Atmanirbhar Bharat has shown flashes of true resilience, yet risks sliding into protectionist déjà vu. India must decide if self-reliance means global ambition or insular retreat.
Duvvuri Subbarao
iStock.com
Can Indian banks sustain their capital strength once Basel’s Pillar-II and IND-AS 109 start demanding more?*
Rahul Ghosh
Wladyslaw/ Via Wikicommon
IBC overhaul tightens admissions, curbs misuse, and restores creditor primacy, reinforcing India’s debt-resolution architecture.
Sachin Malhotra
iStock.com/naveen0301
The RBI’s June gamble of frontloaded easing and a sudden neutral stance has backfired, raising borrowing costs. Governor Malhotra now needs both words and deeds.
BasisPoint Groupthink
RBI
The framework may warrant limited refinement—specifically, the inclusion of a clearly defined escape clause for exceptional circumstances.
Vivek Kumar
When governments start believing their own distorted numbers, the consequences can be disastrous.
Diane Coyle
White House
Trump’s firings of the BLS chief and a Fed governor mark more than theatrics. By purging referees, he risks the credibility of America’s economy.
R. Gurumurthy
Via WikiCommons
As India debates whether food prices should be excluded from inflation targets, the RBI will find itself balancing political pressure with institutional credibility. The RBI must remember that inflation is not a percentage point; it is the price of a plate of food.
Srinath Sridharan
BasisPoint Insight
From Hanoi’s daily sweep to India’s economic experiments, resilience isn’t about erasing chaos but learning to move with and through it.
Phynix
Climate shocks are reshaping inflation, growth, and financial stability. For the RBI, integrating climate risks into monetary policy is no longer optional.
Hemachandra Padhan
India’s cities are trapped in a half-decentralised limbo. Powerless mayors, weak finances, and fragmented planning. Three decades after the 74th Amendment, the great urban reform experiment risks becoming a stillborn promise.
Sharmila Chavaly
Powell’s cautious words and the CBO’s tariff arithmetic show how modern finance thrives on misreadings and manufactured optimism.
Screengrab
Powell’s Jackson Hole signal of a rate cut showed a Fed caught between rising unemployment risks and Trump’s tariff-fuelled inflation pressures.
US Federal Reserve
As Washington recalibrates and Beijing signals a thaw, India must weigh economic openings with China while navigating the shifting US–Russia dynamic
Lt Gen Syed Ata Hasnain (Retd)
PMO Tweet
India’s lenders look flush and NBFCs are growing, yet without private capital stepping up, the credit engine risks running idle.
Sujit Kumar
Subsidised power keeps irrigation flowing, but at the cost of aquifer depletion and fiscal strain. Smarter, evidence-led policy is overdue.
Amitrajeet A. Batabyal*
iStock.com/SushilPrajapati
Mumbai’s floods are man-made. Transit-oriented growth can turn recurring monsoon misery into a model of resilience and equitable urban living.
Alok Kumar Mishra
Augustine Fernandes/istocks.com
India’s growth story is robust, yet escaping the middle-income trap will hinge on reforms, productivity gains and jobs for a swelling workforce.
Barendra Kumar Bhoi
iStock.com/Balaji Srinivasan
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, trade expert & ex-IRS officer, works with Deloitte India and Ashoka University’s ICPP.
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 Consulting Editor at BasisPoint Insight.
Chandra advises companies on big-picture narratives on strategy and markets.
Kalyan Ram co-founded Cogencis. He now leads BasisPoint Insight.