#BasisPoint
4/4 Key takeaways from our conversation:
🔹 Why economic empowerment must replace entitlement politics
🔹 The case for keeping UPI a "public good"
🔹 A pragmatic, economics-first approach to India-China economic ties

Watch the full conversation here👇

#IndianEconomy #Macroeconomics
The Big Picture with Rakesh Khar ft. Dr Rajiv Kumar | GDP, Geoeconomics, & The China Conundrum?
YouTube video by BasisPoint Insight
youtu.be
September 26, 2026 at 10:45 AM
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
The Big Picture with Rakesh Khar ft. Dr Rajiv Kumar | GDP, Geoeconomics, & The China Conundrum?
YouTube video by BasisPoint Insight
youtu.be
September 26, 2026 at 10:45 AM
2/4 In the inaugural episode of The Big Picture with Rakesh Khar, BasisPoint Insight sits down with former NITI Aayog Vice Chairman Dr. Rajiv Kumar to decode India's macroeconomic reality.

#RajivKumar #BusinessStrategy
The Big Picture with Rakesh Khar ft. Dr Rajiv Kumar | GDP, Geoeconomics, & The China Conundrum?
YouTube video by BasisPoint Insight
youtu.be
September 26, 2026 at 10:45 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.
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
2/5 And India itself is trying to deepen ties with the West without giving up room to manoeuvre elsewhere.

In his latest column for BasisPoint Insight, Bihar Governor Lt Gen Syed Ata Hasnain argues that this is not necessarily a contradiction.

#StrategicAutonomy
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
3/3 Add a shifting trade landscape and a possible new growth cycle.

Check out the full analysis of the biggest stories in the week gone by, on BasisPoint Insight.👇

#BRICS #IndianEconomy
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
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
2/7 In his latest column for BasisPoint, Bihar Governor Lt Gen Syed Ata Hasnain argues that this is increasingly the logic of Indian foreign policy: build relationships across geopolitical divides without allowing any one partnership to define all the others.

That is also why BRICS still matters.
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
5/5 The uncomfortable question is whether markets are now demanding a higher price for duration almost everywhere.

Read Michael Patra’s latest column for BasisPoint: Why Are Bond Yields Unyielding?👇

#InflationRisk
BasisPointInsight.com - Why Are Bond Yields Unyielding? by Michael Debabrata Patra
Rising bond yields flag doubts about fiscal discipline, inflation risks and competition for capital. India is not immune to the global repricing. by Michael Debabrata Patra, BasisPointInsight.com
basispointinsight.com
September 14, 2026 at 5:55 AM
2/2 Here’s a breakdown by senior journalist, Rakesh Khar, of what this historic deal can mean for both the German carmaker and the future of the Indian auto-market.

Log on to BasisPoint Insight to read the full essay.

#EVStrategy #Localization #AutoMarket
BasisPointInsight.com - Relinquishing the Wheel: Why Volkswagen’s JSW Gamble Faces a Brutal Reality Check by Rakesh Khar
Volkswagen’s JSW deal offers scale, local heft and an EV route into India. But history shows that ownership changes alone rarely crack the country’s brutal auto market. by Rakesh Khar, BasisPointInsig...
basispointinsight.com
September 14, 2026 at 5:15 AM
5/5 Credibility is not a public relations problem to be managed after the fact. It is a policy variable, built in advance and spent in a single bad news cycle if neglected.

Read his full article - The Invisible Asset: What India's GDP Row Is Really About - on BasisPoint Insight.

#IndianEconomy
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
6/6 The absence of another 9/11-scale attack is a major achievement. It is not proof that the threat has disappeared.

Read Lt Gen Syed Ata Hasnain column for BasisPoint — Twenty-Five Years After 9/11: Is the Age of Global Terrorism Over?👇

#NationalSecurity
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
7/7 For readers following India’s growth outlook and the debate over the costs of inflation control, this is a pointed intervention worth engaging with.

Read “India’s GDP Numbers Reveal a Growth Upshift, Not a Statistical Mirage” by Michael Debabrata Patra on BasisPoint Insight.👇
BasisPointInsight.com - India’s GDP Numbers Reveal a Growth Upshift, Not a Statistical Mirage by Michael Debabrata Patra
Investment is accelerating, and demand is resilient. Revised data challenge claims that the RBI sacrificed economic growth in its inflation fight. by Michael Debabrata Patra, BasisPointInsight.com
basispointinsight.com
September 9, 2026 at 11:55 AM
2/7 In his latest column for BasisPoint Insight, the former deputy governor of the RBI looks beyond the headline growth rate to examine what is driving India’s expansion and what the numbers reveal about its durability.

#GrowthUpshift
BasisPointInsight.com - India’s GDP Numbers Reveal a Growth Upshift, Not a Statistical Mirage by Michael Debabrata Patra
Investment is accelerating, and demand is resilient. Revised data challenge claims that the RBI sacrificed economic growth in its inflation fight. by Michael Debabrata Patra, BasisPointInsight.com
basispointinsight.com
September 9, 2026 at 11:55 AM
4/4 These are a few of the themes discussed on Basispoint Insight in the week gone by. Check out the newsletter for the full coverage👇

#FCNRB
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
6/6 The objective is not simply to survive disruption. It is to preserve agency.

When a nation can absorb the blow, recover and still impose consequences, resilience itself begins to reinforce deterrence.

Read Lt Gen Syed Ata Hasnain's column for BasisPoint👇

#NationalResilience
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
5/5 The larger question is simple: if economic growth is the means, what exactly are we measuring as the end?

Read Michael Patra’s column for BasisPoint: Measuring What GDP Leaves Out👇

#EconomicPolicy
BasisPointInsight.com - Measuring What GDP Leaves Out by Michael Debabrata Patra
Guterres’ push to move beyond GDP seeks to measure what growth misses, from inequality and well-being to sustainability and the planet. by Michael Debabrata Patra, BasisPointInsight.com
basispointinsight.com
September 7, 2026 at 5:46 AM
4/4 Her core argument: states don't need to compete on subsidies — they can compete on what they extract for host communities, if the political will exists.

🔗 Read the detailed insight on BasisPoint Insight: Why Aren’t the Data Centres Paying Us?👇

#EnvironmentalAccountability #India
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
2/2 Also: base-year revisions, historical growth and the informal economy.

#IndiaGDP #GDPData #DataTransparency #IndianEconomy
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
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
5/5 Read the trends and how they might shape India’s political landscape in Amitabh Tiwari’s article: State Elections 2027: Will the youth rewrite the BJP’s fortunes? on BasisPoint Insight.

#ElectoralPolitics
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
5/5 A strong GDP print can signal resilience. But durable growth must eventually show up beyond the headline.

Read Arvind Mayaram column for BasisPoint — Growth: A Number That Has Stopped Persuading👇

#EconomicPolicy
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
4/4 For emerging economies, the challenge is not merely mobilising more money. It is creating a system in which capital moves with the risk profile of the asset — and is continually recycled.

Read Arvind Mayaram’s column for BasisPoint — Circular Finance: The Missing Link in the Energy Transition👇
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
4/4 Read Michael Patra’s column for BasisPoint: How the RBI Manages Liquidity, From the LAF Corridor to Sterilisation and Beyond

#Sterilisation #MoneyMarkets
BasisPointInsight.com - How the RBI Manages Liquidity, From the LAF Corridor to Sterilisation and Beyond by Michael Debabrata Patra
Michael Patra explains how the RBI manages liquidity, from sterilisation and CRR operations to forecasting and the LAF corridor’s role in transmission. by Michael Debabrata Patra, BasisPointInsight.co...
basispointinsight.com
August 28, 2026 at 4:43 AM