SEBI’s settlement framework, designed for swift justice, risks eroding market faith as discretion eclipses discernment and leniency replaces deterrence.
Indra Chourasia
Jimmy vikas/cc
India’s central bank’s surprise rejection of bids in a seven-year bond sale soothed markets briefly, yet underlying demand-supply tensions remain entrenched.
Yield Scribe
From a fan’s obsession to a nation’s conviction, belief keeps remaking power, policy, and purpose, showing how faith and foresight can both build and blind.
Phynix
Istock.com
An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them.
Richard Fargose
A quick take on global markets before the noise begins.
V Thiagarajan
Here’s your quick read to start the day: a chatty, no-fuss look at overnight moves, the big story, what’s on the docket, and the tickers you need to watch.
White House
Investors know the value of sustainability yet struggle to act on it. The real challenge isn’t money; it’s mindset, shaped by systems that reward the short term.
Kirti Tarang Pande
iStock.com
It is worth pondering whether a bursting AI bubble could compromise the ability of other non-bank financial institutions to repay their loans.
Hilary J. Allen
Amid tight policies and global uncertainty, financial markets continue to function smoothly, reflecting resilience built through hard-earned lessons
Babuji K
Cross-Currency is BasisPoint’s daily markets note by V. Thiagarajan, decoding global shifts through currencies and the moods that move them.
Federal Reserve
Bonus preference shares show how firms mix restraint, control, and reward with quiet precision.
Chandrika Soyantar
From useless boxes to endless liquidity, we’ve turned simple problems into elaborate contraptions. But what if the machine itself is the point?
iStock.com/Rawf8
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.
Gurumurthy is an ex-central banker who handled markets, and later, financial stability for RBI.
Lt Gen Syed Ata Hasnain is a former Commander of India’s Kashmir Corps.