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Similar topics: macro and outlook
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Ranking history · United States
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Latest episodes
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Ep 041 - Global and India Roundup - Tighter Financial Conditions
September 29, 2026 · 15 minIn this episode, we discuss tighter global financial conditions amid already high interest rates, rate hikes by advanced economy central banks, the impact of AI, and evolving geopolitical developments. We also examine India’s domestic…
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Ep 040 - China - The Split Economy
August 24, 2026 · 11 minIn this episode, we discuss the slowdown in China’s domestic economy, the policy strategies being employed to address it, and the country’s robust exports. We also examine the challenges this divergence creates for the rest of the world…
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Ep 039 - Embracing Uncertainty: Macroeconomic Outlook
July 31, 2026 · 16 minIn this episode, we discuss the global and Indian macroeconomic outlook amid elevated uncertainty on geopolitics, AI and global interest rate drivers. Join Sreejith Balasubramanian, Sr. Economist in the Fixed Income Fund Management team at…
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Ep 038 - As the Tide Turns
June 29, 2026 · 15 minIn this episode, we explore the impact of the US–Iran agreement, recent measures to support foreign capital inflows, and the evolving global macro landscape. We also discuss how these developments influence India’s economic outlook and…
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Ep 037 - A Resilient US Economy - How This Matters for India
May 21, 2026 · 13 minIn this episode, we explore the drivers of US economic resilience, how they are reflected in labour markets and inflation trends, and why these developments matter for India’s economy and monetary policy. Join Sreejith Balasubramanian, Sr…
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Ep 036 - Changing Concerns – Not So Straightforward
April 28, 2026 · 13 minIn this episode, we explore how global markets are grappling with shifting concerns amid ongoing geopolitical tensions. How is this environment different from the 2020 pandemic and the 2022 Russia-Ukraine conflict? And what signals are…
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Ep 035 - The Iran War – Global Stress Test
March 25, 2026 · 14 minIn this episode, we explore the Iran war and how it is emerging as a global stress test for the economy. From the origins of the conflict to the economic linkages it has exposed, the discussion highlights the risks, challenges, and policy…
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Ep 034 - India Data Upgrade – The New CPI Series
February 24, 2026 · 14 minIn this episode, we highlight the improvements and noteworthy aspects of India’s new CPI series and explore its implications for the underlying inflation trend and monetary policy. Join Sreejith Balasubramanian, Economist in the Fixed…
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Ep 033 - India Union Budget - Clarity on Framework & Trade-offs
January 27, 2026 · 13 minIn this episode, we highlight the key elements to look for in the upcoming Union Budget and explore the trajectory within the new fiscal framework. Join Sreejith Balasubramanian, Economist in the Fixed Income Fund Management team at…
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Ep 032 - Keep Your Seatbelts Fastened: 2026 Macro Outlook
December 17, 2025 · 21 minAlthough 2025 draws to a close, global and domestic economies continue to be marked by uncertainty, policy shifts, and diverging growth paths.In this episode of Let’s Talk Macro, we discuss the key economic narratives that shaped 2025 and…
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Ep 031 - India Fiscal – Flexibility & Credibility within the Framework
November 27, 2025 · 10 minIn this episode, we discuss India’s fiscal performance versus the FY26 budget estimates and explore the fiscal flexibility that could emerge from FY27 while staying credible under the new Debt-to-GDP framework. Join Sreejith…
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Ep 030 - India - Rural Optimism
October 31, 2025 · 11 minIn this episode, we discuss the significance of monsoon and what rural wages, farm input costs, and other indicators reveal about the health of India’s rural economy. Join Sreejith Balasubramanian, Economist in the Fixed Income Fund…
About the show
Bandhan Mutual Fund is focused on helping savers become investors and create wealth. The organization has always striven to empower everyday investors, as well as India’s financial ecosystem, through initiatives that simplify financial knowledge, helping create wealth and value through investments.
Continuing the tradition of initiatives and campaigns that motivate, guide, and educate Indians about financial wisdom, we bring you Let’s Talk Macro – a podcast series to demystify relevant macroeconomics – global & domestic, important & topical, data, concepts, inferences & implications.
We reached out to the average Indian investor through our successful short films like Bachat Nivesh Badhat, One Idiot, and Return of One Idiot to educate the public about the importance of savings and long-term investments for financial growth and security. Our landmark campaigns like #DateyRaho and #PaisonKoRokoMat have educated millions successfully about the power of investing.