Basispoint Insight
@basispointinsight.bsky.social
Thought-provoking insights on the #economy & #markets | Deep research, actionable analysis.
1/4 Does India need an economic reset on freebies? How should Indian businesses approach the Chinese market?
#IndiaGrowthStory #DataSanctity #NitiAayog #Democracy
#IndiaGrowthStory #DataSanctity #NitiAayog #Democracy
September 26, 2026 at 10:45 AM
1/4 Does India need an economic reset on freebies? How should Indian businesses approach the Chinese market?
#IndiaGrowthStory #DataSanctity #NitiAayog #Democracy
#IndiaGrowthStory #DataSanctity #NitiAayog #Democracy
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
#BasisPointInsight #MichaelPatra
September 25, 2026 at 10:04 AM
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
#BasisPointInsight #MichaelPatra
1/5 Trade routes can change faster than trade theories.
In his latest column for BasisPoint Insight, former RBI Deputy Governor Michael Debabrata Patra looks at two striking reversals in India’s export story: refined petroleum flowing to Russia, and Gujarat Hilsa making its way to Bangladesh.
In his latest column for BasisPoint Insight, former RBI Deputy Governor Michael Debabrata Patra looks at two striking reversals in India’s export story: refined petroleum flowing to Russia, and Gujarat Hilsa making its way to Bangladesh.
BasisPointInsight.com - Two Tales of Trade Turnarounds by Michael Debabrata Patra
India’s export revival has produced two unlikely reversals: refined petroleum flowing to Russia and Gujarat Hilsa finding its way to Bangladesh. by Michael Debabrata Patra, BasisPointInsight.com
basispointinsight.com
September 23, 2026 at 6:06 AM
1/5 Trade routes can change faster than trade theories.
In his latest column for BasisPoint Insight, former RBI Deputy Governor Michael Debabrata Patra looks at two striking reversals in India’s export story: refined petroleum flowing to Russia, and Gujarat Hilsa making its way to Bangladesh.
In his latest column for BasisPoint Insight, former RBI Deputy Governor Michael Debabrata Patra looks at two striking reversals in India’s export story: refined petroleum flowing to Russia, and Gujarat Hilsa making its way to Bangladesh.
1/5 India’s strategic autonomy is entering a harder phase.
The US is tightening pressure over Russian oil even as Washington continues engaging Beijing. Russia remains an important partner for India while moving closer to China.
#USChina #Russia
The US is tightening pressure over Russian oil even as Washington continues engaging Beijing. Russia remains an important partner for India while moving closer to China.
#USChina #Russia
BasisPointInsight.com - India and the Changing Geometry of Great-Power Relations by Lt Gen Syed Ata Hasnain (Retd)
India’s strategic autonomy is being tested as the US, China and Russia pursue overlapping interests, forcing New Delhi to balance partnerships without losing room to manoeuvre. by Lt Gen Syed Ata Hasn...
basispointinsight.com
September 23, 2026 at 4:53 AM
1/3 The Quiet Can Get Loud When You've Lived in Chaos
Long-term bond yields are rising even as short-term rates fall, raising fresh questions about the direction of monetary policy.
#Yields #Gold
Long-term bond yields are rising even as short-term rates fall, raising fresh questions about the direction of monetary policy.
#Yields #Gold
BasisPointInsight.com - The Quiet Can Get Loud When You've Lived in Chaos by Phynix
Bond yields, gold loans, MSME credit, UPI, Tata Sons, trade and AI reveal the tensions beneath India’s next phase of growth. by Phynix , BasisPointInsight.com
basispointinsight.com
September 21, 2026 at 10:52 AM
1/5 India’s forex reserves have hit a record $785.7 billion. The rupee, however, is still hovering near its weakest levels.
That contrast sits at the heart of Former Finance Secretary Arvind Mayaram’s latest column for BasisPoint Insight.
@arvindmayaram.bsky.social
#RBI #Rupee #ForexReserves
That contrast sits at the heart of Former Finance Secretary Arvind Mayaram’s latest column for BasisPoint Insight.
@arvindmayaram.bsky.social
#RBI #Rupee #ForexReserves
BasisPointInsight.com - After the Swap Window: Managing What the Rupee Rescue Has Left Behind by Arvind Mayaram
Record reserves have not lifted the rupee, and the RBI's FCNR(B) window has left a liquidity surplus and a repayment schedule to be managed. Emergency windows should run on rules fixed before they ope...
basispointinsight.com
September 21, 2026 at 7:24 AM
1/5 India’s forex reserves have hit a record $785.7 billion. The rupee, however, is still hovering near its weakest levels.
That contrast sits at the heart of Former Finance Secretary Arvind Mayaram’s latest column for BasisPoint Insight.
@arvindmayaram.bsky.social
#RBI #Rupee #ForexReserves
That contrast sits at the heart of Former Finance Secretary Arvind Mayaram’s latest column for BasisPoint Insight.
@arvindmayaram.bsky.social
#RBI #Rupee #ForexReserves
1/3 Nine-Tailed Diplomacy: Can India and China Learn to Coexist at Last?
India’s biggest challenges are increasingly interconnected: managing a complex relationship with China, strengthening strategic autonomy, rebuilding trust in economic data and earning enough foreign exchange to fund growth.
India’s biggest challenges are increasingly interconnected: managing a complex relationship with China, strengthening strategic autonomy, rebuilding trust in economic data and earning enough foreign exchange to fund growth.
BasisPointInsight.com - Nine-Tailed Diplomacy: Can India and China Learn to Coexist at Last? by Phynix
India and China are bound by trade, divided by suspicion and shaped by history. As Modi and Xi test a fragile reset, can coexistence beat confrontation? by Phynix , BasisPointInsight.com
basispointinsight.com
September 14, 2026 at 12:33 PM
1/3 Nine-Tailed Diplomacy: Can India and China Learn to Coexist at Last?
India’s biggest challenges are increasingly interconnected: managing a complex relationship with China, strengthening strategic autonomy, rebuilding trust in economic data and earning enough foreign exchange to fund growth.
India’s biggest challenges are increasingly interconnected: managing a complex relationship with China, strengthening strategic autonomy, rebuilding trust in economic data and earning enough foreign exchange to fund growth.
1/7 India works with the US through the Quad. It retains deep ties with Russia. It competes with China while sitting alongside it in BRICS and the SCO. It engages Iran while maintaining close relations with Israel and the Gulf.
Contradictory? Not necessarily.
#BRICS
Contradictory? Not necessarily.
#BRICS
BasisPointInsight.com - Why India Still Needs BRICS? by Lt Gen Syed Ata Hasnain (Retd)
India’s place in BRICS is about strategic autonomy: shaping the group from within, balancing China and preserving room to work with the US, Russia and Global South. by Lt Gen Syed Ata Hasnain (Retd), ...
basispointinsight.com
September 14, 2026 at 6:58 AM
1/7 India works with the US through the Quad. It retains deep ties with Russia. It competes with China while sitting alongside it in BRICS and the SCO. It engages Iran while maintaining close relations with Israel and the Gulf.
Contradictory? Not necessarily.
#BRICS
Contradictory? Not necessarily.
#BRICS
1/5 Why are bond yields refusing to come down?
In his latest column, former RBI Deputy Governor Michael Debabrata Patra looks at the global sell-off in sovereign debt and the signals markets may be sending about fiscal credibility, inflation and the growing competition for capital.
#BondYields
In his latest column, former RBI Deputy Governor Michael Debabrata Patra looks at the global sell-off in sovereign debt and the signals markets may be sending about fiscal credibility, inflation and the growing competition for capital.
#BondYields
September 14, 2026 at 5:55 AM
1/5 Why are bond yields refusing to come down?
In his latest column, former RBI Deputy Governor Michael Debabrata Patra looks at the global sell-off in sovereign debt and the signals markets may be sending about fiscal credibility, inflation and the growing competition for capital.
#BondYields
In his latest column, former RBI Deputy Governor Michael Debabrata Patra looks at the global sell-off in sovereign debt and the signals markets may be sending about fiscal credibility, inflation and the growing competition for capital.
#BondYields
1/2 VW has been in India for nearly two decades.
As the German carmaker is set to enter its second decade in India, it has wagered a fateful bet by relinquishing the wheel to the JSW Group which will hold a commanding 51% stake.
#VolkswagenIndia #JSW #IndianAutoIndustry
As the German carmaker is set to enter its second decade in India, it has wagered a fateful bet by relinquishing the wheel to the JSW Group which will hold a commanding 51% stake.
#VolkswagenIndia #JSW #IndianAutoIndustry
September 14, 2026 at 5:15 AM
1/2 VW has been in India for nearly two decades.
As the German carmaker is set to enter its second decade in India, it has wagered a fateful bet by relinquishing the wheel to the JSW Group which will hold a commanding 51% stake.
#VolkswagenIndia #JSW #IndianAutoIndustry
As the German carmaker is set to enter its second decade in India, it has wagered a fateful bet by relinquishing the wheel to the JSW Group which will hold a commanding 51% stake.
#VolkswagenIndia #JSW #IndianAutoIndustry
1/5 In data we trust, so when India's 7.8% GDP growth for the first quarter of 2026-27 stumped one and all, the thing that was hit the worst was credibility and trust.
@arvindmayaram.bsky.social
#DataCredibility #EconomicStatistics
@arvindmayaram.bsky.social
#DataCredibility #EconomicStatistics
BasisPointInsight.com - The Invisible Asset: What India's GDP Row Is Really About by Arvind Mayaram
India’s GDP row exposes a deeper trust deficit. Restoring credibility requires transparent methods, consistent surveys and accountable revisions. by Arvind Mayaram, BasisPointInsight.com
basispointinsight.com
September 12, 2026 at 4:49 AM
1/5 In data we trust, so when India's 7.8% GDP growth for the first quarter of 2026-27 stumped one and all, the thing that was hit the worst was credibility and trust.
@arvindmayaram.bsky.social
#DataCredibility #EconomicStatistics
@arvindmayaram.bsky.social
#DataCredibility #EconomicStatistics
1/6 Twenty-five years after 9/11, global terrorism looks weaker. But that does not mean the threat is over.
#GlobalTerrorism
#GlobalTerrorism
BasisPointInsight.com - Twenty-Five Years After 9/11: Is the Age of Global Terrorism Over? by Lt Gen Syed Ata Hasnain (Retd)
Terrorism has lost territory but not its ecosystems, as weak states, new technologies and dispersed networks keep the threat alive. by Lt Gen Syed Ata Hasnain (Retd), BasisPointInsight.com
basispointinsight.com
September 11, 2026 at 10:43 AM
1/6 Twenty-five years after 9/11, global terrorism looks weaker. But that does not mean the threat is over.
#GlobalTerrorism
#GlobalTerrorism
1/7 The RBI was accused of sacrificing growth to tame inflation. Michael Patra argues that the revised GDP numbers challenge that verdict.
#IndiaGDP
#IndiaGDP
September 9, 2026 at 11:55 AM
1/7 The RBI was accused of sacrificing growth to tame inflation. Michael Patra argues that the revised GDP numbers challenge that verdict.
#IndiaGDP
#IndiaGDP
1/4 India’s Growth Dilemma: When GDP Numbers Meet Lived Reality
India’s 7.8% GDP growth has opened a bigger debate about what the headline numbers really tell us.
#Growth #IndiaGDP
India’s 7.8% GDP growth has opened a bigger debate about what the headline numbers really tell us.
#Growth #IndiaGDP
BasisPointInsight.com - India’s Growth Dilemma: When GDP Numbers Meet Lived Reality by Phynix
India’s 7.8% GDP growth has reignited debate over data, jobs and investment. The real question is whether headline growth is translating into better lives. by Phynix , BasisPointInsight.com
basispointinsight.com
September 7, 2026 at 12:29 PM
1/6 What makes a nation difficult to coerce?
Military strength matters. But deterrence is only part of the answer.
#StrategicResilience
Military strength matters. But deterrence is only part of the answer.
#StrategicResilience
BasisPointInsight.com - What Makes a Nation Difficult to Coerce? by Lt Gen Syed Ata Hasnain (Retd)
From Kargil to hybrid warfare, national resilience is the ability to absorb shocks, recover quickly and retain the freedom to act when deterrence fails. by Lt Gen Syed Ata Hasnain (Retd), BasisPointIn...
basispointinsight.com
September 7, 2026 at 6:56 AM
1/6 What makes a nation difficult to coerce?
Military strength matters. But deterrence is only part of the answer.
#StrategicResilience
Military strength matters. But deterrence is only part of the answer.
#StrategicResilience
1/5 GDP tells us how much an economy produces. It does not tell us enough about inequality, unpaid work, environmental damage, well-being or whether growth is improving people’s lives.
That is the thinking behind UN Secretary-General António Guterres’ push to move Beyond GDP.
#BeyondGDP
That is the thinking behind UN Secretary-General António Guterres’ push to move Beyond GDP.
#BeyondGDP
September 7, 2026 at 5:46 AM
1/5 GDP tells us how much an economy produces. It does not tell us enough about inequality, unpaid work, environmental damage, well-being or whether growth is improving people’s lives.
That is the thinking behind UN Secretary-General António Guterres’ push to move Beyond GDP.
#BeyondGDP
That is the thinking behind UN Secretary-General António Guterres’ push to move Beyond GDP.
#BeyondGDP
1/5 With the release of the GDP numbers last week, government data attracted far more attention than it normally does. While the numbers themself came under intense scrutiny and discussion, at one level, the data also advocated greater use of administrative data for evidence-based policy-making.
BasisPointInsight.com - Beyond GDP Perception: How Administrative Data Is Reshaping Trade Facilitation Policy by Vijay Chauhan
Administrative data is giving policymakers a clearer view of what works in trade facilitation, where delays persist and what needs to change. by Vijay Chauhan , BasisPointInsight.com
basispointinsight.com
September 7, 2026 at 5:07 AM
1/5 With the release of the GDP numbers last week, government data attracted far more attention than it normally does. While the numbers themself came under intense scrutiny and discussion, at one level, the data also advocated greater use of administrative data for evidence-based policy-making.
1/4 Indian states are offering data centres 20-year power subsidies, full electricity-duty waivers, and 50% land discounts. In return, the Vizag Google-Adani project delivers just 90 permanent jobs — while sitting 860 metres from a wildlife sanctuary in a water-stressed region.
#DataCentres
#DataCentres
BasisPointInsight.com - Why Aren’t the Data Centres Paying Us? by Sharmila Chavaly
States are showering data centres with subsidies, but have no framework to secure fair returns for communities providing land, power and water. by Sharmila Chavaly, BasisPointInsight.com
basispointinsight.com
September 4, 2026 at 11:45 AM
1/4 Indian states are offering data centres 20-year power subsidies, full electricity-duty waivers, and 50% land discounts. In return, the Vizag Google-Adani project delivers just 90 permanent jobs — while sitting 860 metres from a wildlife sanctuary in a water-stressed region.
#DataCentres
#DataCentres
1/2 India’s GDP debate is also a debate about methodology and trust.
Former Chief Statistician Pronab Sen explains why double deflation may be conceptually sound, but asks whether the underlying price data are robust and transparent enough.
#EconomicStatistics #GDPGrowth
Former Chief Statistician Pronab Sen explains why double deflation may be conceptually sound, but asks whether the underlying price data are robust and transparent enough.
#EconomicStatistics #GDPGrowth
India’s GDP Data Puzzle: Pronab Sen on Deflators, Revisions and Trust
YouTube video by BasisPoint Insight
www.youtube.com
September 4, 2026 at 11:02 AM
1/2 India’s GDP debate is also a debate about methodology and trust.
Former Chief Statistician Pronab Sen explains why double deflation may be conceptually sound, but asks whether the underlying price data are robust and transparent enough.
#EconomicStatistics #GDPGrowth
Former Chief Statistician Pronab Sen explains why double deflation may be conceptually sound, but asks whether the underlying price data are robust and transparent enough.
#EconomicStatistics #GDPGrowth
1/5 Many say India missed out on the opportunity to scale up its manufacturing and generating adequate employment from labour-intensive exports.
#IndianBusiness
#IndianBusiness
BasisPointInsight.com - The Small-Scale Opportunity for Indian Business by Ashima Goyal
Technology is lowering optimal production scales, giving Indian firms new opportunities in manufacturing, green energy, and innovation. by Ashima Goyal, BasisPointInsight.com
basispointinsight.com
September 4, 2026 at 9:39 AM
1/5 Many say India missed out on the opportunity to scale up its manufacturing and generating adequate employment from labour-intensive exports.
#IndianBusiness
#IndianBusiness
1/5 Five states — Uttar Pradesh, Punjab, Uttarakhand, Goa, and Manipur — head to polls in the first quarter of 2027. Four of them have BJP governments, while Punjab is ruled by the AAP.
#StateElections2027
#StateElections2027
BasisPointInsight.com - State Elections 2027: Will The Youth Rewrite The BJP’s Fortunes? by Amitabh Tiwari
Come 2027 and five states will test whether the BJP’s exuberance after the West Bengal and Assam results will continue, or is the youth ready to reshape the political landscape of the country. by Amit...
basispointinsight.com
September 2, 2026 at 10:40 AM
1/5 Five states — Uttar Pradesh, Punjab, Uttarakhand, Goa, and Manipur — head to polls in the first quarter of 2027. Four of them have BJP governments, while Punjab is ruled by the AAP.
#StateElections2027
#StateElections2027
1/5 India grew 7.8% in the April-June quarter. But is the headline telling the whole story?
@arvindmayaram.bsky.social
#IndianEconomy
@arvindmayaram.bsky.social
#IndianEconomy
BasisPointInsight.com - Growth: A Number That Has Stopped Persuading by Arvind Mayaram
India’s 7.8% growth beat forecasts, but weak jobs, private investment, net FDI and a softer rupee raise questions over how durable and broad-based the expansion is. by Arvind Mayaram, BasisPointInsigh...
basispointinsight.com
September 2, 2026 at 9:36 AM
1/5 India grew 7.8% in the April-June quarter. But is the headline telling the whole story?
@arvindmayaram.bsky.social
#IndianEconomy
@arvindmayaram.bsky.social
#IndianEconomy
1/5
Are we still calling Himalayan disasters by the wrong name?
The recent tragedy in Nepal was widely described as a flood. But the underlying hazard appears to have been far more complex: a massive slope failure involving glacier ice that transformed into a high-energy debris flow.
Are we still calling Himalayan disasters by the wrong name?
The recent tragedy in Nepal was widely described as a flood. But the underlying hazard appears to have been far more complex: a massive slope failure involving glacier ice that transformed into a high-energy debris flow.
BasisPointInsight.com - Stop Calling It Just A Flood: Understanding The New Himalayan Hazard by Lt Gen Syed Ata Hasnain (Retd)
From glacier collapses to debris flows, Himalayan disasters are exposing cascading hazards that demand better surveillance, warning systems and preparedness. by Lt Gen Syed Ata Hasnain (Retd), BasisPo...
basispointinsight.com
September 1, 2026 at 9:03 AM
1/5
Are we still calling Himalayan disasters by the wrong name?
The recent tragedy in Nepal was widely described as a flood. But the underlying hazard appears to have been far more complex: a massive slope failure involving glacier ice that transformed into a high-energy debris flow.
Are we still calling Himalayan disasters by the wrong name?
The recent tragedy in Nepal was widely described as a flood. But the underlying hazard appears to have been far more complex: a massive slope failure involving glacier ice that transformed into a high-energy debris flow.
1/3 India’s New Playbook for Navigating Risk, Resilience and Uncertainty
India’s resilience is being tested on multiple fronts. Energy security, critical minerals and the AI boom are exposing new forms of import dependence, even as the RBI rebuilds its dollar buffer.
#ClosingAuctionSession
India’s resilience is being tested on multiple fronts. Energy security, critical minerals and the AI boom are exposing new forms of import dependence, even as the RBI rebuilds its dollar buffer.
#ClosingAuctionSession
BasisPointInsight.com - India’s New Playbook for Navigating Risk, Resilience and Uncertainty by Phynix
From the Strait of Hormuz to the closing auction, India’s modern epic is a tale of resilience, hubris, and the art of navigating chaos. by Phynix , BasisPointInsight.com
basispointinsight.com
August 31, 2026 at 11:45 AM
1/3 India’s New Playbook for Navigating Risk, Resilience and Uncertainty
India’s resilience is being tested on multiple fronts. Energy security, critical minerals and the AI boom are exposing new forms of import dependence, even as the RBI rebuilds its dollar buffer.
#ClosingAuctionSession
India’s resilience is being tested on multiple fronts. Energy security, critical minerals and the AI boom are exposing new forms of import dependence, even as the RBI rebuilds its dollar buffer.
#ClosingAuctionSession
1/4 What if the energy transition’s biggest financing problem is not a shortage of capital — but a shortage of structures that can use the same capital more than once?
That is the idea behind Circular Finance, writes Arvind Mayaram.
@arvindmayaram.bsky.social
#CircularFinance
That is the idea behind Circular Finance, writes Arvind Mayaram.
@arvindmayaram.bsky.social
#CircularFinance
BasisPointInsight.com - Circular Finance: The Missing Link in the Energy Transition by Arvind Mayaram
Indonesia offers an important lesson for emerging economies: the challenge is not a shortage of capital, but a shortage of financing architectures capable of deploying capital repeatedly. by Arvind Ma...
basispointinsight.com
August 31, 2026 at 11:25 AM
1/4 What if the energy transition’s biggest financing problem is not a shortage of capital — but a shortage of structures that can use the same capital more than once?
That is the idea behind Circular Finance, writes Arvind Mayaram.
@arvindmayaram.bsky.social
#CircularFinance
That is the idea behind Circular Finance, writes Arvind Mayaram.
@arvindmayaram.bsky.social
#CircularFinance