BasisPointInsight.com - HDFC Bank Chairman Exit — Contained Disruption by T. Bijoy Idicheriah HDFC Bank chairman’s exit raises questions on conduct, not operations; disruption remains contained if RBI comfort and financial performance hold. by T. Bijoy Idicheriah, BasisPointInsight.com

2/2 What matters now is clarity on leadership and continuity in execution. If those hold, this remains a contained disruption, not a structural concern.

Read 𝐓. 𝐁𝐢𝐣𝐨𝐲 𝐈𝐝𝐢𝐜𝐡𝐞𝐫𝐢𝐚𝐡’s column for BasisPoint 👇

#RBIWatch #MarketSignals #FinancialStability #IndiaMarkets #BankingNews #MacroView

BasisPointInsight.com - West Asia Shock Tests RBI’s Growth-First Playbook by Gaura Sen Gupta A dual oil supply and price shock may lift inflation and strain growth, forcing the RBI to rely on liquidity and signalling to keep conditions supportive. by Gaura Sen Gupta, BasisPointInsight.com

1/3 𝐖𝐡𝐚𝐭 𝐡𝐚𝐩𝐩𝐞𝐧𝐬 𝐰𝐡𝐞𝐧 𝐚𝐧 𝐨𝐢𝐥 𝐬𝐡𝐨𝐜𝐤 𝐡𝐢𝐭𝐬 𝐛𝐨𝐭𝐡 𝐬𝐮𝐩𝐩𝐥𝐲 𝐚𝐧𝐝 𝐩𝐫𝐢𝐜𝐞 𝐚𝐭 𝐭𝐡𝐞 𝐬𝐚𝐦𝐞 𝐭𝐢𝐦𝐞?

The current West Asia crisis sits uncomfortably between the Russia-Ukraine spike and the Covid supply shock, raising inflation risks even as growth faces disruption.

#IndiaMacro #RBIWatch #OilShock

BasisPointInsight.com - Why OMOs Matter in This MPC by Madhavi Arora In a cycle where the headlines flatter to deceive, the liquidity stance, even more than the repo rate action, will do the heavy lifting. by Madhavi Arora, BasisPointInsight.com

2/4 Liquidity has slipped into its tightest zone in months — squeezed by FX intervention, forward-book maturities, and seasonal currency demand — just as credit needs rise and state borrowing peaks.

#RBIWatch #MacroIndia #BondMarkets

Tariff Threat Weighs on Rupee, Foreign Exchange Reserves Trump’s tariffs threaten India’s trade balance and put fresh pressure on the rupee, testing the Reserve Bank’s reserves and policy agility.

Trump’s tariffs on Indian exports are set to test the rupee, and RBI’s resolve. Should it let the rupee slide to help exports or defend it to curb inflation? With large reserves, the RBI has tools, but limited room.

Read Babuji K’s take on BasisPoint Insight 👇

#TrumpTariffs #RBIwatch #DollarRupee

MPC Needs Exchange Rate Lens In 2026 Overhaul, Says Ex-RBI Chief Subbarao says ignoring the rupee in policy calculus is risky, and calls for a wider MPC mandate in the review of the framework in Part 2 of a four-part interview.

3/3 📎 Read the full conversation: basispointinsight.com/Story/Home/m...

#MPCReform #ExchangeRateLens #RBIWatch #PolicyOverhaul #InflationMandate #SubbaraoSpeaks

India’s Growth Pops, But RBI Still Has Reasons To Cut Rates A 7.4% GDP print in January–March 2025 flatters India’s outlook. With consumption weak and real rates high, RBI can still ease to lift growth.

2/2 Read why one strong quarter isn’t enough — and why the RBI should stay on its rate-cut path : basispointinsight.com/Story/Policy...

#IndiaGDP #RateCutDebate #RBIWatch #GrowthVsQuality #MacroPolicy #RealRateGap