Selected Tag: Poonam Gupta
Selected Tag: Poonam Gupta

RBI Reframes Signals from Capital Flows

RBI messaging is split between cyclical optimism and structural detachment, reframing the way markets interpret FPI outflows amid stronger FDI and steady fundamentals.

BasisPoint Groupthink

April 14, 2026 at 8:12 AM IST

Article related image

India Remittance Flows seen Steady Despite West Asia tensions

India’s remittance inflows remain resilient despite West Asia tensions, with diversification and potential Gulf reconstruction demand likely to support stable or stronger inflows, RBI Gupta says.

BasisPoint Insight

April 8, 2026 at 10:41 AM IST

Article related image

MPC Finds Comfort in Benign Inflation, Reinforces Growth Momentum

With inflation decisively benign and growth risks rising, the MPC’s December minutes reveal a clear pivot towards supporting demand, using a rare disinflation window to reinforce momentum and pre-empt a broader economic slowdown.

BasisPoint Insight

December 19, 2025 at 1:05 PM IST

Article related image

RBI’s External Confidence Masks India’s Domestic Weakness

India’s policy resilience is impressive, but ignoring faltering domestic engines like jobs, demand, and savings could prove costly.

Dhananjay Sinha

October 30, 2025 at 12:59 PM IST

Article related image

iStock.com

Monetary Policy

MPC’s New Voice Speaks the Old Grammar of Caution

Indranil Bhattacharyya’s debut echoes the RBI’s old grammar of caution—clear in logic, yet padded with the rhetorical crutches it didn’t need.

BasisPoint Groupthink

October 17, 2025 at 1:19 PM IST

Article related image

LAF, SDF, MSF - Gupta’s Learning Curve Begins With ABCs Of WACR Vs SORR

The new RBI deputy governor takes charge amid a fluid framework and the push to convert surplus liquidity into transmission. It is more than the alphabet soup of acronyms that confronts her.

BasisPoint Groupthink

May 3, 2025 at 4:25 AM IST

Article related image

Poonam Gupta Takes Charge As RBI Deputy Governor, To Oversee Monetary Policy 

Poonam Gupta’s tenure begins as the RBI undertakes a crucial review of its liquidity management framework.

BasisPoint Insight

May 2, 2025 at 9:15 AM IST

Article related image

The Bureau

Deficient Monsoon, Iran War: A Double Shock to India’s Rural Economy
Learning to Shoot: I Tried to Fly Before I Could Walk
Image