A Countercyclical Manufacturing Gambit: India bets ₹100 billion on container production amid global trade flux, eyeing niche value and logistics leverage over volume dominance.
Sharmila Chavaly
iStock.com
With 2022–23 as the new base year, India’s revised GDP series estimates 2025-26 growth at 7.6%, enhances data coverage and methodology, and smoothens earlier volatility in the growth trajectory.
BasisPoint Insight
iStocks/AlexLMX
The surrender of the CPI (Maoist)’s top commander signals the end of an armed era, but the conditions that once fuelled insurgency remain a latent risk.
Rajesh Ramachandran
@vishnudsai/X
Tamil Nadu's 2026 elections are no longer a two-party race. With actor-turned-politician Vijay's TVK challenging the DMK-AIADMK duopoly, deep anti-incumbency, and wafer-thin poll margins, this could be the election that rewrites the state's political playbook.
Amitabh Tiwari
Istock.com
As machines begin to generate ideas at scale, patent systems are scrambling to decide who owns them, and how much human input still matters.
Amit Singh
Jimmy vikas/cc
With both the Holocaust denier Nick Fuentes and more genteel post-liberal commentators calling for their own religious views to be imposed on others, traditional conservatives and Christians must speak up
Michael R. Strain
India’s new GDP base year may correct long-standing distortions. But if survey data are fully integrated, growth could be marked lower, validating what markets already sense.
Dhananjay Sinha
The new GDP series could alter fiscal deficit calculations and shape expectations from monetary policy.
BasisPoint Groupthink
Stablecoins are rapidly evolving from payment instruments into full-fledged financial infrastructure in Africa, Asia, and Latin America, introducing risks that the US-centric debate has largely overlooked.
Eduardo Levy Yeyati
Even if India redesigns its incentive programmes, exporters that rely on Chinese inputs may still face countervailing duties.
Ajay Srivastava
Budget incentives revive municipal bonds, but without restoring 2017 rigour and adding climate safeguards, cities risk fragile debt growth.
MCGM
The rupee is seen ending March near 90.40, with RBI intervention and weak FDI flows limiting appreciation despite seasonal support.
Richard Fargose
With 1.9 billion people and $5 trillion in GDP, South Asia trades more with the world than with itself. Can regional integration unlock scale, stability, and shared growth?
Arvind Mayaram
India has the rails to modernise working capital. Linking invoices with payments can cut fraud, sharpen pricing and improve credit flow.
BL Chandak
Rubio soothed Europe with familiar stories. Carney stripped them away. Two speeches, one anxious West, and what the gap means for India.
Phynix
Your weekly rundown of significant judicial rulings and legal battles influencing policy, companies, regulation, and governance
India’s working-capital system focuses on bank limits, not trade credit. Supplier credit and payment behaviour remain the economy’s hidden engine.
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.
Arvind Mayaram, former Finance Secretary, is Chairman of the Institute of Development Studies, Jaipur.