BasisPointInsight.com - Rebasing Reality Resets India’s Growth and Inflation Narrative by Sameer Narang MoSPI’s new GDP and CPI series redraw growth, inflation and policy signals, even as geopolitics clouds the near-term outlook. by Sameer Narang, BasisPointInsight.com

3/3 The question is whether clearer numbers will lead to clearer policy, or more difficult trade-offs.

𝐒𝐚𝐦𝐞𝐞𝐫 𝐍𝐚𝐫𝐚𝐧𝐠, 𝐇𝐞𝐚𝐝 𝐨𝐟 𝐄𝐜𝐨𝐧𝐨𝐦𝐢𝐜𝐬 𝐑𝐞𝐬𝐞𝐚𝐫𝐜𝐡 𝐚𝐭 𝐈𝐂𝐈𝐂𝐈 𝐁𝐚𝐧𝐤, writes for BasisPoint: Rebasing Reality Resets India’s Growth and Inflation Narrative 👇

#MacroSignals #DataRevisions

Y2AI Weekly | December 29, 2025 The Splintering

While prices and volatility suggest stability, structural data points to a growing challenge to the AI infrastructure thesis.

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When There Are Too Many People The surplus is no longer a cyclical burden; it is a permanent design condition.

When There Are Too Many People
open.substack.com/pub/augurnom...

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Early Monsoon Tempers Output, But Macro Signals Turn Upbeat The early onset of the monsoon has brightened agricultural prospects and improved the inflation outlook, even as it appears to have weighed on industrial growth. Other sectors have shown resilience, a...

2/2 Read a Groupthink by BasisPoint Insight: basispointinsight.com/Story/Home/e...

#IIP #Monsoon2025 #GSTCollections #MacroSignals #IndiaGrowth

🇯🇵 Japan’s Metaplanet wants to hold 210K BTC by 2027

They’re raising $5.4B through warrants to make it happen.

Not noise. Not hype. Just macro structure in motion.

Smart traders track this 📈

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