India’s industrial output grew at the fastest pace in 25 months in November, even as manufacturing PMI fell to the lowest level in 24 months.
Datametricx
istock.com
The world’s shipbuilding order is being rewritten in an age of geopolitical rivalry and friend-shoring. India has a unique chance to write its own chapter — one of a nimble, technologically adept maritime industry integrated into global supply chains as a strategic partner.
Sharmila Chavaly
iStock.com/MAGNIFIER
BasisPoint Insight
Your weekly rundown of significant judicial rulings and legal battles influencing policy, companies, regulation, and governance
Nadinlargo/Istock.com
Stablecoins moved $9 trillion through banks in 2025. As costs fall and rules converge, digital settlement is becoming market plumbing.
iStock.com
Bloomberg Index Services has kept its review of Indian government bonds for the Global Aggregate Index open, citing operational concerns, tempering near-term inflow expectations and nudging benchmark bond yields higher.
For investors, the standard playbook will need to change. Riding a broad structural wave is no longer such an obvious and rewarding strategy. The 2026 outlook is likely to demand a more tactical, bottom-up approach.
Mohamed A. El-Erian
Recent developments suggest that the US Federal Reserve's bond purchases are no longer just a "monetary operation," but an essential component of the US government's fiscal financing. The sooner that the Fed and other similarly situated central banks recognise the trap they have created for themselves, the better.
Raghuram Rajan
Via WikiCommons
An end-of-day recap of all that transpired in the Indian markets, highlighting the major price movements and the factors driving them
Dehuti Jani
istock
It is welcome that millions of Indian graduates get decent jobs, but they toil to create intellectual property for foreign firms, rather than to strengthen India’s strategic muscle
TK Arun
Why Trump was never the real anomaly, and how institutions, professionals, and elites slowly learned to treat democratic danger as routine.
R. Gurumurthy
White House
As global order hardens and power dynamics take centrestage, India must master an unforgiving game with higher stakes.
Phynix
High-frequency indicators in December pointed to some improvement in urban demand, even as rural demand continued to outpace it.
Istock.com
Nations don’t win security with soldiers alone but with economic strength, technological depth and social cohesion that can endure and outlast conflict.
Arvind Mayaram
Ministry of Defence
Trade deals of this scale hinge on unresolved policy differences—on tariffs, agriculture, digital trade and regulatory autonomy—not on symbolic gestures.
Ajay Srivastava
India’s new CPI series with a 2024 base is set to smooth food-driven volatility, keeping 2026 inflation pressures contained. With core inflation stable and costs muted, price signals should become clearer for monetary policy.
Global coal demand is nearing a plateau as renewables rise, but India may defy the trend, balancing self-reliance goals with continued coal imports.
G. Chandrashekhar
Michael Patra is an economist and former RBI Deputy Governor.
Arun is a seasoned writer on economic and policy matters.
Abheek is an Independent Economist and the Former Chief Economist at HDFC Bank.
Ajay Srivastava is the founder of the Global Trade Research Initiative.
Vijay Singh Chauhan, a former IRS official, is a Senior Visiting Fellow at ICPP, Ashoka University
Dhananjay, a D-School alum, is CEO and Co-Head of Equities at Systematix Group.
Kriti is a psychologist specialising in mental health, org behaviour, and brand strategy
Srinath is an author, corporate advisor, and independent director on corporate boards.
Ex-civil servant Chavaly held key Railways, Finance roles; specialises in infra & PPPs
Nilanjan Banik, Professor at Mahindra University, specialises in trade and development economics.
Sachin was till recently an MD with Standard Chartered Bank.
Rajesh Mahapatra is the former Editor of The Press Trust of India
Krishnadevan is Editorial Director at BasisPoint Insight.
Chandra advises companies on big-picture narratives on strategy and markets.
Kalyan Ram co-founded Cogencis. He now leads BasisPoint Insight.
Gurumurthy is an ex-central banker who handled markets, and later, financial stability for RBI.
Lt Gen Syed Ata Hasnain is a former Commander of India’s Kashmir Corps.