4/4 Read ‘Rupee Strains and the Liquidity Paradox Testing the RBI’s Resolve’ by Shubhada Rao, Vivek Kumar, and Yuvika Singhal. 👇

#Rupee #LiquidityParadox #RBI #CurrencyDefence #MonetaryStability #FXMarkets #IndiaEconomy #TradeShocks

3/4 🔹Will the RBI’s OMOs keep pace?

🔹Can bond yields remain anchored?

🔹And what happens if there’s a sudden rupee rebound?

The next few months will test the RBI’s ability not just to fight fires—but to fine-tune the monetary plumbing under pressure.

2/4 Between July and October, nearly ₹2.4 trillion of domestic liquidity has been drained via dollar sales.

That’s begun to reverse the easing achieved through CRR cuts earlier this year. And with rising cash demand and year-end seasonality approaching, liquidity pressures could intensify further.

4/4 Read Yield Scribe’s analysis for BasisPoint: State Borrowing Pressures Keep Long-End Yields on Edge 👇

#StateBorrowing #YieldCurve #FiscalPolicy #IndiaEconomy #RBI #DebtMarkets #MacroTrends

3/4 🔹Can state borrowing maturities be shortened to reduce market stress without derailing welfare priorities?

🔹Should the RBI consider SDL buybacks despite political sensitivity?

🔹Will long-term investors return—or will spreads have to widen further to lure them back?

2/4 Meanwhile, the yield curve steepens as liquidity concentrates in the 10-year segment, leaving longer-dated maturities out in the cold.

The underlying tension stems from a structural mismatch: rising long-duration supply, shrinking investor appetite, and no clear resolution in sight.

3/3 Anant Goenka, Vice Chairman of the RPG Group and President-Elect of FICCI weighs in:
From Potholes to Prosperity: Building India’s Urban Future 👇

#PublicPolicy #Infrastructure #CivicLeadership #Sustainability

2/3 Cleaner air, safer streets, reliable public transport, and empowered local governance can make our cities magnets for talent and investment. This calls for collaboration between government, industry, and citizens to design cities that serve every age and aspiration.

#India2047 #UrbanGovernance

3/3 🔹Can “discipline” in investing go too far when it becomes blind to context?

Read R Gurumurthy’s column for BasisPoint👇

#SIPs #MutualFunds #BehaviouralFinance #MarketStructure #FinancialStability #SEBI #IndiaEconomy #SystemicRisk

2/3 This isn’t a bubble of greed, but of good intentions. As retail flows become a systemic force, are we underestimating the risks of this ritual?

🔹Are Indian markets being driven by conviction—or compulsion?

🔹Should regulators rethink how SIPs impact price discovery and risk concentration?

3/3 🔹Can every rupee finance more than one green project?
🔹Can clean energy also protect livelihoods and ecosystems?
🔹Can finance become circular—like nature itself?

Read @arvindmayaram.bsky.social’s column for BasisPoint👇

#RenewableEnergy #India2047

2/3 Circular finance flips the script: instead of locking capital in long-gestation projects, it regenerates it—through refinancing, reinvestment, and monetization. It’s not just a financial model; it’s a blueprint for equity, scale, and ecological discipline.

#JustTransition #GreenEconomy

3/3 🔹Can AI/ML models offer real-time protection or create new vulnerabilities?

🔹What must boards do to make cybersecurity more than just an IT checklist?

Read K Srinivasa Rao's Column for BasisPoint 👇

#riskmanagement #BankingTransformation #OperationalRisk #ZeroTrust #CyberResilience

2/3 The rise of UPI and AI-driven services has revolutionized access and efficiency — but also expanded the attack surface.

In a hyper-connected banking ecosystem, it’s not just about protecting data — it’s about defending trust.

🔹How do banks balance innovation with cyber resilience?

3/3 🔹Can a revival be called complete if a legal overhang remains unresolved?
🔹Is the RBI’s silence a strategy — or a signal of systemic discomfort?
🔹Will India follow Switzerland court’s lead in defending AT-1 bondholders?

Read: YES Bank Additional Tier-1 Bonds: Fading From Public Memory? 👇

2/3 But what about the ₹85 billion worth of AT-1 bonds written off in 2020, while equity holders were protected?

A Supreme Court verdict is pending — and it could redefine investor rights, reshape hybrid regulation, and even dent YES Bank’s capital recovery.

#FinancialStability #CapitalMarkets

3/3 🔹Should CEOs of complex financial institutions have a working understanding of risk frameworks?

🔹Or is strategic oversight still best left to generalists backed by expert teams?

Read Rahul Ghosh’s column for BasisPoint: The New Face of Bank Leadership 👇

2/3 Risk is no longer a backroom function. From credit concentration to cyber, and now AI, decision-making increasingly requires not just instinct, but domain depth.

🔹Do we need more technocratic leadership in banks?

#OrganisationalCulture #FutureOfFinance #LeadershipTrends