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Basispoint Insight
@basispointinsight.bsky.social
Thought-provoking insights on the #economy & #markets | Deep research, actionable analysis.
2/2 His sharp new BasisPoint column is essential reading for policymakers, investors and economists tracking India’s macro path.

Read: Are We in the Goldilocks Scenario? 👇

#GlobalEconomy #IndiaEconomy #FinancialStability #Markets
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
3/3 Systems don’t fail suddenly; they fail silently, then all at once.

Check out the newsletter for the full coverage 👇

#EconomicStability #GovernanceFail
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
2/3 This week’s coverage on BasisPoint brings together insights on aviation oversight, currency management, liquidity strains, India–Russia trade, and emerging reforms from Master Directions to solar and PPP innovations.

#PolicySignals #MPCDecision
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
2/2 Lt Gen Syed Ata Hasnain's (Retd) first-look analysis highlights a strategy caught between old assumptions of primacy and a new reality of contested power, where intelligence doesn’t guarantee strategic wisdom and alliances are increasingly transactional.

Read his column for BasisPoint 👇
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
5/5 A concise read on how India is navigating shocks with steadier policy hands. 👇

#FXMarkets
BasisPointInsight.com - MPC Signals Maturity as Policy Counters Shocks with Confidence by Ashima Goyal
India’s MPC breaks from old precautionary playbooks, using countercyclical policy and clearer signalling to steady growth, inflation and financial stability. by Ashima Goyal, BasisPointInsight.com
basispointinsight.com
December 8, 2025 at 5:29 AM
4/5 Goyal also highlights why a managed float remains essential for emerging markets. Strategic intervention, surplus liquidity and a focus on confidence over fear signal a policy framework that is both more assured and more sophisticated.

#IndiaEconomy
BasisPointInsight.com - MPC Signals Maturity as Policy Counters Shocks with Confidence by Ashima Goyal
India’s MPC breaks from old precautionary playbooks, using countercyclical policy and clearer signalling to steady growth, inflation and financial stability. by Ashima Goyal, BasisPointInsight.com
basispointinsight.com
December 8, 2025 at 5:29 AM
3/5 Clearer communication, OMO support and a data-dependent stance now strengthen pass-through and credibility.

#InflationTrends
BasisPointInsight.com - MPC Signals Maturity as Policy Counters Shocks with Confidence by Ashima Goyal
India’s MPC breaks from old precautionary playbooks, using countercyclical policy and clearer signalling to steady growth, inflation and financial stability. by Ashima Goyal, BasisPointInsight.com
basispointinsight.com
December 8, 2025 at 5:29 AM
2/5 Instead of the old instinct to tighten in volatile times, the MPC used countercyclical moves grounded in domestic conditions, recognising that real rates had stayed too high and that trend inflation was already anchored.

#GrowthOutlook
BasisPointInsight.com - MPC Signals Maturity as Policy Counters Shocks with Confidence by Ashima Goyal
India’s MPC breaks from old precautionary playbooks, using countercyclical policy and clearer signalling to steady growth, inflation and financial stability. by Ashima Goyal, BasisPointInsight.com
basispointinsight.com
December 8, 2025 at 5:29 AM
2/2 Read Rupa Rege Nitsure’s column for BasisPoint:
Policy Reflects Growth Concerns 👇

#GrowthConcerns #MPC #InflationCycle
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
2/2 Read BasisPoint’s Groupthink: Goodbye Inflation — See You in Next Cycle. 👇

#RBIUpdate #EconCycle #IndiaMacro #RateCut
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
3/4
For India, the lesson may lie in balance—not in backing, blaming, or boasting, but in watching power shift beneath the surface.
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
2/4
As exhaustion sets in on all sides, old red lines re-emerge, diplomacy looks transactional, and strategic silence speaks louder than sanctions.
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