The Fed’s 2025 stress tests transformed Goldman Sachs’ capital position from a $6B shortfall last year to a $15B surplus now, thanks to softer market shock assumptions and better risk management. The lesson for India? Stress tests should be broader, linked directly to capital

India’s real export edge isn’t steel or software. It’s 5,000 years of sovereign neuro-biotech. Validate it. Deploy it at home. Trade it abroad. Or watch Silicon Valley strip it for parts. Read Basis Life column by Kirti Tarang Pande: Tariffs Can Bite Steel, Not Serenity: India’s

Compliance should be the scaffolding of trust in India’s economy — yet too often it feels like a maze built for control. From colonial legacies to today’s bureaucratic choke points, the system burdens small entrepreneurs, fuels discretion, and erodes trust. If India is serious

Should a student have to choose between giving birth and getting a degree? In India’s classrooms, maternity leave has long been treated as a privilege for employees, not a right for students. But recent judicial rulings and policy shifts are reframing it as a constitutional

A bold GST reset is on the table — two slabs by Diwali, 5% and 18%, with “sin goods” at 40%. Relief for households and MSMEs is promised, but states worry about lost revenue as the compensation cess ends in 2026. Can the Centre secure consensus before the festival deadline? Read

When the Future Costs Minus 2%: Altman's Paradox Meets India's Reality Sam Altman may imagine a deflationary future, but India is grappling with a very different reality in the present. Last week, we looked at the forces shaping India’s economic trajectory: 🔹Michael Debabrata

As India enjoyed a long weekend, Washington kept tightening the tariff screws—from steel and aluminium to e-commerce parcels. Section 232 duties expand today, “de minimis” ends on August 29, and tariff disputes under IEEPA and Section 301 intensify. For India, risks remain, but

Not all summits are about what’s said. Some are about what’s held back. At Alaska, Trump stepped away from harsher sanctions on Russia. That single move could save India from crushing trade blows, but it also signals a deeper shift in global power. The questions run beyond

Is it time for regulatory rethink on the convention of keeping conversations with regulated entities, who have transgressed norms, as “confidential?" Well, the regulators are not being evasive, but are following years of standard practice. But this silence comes at a cost.

India’s bond market is learning that fiscal lifelines come with heavy costs. GST rationalisation may support growth, but it deepens deficit fears, locking yields into a “higher for longer” cycle. Can policymakers balance growth, credibility, and market trust? Read Yield Scribe’s

HDFC Bank CEO Sashidhar Jagdishan finds himself in the crosshairs of a courtroom dispute over the Lilavati Trust—a case with little to do with the bank’s books but everything to do with its reputation. History shows how fragile the line is between personal and institutional

From price transparency in insurance to ambitions in health, wealth, and credit; PB Fintech has never played small. But every new lane comes with fresh competitors, capital demands, and compliance risks. The article by Krishnadevan asks what investors are quietly asking too:

Atmanirbhar Bharat: Between Slogan and Substance Dr Duvvuri Subbarao, former Governor of the Reserve Bank of India, writes exclusively for BasisPoint Insight on the country’s pursuit of self-reliance. From the early triumphs of PPE kits and vaccines to the rise of mobile phone

Why India Needs a Bold Course Correction Jobs remain scarce, inequality widens, and private investment hesitates. With youth unemployment at 17% in urban India and rural incomes stagnating, the promise of a “demographic dividend” is slipping away. Former Finance Secretary

Asia’s textile map is being redrawn as brands shift sourcing away from China. Bangladesh, Vietnam, India, and Cambodia are growing fast; but reliance on Chinese fabrics and weak regional links still limit resilience. Rajesh Kumar says a formal Asian Textile Corridor could change

India’s refusal to bow to unilateral US tariffs is more than defiance—it’s a signal. A signal that sovereignty, policy space, and resilience matter in a world where economic power is weaponised. Read Srinath's latest analysis: Why India Refuses Asymmetric Bargains in Trade

On Independence Day, the government promised GST reforms big enough to spark Diwali cheer. Sensex and Nifty surged in hope. Yet studies show passthrough is patchy, companies often pocket gains, and states may not fall in line. The reboot may test India’s federal and fiscal

Jio’s early years were about free data, fire-sale plans, and grabbing subscribers. That phase is over. By dropping its ₹249 plan and making ₹299 the new entry point, Ambani is writing a different story, one about higher ARPU, sector-wide price discipline, and IPO valuations.

For decades, dollar was sine qua non to FX reserves. Not anymore. The freeze on Russia’s billions triggers rethink on what “safe” really means. The shift is messy, political, and unavoidable. Read R Gurumurthy's full piece here: basispointinsight.com/Story/Home/cen… #Dollar #Gold #GlobalFinance

India’s AI journey isn’t just about self-reliance—it’s about strategic realignment. From GPUs to sovereign models and skilling, the IndiaAI Mission blends Atmanirbhar ambition with global coalition-building. But without bigger budgets and sharper focus, can India truly claim a