RBI Reframes Signals from Capital Flows

RBI messaging is split between cyclical optimism and structural detachment, reframing the way markets interpret FPI outflows amid stronger FDI and steady fundamentals.

BasisPoint Groupthink

April 14, 2026 at 8:12 AM IST

India's Funds Are Absorbing the FPI Exit but Not Owning It

India's mutual funds are winning an ownership battle that foreign investors are walking away from. The question is whether that advantage is being built, or just inherited.

Krishnadevan V

April 14, 2026 at 6:10 AM IST

Via WikiCommons

Why Using RBI’s Contingency Reserves Is No Longer Heresy

Given current conditions, there is scope for using contingency reserves, doing away with capital gains, and reducing the size of government borrowing to send signals to external capital waiting to see countries with stability and growth.

R. Gurumurthy

March 18, 2026 at 12:23 PM IST

India’s Retail Investing Boom Heads Toward Its First Stress Test

India’s SIP inflows dipped in February, yet the number of SIP accounts continued to rise. The real question is whether retail investors stay disciplined in the next market drawdown.

Krishnadevan V

March 11, 2026 at 9:46 AM IST

iStock.com

India–US Trade Deal: Pragmatic Statecraft, Not Diplomatic Surrender

India’s US trade deal looks asymmetric on paper, but macro constraints, capital dependence and geopolitics made acceptance rational statecraft, not surrender.

R. Gurumurthy

February 11, 2026 at 3:02 AM IST

iStock.com

What Is India’s IPO Boom Telling Us?

The IPO boom reflects domestic confidence, rising retail participation and improving market depth. But exuberance, mispricing and volatility warrant caution.

Michael Debabrata Patra

December 15, 2025 at 4:29 AM IST

iStock.com

Monetary Policy

Why OMOs Matter in This MPC

In a cycle where the headlines flatter to deceive, the liquidity stance, even more than the repo rate action, will do the heavy lifting.

Madhavi Arora

December 1, 2025 at 9:26 AM IST

India Inc’s H2 Optimism Meets Relentless Data Headwinds

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

Interview

Tata Or Batata? Nilesh Shah Lays Out India’s Market Mindmap

From HFT to FDI, inflation myths to rupee truth, Nilesh Shah maps India’s market future—in metaphors only he can mint.

BasisPoint Insight

June 26, 2025 at 4:29 AM IST

AI Generated

FPIs Still Dance To Dollar’s Tune; Is India Merely A Fallback?

Foreign portfolio investors have returned to Indian equities, but their motivations raise questions. Is India really a priority, or just a hedge?

Manoj Rane

May 22, 2025 at 7:33 AM IST

India Is Losing Its FDI Edge—And That Should Worry Policymakers

Net foreign direct investment has plunged to a 17-year low. Repatriations and investments abroad are rising, and global rankings are slipping.

BasisPoint Insight

May 2, 2025 at 8:00 AM IST

iStock.com/Chinmayi Shroff

The Bureau

UAE to Exit OPEC, Citing Strategic Shift in Energy Policy

Asian Markets Drift Lower Ahead of BOJ Decision and Iran Developments

India–New Zealand FTA: Services & Mobility May Outweigh Goods Bargain

India’s Textile and Garment Exports Slip in Real Terms

Brent Crude Above $106 as Hormuz Tensions Cloud Global Supply Outlook

US Tariff Refund: India’s $12 Billion Gain Hinges on Case-to-Case Negotiations

RBI Bulletin Warns of Risks to Inflation from Second-Round Effects of West Asia Conflict

NSE Moves Closer to IPO as SEBI Settlement Panel Finalises Penalty in Co-Location Case: Reports

Deficient Monsoon, Iran War: A Double Shock to India’s Rural Economy

Learning to Shoot: I Tried to Fly Before I Could Walk