Trump’s latest jab at Powell swaps brute force for reductio ad absurdum, arming his Fed critique with jokes, jargon, and a dash of intellectual flair.
BasisPoint Groupthink
The withdrawal of the compensation cess has stranded about ₹25 billion of input tax credits across the automobile trade. Here is the legal position and possible remedies.
Manuj Sabharwal
iStock.com
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
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
Traditional fear factors continue to influence core voter decisions, maintaining rigid voting patterns that have characterised Bihar politics for decades.
Amitabh Tiwari
India’s economy and security are deeply reliant on US software, cloud, and social media platforms, creating a major vulnerability in times of geopolitical tension.
Ajay Srivastava
The rupee’s path is less about macro forces and more about RBI’s silent hand, steering it lower while guarding stability with tight control.
V Thiagarajan
SEBI reforms unlock mega IPOs and foreign capital with SWAGAT initiative, setting the stage for stable, long-term investments in India
Jimmy vikas/cc
With the Fed at risk of slipping on all aspects of its mandate, continued inaction by Powell would leave the institution even more damaged.
Mohamed A. El-Erian
White House
Vote Vibe's Bihar Survey: Jan Suraj may be the decider in knife-edge contests—like LJP was in 2020, when its votes exceeded winning margins in 73 of 243 seats.
Consolidation of India’s public banks offers scale without substance. Without governance reform and adjustments to their business models, they risk global irrelevance despite their domestic strength.
R. Gurumurthy
iStock.com/lakshmiprasad S
Two decades and more after 9/11, trans-national terrorism has declined in intensity but not in relevance. From Kashmir to Gaza, the definition remains elusive, and the threat ever-evolving
Lt Gen Syed Ata Hasnain (Retd)
Nepal expert SD Muni on why youth-led protests have shaken Nepal’s political order, what risks loom, and why India must tread carefully.
BasisPoint Insight
The norms that once restrained states from striking outside their immediate battlefields are dissolving.
Repo cuts and GST 2.0 are India’s shield against Trump’s tariff shock, but fiscal risks and weak transmission loom.
Babuji K
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
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
iStock.com/JerryB7
Trump’s tariff threats imperil India’s textile exports, endanger millions of jobs, and demand urgent domestic reform beyond stopgap incentives.
G. Chandrashekhar
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
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.