If inflation stays near 2.5% and growth around 6.7%, the Taylor rule implies nearly 100 basis points of policy space for the RBI to cut rates.
Barendra Kumar Bhoi
Meta’s $27 billion Hyperion deal shows how the modern firm no longer owns everything it uses but orchestrates capital, partners, and data through design.
R. Gurumurthy
Meta
India’s regulatory half-measures diminish investor confidence and stifle growth. It is time to choose decisively rather than muddle through ambiguity.
Srinath Sridharan
Did the Fed’s aggressive asset purchases inflate risky bubbles and blur its core mandate? A closer look at how unconventional policy may have compromised financial stability.
Willem H. Buiter
The US Department of the Treasury
SEBI’s proposed overhaul of mutual fund rules is a long-overdue reset that puts transparency and investor value at the centre of the industry’s economics. Now, the regulator must hold its idea.
Jimmy vikas/cc
Is ESG disclosure a political fad or a financial necessity? As global norms shift and penalties rise, what firms reveal about sustainability could directly impact their bottom lines.
Raghuram Rajan
Via WikiCommons
How India’s government bond auctions reveal the winner’s curse, where success can conceal costly misjudgements and shape financial market behaviour.
Babuji K
iStock.com
In saving its banks from collapse, India has saved them from competition. In shielding them from loss, it may have shielded them from relevance.
iStock.com/lakshmiprasad S
Your weekly rundown of significant judicial rulings and legal battles influencing policy, companies, regulation, and governance.
BasisPoint Insight
iStock.com/vlad_karavaev
Can SEBI’s incentives revive India’s quiet public bond market? Will retail investors return if bonds feel safer, simpler—and just a bit more rewarding?
Venkatakrishnan Srinivasan
A Bombay High Court case revives questions about the limits, fairness, and future of RBI’s redress architecture
Anupam Sonal
A smaller, simpler futures contract could save retail traders from the complexity, capital and cost traps of the options market.
Sanjay Mansabdar
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
India is crafting a unified AI governance model where innovation meets integrity. RBI’s FREE-AI and CCI’s oversight framework set the stage for ethical, transparent intelligence.
Private credit funds are fast becoming India’s third pillar of capital—flexible, disciplined, and the quiet architects of its next growth cycle.
Chandrika Soyantar
Konkan Railway/WikiCommons
The probability of another cut in December dropped sharply from over 90% a day earlier to below 70%, according to CME’s FedWatch tool.
US Federal Reserve
To achieve 8–9% sustained GDP growth, India must build new banks, deepen NBFC capacity, and widen credit access beyond the current few institutions.
K. Srinivasa Rao
Sachin Tendulkar’s Titan ad has sparked a misplaced moral storm. Public recognition does not erase private rights. Freedom, even for a Bharat Ratna, must remain indivisible.
iStock.com/rvimages
Tendulkar’s endorsement of Titan’s gold exchange plan blurs the line between public trust and private profit, raising ethical questions about national icons in commerce.
D. V. Ramana
iStock.com/D. Talukdar
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.