Most of the world seems to misunderstand why global capital is not financing the developing world’s climate transition. The real problem lies in the structure of price formation, which policymakers can best address by focusing on three key priorities.
Jayant Sinha
iStock.com
By questioning ethanol, AI, private capex, market exuberance, and external resilience, V Anantha Nageswaran is restoring constructive doubt to policy.
BasisPoint Groupthink
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Forecasts sell certainty, confidence and power. But when dates slip and predictions fail, the smartest forecasters push the deadline far enough into the future to escape scrutiny.
Vivek Kaul
India is creating more jobs, but low productivity, a missing middle and uneven AI exposure threaten wages, mobility and its demographic dividend.
Amitrajeet A. Batabyal*
Istock.com
BasisPoint Insight
India has moved on tariffs and market access. Washington must now turn its promises into durable gains for Indian exporters.
Trade Mark
Economic growth, AI, global commerce and resource scarcity are reshaping law, demanding lawyers who can navigate courts, boardrooms, algorithms and geopolitics.
Lt Gen Syed Ata Hasnain (Retd)
Dragon Claws/iStock.com
Benign US CPI and PPI cooled September hike bets, but sticky pipeline inflation and hawkish holds elsewhere keep tightening alive.
Wikimedia Commons
Inflation tests, closing auction volatility, household balance sheets under pressure, AI reshaping banking, and the growing opacity of infrastructure data—India's economic machinery is running, but the dashboard is getting harder to read.
Phynix
The RBI may have had sound reasons to close the FCNR(B) swap window early, but backtracking on a clear assurance undermines its policy guidance.
R. Gurumurthy
India’s external indicators worsened, with the trade and current account deficits widening. WPI and PPI pointed to elevated price pressures even as consumption remained buoyant.
Datametricx
Even if AI-related job displacement is less severe than many feared, corporations will need to be enlisted in minimizing its effects in the name of social solidarity. To that end, governments should consider what policy incentives are in place, and large employers should consider their own long-term interests.
Raghuram Rajan
WikiCommons
Big Allegations, Little Evidence: The transshipment report looks less like proof of widespread fraud and more like a diversionary tactic from the failure of US tariffs to curb import dependence.
Ajay Srivastava
PIB
RBI data show liabilities rising as asset cover weakens, while gold and microfinance borrowing point to pressure on household finances.
Prasanna Mohanty
As food prices push retail inflation above target, the RBI holds steady on rates, wagering that commodity shocks won't trigger wage-setting behaviour.
Sagari Gupta
Free trade remains the benchmark, but tariffs or subsidies can improve welfare when they target distortions that domestic policy cannot reach.
istock.com
Visa barriers are pushing Indian students beyond the US, UK, Canada and Australia, redrawing the global map of higher education and talent flows.
Prakash Nanda
First, it was Nvidia’s Jensen Huang who made a case for open-weight AI models. Now, Meta’s Mark Zuckerberg is leaning in. Just the same, India mustn’t give up on its sovereign LLMs.
R. Sridharan
Vivek Kaul is a writer and an economic commentator.
Michael Patra is an economist and former RBI Deputy Governor.
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 Singh Chauhan, a former IRS official, is a Senior Visiting Fellow at ICPP, Ashoka University
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.
Rahul Ghosh is a banking and risk expert.
Rajesh Mahapatra is the former Editor of The Press Trust of India
Krishnadevan is Editorial Director at BasisPoint Insight.
Chandra advises companies on big-picture narratives on strategy and markets.
Kalyan Ram co-founded Cogencis. He now leads BasisPoint Insight.
Gurumurthy is an ex-central banker who handled markets, and later, financial stability for RBI.
Arvind Mayaram, former Finance Secretary, is Chairman of the Institute of Development Studies, Jaipur.