BasisPointInsight.com - RBI Snaps Onshore–Offshore Rupee Link to Curb FX Arbitrage by V Thiagarajan Curbs on NDFs and rebooking may steady the rupee in the near term, but risk widening onshore-offshore gaps and unsettling foreign investors by V Thiagarajan, BasisPointInsight.com

2/2 If control replaces integration, what happens to market depth and investor confidence? And when hedging becomes harder and more expensive, does stability come at the cost of participation?

Read 𝐕 𝐓𝐡𝐢𝐚𝐠𝐚𝐫𝐚𝐣𝐚𝐧’s column for BasisPoint👇

#Investing #Liquidity #Risk #PolicyTradeoffs

BasisPointInsight.com - Balancing on the Brink: India’s Economic Policy in a Time of Crisis by Arvind Mayaram A crisis in formation, not yet in full view, as rising oil prices, a weakening rupee and policy incoherence begin to align, raising risks of a broader macroeconomic strain. by Arvind Mayaram, BasisPoi...

3/4 If this is a crisis in formation, not yet in full view, where is the clarity of direction today?

Can multiple objectives be pursued without a visible hierarchy?

#MacroStability #PolicyTradeoffs

Government accused of ‘trying to out-racist the racists’ as anti-fascists counter far-right thugs across Britain THE government announced plans to speed up deportation decisions today, a move branded by campaigners as a disgrace and a concession to Reform.Labour was accused of trying to out-racist the racists…

Heard the phrase “Labour’s drifting centre-ward” again — what do you think: steady wins the day, or bold change? Be honest — what tradeoff would you accept? #PoliticsExplained #PolicyTradeoffs

Government accused of ‘trying to out-racist the racists’ as anti-fascists counter far-right thugs across Britain THE government announced plans to speed up deportation decisions today, a move branded by campaigners as a disgrace and a concession to Reform.Labour was accused of trying to out-racist the racists…

Heard the phrase “#Labour’s drifting centre-ward” again — what do you think: steady wins the day, or bold change? Be honest — what trade-off would you accept? #PoliticsExplained #PolicyTradeoffs

Labour faces watershed moment with Black and Asian voters, experts warn Starmer’s ‘island of strangers’ immigration speech brings wave of condemnation from anti-racism campaigners

Heard the phrase “Labour’s drifting centre-ward” again — what do you think: steady wins the day, or bold change? Be honest — what tradeoff would you accept? #PoliticsExplained #PolicyTradeoffs

A Profit-Making Central Bank Is A Reflection Of Poor Fisc Central bank profits can reveal more about government overspending than monetary success.

2/2 From seigniorage to balance sheet buffers, she explains why a strong central bank shouldn’t be mined to patch up a weak fisc : basispointinsight.com/Story/Home/a...

#RBIProfits #FiscalStress #SurplusDebate #CentralBankLogic #MonetaryMyths #PolicyTradeoffs