GST relief looks big on paper, but gaps in input credit and energy taxes mean consumers will see less benefit than portrayed.
TK Arun
iStock.com
India buys a fifth of the world’s gold yet takes cues from London and New York. Without trust, transparency and reform, import muscle means little.
G. Chandrashekhar
stock/Andy
GST cuts and a favourable base effect may push India’s retail inflation near zero in October, posing a fresh test for the RBI’s rate calculus.
Datametricx
IStock/RealPictures
Powell’s 25 bps cut looked dovish on paper, but his hawkish framing stressed risk insurance, not a pivot, leaving markets guessing on what’s next.
Madhavi Arora
Federal Reserve
Powell rallied colleagues for a cautious cut, resisting Trump’s pressure. His quiet resilience showed the Fed can still steer its own course.
BasisPoint Groupthink
White House
India is the fourth largest economy, yet only two banks rank among the global top 100. Next-gen reforms must drive PSBs towards asset-led scale.
K. Srinivasa Rao
The Department of Financial Services
Making of a stalemate? India wants the 25% Russia-linked penalty dropped — but that won’t be easy for Washington, since it is already citing the tariff in its Supreme Court defence
Ajay Srivastava
The EU’s overreach in trade talks, imbalance in additional market access, intrusive non-trade demands, and regulatory zeal, threaten to cost it India’s fast-expanding market.
Sangeeta Godbole
Disinflation and policy support have created space, but without robust income growth the festive-season boost may fall short.
Dhananjay Sinha
BRICS is building financial muscle with $5.1 trillion reserves and 90% local trade settlements, yet tariffs and weak coordination test its resolve.
Babuji K
Unemployment eased in August, but the gains bypassed women and the young. Beneath the PLFS headline figures lies a troubling labour market fault line.
Akshi Chawla
India Inc’s surge in overseas investment is less about an alternative to domestic investments than a strategic embrace of global markets, technology, and supply chains.
Sharmila Kantha
ONGC Videsh
Your weekly rundown of significant judicial rulings and legal battles influencing policy, companies, regulation, and governance.
BasisPoint Insight
Sona Comstar
In Kathmandu’s squares, scaffolding holds up temples shattered in 2015. That same resilience fuels Gen Z’s revolt and holds a lesson for India’s economy.
Phynix
Via WikiCommons
With retail inflation trending below projections, GST rate cuts, potential Fed easing, and US tariffs weighing on India’s growth, the window for an RBI rate cut in December may be opening.
Trump’s tariffs may sting, but India channels Ali’s art—floating lightly and stinging sharply when the timing is right.
Michael Debabrata Patra
India is betting that tax relief will keep consumption strong even as tariffs squeeze exports. But policy follow-through may be the key.
Alok Kumar Mishra
Iti Vyas
When it comes to tariffs, Trump’s bark has so far proven worse than his bite.
Daniel Gros
iStock.com/MAGNIFIER
Michael Patra is an economist and former RBI Deputy Governor.
Arun is a seasoned writer on economic and policy matters.
Abheek is an Independent Economist and the Former Chief Economist at HDFC Bank.
Ajay Srivastava is the founder of the Global Trade Research Initiative.
Vijay, trade expert & ex-IRS officer, works with Deloitte India and Ashoka University’s ICPP.
Dhananjay, a D-School alum, is CEO and Co-Head of Equities at Systematix Group.
Kriti is a psychologist specialising in mental health, org behaviour, and brand strategy
Srinath is an author, corporate advisor, and independent director on corporate boards.
Ex-civil servant Chavaly held key Railways, Finance roles; specialises in infra & PPPs
Nilanjan Banik, Professor at Mahindra University, specialises in trade and development economics.
Sachin was till recently an MD with Standard Chartered Bank.
Rajesh Mahapatra is the former Editor of The Press Trust of India
Krishnadevan is Consulting Editor at BasisPoint Insight.
Chandra advises companies on big-picture narratives on strategy and markets.
Kalyan Ram co-founded Cogencis. He now leads BasisPoint Insight.