India’s Record Remittances: A Warning, Not Just a Financial Windfall

Remittances surged during the West Asia conflict, cushioning India’s current account. But the inflow may mask Gulf job losses and a dangerous data gap

Sagari Gupta

October 21, 2026 at 6:45 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

Rupee’s Real Fault Line Lies Beyond Domestic Policy

Domestic measures can bolster the rupee temporarily, but costly global funding and attractive US assets remain the deeper sources of pressure.

Dhiraj Nim

July 20, 2026 at 6:41 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

Not Every Oil Shock or Sharp Currency Move is 1991

Oil shocks always warrant vigilance, but this time around India’s external buffers, services export strength, and improved policy framework make 1991 analogies more distracting than useful.

Basis View

June 16, 2026 at 2:27 AM IST

iStock.com

RBI’s FCNR Swap Faces a Basel Reality Check

RBI’s FCNR swap may echo 2013, but Basel rules, dollar-funding stress and forward liabilities make this a harder trade.

V Thiagarajan

June 15, 2026 at 4:20 AM IST

Wladyslaw/ Via Wikicommon

India’s Balance of Payments: Time for a New Paradigm

Foreign capital solved yesterday's problem. It may now be standing in the way of tomorrow's growth.

Jayanth R. Varma

June 15, 2026 at 3:36 AM IST

Istock.com

RBI Can Cushion the Rupee, But West Asia Still Holds the Trigger

The rupee may avoid a slide towards 100 for now, but RBI measures cannot fully offset oil shocks, war risk and India’s external deficit.

Richard Fargose

June 12, 2026 at 8:18 AM IST

From Oil Shocks to Supply Chain Shocks, India Must Rethink Resilience

India has largely overcome the vulnerabilities of 1991. The next external shock may arrive through supply chains, technology and trade networks.

Shilpashree Venkatesh

June 9, 2026 at 3:46 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

Monetary Policy

Malhotra's “Whatever It Takes” Moment

Capital outflows, balance of payments pressures, and slowing deposit growth may require coordinated RBI-government action to attract dollars and funding.

Yield Scribe

June 4, 2026 at 4:45 PM IST

RBI

Monetary Policy

Using Monetary Policy’s Degrees of Freedom

Calls for rate hikes to support the rupee overlook the flexibility built into India’s inflation-targeting framework and the RBI’s wider toolkit.

Ashima Goyal

June 3, 2026 at 3:12 AM IST

India Finally Spoke Honestly About Its External Risks

The CEA’s unusually candid speech acknowledged a reality markets have privately discussed for months: India’s external-sector vulnerabilities are becoming structural.

Kalyan Ram

May 12, 2026 at 2:56 PM IST

A Regime Shift for India’s BoP

A stronger services surplus masks a quieter shift, as weaker capital inflows reshape India’s BoP and raise new policy and market risks

Shubhada Rao, Vivek Kumar, and Yuvika Singhal

May 2, 2026 at 4:29 AM IST

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

Basis Shorts

October 21

Jio’s IPO Is Covered, but Institutions Still Carry the Book

October 19

Spoonful of Scrutiny

After Draining Rupees, the RBI Offers Banks a Breather

The Bureau

Asian Stocks Rally on Renewed optimism over AI investments, technology earnings

Structural Reforms, Not Rupee Defence, Key to Easing Currency Pressure - ANZ

YES Bank AT-1 Bonds, Cancer Drug Pricing, Google-Adani Data Centre & More

YES Bank says AT1 bond ruling may cut CET1 ratio by 250 bps

Supreme Court Upholds Order Quashing Yes Bank AT-1 Bond Write-off - Mint

Govt Approves Fairfax’s ₹528.78 Billion bid for IDBI Bank

RBI Governor Says Ready to Act to Keep Rupee Orderly - Moneycontrol

PODCAST: Does Monetary Policy Need a New Paradigm with Abheek Barua

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