Nepal Burns, What Do the Smoke Signals Mean for Delhi?

Nepal’s Gen Z revolt has slipped into vandalism, with the army’s delayed response echoing Bangladesh, and a leadership vacuum keeping India on edge.

Saibal Dasgupta

Via WikiCommons

Cash Cows, Not Tech Leaders

Indian IT fattens shareholders with buybacks, but starves itself of ideas. Cash cows seldom become global tech pioneers.

BasisPoint Groupthink

GST Exemptions, Nil Rates and Other Smoke and Mirrors

GST relief looks big on paper, but gaps in input credit and energy taxes mean consumers will see less benefit than portrayed.

TK Arun

Why Cultural Capture Demands a Rethink of Regulatory Basics

Episodes of failure do not always occur because of individual misconduct within an institution. A subconscious, gradual drift away from well-established standards and principles may hasten a race to the bottom as well.

Rabi N. Mishra

Europe’s Carbon Border Tax will Test the Steel of India’s Green Resolve

The EU’s carbon tariff is less a levy than a litmus test. India must choose whether to fight defensively or seize the moment to drive a green industrial shift.

Hemachandra Padhan

India’s Double Policy Act Faces Test of Transition and Transmission

Repo cuts and GST 2.0 are India’s shield against Trump’s tariff shock, but fiscal risks and weak transmission loom.

Babuji K

Trying to be a “Good Economist” in the Times of US Tariffs

Can tariffs be judged only by their visible impact? Bastiat’s wisdom suggests otherwise: true economists look beyond first effects to hidden costs, shifts, and long-term risks.

Vijay Chauhan

Columnists

Michael Debabrata Patra

Michael Patra is an economist and former RBI Deputy Governor.

TK Arun

Arun is a seasoned writer on economic and policy matters.

Abheek Barua

Abheek is an Independent Economist and the Former Chief Economist at HDFC Bank.

Ajay Srivastava

Ajay Srivastava is the founder of the Global Trade Research Initiative.

Vijay Chauhan

Vijay, trade expert & ex-IRS officer, works with Deloitte India and Ashoka University’s ICPP.

Dhananjay Sinha

Dhananjay, a D-School alum, is CEO and Co-Head of Equities at Systematix Group.

Kirti Tarang Pande

Kriti is a psychologist specialising in mental health, org behaviour, and brand strategy

Srinath Sridharan

Srinath is an author, corporate advisor, and independent director on corporate boards.

Sharmila Chavaly

Ex-civil servant Chavaly held key Railways, Finance roles; specialises in infra & PPPs

Nilanjan Banik

Nilanjan Banik, Professor at Mahindra University, specialises in trade and development economics.

Sachin Malhotra

Sachin was till recently an MD with Standard Chartered Bank.

Rajesh Mahapatra

Rajesh Mahapatra is the former Editor of The Press Trust of India

Krishnadevan V

Krishnadevan is Consulting Editor at BasisPoint Insight.

Dev Chandrasekhar

Chandra advises companies on big-picture narratives on strategy and markets.

Kalyan Ram

Kalyan Ram co-founded Cogencis. He now leads BasisPoint Insight.

The Bureau

Asian Equities Gain on Fed Cut Bets, but Global Political Risks Keep Markets Cautious

Moody’s Warns AI Could Redefine Sovereign and Corporate Credit by 2030

GST Overhaul Seen Adding 0.7-0.8% to GDP this Year

Setting the Record Straight on Trump’s India Rant

Nominal Weakness Tells the Real Story for RBI

Setback for Trump Tariffs in US Court, Hope for Traders

India Bets on SCO to Blunt the Edge of US Tariffs and Sanctions

India’s Economy Expands 7.8% in June Quarter, Highest in Five Quarters

Nepal in Crisis | Saibal Dasgupta and Dr. Pramod Jaiswal

Sarci-Sense: About Silent Goodbyes & How Middle-Age Friendships Disappear

iStock.com

Eggheads, Not Cheerleaders

When institutional heads slip into boosterism, they stop being referees and start misleading the very investors they are meant to protect.

BasisPoint Groupthink

Open Mouths, Open Markets, and RBI’s Signalling Gap

The RBI’s June gamble of frontloaded easing and a sudden neutral stance has backfired, raising borrowing costs. Governor Malhotra now needs both words and deeds.

BasisPoint Groupthink

Powell’s Precarious Balance

Powell’s Jackson Hole signal of a rate cut showed a Fed caught between rising unemployment risks and Trump’s tariff-fuelled inflation pressures.

BasisPoint Groupthink

GST Reforms

Opposition’s Silence, Centre’s Smirk

GST Council drama fizzled as opposition states fell silent, leaving the Centre to claim consensus and race ahead with tax reforms.

North (Un)Block

What the GST Rate Cuts Cannot Cure

Can lower GST rates push India’s consumption story forward, or will structural problems like flat wages, joblessness, and shrinking savings blunt the impact?

Rajesh Mahapatra

GST Reset Seeks Equity and Growth Amid Fiscal Knot

India’s GST overhaul shifts the burden from households to luxury and sin goods, but revenue losses raise questions over fiscal sustainability.

Dhananjay Sinha

Week in Numbers – Tracking India’s Economic Pulse

The GST reforms, slowdown in tax collections and the likely sops to protect the export sector from the US tariffs are likely to put pressure on government finances this year.

Datametricx

When Ratings Lose Their Voice in Markets

V Thiagarajan

Ban It, Bill It

Krishnadevan V

RBI Must Not Outsource the Craft of Supervision

R. Gurumurthy

Trump Comes Calling with Trick or Treat, But Tweets Can’t Mend Fractures

Srinath Sridharan

The Global Economy Shrugged

Global growth has defied Trump’s sweeping tariffs, with households, firms, and markets adapting swiftly, leaving economists puzzled by the resilience.

Michael Debabrata Patra