endurance nor mourning Western recalibration. by Lt Gen Syed Ata Hasnain (Retd), BasisPointInsight.com
basispointinsight.com
December 4, 2025 at 6:31 AM
1/4
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?
1/5 India’s push to bring private capital into nuclear energy was meant to break a decades-old bottleneck.
#NuclearPolicy #IndiaEnergy #SMRTech
#NuclearPolicy #IndiaEnergy #SMRTech
BasisPointInsight.com - The Nuclear Crossroads: An Inflexion Point or a Dead-end? by Sharmila Chavaly
India’s nuclear opening was meant to unlock private capital, yet its first pilot has exposed deep structural flaws. The country now faces a choice between engineering a breakthrough or entrenching a d...
basispointinsight.com
December 3, 2025 at 1:54 PM
1/5 India’s push to bring private capital into nuclear energy was meant to break a decades-old bottleneck.
#NuclearPolicy #IndiaEnergy #SMRTech
#NuclearPolicy #IndiaEnergy #SMRTech
1/2 Any debate on the SLR must be grounded in the political and fiscal realities that shape our financial system, not in abstract theories of deregulation.
#SLR #BankingPolicy #RBI
#SLR #BankingPolicy #RBI
BasisPointInsight.com - Rethinking SLR Through India’s Political Reality by Srinath Sridharan
Any debate on the SLR must be grounded in the political and fiscal realities, not in abstract theories of deregulation. And any rethink must acknowledge that liquidity reserving is not an Indian anoma...
basispointinsight.com
December 3, 2025 at 7:47 AM
1/2 Any debate on the SLR must be grounded in the political and fiscal realities that shape our financial system, not in abstract theories of deregulation.
#SLR #BankingPolicy #RBI
#SLR #BankingPolicy #RBI
1/3 Privacy is a fundamental right. So is liberty.
However, an individual’s liberty is circumscribed by the need to respect other people’s liberty, and prevent inflicting harm on society at large.
#DigitalPrivacy #TechAccountability
However, an individual’s liberty is circumscribed by the need to respect other people’s liberty, and prevent inflicting harm on society at large.
#DigitalPrivacy #TechAccountability
BasisPointInsight.com - SIM-Binding Necessary Evil, But Govt Must First Win Trust by TK Arun
SIM-binding and mandatory apps signal a push for stronger security—but without transparency and oversight, they could widen the trust deficit. by TK Arun, BasisPointInsight.com
basispointinsight.com
December 3, 2025 at 6:21 AM
1/3 Privacy is a fundamental right. So is liberty.
However, an individual’s liberty is circumscribed by the need to respect other people’s liberty, and prevent inflicting harm on society at large.
#DigitalPrivacy #TechAccountability
However, an individual’s liberty is circumscribed by the need to respect other people’s liberty, and prevent inflicting harm on society at large.
#DigitalPrivacy #TechAccountability
1/3 India’s 8% GDP growth has revived an old debate: are we witnessing a real lift in potential or just a cyclical surge flattered by benign prices and a favourable base?
#IndianEconomy #GDP
#IndianEconomy #GDP
BasisPointInsight.com - India’s Growth Surge Outpaces its Productivity Gains by Sakshi Gupta
India’s strong GDP numbers contrast with uneven improvements in capital and labour productivity, suggesting potential growth has yet to see a durable rise. by Sakshi Gupta, BasisPointInsight.com
basispointinsight.com
December 3, 2025 at 6:00 AM
1/3 India’s 8% GDP growth has revived an old debate: are we witnessing a real lift in potential or just a cyclical surge flattered by benign prices and a favourable base?
#IndianEconomy #GDP
#IndianEconomy #GDP
1/4 The rupee’s slide this winter has gone far beyond traders’ screens and into everyday conversations — from holiday budgets to business planning.
#RupeeDrift #FXNarratives
#RupeeDrift #FXNarratives
BasisPointInsight.com - A Nervous Rupee Meets an Uncomfortable Silence by V Thiagarajan
The rupee’s slide toward 90 underscores a central truth: currencies are not just reflections of fundamentals. They are also mirrors of policy signalling, global crosswinds, biases, and narratives.
b...
basispointinsight.com
December 3, 2025 at 5:12 AM
1/4 The rupee’s slide this winter has gone far beyond traders’ screens and into everyday conversations — from holiday budgets to business planning.
#RupeeDrift #FXNarratives
#RupeeDrift #FXNarratives
1/3 India’s 8% real GDP growth looks impressive, but much of the surge may be a statistical illusion.
#GDPData #BaseYearIssue #IndiaGrowth
#GDPData #BaseYearIssue #IndiaGrowth
BasisPointInsight.com - Base-Year Syndrome in India’s Real GDP Growth by Barendra Kumar Bhoi
High real GDP and low inflation reflect more statistical noise than economic strength. Outdated base years distort India’s growth picture and complicate policy choices. by Barendra Kumar Bhoi, BasisPo...
basispointinsight.com
December 3, 2025 at 4:45 AM
1/3 India’s 8% real GDP growth looks impressive, but much of the surge may be a statistical illusion.
#GDPData #BaseYearIssue #IndiaGrowth
#GDPData #BaseYearIssue #IndiaGrowth
1/3 A Rate Cut Now Could Strengthen India’s Growth Cushion
India enters the RBI’s December policy review with a rare combination of historically low inflation and stronger-than-expected GDP growth.
#RBI #MonetaryPolicy
India enters the RBI’s December policy review with a rare combination of historically low inflation and stronger-than-expected GDP growth.
#RBI #MonetaryPolicy
BasisPointInsight.com - A Rate Cut Now Could Strengthen India’s Growth Cushion by K. Srinivasa Rao
With inflation at historic lows and growth surprising on the upside, the RBI may opt for a calibrated repo rate cut to protect India’s global position. by K. Srinivasa Rao, BasisPointInsight.com
basispointinsight.com
December 2, 2025 at 10:30 AM
1/3 A Rate Cut Now Could Strengthen India’s Growth Cushion
India enters the RBI’s December policy review with a rare combination of historically low inflation and stronger-than-expected GDP growth.
#RBI #MonetaryPolicy
India enters the RBI’s December policy review with a rare combination of historically low inflation and stronger-than-expected GDP growth.
#RBI #MonetaryPolicy
1/4 As Washington dismantles the safeguards built after 2008, a larger signal is emerging: even the world’s anchor economy now treats institutional discipline as negotiable.
#Deregulation #USPolicy
#Deregulation #USPolicy
BasisPointInsight.com - Deregulation in an Age of Imperial Ambition by Srinath Sridharan
Washington’s push to unwind post-crisis safeguards signals a deeper shift: political ambition overtaking regulatory discipline. As US institutions dilute standards they once enforced globally, the cre...
basispointinsight.com
December 2, 2025 at 9:38 AM
1/4 As Washington dismantles the safeguards built after 2008, a larger signal is emerging: even the world’s anchor economy now treats institutional discipline as negotiable.
#Deregulation #USPolicy
#Deregulation #USPolicy
India sits on nearly ₹2 trillion in unclaimed assets that never reach the people they were meant for. A unified, transparent, nomination-led system is now long overdue.
Read former RBI Innovation Hub CEO Rajesh Bansal’s column for BasisPoint 👇
#UnclaimedAssets #DigitalGovernance
Read former RBI Innovation Hub CEO Rajesh Bansal’s column for BasisPoint 👇
#UnclaimedAssets #DigitalGovernance
BasisPointInsight.com - India’s Unclaimed Assets Reveal a Trillion-Rupee Crisis Demanding Reform by Rajesh Bansal
India sits on nearly ₹2 trillion in unclaimed assets that never reach the people they were meant for. A unified, transparent, nomination-led system is now long overdue. by Rajesh Bansal , BasisPointIn...
basispointinsight.com
December 2, 2025 at 8:19 AM
India sits on nearly ₹2 trillion in unclaimed assets that never reach the people they were meant for. A unified, transparent, nomination-led system is now long overdue.
Read former RBI Innovation Hub CEO Rajesh Bansal’s column for BasisPoint 👇
#UnclaimedAssets #DigitalGovernance
Read former RBI Innovation Hub CEO Rajesh Bansal’s column for BasisPoint 👇
#UnclaimedAssets #DigitalGovernance
1/4 When Vulnerability Becomes Strength and India’s Moment of Truth
It was a week that revealed India’s many balancing acts.
It was a week that revealed India’s many balancing acts.
BasisPointInsight.com - When Vulnerability Becomes Strength and India’s Moment of Truth by Phynix
Dharmendra’s tender masculinity offers a timely lesson: real strength lies in flexibility. From the rupee to labour reform, India’s systems could use that honesty. by Phynix , BasisPointInsight.com
basispointinsight.com
December 1, 2025 at 11:55 AM
1/4 When Vulnerability Becomes Strength and India’s Moment of Truth
It was a week that revealed India’s many balancing acts.
It was a week that revealed India’s many balancing acts.
1/4 India’s GDP print may look like a dream headline, but the monetary plumbing tells a very different story.
#MonetaryPolicy #OMOs #LiquidityStress
#MonetaryPolicy #OMOs #LiquidityStress
BasisPointInsight.com - Why OMOs Matter in This MPC by Madhavi Arora
In a cycle where the headlines flatter to deceive, the liquidity stance, even more than the repo rate action, will do the heavy lifting. by Madhavi Arora, BasisPointInsight.com
basispointinsight.com
December 1, 2025 at 9:40 AM
1/4 India’s GDP print may look like a dream headline, but the monetary plumbing tells a very different story.
#MonetaryPolicy #OMOs #LiquidityStress
#MonetaryPolicy #OMOs #LiquidityStress
1/4
India’s solar leap is gathering speed — record installations, bold grid upgrades, new ISA initiatives, and a manufacturing push have turned the country into one of the world’s fastest-growing clean-energy markets.
basispointinsight.com/Story/Home/h...
India’s solar leap is gathering speed — record installations, bold grid upgrades, new ISA initiatives, and a manufacturing push have turned the country into one of the world’s fastest-growing clean-energy markets.
basispointinsight.com/Story/Home/h...
December 1, 2025 at 8:41 AM
1/4
India’s solar leap is gathering speed — record installations, bold grid upgrades, new ISA initiatives, and a manufacturing push have turned the country into one of the world’s fastest-growing clean-energy markets.
basispointinsight.com/Story/Home/h...
India’s solar leap is gathering speed — record installations, bold grid upgrades, new ISA initiatives, and a manufacturing push have turned the country into one of the world’s fastest-growing clean-energy markets.
basispointinsight.com/Story/Home/h...
1/4 SEBI’s move to classify REITs as equity marks a big turning point for India’s real-assets market.
It opens the doors to index inclusion, SIP-driven flows and deeper liquidity—but also creates an odd regulatory split where InvITs, which are even more bond-like, remain outside the equity bucket.
It opens the doors to index inclusion, SIP-driven flows and deeper liquidity—but also creates an odd regulatory split where InvITs, which are even more bond-like, remain outside the equity bucket.
BasisPointInsight.com - Why SEBI’s REIT-InvIT Split Risks Distorting Market Logic by R. Gurumurthy
India’s new REIT classification might boost liquidity but leaves InvITs sidelined, creating a regulatory mismatch that blurs categories and risks investor confusion. by R. Gurumurthy, BasisPointInsig...
basispointinsight.com
December 1, 2025 at 5:51 AM
1/4 SEBI’s move to classify REITs as equity marks a big turning point for India’s real-assets market.
It opens the doors to index inclusion, SIP-driven flows and deeper liquidity—but also creates an odd regulatory split where InvITs, which are even more bond-like, remain outside the equity bucket.
It opens the doors to index inclusion, SIP-driven flows and deeper liquidity—but also creates an odd regulatory split where InvITs, which are even more bond-like, remain outside the equity bucket.