Selected Tag: Balance of Payments
Selected Tag: Balance of Payments

Not Every Oil Shock or Sharp Currency Move is 1991

Oil shocks always warrant vigilance, but this time around India’s external buffers, services export strength, and improved policy framework make 1991 analogies more distracting than useful.

BasisPoint Groupthink

June 16, 2026 at 2:27 AM IST

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iStock.com

RBI’s FCNR Swap Faces a Basel Reality Check

RBI’s FCNR swap may echo 2013, but Basel rules, dollar-funding stress and forward liabilities make this a harder trade.

V Thiagarajan

June 15, 2026 at 4:20 AM IST

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Wladyslaw/ Via Wikicommon

India’s Balance of Payments: Time for a New Paradigm

Foreign capital solved yesterday's problem. It may now be standing in the way of tomorrow's growth.

Jayanth R. Varma

June 15, 2026 at 3:36 AM IST

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Istock.com

RBI Can Cushion the Rupee, But West Asia Still Holds the Trigger

The rupee may avoid a slide towards 100 for now, but RBI measures cannot fully offset oil shocks, war risk and India’s external deficit.

Richard Fargose

June 12, 2026 at 8:18 AM IST

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From Oil Shocks to Supply Chain Shocks, India Must Rethink Resilience

India has largely overcome the vulnerabilities of 1991. The next external shock may arrive through supply chains, technology and trade networks.

Shilpashree Venkatesh

June 9, 2026 at 3:46 AM IST

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istock.com

Monetary Policy

RBI Defends the Framework, Not the Rupee

The RBI chose capital-flow measures over rate action, reinforcing the principle that inflation and growth, not the exchange rate, remain monetary policy's primary mandate.

BasisPoint Groupthink

June 5, 2026 at 6:08 AM IST

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istock.com

Monetary Policy

Malhotra's “Whatever It Takes” Moment

Capital outflows, balance of payments pressures, and slowing deposit growth may require coordinated RBI-government action to attract dollars and funding. 

Yield Scribe

June 4, 2026 at 4:45 PM IST

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RBI

Monetary Policy

Using Monetary Policy’s Degrees of Freedom

Calls for rate hikes to support the rupee overlook the flexibility built into India’s inflation-targeting framework and the RBI’s wider toolkit.

Ashima Goyal

June 3, 2026 at 3:12 AM IST

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India Finally Spoke Honestly About Its External Risks

The CEA’s unusually candid speech acknowledged a reality markets have privately discussed for months: India’s external-sector vulnerabilities are becoming structural.

Kalyan Ram

May 12, 2026 at 2:56 PM IST

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A Regime Shift for India’s BoP

A stronger services surplus masks a quieter shift, as weaker capital inflows reshape India’s BoP and raise new policy and market risks

Shubhada Rao, Vivek Kumar, and Yuvika Singhal

May 2, 2026 at 4:29 AM IST

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Monetary Policy

Why OMOs Matter in This MPC

In a cycle where the headlines flatter to deceive, the liquidity stance, even more than the repo rate action, will do the heavy lifting.

Madhavi Arora

December 1, 2025 at 9:26 AM IST

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The Bureau

Flawed Design, Poor Planning Make Extreme Heat Conditions Worse For Indian Cities
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