Resilience or Belief? Reading the IMF's Outlook Through a Behavioural Lens

The IMF's October World Economic Outlook is read for its numbers. Read again, it is also a record of how traders, households, forecasters and governments behave when nobody knows what comes next

B Sharathbabu

M S Ramaratnam

October 26, 2026 at 6:47 AM IST

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Restoring Monetary Balance: The Case for Calibrated Tightening

October policy action reflects a forward-looking response to widening inflation, unfinished cost pass-through and a narrowing real-rate cushion.

Sparsh Chhabra

October 16, 2026 at 7:22 AM IST

istock.com

Masterclass with Michael Patra

International Dimensions of Monetary Policy

Michael Patra explains how exchange rate regimes shape monetary policy independence and why global forces constrain domestic policy choices

Michael Debabrata Patra

October 15, 2026 at 4:28 AM IST

istock.com

Beyond Rankings: NITI Aayog’s Investment Friendliness Index

States are being ranked on how attractive a destination they are for investors and businesses alike and rather than see this as a competition, they would do well to learn from each other, adopt proven reforms, and avoid common hurdles.

Ishtiyaque Ahmed

August 4, 2026 at 7:41 AM IST

istock.com

India Economy is Growing, But Data Gives a Reality Check on Youth Employment

Low levels of education, limited skills, and concentration in the lowest earnings percentile – these are only some of the issues that ail India’s youth. Further, the gender divide is real, and wide. These factors are keeping the youth from being meaningful partners in India’s growth story.

Smita Roy Trivedi

Abhiman Das

July 30, 2026 at 3:57 AM IST

istock.com

Rupee Nears Another Goldilocks Phase as External Risks Recede

Falling crude prices, stronger capital inflows and RBI measures are easing pressure on the rupee, setting the stage for a more stable USD/INR outlook.

Gaura Sen Gupta

June 30, 2026 at 5:58 AM IST

istock.com

Beyond Minimum Wages: Karnataka and India's Search for a New Growth Compact

It is important for India to look at other measures such as lower transaction costs, faster business approvals and a more predictable regulatory environment to strengthen workers, without weakening competitiveness.

Arvind Mayaram

June 10, 2026 at 5:38 AM IST

istock.com

Monetary Policy

RBI Defends the Framework, Not the Rupee

The RBI chose capital-flow measures over rate action, reinforcing the principle that inflation and growth, not the exchange rate, remain monetary policy's primary mandate.

Basis View

June 5, 2026 at 6:08 AM IST

istock.com

RBI Holds Rates, Keeps Neutral Stance as Inflation Risks Rise

The central bank raised its inflation forecast and lowered its GDP projection as policymakers assessed the impact of higher energy prices, supply-chain disruptions and monsoon-related risks.

BasisPoint Insight

June 5, 2026 at 5:30 AM IST

Istock.com

The NEET Paradox and India’s Fragile Demographic Dividend

India’s vast youth population was expected to drive growth. Rising youth disengagement now threatens productivity, investment and stability.

V Thiagarajan

June 2, 2026 at 5:41 AM IST

istock.com

India’s Low-Equilibrium Growth Trap is the Real Stagflation Risk

India’s growth story is increasingly at odds with household realities. Weak incomes, falling savings and stagnant private capex, not merely oil shocks, are the bigger risks.

Dhananjay Sinha

June 1, 2026 at 5:13 AM IST

istock.com

RBI Says Bond Yields May Face Upward Pressure If Global Easing Stalls

BasisPoint Insight

May 29, 2026 at 7:00 AM IST

Budget 2026

Coconuts, Birdwatching and the Lost Art of a Free Sunday

A Budget rich in coconuts, corridors and birdwatching trails, but thin on demand. A long Sunday spent tracking schemes instead of birds.

Kalyan Ram

February 1, 2026 at 9:44 AM IST

Week in Numbers: Tracking India’s Economic Pulse

December data showed a sharp improvement in industrial output and fiscal metrics, indicating a firmer economy and improving government finances.

Datametricx

January 31, 2026 at 1:02 PM IST

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Monetary Policy

RBI’s Rate Cut Shows Rupee is No Obstacle to Easing

The MPC cut rates despite the rupee’s wobble, signalling what policy has long implied. The currency is simply not a factor in the RBI’s rate calculus.

Basis View

December 5, 2025 at 2:12 PM IST

India’s 2024-25 Growth Seen At 6.5% After Revised 9.2% In 2023-24

Public spending drives India’s 6.2% GDP growth in third quarter; private capex, consumption remain weak.

BasisPoint Insight

February 28, 2025 at 1:57 PM IST

Is RBI Navigating With An Outmoded Compass?

Persistent inflation, structural economic shifts, and misaligned policy rates suggest the RBI’s outdated framework risks deepening India’s imbalances.

Dhananjay Sinha

February 20, 2025 at 6:10 AM IST

Budget May Have To Reset India’s Growth Engine From Investment To Consumption

It is pointless to debate whether the current slowdown is cyclical or structural; what matters is finding a way forward. The Budget 2025-26 will have to navigate a complex economic landscape where growth momentum has faltered just when it was expected to pick up.

Abheek Barua

January 30, 2025 at 9:44 AM IST

Basis Shorts

October 28

What Is the Next Stop for India’s 10-Year Bond Yield?

October 26

If Not OIS, Then What?

NBFCs Talk AI; RBI Counts the Mentions

Can the Economy Be Read from Orbit?

India’s $64 Billion FX Reserve Drawdown Shows Scale of Rupee Pressure

September Was Bad For Gilts, October Worse

The Bureau

India Within Striking Distance of 8% Growth, Says Shaktikanta Das

Asia Stocks Climb on Tech Rebound; FOMC Meeting in Focus

RBI Report: 40-currency trade-weighted REER rises to 92.24 in September

Dussehra Recess, Anti-SIR Stir, Maharashtra vs FSSAI, Jane Street, And More

Rubio’s Venezuelan Oil Proposal: Issues India Must Resolve Before Committing

India Core Industries Growth Accelerates to 7.9% in September

India Can Grow at 7% — But Reforms Must Go Deeper