BasisPoint Insight
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BasisPoint Insight, an initiative of Econ Pen Research Pvt Ltd, is founded by seasoned financial journalists and analysts with decades of experience chronicling India’s economic transformation. Our founders have witnessed and reported on every pivotal moment – from liberalisation to global crises – cultivating institutional knowledge that informs every analysis we publish.
With over 25 years at the forefront of financial journalism, our team doesn’t just interpret trends; we understand their origins, having shaped discussions on bonds, currencies, equities, macroeconomic policy, regulation, and corporate strategy. We combine market expertise with a grasp of what drives decisions – whether dissecting macroeconomic policies, corporate earnings, or regulatory shifts.
BasisPoint Insight serves a discerning audience that demands substance over soundbites: investors allocating capital across asset classes, corporate leaders navigating regulatory shifts, policymakers balancing growth agendas, and advisors translating complexity into strategy. Source
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| Scope | Local |
|---|---|
| Language | English |
| Country | India |
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Recent Articles
Search ArticlesCRR Hike May be RBI’S Cleanest Option to Drain Liquidity – I-Sec PD
By BasisPoint Insight The Reserve Bank of India may need to use a cash reserve ratio increase as the primary tool to absorb the liquidity overhang created by large foreign-currency deposit inflows, even though such a move could raise concerns over banking-sector signalling and credit conditions, ICICI Securities Primary Dealership said in a report released this week.
When 40% SIP Returns Don't Mean What You Think
A headline announcing that the top eight equity mutual funds delivered more than 40% returns on SIP investments in one year is bound to attract attention. For an investor putting ₹10,000 a month, the illustration of the investment growing to around ₹145,000 sounds particularly enticing. But there is a small piece of mathematics that investors need to understand before celebrating the 40%. If ₹10,000 is invested every month for 12 months, the investor has contributed ₹120,000.
Economists and Modern-Day Court-Poets
There is an old Tamil story from the literary memory of ancient Madurai and its Pandyan court, preserved in the later Tiruvilaiyadal Puranam, about a poet who refused to be intimidated by power. A Pandyan king had been presented with a poem claiming that a woman’s hair possessed natural fragrance. Nakkeerar, the celebrated poet presiding over the literary assembly, found a flaw in it. The dispute became extraordinary when the poet who had composed the verse revealed himself to be Shiva.
India’s Investment Cycle Is Stirring. Can It Deliver Lasting Growth?
One of the most encouraging data points in the recently-released economic statistics for the first quarter of the current financial year was seen in gross fixed capital formation, or GFCF — a proxy for investment — as a ratio of GDP at current prices at 34.3%. This was a significant jump from 31.4% in the same quarter of 2025-26. The real GFCF growth rate surged from 5.8% in April-June 2025 last year to as high as 11.9%.
The Machines Know What We Want. Shame They Don’t Know What We Mean.
You mutter to no one in particular that your kid likes choley. Not a search, not a post, not even a WhatsApp message to your sister in law, who would immediately have twelve opinions about how you make it. You simply say it. Somewhere nearby sits your mobile phone, that marvellous little rectangle we voluntarily carry around like a mildly intrusive relative. A few minutes later, Google has a question: how does your kid like choley? Spicy? Tangy? Amritsari?
India’s New GDP Series Is a Black Box Without the Underlying Data
India’s latest GDP estimates have opened a debate that goes beyond whether one quarter’s growth number looks too strong. At issue is the statistical architecture behind the estimate and whether the official system has disclosed enough for economists, companies and citizens to understand and replicate it. The sharpest question concerns the deflator. Nominal GDP in April–June grew 10.3%, while real GDP rose 7.8%, implying an inflation adjustment of about 2.5%.
Indian Shares Snap Four-Day Losing Streak, Rupee Ends Steady
Indian shares snapped a four-session losing streak on Friday, helped by gains in global equities and on easing concerns over a US rate hike, but benchmark indices posted their fourth consecutive weekly decline as elevated crude prices and higher bond yields weighed on sentiment. The Nifty50 rose 0.10% to 23,897.70, while the Sensex gained 0.48% to 76,515.43. For the week, the indices fell 1.2% and 1%, respectively, marking their longest losing streak in five months.
The Message from Speculative Excess
Scan the pages of any daily business newspaper and you will find many dominated by the statutory IPO disclosures of companies tapping capital markets. Other pages dissect pre-IPO grey market premia and post-IPO performance, and publish views on the relative attractiveness of various upcoming IPOs. Simultaneously, there has been a boom in the number of finfluencers producing detailed analyses of industries and otherwise little-known companies.
India’s Jewellers Are Learning That Velocity Matters More Than Weight
The acquisition of a storied jeweller with history, brand recall and a national presence by a regional retailer can look like the expansion plan of an aggressive buyer. GRT Jewellers has agreed to acquire the Zaveri family’s 74.12% stake in Tribhovandas Bhimji Zaveri for up to ₹10.34 billion, securing control of the listed 162-year-old brand and its 37-store network. It may also reflect something less triumphant.
India’s GDP Data Puzzle: Pronab Sen on Deflators, Revisions and Trust
September 4, 2026 at 10:37 AM IST India’s latest GDP numbers have triggered a wider debate over growth, inflation adjustment and the credibility of official statistics. Rajesh Mahapatra speaks with Dr Pronab Sen, former Chief Statistician of India, about the questions surrounding the new GDP series. Sen explains why double deflation is conceptually the right approach but requires far more granular price data.