A deceptive macro calm hides real fragilities, leaving the RBI heading into this review with plenty of room to misstep.
R. Gurumurthy
Poonam Gupta's tweet
The RBI has a nice problem to have – a booming economy and record-low inflation. This may make the MPC’s policy decision a tighter call and keep markets on tenterhooks.
Datametricx
iStock.com
A fractured Fed, unreliable data, and colliding goals have pushed policy into uncertainty. What matters now is not who votes—but whether the institution can evolve.
Mohamed A. El-Erian
Federal Reserve
India’s latest GDP numbers reveal strong real activity but muted income generation. The narrow real–nominal gap reframes the entire growth narrative.
BasisPoint Groupthink
Finance Ministry
Diverging US and global views on bank supervision are testing Basel III’s future. With oversight easing in Washington, the world waits to see if prudence holds.
Howard Davies
Wladyslaw/ Via Wikicommon
BasisPoint Insight
Bringing social media platforms under the same responsibility standards as traditional media can curb harm without curbing speech.
TK Arun
IMF’s new tag on India’s exchange-rate regime raises fresh questions on RBI’s FX strategy as the rupee hits new lows, says veteran trader Venkat Thiagarajan.
Rajesh Mahapatra
FX auctions helped Latin markets steady volatility. With sharper offshore swings hitting the rupee, India may benefit from adding them to its defence toolkit.
Babuji K
Sandesara’s court-approved payout is seen as exchanging prosecution for payment, sharpening debate over fairness, consistency, and the erosion of India’s credit culture.
Krishnadevan V
iStock.com/naveen0301
For the judiciary to remain a trusted democratic pillar, technological upgrades must advance alongside institutional discipline, administrative reform, and a culture of transparent accountability.
Srinath Sridharan
Some of the RBI’s strongest communication practices are slipping out of view. A steadier rhythm would strengthen both access and expectations.
Mint Owl
RBI Tweets
India’s digital payments boom has come with an explosion in cyber fraud, yet awareness of cyber insurance remains abysmally low. As attacks grow more sophisticated, insurance is becoming the last line of defence.
Alpana Killawala
A film about migrant workers becomes a mirror for our privilege, reflecting the gaps in our economy, our ambitions, and our national story. It is time to hold the gaze.
Phynix
India’s new personal data regime places citizens at the centre of the digital economy and compels banks to rethink governance, accountability, and the ethics of information control.
Anupam Sonal
India shelved its FRDI Bill amid public panic, exposing deep trust and capacity gaps. Without a credible resolution regime, the next financial failure could prove far costlier.
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.
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.