Basispoint Insight
@basispointinsight.bsky.social
Thought-provoking insights on the #economy & #markets | Deep research, actionable analysis.
1/3 Building Cities Fit for a Developed India
India’s journey to Viksit Bharat will be shaped by how we reimagine our cities. Urban India already drives most of our economic growth — now it must also lead in liveability, inclusivity, and sustainability.
#UrbanDevelopment #SustainableCities
India’s journey to Viksit Bharat will be shaped by how we reimagine our cities. Urban India already drives most of our economic growth — now it must also lead in liveability, inclusivity, and sustainability.
#UrbanDevelopment #SustainableCities
BasisPointInsight.com - From Potholes to Prosperity: Building India’s Urban Future by Anant Goenka
India’s prosperity will be decided not just by factories and farms, but by how well its cities move, breathe and govern. by Anant Goenka, BasisPointInsight.com
basispointinsight.com
November 11, 2025 at 4:15 PM
1/3 Building Cities Fit for a Developed India
India’s journey to Viksit Bharat will be shaped by how we reimagine our cities. Urban India already drives most of our economic growth — now it must also lead in liveability, inclusivity, and sustainability.
#UrbanDevelopment #SustainableCities
India’s journey to Viksit Bharat will be shaped by how we reimagine our cities. Urban India already drives most of our economic growth — now it must also lead in liveability, inclusivity, and sustainability.
#UrbanDevelopment #SustainableCities
1/3 India’s SIP boom is a story of trust, discipline—and perhaps automation.
Every month, ₹20,000 crore flows into mutual funds on autopilot, regardless of valuation or volatility. What started as a shield against investor emotion now shapes the market itself, often overpowering analysis with habit.
Every month, ₹20,000 crore flows into mutual funds on autopilot, regardless of valuation or volatility. What started as a shield against investor emotion now shapes the market itself, often overpowering analysis with habit.
BasisPointInsight.com - The Religion of SIPs: India’s March to Market Salvation by R. Gurumurthy
Are SIPs India's safest investment habit or a blind ritual that could distort markets? What happens when faith replaces fundamentals in financial behaviour? by R. Gurumurthy, BasisPointInsight.com
basispointinsight.com
November 11, 2025 at 9:01 AM
1/3 India’s SIP boom is a story of trust, discipline—and perhaps automation.
Every month, ₹20,000 crore flows into mutual funds on autopilot, regardless of valuation or volatility. What started as a shield against investor emotion now shapes the market itself, often overpowering analysis with habit.
Every month, ₹20,000 crore flows into mutual funds on autopilot, regardless of valuation or volatility. What started as a shield against investor emotion now shapes the market itself, often overpowering analysis with habit.
1/3 What if sustainability wasn’t about spending more—but circulating smarter?
India’s energy transition isn’t just about clean power. It’s about who benefits, who pays, and how long each rupee lasts.
#CircularFinance #EnergyTransition #ClimatePolicy #SustainableFinance
India’s energy transition isn’t just about clean power. It’s about who benefits, who pays, and how long each rupee lasts.
#CircularFinance #EnergyTransition #ClimatePolicy #SustainableFinance
BasisPointInsight.com - A Just Energy Transition Needs Circular Finance by Arvind Mayaram
How can India fund its clean energy goals without overloading public finances? Could ‘circular finance’ be the key to a just, scalable, and truly sustainable transition? by Arvind Mayaram, BasisPointI...
basispointinsight.com
November 11, 2025 at 6:43 AM
1/3 What if sustainability wasn’t about spending more—but circulating smarter?
India’s energy transition isn’t just about clean power. It’s about who benefits, who pays, and how long each rupee lasts.
#CircularFinance #EnergyTransition #ClimatePolicy #SustainableFinance
India’s energy transition isn’t just about clean power. It’s about who benefits, who pays, and how long each rupee lasts.
#CircularFinance #EnergyTransition #ClimatePolicy #SustainableFinance
1/3 Cyber risk is no longer a distant threat — it's already embedded in digital banking’s core.
With 56.5% of banking frauds now tied to digital payments and over 13,500 cyber fraud cases in 2024–25 alone, the sector stands at a tipping point.
#cybersecurity #DigitalBanking #upi #AI #FinTech
With 56.5% of banking frauds now tied to digital payments and over 13,500 cyber fraud cases in 2024–25 alone, the sector stands at a tipping point.
#cybersecurity #DigitalBanking #upi #AI #FinTech
BasisPointInsight.com - Cyber Risk - Digital Banking's Biggest Threat Is Closer Than You Think by K. Srinivasa Rao
Mitigate rising cyber risks in digital banking with AI-driven detection, zero trust, robust training, and rapid response for safer payments and trust. by K. Srinivasa Rao, BasisPointInsight.com
basispointinsight.com
November 11, 2025 at 5:44 AM
1/3 Cyber risk is no longer a distant threat — it's already embedded in digital banking’s core.
With 56.5% of banking frauds now tied to digital payments and over 13,500 cyber fraud cases in 2024–25 alone, the sector stands at a tipping point.
#cybersecurity #DigitalBanking #upi #AI #FinTech
With 56.5% of banking frauds now tied to digital payments and over 13,500 cyber fraud cases in 2024–25 alone, the sector stands at a tipping point.
#cybersecurity #DigitalBanking #upi #AI #FinTech
1/3 YES Bank’s Revival Masks a Bigger Test — One Still Pending in Court
Sumitomo Mitsui’s recent ₹160 billion stake in YES Bank has revived confidence in the institution — and is being hailed as a regulatory success story.
#AT1Bonds #YesBank #BankingRisk #InvestorProtection
Sumitomo Mitsui’s recent ₹160 billion stake in YES Bank has revived confidence in the institution — and is being hailed as a regulatory success story.
#AT1Bonds #YesBank #BankingRisk #InvestorProtection
BasisPointInsight.com - YES Bank Additional Tier-1 Bonds: Fading From Public Memory? by Mint Owl
YES Bank’s revival masks unresolved questions over its AT-1 bond write-off, as investors await a Supreme Court verdict that could reshape regulation. by Mint Owl, BasisPointInsight.com
basispointinsight.com
November 11, 2025 at 4:35 AM
1/3 YES Bank’s Revival Masks a Bigger Test — One Still Pending in Court
Sumitomo Mitsui’s recent ₹160 billion stake in YES Bank has revived confidence in the institution — and is being hailed as a regulatory success story.
#AT1Bonds #YesBank #BankingRisk #InvestorProtection
Sumitomo Mitsui’s recent ₹160 billion stake in YES Bank has revived confidence in the institution — and is being hailed as a regulatory success story.
#AT1Bonds #YesBank #BankingRisk #InvestorProtection
1/3 Can banks still afford to separate leadership from expertise?
As banking becomes more complex—across risk, regulation, and capital markets—boards and CEOs face a new dilemma: Is leadership alone enough?
#LeadershipEvolution #BankLeadership #DigitalBanking #IndiaBanking #BFSI
As banking becomes more complex—across risk, regulation, and capital markets—boards and CEOs face a new dilemma: Is leadership alone enough?
#LeadershipEvolution #BankLeadership #DigitalBanking #IndiaBanking #BFSI
BasisPointInsight.com - The New Face of Bank Leadership by Rahul Ghosh
Banking isn't just business—it’s algorithms, accountability, and balance sheet acrobatics. So who belongs at the top? by Rahul Ghosh, BasisPointInsight.com
basispointinsight.com
November 10, 2025 at 10:50 AM
1/3 Can banks still afford to separate leadership from expertise?
As banking becomes more complex—across risk, regulation, and capital markets—boards and CEOs face a new dilemma: Is leadership alone enough?
#LeadershipEvolution #BankLeadership #DigitalBanking #IndiaBanking #BFSI
As banking becomes more complex—across risk, regulation, and capital markets—boards and CEOs face a new dilemma: Is leadership alone enough?
#LeadershipEvolution #BankLeadership #DigitalBanking #IndiaBanking #BFSI
1/3 Too Intertwined to Untangle?
Financial stability is entering a new chapter—driven not by banks, but by compute, contracts, and capital.
AI is no longer just a tech story; it's a balance-sheet event. Mega data centers, power grids, and trillion-dollar equities are now deeply interlinked.
Financial stability is entering a new chapter—driven not by banks, but by compute, contracts, and capital.
AI is no longer just a tech story; it's a balance-sheet event. Mega data centers, power grids, and trillion-dollar equities are now deeply interlinked.
BasisPointInsight.com - The Rise of Tech Companies and Global Financial Stability Risks by Chandrika Soyantar
Systemic risk has moved from banks to Big Tech, with AI and compute now embedding deep risk in global markets, investor flows, and regulation. by Chandrika Soyantar, BasisPointInsight.com
basispointinsight.com
November 10, 2025 at 9:43 AM
1/3 Too Intertwined to Untangle?
Financial stability is entering a new chapter—driven not by banks, but by compute, contracts, and capital.
AI is no longer just a tech story; it's a balance-sheet event. Mega data centers, power grids, and trillion-dollar equities are now deeply interlinked.
Financial stability is entering a new chapter—driven not by banks, but by compute, contracts, and capital.
AI is no longer just a tech story; it's a balance-sheet event. Mega data centers, power grids, and trillion-dollar equities are now deeply interlinked.
1/3 Bihar's Battle Lines Are Drawn — and the Final Phase Could Be Decisive.
With 122 seats up for grabs, alliances are testing new equations: fresh faces vs. incumbents, rebels vs. loyalists, and caste balance vs. voter volatility.
#BiharElections #PoliticalStrategy #IndianDemocracy #Governance
With 122 seats up for grabs, alliances are testing new equations: fresh faces vs. incumbents, rebels vs. loyalists, and caste balance vs. voter volatility.
#BiharElections #PoliticalStrategy #IndianDemocracy #Governance
BasisPointInsight.com - Bihar Battle Enters the Last Lap of 122 Seats, Seemanchal in Focus by Amitabh Tiwari
What impact will rebel candidates, caste equations, and minority representation have as Bihar’s final phase unfolds? Can fresh faces tip the balance in close contests? by Amitabh Tiwari, BasisPointIns...
basispointinsight.com
November 10, 2025 at 9:07 AM
1/3 Bihar's Battle Lines Are Drawn — and the Final Phase Could Be Decisive.
With 122 seats up for grabs, alliances are testing new equations: fresh faces vs. incumbents, rebels vs. loyalists, and caste balance vs. voter volatility.
#BiharElections #PoliticalStrategy #IndianDemocracy #Governance
With 122 seats up for grabs, alliances are testing new equations: fresh faces vs. incumbents, rebels vs. loyalists, and caste balance vs. voter volatility.
#BiharElections #PoliticalStrategy #IndianDemocracy #Governance
1/3 “Be your best self.” “Manifest abundance.” “Unlock your potential.”
What sounds like inspiration often feels like pressure.
In a world that wants us constantly improving, have we forgotten how to simply exist?
#SelfImprovement #ModernAnxiety #Culture #DigitalLife #Mindfulness
What sounds like inspiration often feels like pressure.
In a world that wants us constantly improving, have we forgotten how to simply exist?
#SelfImprovement #ModernAnxiety #Culture #DigitalLife #Mindfulness
BasisPointInsight.com - SarciSense: The Self-Improvement Circus — How ‘Becoming Better’ Became the New Anxiety by Srinath Sridharan
We no longer live life, we optimise it. The modern Indian is busy upgrading everything from fitness to feelings, except peace. by Srinath Sridharan, BasisPointInsight.com
basispointinsight.com
November 10, 2025 at 7:17 AM
1/3 “Be your best self.” “Manifest abundance.” “Unlock your potential.”
What sounds like inspiration often feels like pressure.
In a world that wants us constantly improving, have we forgotten how to simply exist?
#SelfImprovement #ModernAnxiety #Culture #DigitalLife #Mindfulness
What sounds like inspiration often feels like pressure.
In a world that wants us constantly improving, have we forgotten how to simply exist?
#SelfImprovement #ModernAnxiety #Culture #DigitalLife #Mindfulness
1/3 Mumbai’s Happy Paradox: Leaky Tunnels, Unbreakable Spirit
What if progress depends less on design and more on endurance?
This week on Basis Point Insight, we explored a single thread through very different subjects on how systems survive their own flaws.
#UrbanResilience #Mumbai #CivicValues
What if progress depends less on design and more on endurance?
This week on Basis Point Insight, we explored a single thread through very different subjects on how systems survive their own flaws.
#UrbanResilience #Mumbai #CivicValues
BasisPointInsight.com - Mumbai’s Happy Paradox: Leaky Tunnels, Unbreakable Spirit by Phynix
How can a city of crumbling infrastructure and brutal rents be Asia’s happiest? The answer, as it turns out, lies not in statistics or city planning, but in people and paradoxes. by Phynix , BasisPoin...
basispointinsight.com
November 10, 2025 at 6:26 AM
1/3 Mumbai’s Happy Paradox: Leaky Tunnels, Unbreakable Spirit
What if progress depends less on design and more on endurance?
This week on Basis Point Insight, we explored a single thread through very different subjects on how systems survive their own flaws.
#UrbanResilience #Mumbai #CivicValues
What if progress depends less on design and more on endurance?
This week on Basis Point Insight, we explored a single thread through very different subjects on how systems survive their own flaws.
#UrbanResilience #Mumbai #CivicValues
1/3 A wedge has a thin edge for a reason.
The government is considering allowing FDI-backed e-commerce platforms to hold inventory — but just for export. This could be the quiet beginning of bigger reform. From sourcing to logistics, Indian exporters need every edge in a turbulent trade environment.
The government is considering allowing FDI-backed e-commerce platforms to hold inventory — but just for export. This could be the quiet beginning of bigger reform. From sourcing to logistics, Indian exporters need every edge in a turbulent trade environment.
BasisPointInsight.com - Yes, Open Up Ecommerce Inventory to FDI — Just for Export by TK Arun
A wedge has a thin edge for a reason. The export crisis sparked by Trump-era trade shocks is a chance for India to reform e-commerce—starting with allowing inventory for exports. by TK Arun, BasisPoin...
basispointinsight.com
November 10, 2025 at 5:32 AM
1/3 A wedge has a thin edge for a reason.
The government is considering allowing FDI-backed e-commerce platforms to hold inventory — but just for export. This could be the quiet beginning of bigger reform. From sourcing to logistics, Indian exporters need every edge in a turbulent trade environment.
The government is considering allowing FDI-backed e-commerce platforms to hold inventory — but just for export. This could be the quiet beginning of bigger reform. From sourcing to logistics, Indian exporters need every edge in a turbulent trade environment.
1/4 Why India's oilseed policy needs a sharper knife, not a broader net.
India’s oilseed strategy has been stretched too wide, chasing multiple crops with uneven focus.
#AgriculturePolicy #OilseedReform #MSP #FoodSecurity
India’s oilseed strategy has been stretched too wide, chasing multiple crops with uneven focus.
#AgriculturePolicy #OilseedReform #MSP #FoodSecurity
BasisPointInsight.com - Prune the List of Major Oilseeds and Sharpen Policy Focus by G. Chandrashekhar
India needs a rethink on its oilseed strategy, with four of the nine “major” oilseeds no longer meriting MSP support. A sharper focus on crops like sunflower could cut import dependence and boost self...
basispointinsight.com
November 7, 2025 at 12:08 PM
1/4 Why India's oilseed policy needs a sharper knife, not a broader net.
India’s oilseed strategy has been stretched too wide, chasing multiple crops with uneven focus.
#AgriculturePolicy #OilseedReform #MSP #FoodSecurity
India’s oilseed strategy has been stretched too wide, chasing multiple crops with uneven focus.
#AgriculturePolicy #OilseedReform #MSP #FoodSecurity
1/4 Why do stock splits matter—and when do they work best?
Stock splits may be simple math, but when executed with timing and strong fundamentals, they unlock broader ownership, energise retail participation, and signal confidence.
#Nvidia #StockSplits #AIInvesting #MarketParticipation
Stock splits may be simple math, but when executed with timing and strong fundamentals, they unlock broader ownership, energise retail participation, and signal confidence.
#Nvidia #StockSplits #AIInvesting #MarketParticipation
BasisPointInsight.com - Nvidia’s $5 Trillion Ascent Powered by Growth and Stock Splits by Chandrika Soyantar
Nvidia’s march to $5 trillion shows how a well-timed stock split, backed by strong fundamentals and booming AI demand, can widen participation without altering real value. by Chandrika Soyantar, Basis...
basispointinsight.com
November 7, 2025 at 11:17 AM
1/4 Why do stock splits matter—and when do they work best?
Stock splits may be simple math, but when executed with timing and strong fundamentals, they unlock broader ownership, energise retail participation, and signal confidence.
#Nvidia #StockSplits #AIInvesting #MarketParticipation
Stock splits may be simple math, but when executed with timing and strong fundamentals, they unlock broader ownership, energise retail participation, and signal confidence.
#Nvidia #StockSplits #AIInvesting #MarketParticipation
1/3 As India nears 2047 with over 850 million urban residents in sight, it’s time to rethink where and how we build our cities.
#UrbanDevelopment #India2047 #SmartCities #DistrictUrbanisation #SustainablePlanning #Governance #PublicPolicy #IndiaGrowth
#UrbanDevelopment #India2047 #SmartCities #DistrictUrbanisation #SustainablePlanning #Governance #PublicPolicy #IndiaGrowth
November 7, 2025 at 6:20 AM
1/3 As India nears 2047 with over 850 million urban residents in sight, it’s time to rethink where and how we build our cities.
#UrbanDevelopment #India2047 #SmartCities #DistrictUrbanisation #SustainablePlanning #Governance #PublicPolicy #IndiaGrowth
#UrbanDevelopment #India2047 #SmartCities #DistrictUrbanisation #SustainablePlanning #Governance #PublicPolicy #IndiaGrowth
1/4 Meta’s $27B Hyperion financing deal is more than a milestone—it’s a glimpse into the evolving architecture of modern corporations. By structuring a massive data center project through a special purpose vehicle, Meta is rewriting the rules of ownership, debt, and control.
#StructuredFinance
#StructuredFinance
BasisPointInsight.com - Who Owes What and Whose Debt Is It? Meta, Structured Finance, and the New Corporation by R. Gurumurthy
Meta’s $27 billion Hyperion deal shows how the modern firm no longer owns everything it uses but orchestrates capital, partners, and data through design. by R. Gurumurthy, BasisPointInsight.com
basispointinsight.com
November 6, 2025 at 9:34 AM
1/4 Meta’s $27B Hyperion financing deal is more than a milestone—it’s a glimpse into the evolving architecture of modern corporations. By structuring a massive data center project through a special purpose vehicle, Meta is rewriting the rules of ownership, debt, and control.
#StructuredFinance
#StructuredFinance
1/4 India’s latest proposal to allow foreign direct investment in inventory-based e-commerce—but only for exports—reveals both ambition and anxiety.
#FDIPolicy #RegulatoryClarity #IndiaEconomy #DigitalCommerce
#FDIPolicy #RegulatoryClarity #IndiaEconomy #DigitalCommerce
BasisPointInsight.com - A Clear Choice: Open FDI Fully or Close the Door by Srinath Sridharan
India’s regulatory half-measures diminish investor confidence and stifle growth. It is time to choose decisively rather than muddle through ambiguity. by Srinath Sridharan, BasisPointInsight.com
basispointinsight.com
November 6, 2025 at 7:26 AM
1/4 India’s latest proposal to allow foreign direct investment in inventory-based e-commerce—but only for exports—reveals both ambition and anxiety.
#FDIPolicy #RegulatoryClarity #IndiaEconomy #DigitalCommerce
#FDIPolicy #RegulatoryClarity #IndiaEconomy #DigitalCommerce
1/3 As 121 constituencies across Bihar go to vote, the first phase of the 2025 Assembly elections sets the tone for what may be one of the most consequential contests in recent memory.
#BiharElections #PoliticalStrategy #IndianDemocracy #ElectoralReform #Governance
#BiharElections #PoliticalStrategy #IndianDemocracy #ElectoralReform #Governance
BasisPointInsight.com - Bihar 2025: The Battle for 121 Seats Begins by Amitabh Tiwari
Will rebels and fresh faces disrupt traditional alliances in Bihar’s most decisive battlegrounds in phase 1 of assembly elections? by Amitabh Tiwari, BasisPointInsight.com
basispointinsight.com
November 6, 2025 at 4:40 AM
1/3 As 121 constituencies across Bihar go to vote, the first phase of the 2025 Assembly elections sets the tone for what may be one of the most consequential contests in recent memory.
#BiharElections #PoliticalStrategy #IndianDemocracy #ElectoralReform #Governance
#BiharElections #PoliticalStrategy #IndianDemocracy #ElectoralReform #Governance
1/4 Zohran Mamdani’s surprising win in New York is more than a political upset, it reflects a deeper shift in how younger voters engage with leadership, policy, and representation.
#Leadership #GenerationalShift #Geopolitics #UrbanGovernance
#Leadership #GenerationalShift #Geopolitics #UrbanGovernance
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....
basispointinsight.com
November 5, 2025 at 1:59 PM
1/4 Zohran Mamdani’s surprising win in New York is more than a political upset, it reflects a deeper shift in how younger voters engage with leadership, policy, and representation.
#Leadership #GenerationalShift #Geopolitics #UrbanGovernance
#Leadership #GenerationalShift #Geopolitics #UrbanGovernance
1/3 SEBI’s proposed revamp of mutual fund costs is a decisive move to realign the system with investor interest. By pushing for transparency, capping hidden charges, and redefining what counts inside the Total Expense Ratio, it forces the industry to justify every rupee charged.
#MutualFunds #SEBI
#MutualFunds #SEBI
BasisPointInsight.com - SEBI Must Hold The Line On MF Fees by Srinath Sridharan
SEBI’s proposed overhaul of mutual fund rules is a long-overdue reset that puts transparency and investor value at the centre of the industry’s economics. Now, the regulator must hold its idea. by Sri...
basispointinsight.com
November 5, 2025 at 7:04 AM
1/3 SEBI’s proposed revamp of mutual fund costs is a decisive move to realign the system with investor interest. By pushing for transparency, capping hidden charges, and redefining what counts inside the Total Expense Ratio, it forces the industry to justify every rupee charged.
#MutualFunds #SEBI
#MutualFunds #SEBI
1/2 When Belief Becomes Policy: India’s Moment of Faith and Foresight
From demography to digital governance, trade to trust, India’s story this week was one of conviction and complexity.
#India #Economy #Policy
From demography to digital governance, trade to trust, India’s story this week was one of conviction and complexity.
#India #Economy #Policy
BasisPointInsight.com - When Belief Becomes Policy: India’s Moment of Faith and Foresight by Phynix
From a fan’s obsession to a nation’s conviction, belief keeps remaking power, policy, and purpose, showing how faith and foresight can both build and blind. by Phynix , BasisPointInsight.com
share.google
November 4, 2025 at 12:11 PM
1/3 Winning isn't always winning—especially in India’s bond auctions.
As demand deepens and auction cutoffs grow sharper, traders face a strange paradox: the more aggressive their bids, the higher the risk of overpaying.
#BondAuctions #MarketDesign #RBI #DebtMarkets #PublicDebt
As demand deepens and auction cutoffs grow sharper, traders face a strange paradox: the more aggressive their bids, the higher the risk of overpaying.
#BondAuctions #MarketDesign #RBI #DebtMarkets #PublicDebt
BasisPointInsight.com - The Paradox of Victory: The Winner’s Curse in India’s Bond Auctions by Babuji K
How India’s government bond auctions reveal the winner’s curse, where success can conceal costly misjudgements and shape financial market behaviour. by Babuji K, BasisPointInsight.com
basispointinsight.com
November 4, 2025 at 10:39 AM
1/3 Winning isn't always winning—especially in India’s bond auctions.
As demand deepens and auction cutoffs grow sharper, traders face a strange paradox: the more aggressive their bids, the higher the risk of overpaying.
#BondAuctions #MarketDesign #RBI #DebtMarkets #PublicDebt
As demand deepens and auction cutoffs grow sharper, traders face a strange paradox: the more aggressive their bids, the higher the risk of overpaying.
#BondAuctions #MarketDesign #RBI #DebtMarkets #PublicDebt
1/2 India’s green transition needs copper—lots of it.
From solar panels to EVs, copper is the metal that powers net-zero goals. But rising global demand, concentrated supply chains, and limited domestic production have created a new strategic vulnerability.
#NetZeroIndia #EnergyTransition
From solar panels to EVs, copper is the metal that powers net-zero goals. But rising global demand, concentrated supply chains, and limited domestic production have created a new strategic vulnerability.
#NetZeroIndia #EnergyTransition
BasisPointInsight.com - India’s Net Zero Dream Faces a Copper Reality Check by G. Chandrashekhar
India’s green transition depends on resources it does not fully control. Unless we fix our copper deficit, the path to net zero may falter. by G. Chandrashekhar, BasisPointInsight.com
basispointinsight.com
November 4, 2025 at 9:36 AM
1/2 India’s green transition needs copper—lots of it.
From solar panels to EVs, copper is the metal that powers net-zero goals. But rising global demand, concentrated supply chains, and limited domestic production have created a new strategic vulnerability.
#NetZeroIndia #EnergyTransition
From solar panels to EVs, copper is the metal that powers net-zero goals. But rising global demand, concentrated supply chains, and limited domestic production have created a new strategic vulnerability.
#NetZeroIndia #EnergyTransition
1/3 India’s banks are profitable, well-capitalised, and dominant in deposits, yet they increasingly shy away from long-term risk, complex structuring, and credit innovation. Regulation has prioritised safety, but at the cost of purpose.
BasisPointInsight.com - Where Have All the Bankers Gone? India’s De-Risked Banking Paradox by R. Gurumurthy
In saving its banks from collapse, India has saved them from competition. In shielding them from loss, it may have shielded them from relevance. by R. Gurumurthy, BasisPointInsight.com
basispointinsight.com
November 4, 2025 at 7:15 AM
1/3 India’s banks are profitable, well-capitalised, and dominant in deposits, yet they increasingly shy away from long-term risk, complex structuring, and credit innovation. Regulation has prioritised safety, but at the cost of purpose.
1/4 Did a Canadian Apology Empower Trump at India’s Expense?
When Canada’s PM Mark Carney apologised to Donald Trump over an Ontario ad criticising US tariffs, it wasn’t just a bilateral episode.
#TradePolicy #IndiaUSRelations #Geoeconomics #Diplomacy
When Canada’s PM Mark Carney apologised to Donald Trump over an Ontario ad criticising US tariffs, it wasn’t just a bilateral episode.
#TradePolicy #IndiaUSRelations #Geoeconomics #Diplomacy
BasisPointInsight.com - Is a TV Ad in Ontario Costing India a US Trade Deal? by TK Arun
Did a Canadian apology embolden Trump to demand more from India in trade talks? by TK Arun, BasisPointInsight.com
basispointinsight.com
November 4, 2025 at 6:03 AM
1/4 Did a Canadian Apology Empower Trump at India’s Expense?
When Canada’s PM Mark Carney apologised to Donald Trump over an Ontario ad criticising US tariffs, it wasn’t just a bilateral episode.
#TradePolicy #IndiaUSRelations #Geoeconomics #Diplomacy
When Canada’s PM Mark Carney apologised to Donald Trump over an Ontario ad criticising US tariffs, it wasn’t just a bilateral episode.
#TradePolicy #IndiaUSRelations #Geoeconomics #Diplomacy
India’s numbers don’t move in isolation. They tell us where stress is building, where global money is flowing, and how policy cushions are holding up.
Here’s a look at major signals from last week; not in silos, but as part of the bigger macro story.
Read the full story by Datametricx
Here’s a look at major signals from last week; not in silos, but as part of the bigger macro story.
Read the full story by Datametricx
BasisPointInsight.com - Week in Numbers: Tracking India’s Economic Pulse by Datametricx
India’s industrial growth more than doubled in the July-September quarter, but remained well below the expansion signalled by the PMI. by Datametricx, BasisPointInsight.com
basispointinsight.com
November 3, 2025 at 10:09 AM
India’s numbers don’t move in isolation. They tell us where stress is building, where global money is flowing, and how policy cushions are holding up.
Here’s a look at major signals from last week; not in silos, but as part of the bigger macro story.
Read the full story by Datametricx
Here’s a look at major signals from last week; not in silos, but as part of the bigger macro story.
Read the full story by Datametricx