A famous monetary policy principle holds that central banks should act cautiously amid uncertainty. Modern theory worries that excessive caution may itself become the bigger risk.
BasisPoint Insight
May 20, 2026 at 3:31 AM IST
US economic dominance looks resilient, but war-driven inflation, financial risks, and slowing growth could expose the dangers of overconfidence in a shifting global landscape.
Mohamed A. El-Erian
March 31, 2026 at 4:35 AM IST
WikiCommons
As India prepares Budget 2026, the focus shifts to fiscal discipline, debt anchoring, federal realignment, and trade reform to reset growth on a sustainable path.
Shubhada Rao, Vivek Kumar, and Yuvika Singhal
January 28, 2026 at 5:50 AM IST
Finance Ministry
Analysts expect a sharp revival, but earnings, demand indicators and trade dynamics continue to signal caution in an economy still struggling for momentum.
Dhananjay Sinha
November 21, 2025 at 7:59 AM IST
iStock.com
Dr. Michael Patra’s new book reveals the inner theatre of India’s central banking—from crisis firefighting to quiet reforms.
Kalyan Ram
October 27, 2025 at 4:56 AM IST