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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
September 25, 2026 at 10:04 AM
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5/5 The larger lesson: countries do not always export what history says they should. They export what changing markets suddenly make possible.

Read Michael Patra’s column: Two Tales of Trade Turnarounds 👇

#GlobalTrade #BasisPointInsight
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
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September 23, 2026 at 6:06 AM
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5/5 Diplomatic flexibility matters. But autonomy ultimately rests on capability.

Read: India and the Changing Geometry of Great-Power Relations 👇

#ForeignPolicy #BasisPointInsight
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...
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September 23, 2026 at 4:53 AM
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5/5 A larger inflow is not always a better outcome. The real test is the net effect over the life of the intervention.

Read: After the Swap Window: Managing What the Rupee Rescue Has Left Behind👇

#BasisPointInsight
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...
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September 21, 2026 at 7:24 AM
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1/2 From the bond trading desks of the 1990s to the corner office of one of India’s largest AMCs — A. Balasubramanian’s journey is a lesson in resilience, risk management, and leadership.

#marketmakers #mutualfunds #leadership #investing #adityabirlasunlifeamc #basispointinsight
Market Makers | A. Balasubramanian on Building Birla AMC, Markets, and the Road Ahead
YouTube video by BasisPoint Insight
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September 4, 2025 at 8:19 AM
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The solution to Mumbai’s monsoon chaos isn’t more drains. It’s smarter planning. The city needs clear land-use visions with transit investments, supportive zoning, and creative finance.

Read Professor Alok Kumar Mishra full piece 👇

#TransitOrientedDevelopment #ClimateChange #BasisPointInsight
Transit-Oriented Development Could Rescue Mumbai
Alok Kumar Mishra, Mumbai’s floods are man-made. Transit-oriented growth can turn recurring monsoon misery into a model of resilience and equitable urban living.
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August 22, 2025 at 1:41 PM
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2/4 This is not a series of isolated pressures but a compounding shock that feeds through fuel, food and fertilisers into a broader inflation cycle.

#FoodInflation
BasisPointInsight.com - Inflation’s Triple Shock: Crude, Crops and Currency Pressures by G. Chandrashekhar
A volatile oil market, fragile farm outlook and weakening rupee threaten to stoke inflation, testing policy credibility and burdening India’s most vulnerable. by G. Chandrashekhar, BasisPointInsight....
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March 27, 2026 at 8:31 AM
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2/4 If automation increasingly replaces workers without creating enough new tasks, productivity gains could coexist with weaker job growth—what some economists describe as “so-so innovation.”

#FutureOfWork #AIImpact
BasisPointInsight.com - The Case For a Robot Tax by Abheek Barua
As AI and robotics threaten labour-intensive growth in developing economies, policymakers may need to reconsider a controversial idea: a tax on excessive automation. by Abheek Barua, BasisPointInsight...
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March 5, 2026 at 2:24 PM
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6/6 Either way, markets should prepare for a possible regime shift, not just a leadership change.

Read V Thiagarajan’s column for BasisPoint: The Warsh Reset and Four Ways the Fed Could Change👇

#Warsh #BasisPointInsight
BasisPointInsight.com - The Warsh Reset and Four Ways the Fed Could Change by V Thiagarajan
Kevin Warsh could reshape Fed communication, inflation signals, balance-sheet policy and employment goals, marking a decisive break from the Powell era. by V Thiagarajan, BasisPointInsight.com
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June 16, 2026 at 4:47 AM
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3/3 Policies can change overnight, but trust takes years to build and only moments to lose.

If policy, markets and the economy interest you, check out the latest edition of BasisPoint Insight's newsletter for expert perspectives on the stories that shaped the week.👇

#Protests #Economy
BasisPointInsight.com - When Cockroaches Marched, Change Started Crawling Our Way by Phynix
A generation dismissed as entitled took to the streets and made a government buckle. But will replacing one minister repair a system where trust has been steadily eroded? by Phynix , BasisPointInsight...
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July 27, 2026 at 12:01 PM
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4/7 This has implications for every major power, including China. Taiwan and the Line of Actual Control are not merely military questions. Even successful tactical action can create wider diplomatic, economic and strategic consequences.

#PoliticalOutcomes
BasisPointInsight.com - Can Military Superiority Still Deliver Political Success? by Lt Gen Syed Ata Hasnain (Retd)
From Vietnam to Ukraine and Gaza, modern wars reveal a hard truth: battlefield success is no longer a reliable path to desired political outcomes. by Lt Gen Syed Ata Hasnain (Retd), BasisPointInsight....
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June 13, 2026 at 6:37 AM
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4/5 As Dr. Mayaram writes, monetary policy can buy time—but only structural reforms can build lasting confidence in the rupee.

A timely analysis of why India's currency debate needs to move beyond intervention and towards long-term competitiveness.

#BasisPointInsight
BasisPointInsight.com - The RBI Can Defend the Rupee, but Only the Government Can Strengthen It by Arvind Mayaram
The RBI can buy time for the rupee, but lasting strength depends on productive investment, export capacity and a more competitive economy. by Arvind Mayaram, BasisPointInsight.com
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August 6, 2026 at 6:08 AM
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3/4 As national politics braces for 2026, this win might offer a template for a new kind of politics.

🔹What does Mamdani’s victory say about Gen Z’s role in shaping electoral outcomes?

🔹Can this model of policy-first, cross-community leadership scale beyond urban centers?
BasisPointInsight.com - Signals From the City by Lt Gen Syed Ata Hasnain (Retd)
Zohran Mamdani’s victory in New York marks more than a political upset—it hints at a generational shift in leadership, strategy, and civic values. by Lt Gen Syed Ata Hasnain (Retd), BasisPointInsight....
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November 5, 2025 at 1:59 PM
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3/7 Modern warfare is shaped not just by firepower, but by nuclear deterrence, economic interdependence, information warfare, global media, drones, cyber capabilities and domestic political will. The battlefield is only one part of the contest.

#MilitaryStrategy
BasisPointInsight.com - Can Military Superiority Still Deliver Political Success? by Lt Gen Syed Ata Hasnain (Retd)
From Vietnam to Ukraine and Gaza, modern wars reveal a hard truth: battlefield success is no longer a reliable path to desired political outcomes. by Lt Gen Syed Ata Hasnain (Retd), BasisPointInsight....
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June 13, 2026 at 6:37 AM
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1/7 Vietnam, Iraq, Afghanistan, Ukraine and Gaza show the same pattern in different forms. Stronger militaries can destroy infrastructure, seize territory and impose costs. But those gains do not automatically produce legitimacy, stability or political compliance.

#StrategicAmbiguity
BasisPointInsight.com - Can Military Superiority Still Deliver Political Success? by Lt Gen Syed Ata Hasnain (Retd)
From Vietnam to Ukraine and Gaza, modern wars reveal a hard truth: battlefield success is no longer a reliable path to desired political outcomes. by Lt Gen Syed Ata Hasnain (Retd), BasisPointInsight....
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June 13, 2026 at 6:37 AM
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7/7 Victory today is not just about winning wars. It is about knowing whether the political outcome sought can be achieved by military means alone.

Click on the link to read Lt Gen Syed Ata Hasnain’s column for BasisPoint: Can Military Superiority Still Deliver Political Success?👇
BasisPointInsight.com - Can Military Superiority Still Deliver Political Success? by Lt Gen Syed Ata Hasnain (Retd)
From Vietnam to Ukraine and Gaza, modern wars reveal a hard truth: battlefield success is no longer a reliable path to desired political outcomes. by Lt Gen Syed Ata Hasnain (Retd), BasisPointInsight....
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June 13, 2026 at 6:37 AM
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5/7 For India, the lesson is clear. Military power remains indispensable. Deterrence must be credible. Borders must be secured.

But military strength works best when it is tied to clear political objectives, strong diplomacy, economic resilience, technological capability and social cohesion.
BasisPointInsight.com - Can Military Superiority Still Deliver Political Success? by Lt Gen Syed Ata Hasnain (Retd)
From Vietnam to Ukraine and Gaza, modern wars reveal a hard truth: battlefield success is no longer a reliable path to desired political outcomes. by Lt Gen Syed Ata Hasnain (Retd), BasisPointInsight....
basispointinsight.com
June 13, 2026 at 6:37 AM
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2/7 The weaker side does not always need to win. It often only needs to survive, deny the stronger side its objectives and prolong the contest until political costs rise.

That changes the meaning of victory, writes Lt Gen Syed Ata Hasnain, Bihar Governor and former Commander of Chinar Corps.
BasisPointInsight.com - Can Military Superiority Still Deliver Political Success? by Lt Gen Syed Ata Hasnain (Retd)
From Vietnam to Ukraine and Gaza, modern wars reveal a hard truth: battlefield success is no longer a reliable path to desired political outcomes. by Lt Gen Syed Ata Hasnain (Retd), BasisPointInsight....
basispointinsight.com
June 13, 2026 at 6:37 AM
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1/4 Can India revive private capital for highways without repeating BOT 1.0's collapse?

#Infrastructure #Highways #PPP #India #InfrastructureFinance #InstitutionalInvesting #BasisPointInsight
BasisPointInsight.com - BOT 2.0: Can India Bring Private Capital Back to Highways? by Shilpashree Venkatesh
The revised risk-sharing framework could revive private investment in highways, but only if projects are bankable and contracts enforceable. by Shilpashree Venkatesh, BasisPointInsight.com
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August 25, 2026 at 11:05 AM
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5/5 🔗 Read the full article on BasisPoint : Central KYC 2.0: Moving India's Banked Millions Into Insurance, Funds, and Pensions

#PublicPolicy #BasisPointInsight
BasisPointInsight.com - Central KYC 2.0: Moving India's Banked Millions Into Insurance, Funds, and Pensions by Sagari Gupta
A cheaper identity check may make financial products easier to sell, but turning India’s banked millions into investors will depend on trust, suitability and distribution. by Sagari Gupta, BasisPointI...
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August 25, 2026 at 11:34 AM
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2/5 But the more interesting story, argues Michael Patra -former RBI Deputy Governor, how developing nations are responding to the Strait of Hormuz risk.

#EnergySecurity
BasisPointInsight.com - Building Resilience in a Fracturing World by Michael Debabrata Patra
From Hormuz to semiconductors, India is quietly redrawing its resilience playbook as global shocks expose the cost of dependence on fragile supply chains by Michael Debabrata Patra, BasisPointInsight....
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August 25, 2026 at 6:57 AM
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4/5 Beyond energy, he points to a parallel shift underway in India's semiconductor and critical minerals ecosystem; from design to physical fabrication, and new rare earth processing corridors across four states.

#CriticalMinerals
BasisPointInsight.com - Building Resilience in a Fracturing World by Michael Debabrata Patra
From Hormuz to semiconductors, India is quietly redrawing its resilience playbook as global shocks expose the cost of dependence on fragile supply chains by Michael Debabrata Patra, BasisPointInsight....
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August 25, 2026 at 6:57 AM
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5/5 A sharp look at how India is turning global fragility into a resilience blueprint; read the full piece for the complete picture.

🔗 Read the full article on BasisPoint: Building Resilience in a Fracturing World👇

#StrategicAutonomy #IndiaStrategy
BasisPointInsight.com - Building Resilience in a Fracturing World by Michael Debabrata Patra
From Hormuz to semiconductors, India is quietly redrawing its resilience playbook as global shocks expose the cost of dependence on fragile supply chains by Michael Debabrata Patra, BasisPointInsight....
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August 25, 2026 at 6:57 AM
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3/5 He tracks India's multi-front strategy: ONGC's first-ever self-funded strategic crude reserve expansion in Mangaluru, a shift toward Venezuelan, Brazilian and African crude, and reliance on the Strait falling from roughly 50% to 30% of imports.

#SupplyChainResilience
BasisPointInsight.com - Building Resilience in a Fracturing World by Michael Debabrata Patra
From Hormuz to semiconductors, India is quietly redrawing its resilience playbook as global shocks expose the cost of dependence on fragile supply chains by Michael Debabrata Patra, BasisPointInsight....
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August 25, 2026 at 6:57 AM
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4/6 The absence of major Gulf states such as the UAE and Qatar also points to divisions within the region rather than a unified security bloc.

#DefenceStrategy
BasisPointInsight.com - Attack on One, Attack on All: What the Saudi-Pakistan-Turkey Defence Pact Means for India by Lt Gen Syed Ata Hasnain (Retd)
The pact signals a Gulf push for greater strategic autonomy, but also exposes regional divides and fresh uncertainty over deterrence and alliances. by Lt Gen Syed Ata Hasnain (Retd), BasisPointInsight...
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August 9, 2026 at 11:00 AM