Basispoint Insight
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Thought-provoking insights on the #economy & #markets | Deep research, actionable analysis.
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Social media shows anger. Headlines predict collapse...But
Iran’s history tells a harder truth: unrest tests the system; it does not automatically transform it.
Social media shows anger. Headlines predict collapse...But
Iran’s history tells a harder truth: unrest tests the system; it does not automatically transform it.
BasisPointInsight.com - Iran’s Internal Turbulence and the Myth of Imminent Regime Change by Lt Gen Syed Ata Hasnain (Retd)
Recurring protests in Iran revive predictions of collapse, but history, institutions, and security cohesion suggest a system under strain, not one on the brink. by Lt Gen Syed Ata Hasnain (Retd), Bas...
basispointinsight.com
January 7, 2026 at 9:01 AM
1/2
Social media shows anger. Headlines predict collapse...But
Iran’s history tells a harder truth: unrest tests the system; it does not automatically transform it.
Social media shows anger. Headlines predict collapse...But
Iran’s history tells a harder truth: unrest tests the system; it does not automatically transform it.
1/3
As global norms erode, hard power returns, and advanced economies fracture under social and political stress, India’s ascent is unfolding in a far less forgiving international order.
As global norms erode, hard power returns, and advanced economies fracture under social and political stress, India’s ascent is unfolding in a far less forgiving international order.
BasisPointInsight.com - India at the Edge of a Harder World by Srinath Sridharan
As global norms erode, hard power returns, and advanced economies fracture under social and political stress, India’s ascent is unfolding in a far less forgiving international order. Can India sustain...
basispointinsight.com
January 7, 2026 at 6:12 AM
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As global norms erode, hard power returns, and advanced economies fracture under social and political stress, India’s ascent is unfolding in a far less forgiving international order.
As global norms erode, hard power returns, and advanced economies fracture under social and political stress, India’s ascent is unfolding in a far less forgiving international order.
1/2 India’s recent rupee depreciation is not a typical bout of capital flight but reflects deeper unease among global investors despite strong headline growth.
#CurrencyPolicy #Rupee #Macroeconomics #DataCredibility
#CurrencyPolicy #Rupee #Macroeconomics #DataCredibility
BasisPointInsight.com - Rupee Depreciation: How Much More? by Abheek Barua
India’s recent rupee depreciation is not a typical bout of capital flight but reflects deeper unease among global investors despite strong headline growth. Questions around earnings visibility, data c...
basispointinsight.com
January 6, 2026 at 7:45 AM
1/2 India’s recent rupee depreciation is not a typical bout of capital flight but reflects deeper unease among global investors despite strong headline growth.
#CurrencyPolicy #Rupee #Macroeconomics #DataCredibility
#CurrencyPolicy #Rupee #Macroeconomics #DataCredibility
1/2 When mountains are defined by committees and cut-off lines, geography quietly turns into policy.
The recent Supreme Court debate over what legally constitutes the Aravalli range shows how technical definitions can reshape environmental protection.
#EnvironmentalPolicy #JudicialOversight
The recent Supreme Court debate over what legally constitutes the Aravalli range shows how technical definitions can reshape environmental protection.
#EnvironmentalPolicy #JudicialOversight
BasisPointInsight.com - Aravallis: Making a Molehill out of a Mountain by TK Arun
When mountains are measured by committees and metres, what’s under threat is not just geology but the idea of environmental protection itself. by TK Arun, BasisPointInsight.com
basispointinsight.com
January 5, 2026 at 2:19 PM
1/2 When mountains are defined by committees and cut-off lines, geography quietly turns into policy.
The recent Supreme Court debate over what legally constitutes the Aravalli range shows how technical definitions can reshape environmental protection.
#EnvironmentalPolicy #JudicialOversight
The recent Supreme Court debate over what legally constitutes the Aravalli range shows how technical definitions can reshape environmental protection.
#EnvironmentalPolicy #JudicialOversight
1/3 BMC election is shaping up as a high-stakes political showdown, far bigger than a routine civic poll.
Control of India’s richest municipal body now pits the Fadnavis–Shinde alliance against a reunited Uddhav–Raj Thackeray front, with power, legacy and governance all on the line.
Control of India’s richest municipal body now pits the Fadnavis–Shinde alliance against a reunited Uddhav–Raj Thackeray front, with power, legacy and governance all on the line.
BasisPointInsight.com - BJP’s Mumbai Strategy Faces Its Biggest Test Yet by Amitabh Tiwari
The BMC election is a high-stakes battle shaping Mumbai’s future, pitting BJP–Shinde against the Thackerays amid shifting demography and alliances. by Amitabh Tiwari, BasisPointInsight.com
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January 5, 2026 at 12:29 PM
1/3 BMC election is shaping up as a high-stakes political showdown, far bigger than a routine civic poll.
Control of India’s richest municipal body now pits the Fadnavis–Shinde alliance against a reunited Uddhav–Raj Thackeray front, with power, legacy and governance all on the line.
Control of India’s richest municipal body now pits the Fadnavis–Shinde alliance against a reunited Uddhav–Raj Thackeray front, with power, legacy and governance all on the line.
1/2 When the Holiday Glow Fades: The Uninvited Drama of 2026
2026 hasn’t started gently. Geopolitics resurfaced fast, markets stayed out of sync with fundamentals, and policy choices are beginning to matter more than headlines.
#Geopolitics #Venezuela
2026 hasn’t started gently. Geopolitics resurfaced fast, markets stayed out of sync with fundamentals, and policy choices are beginning to matter more than headlines.
#Geopolitics #Venezuela
BasisPointInsight.com - When the Holiday Glow Fades: The Uninvited Drama of 2026 by Phynix
The New Year opens with geopolitical shocks, weak market performance despite strong fundamentals, regulatory shifts, and policy gaps shaping India’s economic outlook. by Phynix , BasisPointInsight.co...
basispointinsight.com
January 5, 2026 at 11:08 AM
1/2 When the Holiday Glow Fades: The Uninvited Drama of 2026
2026 hasn’t started gently. Geopolitics resurfaced fast, markets stayed out of sync with fundamentals, and policy choices are beginning to matter more than headlines.
#Geopolitics #Venezuela
2026 hasn’t started gently. Geopolitics resurfaced fast, markets stayed out of sync with fundamentals, and policy choices are beginning to matter more than headlines.
#Geopolitics #Venezuela
Reading RBI’s Financial Stability Report without rose-tinted glasses: the charts are far more candid than the narrative. Stress tests reassure, fiscal risks loom, bond yields defy policy, and blind spots persist. Data speaks.
Click to read R Gurumurthy’s column for BasisPoint 👇
#FinancialStability
Click to read R Gurumurthy’s column for BasisPoint 👇
#FinancialStability
BasisPointInsight.com - Reading RBI’s Stability Report Without the Rose Tint by R. Gurumurthy
Read past the prose in the RBI’s Financial Stability Report and the data tell a different story on stress tests, bond yields, NBFC risks and fiscal constraints. by R. Gurumurthy, BasisPointInsight.com
basispointinsight.com
January 5, 2026 at 10:11 AM
Reading RBI’s Financial Stability Report without rose-tinted glasses: the charts are far more candid than the narrative. Stress tests reassure, fiscal risks loom, bond yields defy policy, and blind spots persist. Data speaks.
Click to read R Gurumurthy’s column for BasisPoint 👇
#FinancialStability
Click to read R Gurumurthy’s column for BasisPoint 👇
#FinancialStability
1/3
AI risks are no longer theoretical; they are systemic.
From algorithmic bias and deepfakes to agentic cyber-attacks, the question is no longer whether to regulate AI, but how.
AI risks are no longer theoretical; they are systemic.
From algorithmic bias and deepfakes to agentic cyber-attacks, the question is no longer whether to regulate AI, but how.
BasisPointInsight.com - Can India's Light-Touch AI Regulation Deliver Brilliance Without the Roulette Risk by Indra Chourasia
India's financial regulators forge light-touch AI frameworks balancing rapid innovation against systemic risks by Indra Chourasia, BasisPointInsight.com
basispointinsight.com
January 2, 2026 at 11:33 AM
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AI risks are no longer theoretical; they are systemic.
From algorithmic bias and deepfakes to agentic cyber-attacks, the question is no longer whether to regulate AI, but how.
AI risks are no longer theoretical; they are systemic.
From algorithmic bias and deepfakes to agentic cyber-attacks, the question is no longer whether to regulate AI, but how.
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India’s exports weathered a turbulent 2025 marked by protectionism and trade disruptions, showing resilience.
Delayed policy support and uneven gains from trade agreements, however, leave the sector vulnerable as global uncertainties persist into 2026.
basispointinsight.com/Story/Home/i...
India’s exports weathered a turbulent 2025 marked by protectionism and trade disruptions, showing resilience.
Delayed policy support and uneven gains from trade agreements, however, leave the sector vulnerable as global uncertainties persist into 2026.
basispointinsight.com/Story/Home/i...
BasisPointInsight.com - India’s 2025 Exports Resilient, but Policy Gaps Remain by Sharmila Kantha
India’s exports weathered a turbulent 2025 marked by protectionism and trade disruptions, showing resilience. Delayed policy support and uneven gains from trade agreements, however, leave the sector v...
basispointinsight.com
January 2, 2026 at 9:55 AM
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India’s exports weathered a turbulent 2025 marked by protectionism and trade disruptions, showing resilience.
Delayed policy support and uneven gains from trade agreements, however, leave the sector vulnerable as global uncertainties persist into 2026.
basispointinsight.com/Story/Home/i...
India’s exports weathered a turbulent 2025 marked by protectionism and trade disruptions, showing resilience.
Delayed policy support and uneven gains from trade agreements, however, leave the sector vulnerable as global uncertainties persist into 2026.
basispointinsight.com/Story/Home/i...
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As 2026 begins, the era of trade shockers may be behind us, but the turbulence isn’t. Tariffs, legal uncertainty and supply-chain realignments are still reshaping global commerce.
As 2026 begins, the era of trade shockers may be behind us, but the turbulence isn’t. Tariffs, legal uncertainty and supply-chain realignments are still reshaping global commerce.
BasisPointInsight.com - An End to a Year of Trade Shockers, But the Storm Still Rages by Vijay Chauhan
Trade shocks may be fading, but tariff risks, legal battles and supply-chain realignments still loom, keeping global commerce on edge even as 2026 begins. by Vijay Chauhan , BasisPointInsight.com
basispointinsight.com
January 1, 2026 at 7:31 AM
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As 2026 begins, the era of trade shockers may be behind us, but the turbulence isn’t. Tariffs, legal uncertainty and supply-chain realignments are still reshaping global commerce.
As 2026 begins, the era of trade shockers may be behind us, but the turbulence isn’t. Tariffs, legal uncertainty and supply-chain realignments are still reshaping global commerce.
1/3 India’s growth story no longer fits the old playbook of currency-led competitiveness. In an import-intensive, services-driven and financially integrated economy, rupee depreciation raises inflation and capital costs faster than it boosts exports.
#IndianEconomy #CurrencyPolicy
#IndianEconomy #CurrencyPolicy
BasisPointInsight.com - Why India Should Stop Treating Currency Depreciation as a Growth Strategy by R. Gurumurthy
A weaker rupee no longer guarantees competitiveness. In today’s India, depreciation raises inflation and capital costs—turning a once-useful tool into a macroeconomic risk. by R. Gurumurthy, BasisPoin...
basispointinsight.com
December 31, 2025 at 9:21 AM
1/3 India’s growth story no longer fits the old playbook of currency-led competitiveness. In an import-intensive, services-driven and financially integrated economy, rupee depreciation raises inflation and capital costs faster than it boosts exports.
#IndianEconomy #CurrencyPolicy
#IndianEconomy #CurrencyPolicy
1/4 The yen carry trade isn’t just a market phenomenon—it’s the residue of history. From the Plaza Accord to Japan’s lost decades, ultra-loose monetary policy reshaped global capital flows, asset prices, and trade balances in ways that still reverberate today.
#Geoeconomics
#Geoeconomics
BasisPointInsight.com - The Yen Carry Trade, a Piano and Trump’s World View by TK Arun
From the Plaza Accord to the yen carry trade, Japan’s monetary history shaped global finance—and helped forge Trump’s tariff-driven worldview rooted in 1980s economic anxieties. by TK Arun, BasisPoint...
basispointinsight.com
December 31, 2025 at 7:44 AM
1/4 The yen carry trade isn’t just a market phenomenon—it’s the residue of history. From the Plaza Accord to Japan’s lost decades, ultra-loose monetary policy reshaped global capital flows, asset prices, and trade balances in ways that still reverberate today.
#Geoeconomics
#Geoeconomics
1/3 Terrorism in 2025 is no longer defined by large, centrally planned attacks. It has fragmented into lone actors, micro-cells and loosely connected networks that are harder to detect, attribute and deter.
#ConflictStudies #CounterTerrorism
#ConflictStudies #CounterTerrorism
BasisPointInsight.com - From Proxies to Lone Actors: The Changing Face of Terror in 2025 by Lt Gen Syed Ata Hasnain (Retd)
As mass attacks fade, terror is fragmenting into lone actors, micro-cells and tech-enabled networks—harder to detect, harder to deter, and more dangerous. by Lt Gen Syed Ata Hasnain (Retd), BasisPoint...
basispointinsight.com
December 31, 2025 at 6:07 AM
1/3 Terrorism in 2025 is no longer defined by large, centrally planned attacks. It has fragmented into lone actors, micro-cells and loosely connected networks that are harder to detect, attribute and deter.
#ConflictStudies #CounterTerrorism
#ConflictStudies #CounterTerrorism
1/3 India’s financial system can no longer be governed by rear-view regulation. As risks become faster, non-linear and deeply interconnected, the RBI’s task is shifting from rule-making to system design—balancing stability, innovation and trust in a no-pause economy.
#SystemDesign
#SystemDesign
BasisPointInsight.com - Regulation for a No-Pause Financial System in a Fast-Moving Economy by Anupam Sonal
India’s financial system cannot be governed by rear-view regulation. The RBI must move from rule-making to system design, balancing stability, innovation and trust. by Anupam Sonal, BasisPointInsight....
basispointinsight.com
December 30, 2025 at 6:28 AM
1/3 India’s financial system can no longer be governed by rear-view regulation. As risks become faster, non-linear and deeply interconnected, the RBI’s task is shifting from rule-making to system design—balancing stability, innovation and trust in a no-pause economy.
#SystemDesign
#SystemDesign
1/3 Trade Wars, the Rupee’s Decline and Why Markets Miss Quiet Relief
Markets are remarkably good at pricing panic, but consistently poor at recognising relief.
Markets are remarkably good at pricing panic, but consistently poor at recognising relief.
BasisPointInsight.com - Trade Wars, the Rupee’s Decline and Why Markets Miss Quiet Relief by Phynix
Rupee moves, trade wars, fragile platforms and uneven growth come together to show why markets fear crashes, yet fail to price the slow comfort of quiet relief. by Phynix , BasisPointInsight.com
basispointinsight.com
December 29, 2025 at 1:51 PM
1/3 Trade Wars, the Rupee’s Decline and Why Markets Miss Quiet Relief
Markets are remarkably good at pricing panic, but consistently poor at recognising relief.
Markets are remarkably good at pricing panic, but consistently poor at recognising relief.
1/3 SME credit in India isn’t short of schemes or policy attention. It’s short of honest risk pricing. Banks are pushed to lend for political outcomes while being punished for credit losses, turning SME lending into an entitlement rather than a commercial decision.
BasisPointInsight.com - SME Credit: Too Political to Fail, Too Risky to Fund by R. Gurumurthy
SME credit isn’t stalled for lack of schemes, but because banks are asked to lend politically and price risk commercially—an impossible mix that turns credit into entitlement and caution into policy f...
basispointinsight.com
December 29, 2025 at 7:47 AM
1/3 SME credit in India isn’t short of schemes or policy attention. It’s short of honest risk pricing. Banks are pushed to lend for political outcomes while being punished for credit losses, turning SME lending into an entitlement rather than a commercial decision.
1/3 Green finance has no shortage of ambition or instruments. Yet while equity finds exit routes through InvITs, debt in green infrastructure remains locked on bank balance sheets, limiting scale and slowing climate investment.
#CircularFinance #GreenFinance #InfrastructureDebt
#CircularFinance #GreenFinance #InfrastructureDebt
December 29, 2025 at 5:17 AM
1/3 Green finance has no shortage of ambition or instruments. Yet while equity finds exit routes through InvITs, debt in green infrastructure remains locked on bank balance sheets, limiting scale and slowing climate investment.
#CircularFinance #GreenFinance #InfrastructureDebt
#CircularFinance #GreenFinance #InfrastructureDebt
1/3 India is calorie-rich but protein-poor.
Global commodities expert G. Chandrashekhar talks with Krishnadevan V on how India's shift to food self-sufficiency left a gap in nutrition.
Global commodities expert G. Chandrashekhar talks with Krishnadevan V on how India's shift to food self-sufficiency left a gap in nutrition.
Is India Starving for Nutrition? The Protein Crisis in a Calorie-Sufficient Nation
YouTube video by BasisPoint Insight
www.youtube.com
December 26, 2025 at 11:34 AM
1/3 India is calorie-rich but protein-poor.
Global commodities expert G. Chandrashekhar talks with Krishnadevan V on how India's shift to food self-sufficiency left a gap in nutrition.
Global commodities expert G. Chandrashekhar talks with Krishnadevan V on how India's shift to food self-sufficiency left a gap in nutrition.
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The yen is more than a currency. Its carry trade links monetary policy to global liquidity, risk sentiment, and cross-border capital movement, including India
The yen is more than a currency. Its carry trade links monetary policy to global liquidity, risk sentiment, and cross-border capital movement, including India
BasisPointInsight.com - How Three Invisible Layers of the Yen Carry Trade Shape Global Capital Flows by Chandrika Soyantar
The yen is more than a currency. Its carry trade links monetary policy to global liquidity, risk sentiment, and cross-border capital movement, including India. by Chandrika Soyantar, BasisPointInsight...
basispointinsight.com
December 26, 2025 at 10:30 AM
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The yen is more than a currency. Its carry trade links monetary policy to global liquidity, risk sentiment, and cross-border capital movement, including India
The yen is more than a currency. Its carry trade links monetary policy to global liquidity, risk sentiment, and cross-border capital movement, including India
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Are funding pressures really the problem in India’s NBFC sector—or just a warning sign? Behind the liquidity debate lie deeper questions about business models, risk culture, and leadership. The real vulnerabilities may not be where everyone is looking.
Are funding pressures really the problem in India’s NBFC sector—or just a warning sign? Behind the liquidity debate lie deeper questions about business models, risk culture, and leadership. The real vulnerabilities may not be where everyone is looking.
BasisPointInsight.com - NBFC Stability is About Models and Culture, Not Just Money by Rahul Ghosh
India’s NBFC strains are less about funding lines and more about flawed business models and weak risk culture. Fix those, and liquidity will follow. by Rahul Ghosh, BasisPointInsight.com
basispointinsight.com
December 26, 2025 at 9:56 AM
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Are funding pressures really the problem in India’s NBFC sector—or just a warning sign? Behind the liquidity debate lie deeper questions about business models, risk culture, and leadership. The real vulnerabilities may not be where everyone is looking.
Are funding pressures really the problem in India’s NBFC sector—or just a warning sign? Behind the liquidity debate lie deeper questions about business models, risk culture, and leadership. The real vulnerabilities may not be where everyone is looking.
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Only a small fraction of creators earn a sustainable income, while millions generate reach and engagement without meaningful financial returns.
Only a small fraction of creators earn a sustainable income, while millions generate reach and engagement without meaningful financial returns.
BasisPointInsight.com - India’s Vast Creator Economy is Booming, But Inequality Defines It by Abhishek Dey
India’s creator economy shapes billions in spending, yet only a small elite earns a living. The gap between influence and income exposes a skewed digital promise. by Abhishek Dey, BasisPointInsight.c...
basispointinsight.com
December 26, 2025 at 9:16 AM
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Only a small fraction of creators earn a sustainable income, while millions generate reach and engagement without meaningful financial returns.
Only a small fraction of creators earn a sustainable income, while millions generate reach and engagement without meaningful financial returns.
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Strong balance sheets give banks room to grow in 2026, but tighter liquidity, sharper risk norms and new capital rules will test how sustainably that growth is delivered.
Strong balance sheets give banks room to grow in 2026, but tighter liquidity, sharper risk norms and new capital rules will test how sustainably that growth is delivered.
BasisPointInsight.com - Risk Sensitive Banking: Strength, Scale and Stability Beyond 2026 by K. Srinivasa Rao
Strong balance sheets give banks room to grow, but tighter liquidity, sharper risk norms and new capital rules will test how sustainably that growth is delivered. by K. Srinivasa Rao, BasisPointInsigh...
basispointinsight.com
December 24, 2025 at 7:24 AM
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Strong balance sheets give banks room to grow in 2026, but tighter liquidity, sharper risk norms and new capital rules will test how sustainably that growth is delivered.
Strong balance sheets give banks room to grow in 2026, but tighter liquidity, sharper risk norms and new capital rules will test how sustainably that growth is delivered.
1/3 In 2003, following the US-led invasion of Iraq, New Delhi was approached to deploy an Indian Army brigade for stabilisation duties. One of the brigades under consideration was based in Ranchi. However, the proposal was withdrawn when it became clear that this was not an UN-mandated operation.
BasisPointInsight.com - Pakistan, Gaza, and the Strategic Burden of Unmandated Peacekeeping by Lt Gen Syed Ata Hasnain (Retd)
In 2003, following the US-led invasion of Iraq, New Delhi was approached to deploy an Indian Army brigade for stabilisation duties. One of the brigades under consideration was based in Ranchi. However...
basispointinsight.com
December 23, 2025 at 7:58 AM
1/3 In 2003, following the US-led invasion of Iraq, New Delhi was approached to deploy an Indian Army brigade for stabilisation duties. One of the brigades under consideration was based in Ranchi. However, the proposal was withdrawn when it became clear that this was not an UN-mandated operation.
Markets price fear well but relief poorly. Peace in Ukraine could compress uncertainty, steady the dollar, lift EMs and drive rotation.
Read R Gurumurthy’s column for BasisPoint — The Underpriced Asset Class: Pleasant Uncertainties 👇
#Macroeconomics #MarketRegimes #RiskPricing #GlobalMarkets
Read R Gurumurthy’s column for BasisPoint — The Underpriced Asset Class: Pleasant Uncertainties 👇
#Macroeconomics #MarketRegimes #RiskPricing #GlobalMarkets
BasisPointInsight.com - The Underpriced Asset Class: Pleasant Uncertainties by R. Gurumurthy
Markets price fear well but relief poorly. Peace in Ukraine could compress uncertainty, steady the dollar, lift EMs and drive rotation. by R. Gurumurthy, BasisPointInsight.com
basispointinsight.com
December 23, 2025 at 6:04 AM
Markets price fear well but relief poorly. Peace in Ukraine could compress uncertainty, steady the dollar, lift EMs and drive rotation.
Read R Gurumurthy’s column for BasisPoint — The Underpriced Asset Class: Pleasant Uncertainties 👇
#Macroeconomics #MarketRegimes #RiskPricing #GlobalMarkets
Read R Gurumurthy’s column for BasisPoint — The Underpriced Asset Class: Pleasant Uncertainties 👇
#Macroeconomics #MarketRegimes #RiskPricing #GlobalMarkets
1/3 We love what glitters... in markets, in policy, in headlines. But what if the real story is in what doesn’t quite work?
This week, we asked why bond yields ignore RBI cuts, why the rupee weakens even as India grows, and how IPOs meant to fund the future are becoming exits for the present.
This week, we asked why bond yields ignore RBI cuts, why the rupee weakens even as India grows, and how IPOs meant to fund the future are becoming exits for the present.
BasisPointInsight.com - When the Lights Go Up, Does Civic Sense Go Down? by Phynix
IPO exits masquerade as entry, bond markets ignore rate cuts, and policy struggles to move beyond spectacle to sense. by Phynix , BasisPointInsight.com
basispointinsight.com
December 22, 2025 at 12:26 PM
1/3 We love what glitters... in markets, in policy, in headlines. But what if the real story is in what doesn’t quite work?
This week, we asked why bond yields ignore RBI cuts, why the rupee weakens even as India grows, and how IPOs meant to fund the future are becoming exits for the present.
This week, we asked why bond yields ignore RBI cuts, why the rupee weakens even as India grows, and how IPOs meant to fund the future are becoming exits for the present.