Bank Credit to Services Sector Surges 28.3% on Year in September

BasisPoint Insight

October 30, 2026 at 12:36 PM IST

Is Washington Trying to Inflate Away Its Debt?

Tariffs, fiscal expansion, low real rates and pressure on the Fed raise a provocative question: is inflation becoming part of Washington’s answer to its debt burden?

Sanjay Mansabdar

October 28, 2026 at 5:19 AM IST

istock.com

India’s Trade Shift: From Protection to Global Competitiveness by 2047

India’s trade challenge is shifting from protection to competitiveness, with services, manufacturing, trade facilitation and global value chains central to its next phase

Rajeev Verma

September 18, 2026 at 6:51 AM IST

istock.com

India’s Food grain Procurement Policy Deserves Review

On the one hand, farmers hesitate to grow oilseeds, millets and pulses as they are not assured of procurement. On the other, India imports huge amounts of pulses and vegetable oils. To break this cycle, the government needs to look beyond rice and wheat for procurement.

G. Chandrashekhar

September 16, 2026 at 8:10 AM IST

istock.com

Grown, Not Drilled: Ethanol Could Be India’s Most Exportable Idea

Ethanol blending has replaced over 31 million metric tonnes of crude since 2014-15, saving Rs 1.9 trillion in foreign exchange and shrinking a strategic vulnerability while building a new rural income stream. At a time when energy security is a matter of national urgency, ethanol has become India’s most exportable idea.

Nilanjan Banik

August 12, 2026 at 11:11 AM IST

istock.com

Why Compute Is Becoming the New Constraint on Economic Growth

AI is making compute the new driver of economic growth, shifting policy priorities from traditional infrastructure to digital capacity and energy.

Anuj Agarwal

July 31, 2026 at 5:50 AM IST

istock.com

El Nino Once Again Exposes Gaps in Irrigation Strategy

India needs to focus on a long-term irrigation and crop strategy at both the centre and state level if it needs to break the cycle of being held hostage to the monsoon each year.

Sharmila Kantha

July 7, 2026 at 6:27 AM IST

istock.com

What Did The Green Revolution in India Do To Farm Size-Productivity Relationship?

Small and very large farms are highly productive, while medium-sized ones are the least. The Green Revolution aided the use of high-yielding varieties, and steepened the gradient of technology adoption, enhancing productivity and resulting in a U-shaped pattern.

Amitrajeet A. Batabyal*

June 17, 2026 at 7:49 AM IST

istock.com

Crop Output Targets For 2026-27 Are Out, But Are They Realistic?

The government’s crop production targets seem to have ignored ground realities such as the looming El Nino, the West Asia unrest and a monsoon at 90% of the LPA.

G. Chandrashekhar

June 3, 2026 at 5:23 AM IST

istock.com

West Asia Shock Forces Banks Into a New Credit Risk Reality

Rising inflation, weaker repayment capacity and supply disruptions from the West Asia crisis could force banks to recalibrate credit risk management.

K. Srinivasa Rao

May 25, 2026 at 6:43 AM IST

istock.com

India Must Resist EU, US Pressure on Data Exclusivity in Farm-Chemicals

India built a $4.4 billion agrochemical export industry on the back of generic manufacturing. Now, TRIPS-plus pressure from the West threatens to redraw the rules — with serious consequences for farmers, MSMEs, and India's trade balance.

Ajay Srivastava

May 11, 2026 at 9:57 AM IST

istock.com

The ECL Framework Can Foster Sustainable Asset Quality

ECL shifts Indian banking to forward-looking provisioning, strengthening resilience and risk pricing, but hinges on data depth, governance rigour, and model discipline.

K. Srinivasa Rao

May 4, 2026 at 9:49 AM IST

iStock.com

Palm Oil Panic Is Misplaced as Supply Buffers Temper Indonesia’s Noise

Indonesia’s B50 rhetoric has lifted sentiment, not altered fundamentals. Ample supply, peak output and India’s policy levers should keep palm oil risks manageable.

G. Chandrashekhar

April 22, 2026 at 12:55 PM IST

iStock.com

Pressure Mounts on India as WTO Talks Focus on E-Commerce and Investment Deals

A temporary compromise of 2–4 years appears the most likely outcome on e-commerce moratorium on customs duties.

Ajay Srivastava

March 28, 2026 at 6:38 AM IST

WTO

A ‘Done Deal’ Announced, But Where Are the Details?

A trade understanding between Washington and New Delhi has been announced with confidence abroad and restraint at home. Does this restraint reflect a forced agreement, or the discipline of a state that understands the costs of premature commitment?

Srinath Sridharan

February 3, 2026 at 6:10 AM IST

White House

Budget 2026

Why Carbon Markets Are Failing the World’s Farmers and What Budget Can Do About It

Despite rapid growth, carbon markets exclude smallholder farmers by design. Budget 2026 can fix this by funding public MRV, institutional aggregation, and risk sharing.

Arvind Mayaram

January 28, 2026 at 5:59 AM IST

iStock.com

Budget 2026

Budget Must Rescue Indian Agriculture From Drift and Denial

India’s farm crisis needs more than MSPs and subsidies. Budget 2026 must pivot to outcomes, technology and accountability, or risk surrendering food security and farmer incomes.

G. Chandrashekhar

January 21, 2026 at 12:09 PM IST

iStock.com

Did the Green Revolution Help Some Farmers More Than Others?

New research shows how the Green Revolution reshaped farm size and productivity in India, creating a U-shaped pattern that favoured some farmers more than others.

Amitrajeet A. Batabyal*

December 25, 2025 at 5:18 AM IST

Istock.com

Bihar’s Economy Is Hostage to Its Politics: Its People Deserve Better

Bihar stands at a crossroads where political disinterest threatens to choke its economic promise. Unlocking its vast human potential and demographic dividend requires governance that prioritises growth over electoral gains.

Sharmila Kantha

October 28, 2025 at 8:08 AM IST

iStock.com

India’s Growth Will Run on Commodities, But Are We Ready?

India’s next phase of growth will be fuelled by commodities like food, metals, energy, and fibre. But the question is whether we can scale up without exhausting resources.

G. Chandrashekhar

October 22, 2025 at 4:09 AM IST

iStock.com

Genome Editing: A Quiet Revolution in Indian Rice Fields

Indian scientists are quietly rewriting the genetic code of rice. Early field trials of genome-edited varieties promise higher yields, lower input use, and greater resilience to climate stress.

G. Chandrashekhar

October 16, 2025 at 9:12 AM IST

Basis Life

Prosperous Farms, not Farmhouses, Will Keep Children Happy

We romanticise farmhouse retirements but treat farming with apathy. This hypocrisy is hurting our kids.

Kirti Tarang Pande

August 30, 2025 at 12:07 PM IST

iStock.com

Groundwater at Breaking Point in South Asia

Subsidised power keeps irrigation flowing, but at the cost of aquifer depletion and fiscal strain. Smarter, evidence-led policy is overdue.

Amitrajeet A. Batabyal*

August 22, 2025 at 6:53 AM IST

iStock.com/SushilPrajapati

Basis Shorts

November 9 See All

Separate Lawyers; Shared Pipes and Drains

All Lights and Laddoos But a Little Less Sparkle

Evonile Shareholders Declined To Cash Out, Now Have To Chip In

November 6 See All

Symbiotec Pharmalab Bulks up on a 10-Year Protein Deal

November 5 See All

LG Would Like a Seat in Your Car

From October's Selloff to November's Surge: Gilts Eye Biggest Weekly Gain in a Decade

OIS Curve Gives Flatteners Their Moment as Crude Cools Aggressive Rate-Hike Fears

The Bureau

Asian Markets Mixed as Hot US Inflation Fuels Fed Rate-Hike Bets

Oil India, States’ Tax Levy Powers, NCLAT Chairperson, Tata Power Land Dispute and More

JSW Paints raises 29.5 billion rupees via 3-year NCDs

Resilient Volumes Mask a Growing Consumer Squeeze

POLL: Benchmark 10-Year Gilt Yield Seen Rising to 7.35% by November-End

India's Energy Transition: The Hard Part is Yet to Come