businessline's State of the Economy Podcast

In this episode of the State of the Economy podcast, businessline's S Ronendra Singh discusses the tractor market in India with Gaurav Saxena, Director & CEO - International Business at International Tractors Limited. In September, the retail sales of tractors in the domestic market experienced a 10% year-on-year decline to 54,492 units, compared to 60,321 units in September 2022. However, the mar...

In this episode of the ‘State of the Economy’ podcast, Dhruv Agarwala, CEO, REA India, discusses the current state of the Indian real estate market and its outlook. The conversation covers various aspects of the market, including the effects of the festive season, consumer trends, price dynamics, and global economic factors.  The podcast begins by emphasising the significance of the festive season...

In this State of the Economy podcast, businessline’s Chitra Narayanan talks to Shiv Shivakumar, Operating Partner, Advent International, a global PE firm and former Nokia and Pepsico India chief and Meenakshi Menon, founder of India’s first marketing audit and advisory company Spatial Access on the need for marketers to focus on the silver generation. This generation belongs to the age between 65...

The Indian economy has experienced substantial growth since the 1980s, transitioning millions from agriculture to manufacturing and services. However, not all segments of society have equally benefited. Factors like gender, caste, and family dynamics profoundly influence access to education and the workforce. A recent report by Azim Premji University sheds light on these complexities. In this Stat...

In the latest episode of the State of the Economy podcast, Amiti Sen talks to Ajay Srivastava, former Indian Trade Service officer and Founder, Global Trade Research Initiative, to understand the recent conflict between Hamas and Israel and its potential economic implications for India. The discussion centres on India's trade relations with Israel and the uncertainties arising from the ongoing cri...

The Centre’s focus on improving infrastructure, rapid formalisation and burgeoning rural demand has put the logistics sector in the spotlight in India. In fact, data from staffing TeamLease Services, a staffing company, shows that the sector is expected to create nearly 10 million jobs in the country by 2027. In this episode of the “State of the Economy” podcast, TE Raja Simhan talks to A Balasubr...

In recent months, the soaring prices of everyday staples like tomatoes and onions have made headlines, causing concern among consumers and farmers alike. Farmers have grappled with the uncertainty of prices, leading to concerns about their livelihoods. Fortunately, a potential solution has emerged in the form of India's food processing sector. In this episode of the State of Economy Podcast Subram...

In this episode, Jyoti Banthia talks to Nandini Chopra, Managing Director at Alvarez & Marsal Corporate Finance, and Bharat Anand, Partner at Khaitan & Co., to explore the changing landscape of mergers and acquisitions (M&A) in India and how it plays a pivotal role in driving economic growth and innovation.  Over the past few years, M&A activity in India has experienced a significant surge. In 202...

The Competition Commission of India (CCI) recently rolled out draft Settlement & Commitment regulations. The aim is to expedite the resolution of anti-competitive cases, promote compliance, and contribute to a more competitive and fair business environment in India. The move is very timely as the Indian system is clogged with delays sometimes running into a decade in certain competition cases, fru...

In this episode of the State of the Economy podcast, businessline’s Shishir Sinha discusses the latest high-frequency economic indicators with Devendra Kumar Pant, Chief Economist at India Ratings and Research. The conversation covers three key economic indicators: Goods and Services tax (GST), the core sector numbers, and the fiscal deficit.  The episode begins by highlighting the recent high-fre...

In this episode of the State of the Economy podcast, Prashant Vasisht, Senior VP and Co-Group Head, Corporate Ratings, ICRA Limited, joins businessline’s Rishi Ranjan Kala to talk about how India’s natural gas story is progressing post-introduction of the Kirit Parikh formula, which addressed the pricing of natural gas produced in the country. Vasisht highlights how events like the Russia-Ukraine...

In this episode of the “State of the Economy” podcast, Subramanian Ra Mancombu, Head, Agri-biz and Commodities, businessline and CA Aditya Sesh, a member of the expert committee in the Ministry of Agriculture and Farmers Welfare, Government of India discuss the challenges faced by Indian agriculture, including the impact of climate change events over the past few years. Climate change has signific...

Many stocks in the mid- and small-cap space have surged sharply over large-caps in the last year.  In this episode of the "State of the Economy " podcast, businessline's Parvatha Vardhini C talks to Vinit Sambre, Head Equities at DSP Mutual Fund, who knows this space well, about the outlook for mid-and small-cap stocks. In the podcast, Sambre attributed the rally in these stocks to a surge in liqu...

In this episode, Shantanu Bhadkamkar, Immediate Past President, Association Of Multimodal Transport Operators Of India, discusses the importance of multimodal transport and the need for seamless infrastructure to reduce logistics costs in India. The conversation underscores the potential for India to become a trillion-dollar economy by investing in global-scale logistics infrastructure. Shantanu B...

In this State of the Economy podcast hosted by businessline’s Dalip Singh, former Defence Secretary Ajay Kumar, an expert in technology for governance solutions, provides valuable insights into India's defence industry, reforms, and geopolitical challenges.   Kumar highlights the significant progress in India's defence industry, with new private companies and startups entering the sector.   Howeve...

There has been a remarkable surge in demand for luxury cars, especially among individuals aged 35 to 40. Over the past two years, the purchasing power of these buyers has grown exponentially. Even with luxury cars starting at around ₹50 lakhs, many buyers are not hesitating to spend more, with some even crossing the ₹ 1 crore mark. In this State of The Economy podcast, Ronendra Singh talks to Sant...

Ranking 7th globally in terms of funding, the Indian space startup sector has seen significant funding growth, from Rs 28 million in 2020 to Rs 112 million in 2022, with Rs 62 million invested in the first half of the current year. This surge can be attributed to increased demand for space-based solutions, cost-effective satellite manufacturing, reduced launch costs, and advancements in supporting...

JPMorgan's recent announcement regarding the inclusion of Indian sovereign bonds in its global bond indices has sent ripples throughout the financial landscape. This decision holds profound implications for Indian government securities and the broader economic context. In this episode of the State of the Economy podcast, Lokeshwarri SK talks to Mahendra Jajoo, CIO, Fixed Income, Mirae Asset Invest...

In 2016, Reliance Jio revolutionised India's relationship with data by drastically reducing the cost of 4G data to rock-bottom levels. This move ushered in an internet boom as tech giants like Meta (formerly Facebook), Google, and other internet companies capitalised on the availability of cheap data to offer a wide range of services to Indians. These services spanned digital transactions, calls,...

In this episode of the BusinessLine State of the Economy Podcast, Amiti Sen talks to Dr. Biswajit Dhar, trade expert, on the outcomes of the recent G20 Summit held in Delhi, India. The focus of the discussion revolves around the joint communique issued during the summit, its significance, and its potential impact on the Global South. The G20 Summit featured leaders from India, Washington, and arou...

In this episode of the “State of the Economy Podcast, Jyothi Datta and Dharmil Sheth, co-founder of PharmEasy, discuss the importance and role of online pharmacies in the healthcare system. The conversation addresses various aspects of the online pharmacy industry, including regulation, compliance, concerns from traditional pharmacies, and data protection. Sheth explains that online pharmacies act...

In this State of the Economy podcast, Nivedita discusses the world of gig workers and the challenges they face in obtaining social security. Joined by Professor Bernali Bandari from the National Council of Applied Economic Research, the discussion sheds light on the complexities of defining and understanding platform workers in India. Professor Bandari unveils the unique characteristics of platfor...

In this episode of the State of the Economy podcast, Ashish Khandelia, founder of Certus Capital, discusses various aspects of the private credit market and real estate trends in India.  The private credit market in India has gained popularity in recent years, with significant growth following the IL&FS crisis in 2018. Foreign institutional investors initially filled the liquidity gap in the marke...

Many companies are undergoing a rebranding exercise. Some of these rejigs were appreciated, while others evoked strong criticism. So, what rules and principles companies should follow? In this episode of the ‘State of the Economy' podcast, businessline’s Chitra Narayanan talks to management guru Shiv Shivakumar, and Darshan Gandhi, Global Head, GCPL, about why logos play an important part in a com...

The landscape of FinTech sector in India is undergoing a remarkable transformation. In this State of the Economy podcast, Sanjay Doshi, Partner at KPMG Deal Advisory, and Pranav Pai, Founding Partner, and CIO, 3one4 Capital talks to businessline’s Jyoti Banthia on the growth of FinTech in India. The FinTech ecosystem in India can be broadly categorised into three segments. The initial phase of Fin...