The ₹15 billion settlement removes a major listing obstacle. Investors must still ask whether NSE has durably repaired the controls behind it.
Krishnadevan V
istock.com
High-frequency data baffles as industrial output grows well above series average despite manufacturing PMI falling to multi-year lows.
Datametricx
Commerce and Industry Minister Piyush Goyal has promised a broader review of the Quality Control Order regime as it is currently raising costs for manufacturers, disrupting supply chains and discouraging investment.
Ajay Srivastava
Scott Bessent and Stanley Druckenmiller, once allies in the pound trade, now face off over the US Treasury’s bid to force long-term yields lower.
Sanjay Mansabdar
Wikimedia Commons
Bank supervision cannot ease in good times, because calm conditions can conceal risks, leverage and complacency behind the next financial crisis.
Rabi N. Mishra
iStock.com
BasisPoint Insight
India's AI boom risks mimicking its oil vulnerability: explosive growth in imported chips and hardware threatens to hollow out strategic independence.
Anuj Agarwal
Istock.com
US Treasury Secretary Scott Bessent has justified his intervention in currency and bond markets by arguing that they are not providing a fair signal of economic fundamentals. But they are, and Bessent's willingness to peddle such nonsense may be the most striking testament yet to the sycophancy that defines the Trump administration.
Stephen S. Roach
Simultaneous elections from 2029 could reshape federalism. Evidence suggests regional parties, not national ones, may emerge as genuine beneficiaries.
Amitabh Tiwari
India’s reserves are back above $700 billion, but costly swaps and forward liabilities make part of the buffer less usable than it appears.
V Thiagarajan
India’s EV boom rests on imported cells and minerals. Domestic manufacturing, refining and recycling must catch up before this reliance deepens.
Praveen Pardeshi
Concessional swaps can buy valuable protection, but dressing liability-funded reserves as proof of economic strength risks eroding credibility.
BasisPoint Groupthink
Finance Ministry
A cheaper identity check may make financial products easier to sell, but turning India’s banked millions into investors will depend on trust, suitability and distribution.
Sagari Gupta
The revised risk-sharing framework could revive private investment in highways, but only if projects are bankable and contracts enforceable.
Shilpashree Venkatesh
From Hormuz to semiconductors, India is quietly redrawing its resilience playbook as global shocks expose the cost of dependence on fragile supply chains
Michael Debabrata Patra
Indian Strategic Petroleum Reserves Limited
India’s mineral security depends less on access to ore than on processing capacity at home, agile state firms, and durable overseas partnerships.
Rakesh Khar
Arunvrparavur/Via WikiCommons
Modern warfare increasingly depends on space for surveillance, navigation, targeting and communications, making orbital resilience central to India’s future military power.
Lt Gen Syed Ata Hasnain (Retd)
ISRO
New Delhi should seek clear, binding and durable tariff concessions before making commitments on agriculture, digital regulation, critical minerals or government procurement.
White House
From currency and inflation to AI, jobs and corporate succession, the real question is not what we plan, but whether ambition survives contact with reality.
Phynix
Vivek Kaul is a writer and an economic commentator.
Michael Patra is an economist and former RBI Deputy Governor.
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.
Rahul Ghosh is a banking and risk expert.
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.
Arvind Mayaram, former Finance Secretary, is Chairman of the Institute of Development Studies, Jaipur.