4/4 They need to prepare for the worst as while preparation cannot prevent every crisis, but it can prevent hesitation from making one worse.
Read the article on BasisPoint Insight👇
#FinancialStability
Read the article on BasisPoint Insight👇
#FinancialStability
BasisPointInsight.com - Stress Testing Banks Before the Next Crisis by Rahul Ghosh
Are the country’s risk measurement systems and emergency funding arrangements ready for the next financial crisis? by Rahul Ghosh, BasisPointInsight.com
basispointinsight.com
November 11, 2026 at 10:11 AM
4/4 They need to prepare for the worst as while preparation cannot prevent every crisis, but it can prevent hesitation from making one worse.
Read the article on BasisPoint Insight👇
#FinancialStability
Read the article on BasisPoint Insight👇
#FinancialStability
3/4 Rahul Ghosh, in his article “Stress Testing Banks Before the Next Crisis” on BasisPoint Insight explains banks and NBFCs must generate reliable risk parameters and results, and report them consistently to the RBI.
BasisPointInsight.com - Stress Testing Banks Before the Next Crisis by Rahul Ghosh
Are the country’s risk measurement systems and emergency funding arrangements ready for the next financial crisis? by Rahul Ghosh, BasisPointInsight.com
basispointinsight.com
November 11, 2026 at 10:11 AM
3/4 Rahul Ghosh, in his article “Stress Testing Banks Before the Next Crisis” on BasisPoint Insight explains banks and NBFCs must generate reliable risk parameters and results, and report them consistently to the RBI.
3/5 The reported decline must also be read carefully because the methodology is different, writes Dhananjay Sinha in his article, “India’s Poverty Success Story Needs a Second Look” on BasisPoint Insight.
#householdIncome
#householdIncome
BasisPointInsight.com - India’s Poverty Success Story Needs a Second Look by Dhananjay Sinha
Falling poverty estimates sit uneasily with weak real incomes and welfare dependence, raising questions about the durability of India’s gains. by Dhananjay Sinha, BasisPointInsight.com
basispointinsight.com
November 12, 2026 at 6:40 AM
3/5 The reported decline must also be read carefully because the methodology is different, writes Dhananjay Sinha in his article, “India’s Poverty Success Story Needs a Second Look” on BasisPoint Insight.
#householdIncome
#householdIncome
4/4 Energy planning needs to look beyond just household consumption, and also include agricultural operations, food processing and other livelihood-related work. Availability and cost, both, can influence the economic activities households undertake.
Read the full article on BasisPoint Insight. 👇
Read the full article on BasisPoint Insight. 👇
BasisPointInsight.com - Rural Energy Must Deliver More Than Connections by Sarada Prasanna Das
Rural energy policy must focus on productive uses, reliable supply and local institutions to turn electricity access into economic opportunity by Sarada Prasanna Das, BasisPointInsight.com
basispointinsight.com
November 12, 2026 at 7:18 AM
4/4 Energy planning needs to look beyond just household consumption, and also include agricultural operations, food processing and other livelihood-related work. Availability and cost, both, can influence the economic activities households undertake.
Read the full article on BasisPoint Insight. 👇
Read the full article on BasisPoint Insight. 👇
3/3 These are just a few of the stories on BasisPoint Insight in the week gone by. Check out our newsletter for the full coverage👇
#Debt #USMidterms
#Debt #USMidterms
BasisPointInsight.com - When the Festive Glow Meets the Economy's Hard Realities by Phynix
Diwali's brilliance masks India's economic contradictions: soaring debt, elusive FDI, and the RBI's dance with inflation. by Phynix , BasisPointInsight.com
basispointinsight.com
November 9, 2026 at 12:05 PM
3/3 These are just a few of the stories on BasisPoint Insight in the week gone by. Check out our newsletter for the full coverage👇
#Debt #USMidterms
#Debt #USMidterms
5/5 The deadline is six years away. Washington will decide how to fix it, and India will feel the effects in its exports, remittances and capital flows.
Read the full analysis by Sagari Gupta👇
#USEconomy #BasisPoint
Read the full analysis by Sagari Gupta👇
#USEconomy #BasisPoint
BasisPointInsight.com - America's 2032 Social Security Cliff Could Carry Wider Costs for India by Sagari Gupta
The US retirement trust fund runs dry in 2032. How Washington closes the gap will reach India through IT exports, remittances and capital flows. by Sagari Gupta, BasisPointInsight.com
basispointinsight.com
November 12, 2026 at 7:52 AM
5/5 The deadline is six years away. Washington will decide how to fix it, and India will feel the effects in its exports, remittances and capital flows.
Read the full analysis by Sagari Gupta👇
#USEconomy #BasisPoint
Read the full analysis by Sagari Gupta👇
#USEconomy #BasisPoint
5/5 The committee’s value should lie in improving markets for everyone. An invitation into the room should not give an institution an informational head start over those outside it.
Read R Gurumurthy’s analysis on BasisPoint Insight.
#ForexMarkets
Read R Gurumurthy’s analysis on BasisPoint Insight.
#ForexMarkets
BasisPointInsight.com - A Seat at the RBI’s Table Must Not Become a Market Advantage by R. Gurumurthy
The RBI’s new markets committee needs clear rules on conflicts and confidentiality to prevent privileged access from becoming a commercial advantage. by R. Gurumurthy, BasisPointInsight.com
basispointinsight.com
November 9, 2026 at 4:52 AM
5/5 The committee’s value should lie in improving markets for everyone. An invitation into the room should not give an institution an informational head start over those outside it.
Read R Gurumurthy’s analysis on BasisPoint Insight.
#ForexMarkets
Read R Gurumurthy’s analysis on BasisPoint Insight.
#ForexMarkets
5/7 Writing in BasisPoint Insight, Ganga Narayan Rath and Chirayu Sharma propose a straightforward change. Keep “IPO” as the name of the event, but replace opaque terminology with plain language.
BasisPointInsight.com - Your IPO Money May Never Reach the Company by Ganga Narayan Rath, Chirayu Sharma
An IPO can raise billions without the company receiving a rupee. Investors need clearer labels showing exactly who gets their subscription money by Ganga Narayan Rath, Chirayu Sharma, BasisPointInsigh...
basispointinsight.com
November 9, 2026 at 4:38 AM
5/7 Writing in BasisPoint Insight, Ganga Narayan Rath and Chirayu Sharma propose a straightforward change. Keep “IPO” as the name of the event, but replace opaque terminology with plain language.
7/7 Prospectuses already disclose the split. The same clarity should follow the investor all the way to the subscribe button.
Read their argument in BasisPoint Insight.👇
Read their argument in BasisPoint Insight.👇
BasisPointInsight.com - Your IPO Money May Never Reach the Company by Ganga Narayan Rath, Chirayu Sharma
An IPO can raise billions without the company receiving a rupee. Investors need clearer labels showing exactly who gets their subscription money by Ganga Narayan Rath, Chirayu Sharma, BasisPointInsigh...
basispointinsight.com
November 9, 2026 at 4:38 AM
7/7 Prospectuses already disclose the split. The same clarity should follow the investor all the way to the subscribe button.
Read their argument in BasisPoint Insight.👇
Read their argument in BasisPoint Insight.👇
4/4 Explore Amitabh Tiwari's analysis of BSP's electoral decline, its changing voter base and the outsized impact its remaining votes could have on the 2027 contest.
Read the full analysis on BasisPoint Insight.
#IndianPolitics
Read the full analysis on BasisPoint Insight.
#IndianPolitics
BasisPointInsight.com - BSP: Spoiler or Kingmaker in UP by Amitabh Tiwari
With just 9% of the vote and no Lok Sabha seats, Mayawati’s BSP may seem politically diminished. But could its leftover votes still determine who wins Uttar Pradesh in 2027? by Amitabh Tiwari, BasisPo...
basispointinsight.com
November 9, 2026 at 8:42 AM
4/4 Explore Amitabh Tiwari's analysis of BSP's electoral decline, its changing voter base and the outsized impact its remaining votes could have on the 2027 contest.
Read the full analysis on BasisPoint Insight.
#IndianPolitics
Read the full analysis on BasisPoint Insight.
#IndianPolitics
6/6 Will Trump's political setback push him towards diplomacy, or make another military escalation more likely? And what would either outcome mean for global markets?
Read the full analysis by Yield Scribe on BasisPoint Insight.
#BasisPointInsight
Read the full analysis by Yield Scribe on BasisPoint Insight.
#BasisPointInsight
BasisPointInsight.com - Trump’s Defeat Leaves Markets Exposed to Another Oil Shock by Yield Scribe
A weakened president may yet seek a military victory before Congress changes hands, exposing investors to dearer oil and a fresh inflation shock. by Yield Scribe , BasisPointInsight.com
basispointinsight.com
November 9, 2026 at 6:30 AM
6/6 Will Trump's political setback push him towards diplomacy, or make another military escalation more likely? And what would either outcome mean for global markets?
Read the full analysis by Yield Scribe on BasisPoint Insight.
#BasisPointInsight
Read the full analysis by Yield Scribe on BasisPoint Insight.
#BasisPointInsight
5/5 The Blue Wave has changed the political theatre in Washington. It has not changed the forces beneath it. India's response should be realistic, not sentimental; patient, not hurried; anchored firmly in its own national interest.
Read the column by Ashok K. Kantha on BasisPoint Insight.
Read the column by Ashok K. Kantha on BasisPoint Insight.
BasisPointInsight.com - Beyond the Blue Wave: India's Long Game with America by Ashok K. Kantha
Democrats’ win has changed the political theatre in Washington. It has not changed the forces beneath it. India's response should be realistic, not sentimental; patient and anchored to its own nationa...
basispointinsight.com
November 9, 2026 at 6:13 AM
5/5 The Blue Wave has changed the political theatre in Washington. It has not changed the forces beneath it. India's response should be realistic, not sentimental; patient, not hurried; anchored firmly in its own national interest.
Read the column by Ashok K. Kantha on BasisPoint Insight.
Read the column by Ashok K. Kantha on BasisPoint Insight.
4/4 The key takeaway: The quality of credit growth matters more than the headline number.
Read the full analysis on BasisPoint Insight: The Risk in India’s Credit Boom Lies in What It Funds
#Economy #BasisPointInsight
Read the full analysis on BasisPoint Insight: The Risk in India’s Credit Boom Lies in What It Funds
#Economy #BasisPointInsight
BasisPointInsight.com - The Risk in India’s Credit Boom Lies in What It Funds by Deepa Vasudevan
Loan growth outpacing nominal GDP growth is not a problem in itself. The concern lies in the composition of the loan growth. by Deepa Vasudevan, BasisPointInsight.com
basispointinsight.com
November 6, 2026 at 5:19 AM
4/4 The key takeaway: The quality of credit growth matters more than the headline number.
Read the full analysis on BasisPoint Insight: The Risk in India’s Credit Boom Lies in What It Funds
#Economy #BasisPointInsight
Read the full analysis on BasisPoint Insight: The Risk in India’s Credit Boom Lies in What It Funds
#Economy #BasisPointInsight
3/3 Because democracy needs leaders who can listen when voters say no — not just explain why they didn't really lose.
Read the full article on BasisPoint Insight.
#USPolitics #BasisPointInsight
Read the full article on BasisPoint Insight.
#USPolitics #BasisPointInsight
BasisPointInsight.com - When the Leader Can't Be the Loser by Kirti Tarang Pande
A defeat can change the power map without changing the leader’s story. But, is protecting the leader’s image more important than understanding what voters were trying to say? by Kirti Tarang Pande, Ba...
basispointinsight.com
November 7, 2026 at 5:22 AM
3/3 Because democracy needs leaders who can listen when voters say no — not just explain why they didn't really lose.
Read the full article on BasisPoint Insight.
#USPolitics #BasisPointInsight
Read the full article on BasisPoint Insight.
#USPolitics #BasisPointInsight
3/4 In his piece, “Waiting Out Oil Could Cost the RBI More” on BasisPoint Insight, B. Sharathbabu says that as oil costs spread into wider price revisions, monetary policy may become more effective.
#Inflation
#Inflation
BasisPointInsight.com - Waiting Out Oil Could Cost the RBI More by B Sharathbabu
As oil costs spread into wider price revisions, monetary policy may become more effective. Waiting could raise the eventual cost of action by B Sharathbabu, BasisPointInsight.com
basispointinsight.com
November 6, 2026 at 5:49 AM
3/4 In his piece, “Waiting Out Oil Could Cost the RBI More” on BasisPoint Insight, B. Sharathbabu says that as oil costs spread into wider price revisions, monetary policy may become more effective.
#Inflation
#Inflation
5/5 Other issues, including illegal modifications to crucial voting documents have led to disenchantment and youth angst, writes Shashi Tharoor in his piece.
Read “Why Are Indian Protesters Targeting the Electoral Commission?” on BasisPoint Insight.
#IndiaPolls
Read “Why Are Indian Protesters Targeting the Electoral Commission?” on BasisPoint Insight.
#IndiaPolls
BasisPointInsight.com - Why Are Indian Protesters Targeting the Electoral Commission? by Shashi Tharoor
Millions have been excluded from electoral rolls with the special intensive revision, and as the Election Commission of India refuses accountability, its credibility is at stake. by Shashi Tharoor, B...
basispointinsight.com
November 6, 2026 at 7:57 AM
5/5 Other issues, including illegal modifications to crucial voting documents have led to disenchantment and youth angst, writes Shashi Tharoor in his piece.
Read “Why Are Indian Protesters Targeting the Electoral Commission?” on BasisPoint Insight.
#IndiaPolls
Read “Why Are Indian Protesters Targeting the Electoral Commission?” on BasisPoint Insight.
#IndiaPolls
5/5 Read Gaura’s take on the rupee, and the factors that will dictate its trajectory in “A Far More Restrained Rupee Facing a Volatile Global Outlook” on BasisPoint Insight.
#FDI #FPI
#FDI #FPI
BasisPointInsight.com - A Far More Restrained Rupee Facing a Volatile Global Outlook by Gaura Sen Gupta
US midterm elections gave global markets the fillip they needed, with crude prices easing and inflation outlook turning more benign. Even as the rupee rose, its challenges are unlikely to ease as fund...
basispointinsight.com
November 6, 2026 at 12:19 PM
5/5 Part 1 of a two-part series examining corporate India. Part 2 turns the spotlight on cooperative banks.
Read the full analysis on BasisPoint Insight:
Three Lines of Defence: Does the Model Still Defend or Even Hold?
#FinancialStability #BasisPointInsight
Read the full analysis on BasisPoint Insight:
Three Lines of Defence: Does the Model Still Defend or Even Hold?
#FinancialStability #BasisPointInsight
BasisPointInsight.com - Three Lines of Defence: Does the Model Still Defend or Even Hold? by Rabi N. Mishra, Komal Gupta
From Satyam to YES Bank, the controls existed on paper. What failed was the flow of truth between the business, risk, audit and the board. by Rabi N. Mishra, Komal Gupta, BasisPointInsight.com
basispointinsight.com
November 6, 2026 at 7:44 AM
5/5 Part 1 of a two-part series examining corporate India. Part 2 turns the spotlight on cooperative banks.
Read the full analysis on BasisPoint Insight:
Three Lines of Defence: Does the Model Still Defend or Even Hold?
#FinancialStability #BasisPointInsight
Read the full analysis on BasisPoint Insight:
Three Lines of Defence: Does the Model Still Defend or Even Hold?
#FinancialStability #BasisPointInsight
3/5 In her piece on BasisPoint Insight, “India Retains Just One Dollar in Four of the FDI It Attracts”, Sagari Gupta argues the picture is not all gloom, though.
#GDP
#GDP
BasisPointInsight.com - India Retains Just One Dollar in Four of the FDI It Attracts by Sagari Gupta
India attracted $54.9 billion in FDI in five months but retained only $13.8 billion. The gap matters as portfolio money exits and oil pressures the current account by Sagari Gupta, BasisPointInsight.c...
basispointinsight.com
November 5, 2026 at 7:56 AM
3/5 In her piece on BasisPoint Insight, “India Retains Just One Dollar in Four of the FDI It Attracts”, Sagari Gupta argues the picture is not all gloom, though.
#GDP
#GDP
5/5 Debt can sustain consumption for a while. But it cannot replace income indefinitely.
Read Vivek Kaul's column for BasisPoint: The Trouble With India’s Growing Household Debt👇
#EconomicGrowth
Read Vivek Kaul's column for BasisPoint: The Trouble With India’s Growing Household Debt👇
#EconomicGrowth
BasisPointInsight.com - The Trouble With India’s Growing Household Debt by Vivek Kaul
Can rising household debt sustain India’s consumption growth when incomes are struggling to keep pace, or are borrowers approaching the limits of what they can afford? by Vivek Kaul, BasisPointInsight...
basispointinsight.com
November 5, 2026 at 4:42 AM
5/5 Debt can sustain consumption for a while. But it cannot replace income indefinitely.
Read Vivek Kaul's column for BasisPoint: The Trouble With India’s Growing Household Debt👇
#EconomicGrowth
Read Vivek Kaul's column for BasisPoint: The Trouble With India’s Growing Household Debt👇
#EconomicGrowth
8/8 The central question: Should monetary policy communication predict the future, or prepare markets for uncertainty?
Read Michael Debabrata Patra’s column for BasisPoint — Monetary Policy: Communicating the Future
#EconomicPolicy
Read Michael Debabrata Patra’s column for BasisPoint — Monetary Policy: Communicating the Future
#EconomicPolicy
BasisPointInsight.com - Monetary Policy: Communicating the Future by Michael Debabrata Patra
As central banks rethink forward guidance, clarity about how policy will respond may matter more than promises about where rates are headed. by Michael Debabrata Patra, BasisPointInsight.com
basispointinsight.com
November 4, 2026 at 4:45 AM
8/8 The central question: Should monetary policy communication predict the future, or prepare markets for uncertainty?
Read Michael Debabrata Patra’s column for BasisPoint — Monetary Policy: Communicating the Future
#EconomicPolicy
Read Michael Debabrata Patra’s column for BasisPoint — Monetary Policy: Communicating the Future
#EconomicPolicy
7/7 For investors, the distinction between volume growth driven by market share gains and genuine category expansion is becoming increasingly important.
Read Dhananjay Sinha’s column for BasisPoint: Resilient Volumes Mask a Growing Consumer Squeeze👇
#EquityMarkets
Read Dhananjay Sinha’s column for BasisPoint: Resilient Volumes Mask a Growing Consumer Squeeze👇
#EquityMarkets
BasisPointInsight.com - Resilient Volumes Mask a Growing Consumer Squeeze by Dhananjay Sinha
Large brands are gaining share, but inflation, weak rural incomes and early down-trading are testing the strength behind reported volume growth. by Dhananjay Sinha, BasisPointInsight.com
basispointinsight.com
November 4, 2026 at 7:15 AM
7/7 For investors, the distinction between volume growth driven by market share gains and genuine category expansion is becoming increasingly important.
Read Dhananjay Sinha’s column for BasisPoint: Resilient Volumes Mask a Growing Consumer Squeeze👇
#EquityMarkets
Read Dhananjay Sinha’s column for BasisPoint: Resilient Volumes Mask a Growing Consumer Squeeze👇
#EquityMarkets
4/4 Perhaps the real measure of his genius lies not in how often he reinvents himself, but in how profoundly he changed the way we listen.
Read the full piece by Minari Shah on BasisPoint Insight👇
#BasisPointInsight
Read the full piece by Minari Shah on BasisPoint Insight👇
#BasisPointInsight
BasisPointInsight.com - The Importance of Being A R Rahman by Minari Shah
He changed the sound of Indian film music. But perhaps his greater achievement was changing how a song could tell its story. by Minari Shah, BasisPointInsight.com
basispointinsight.com
November 4, 2026 at 5:01 AM
4/4 Perhaps the real measure of his genius lies not in how often he reinvents himself, but in how profoundly he changed the way we listen.
Read the full piece by Minari Shah on BasisPoint Insight👇
#BasisPointInsight
Read the full piece by Minari Shah on BasisPoint Insight👇
#BasisPointInsight
5/5 In his latest analysis, Amitabh Tiwari examines the electoral arithmetic behind SP+’s 2024 breakthrough and the opportunities and challenges that will shape the 2027 Uttar Pradesh Assembly election.
Read the full analysis on BasisPoint Insight.
#ElectionAnalysis
Read the full analysis on BasisPoint Insight.
#ElectionAnalysis
BasisPointInsight.com - How SP+ Beat BJP+ in UP in 2024, and What It Means for 2027 by Amitabh Tiwari
SP+’s 2024 Lok Sabha gains came from a broader social coalition and a sharp shift in Dalit votes. Can it hold that coalition together in the 2027 Uttar Pradesh election? by Amitabh Tiwari, BasisPointI...
basispointinsight.com
November 4, 2026 at 8:32 AM
5/5 In his latest analysis, Amitabh Tiwari examines the electoral arithmetic behind SP+’s 2024 breakthrough and the opportunities and challenges that will shape the 2027 Uttar Pradesh Assembly election.
Read the full analysis on BasisPoint Insight.
#ElectionAnalysis
Read the full analysis on BasisPoint Insight.
#ElectionAnalysis
3/3 Consolidation may help, but smaller and more specialised institutions will also matter for outreach, choice and resilience.
Read K. Srinivasa Rao's column for BasisPoint: India’s Banking Reforms Must Look Beyond Bigger Banks
#RiskManagement
Read K. Srinivasa Rao's column for BasisPoint: India’s Banking Reforms Must Look Beyond Bigger Banks
#RiskManagement
BasisPointInsight.com - India’s Banking Reforms Must Look Beyond Bigger Banks by K. Srinivasa Rao
The new banking reforms committee must align scale, competition and risk management with India’s aspirations for a developed economy. by K. Srinivasa Rao, BasisPointInsight.com
basispointinsight.com
November 3, 2026 at 12:38 PM
3/3 Consolidation may help, but smaller and more specialised institutions will also matter for outreach, choice and resilience.
Read K. Srinivasa Rao's column for BasisPoint: India’s Banking Reforms Must Look Beyond Bigger Banks
#RiskManagement
Read K. Srinivasa Rao's column for BasisPoint: India’s Banking Reforms Must Look Beyond Bigger Banks
#RiskManagement