#ExternalSector
4/5 Questions that matter:
🔹Can FCNR(B) inflows strengthen external stability, or will they mostly inflate headline reserves?

🔹Can Indian banks mobilise enough dollar funding when global balance sheets are more constrained?

#ExternalSector
BasisPointInsight.com - RBI’s FCNR Swap Faces a Basel Reality Check by V Thiagarajan
RBI’s FCNR swap may echo 2013, but Basel rules, dollar-funding stress and forward liabilities make this a harder trade. by V Thiagarajan, BasisPointInsight.com
basispointinsight.com
June 15, 2026 at 6:20 AM
2/3 As crude oil prices remain elevated, geopolitical uncertainty persists, and global investors turn more cautious, a larger question emerges: are the constraints facing India's external sector regulatory—or market-driven?

#ForeignExchangeMarkets #ExternalSector #CapitalInflows
BasisPointInsight.com - India's Growth Puzzle Is Really About Capability by Arvind Mayaram
India's growth challenge may lie less in capital or demand and more in whether the economy is building capabilities to compete, innovate, and move up the value chain. by Arvind Mayaram, BasisPointInsi...
basispointinsight.com
June 5, 2026 at 10:59 AM
1/3 India may once again turn to the diaspora to defend the rupee as capital outflows intensify and conventional interventions lose effectiveness. Yet with global rates elevated, can costly NRI dollar mobilisation schemes still work as they did in the past?

#CapitalFlows #ExternalSector
BasisPointInsight.com - Will India Once Again Turn to Its Diaspora for Capital, and Will It Work? by Abheek Barua
The government will have to weigh the high cost of any heavy-duty intervention against both its likely benefits and the effectiveness of alternative policy options. by Abheek Barua, BasisPointInsight....
basispointinsight.com
May 8, 2026 at 9:57 AM