businessline's State of the Economy Podcast

In this edition of the State of the Economy podcast on Personal Finance, Roshi Jain, Senior Fund Manager at HDFC Mutual Fund talks to Aarati Krishnan on how investors can navigate the equity market with many speedbumps ahead. Roshi currently manages over $5 billion in assets for one of India’s largest mutual funds – HDFC Mutual Fund. A CA, CFA, and IIM-Ahmedabad alumna, has nearly two decades of e...

Gold has experienced significant price fluctuations in recent times. Colin Shah attributes this volatility to a combination of factors, including the stability of the US economy, high inflation rates, and lingering uncertainties in China and Europe. Despite the turbulence, he anticipates that gold and silver prices will continue to rise in the coming quarters, primarily driven by inflation, intere...

In the latest episode of the “State of the Economy Podcast”, Nivedita V discusses India’s recent economic performance and its impact on job creation with renowned economist Ashoka Mody. Mody is Charles and Marie Robertson Visiting Professor in International Economic Policy at the Princeton School of Public and International Affairs at Princeton University. He is also the author of EuroTragedy: A D...

In the latest episode of the State of the Economy Podcast, Shishir Sinha talks to Aditi Nayar, Chief Economist, ICRA, about the strong GDP numbers, and how managing inflation in the coming quarters is crucial for the Indian economy. One of the central themes of the episode is India’s GDP growth rate, which stands at a remarkable 7.8% for the April-June quarter, marking a significant leap from the...

In this episode of the State of the Economy podcast on Personal Finance, Chirag Mehta, Chief Investment Officer of Quantum Mutual Fund discusses the outlook for bullion and the investment options in it with Aarati Krishnan. Chirag has tracked bullion and alternative assets for over two decades.  Asked about why gold, despite being a safe haven, hasn’t really delivered blockbuster returns despite t...

In this episode of State of the Economy Podcast, Prasenjit K Basu, Chief Economist at ICICI Securities, talks to Lokeshwarri SK on the issue of soaring global inflation rates. While the world grappled with high inflation in 2022, particularly with the U.S. CPI reaching 9% and crossing the 10% mark in the EU and UK, Basu points out that such levels of inflation were unheard of in the developed worl...

The Indian IT services industry is currently facing macroeconomic headwinds, brought on mostly by the slowdown globally. What is the outlook for the sector? In this episode of "State of the Economy" podcast, Haripriya Sureban talks to Kumar Rakesh, Analyst at BNP Paribas, to understand the challenges and potential opportunities for the Indian IT services industry. In the podcast, Kumar Rakesh expl...

In this episode of the State of the Economy Podcast, Subramani Ra Mancombu and Arun Raste, MD and CEO of NCDEX Commodity Exchange, discuss the exchange’s progress in futures trading and derivatives, as well as its approach to enhancing returns for farmers. NCDEX has seen increasing interest in futures trading and derivative products, with agri commodities like spices and guar performing well due t...

The emergence of public tech platforms is slowly transforming the landscape of financial services and lending in India. In this State of the Economy podcast, Hamsini Karthik speaks to Madhusudan Ekambaram, CEO, Kreditbee, on the future of public tech platforms. Ekambaram highlighted in the podcast that the critical role this platform plays is in addressing the challenges of financial inclusion. In...

In the latest episode of the State of the Economy podcast, Rishi Ranjan Kala is joined by Mourya Sunkavalli, Founder & MD, Altmin, a startup focused on battery materials. Altmin has established the country’s first facility for manufacturing cathode active materials (CAM), a crucial component in lithium-ion batteries. The podcast delves into the significance of CAM in the battery value chain, as we...

The Indian stock market has seen volatility since peaking in July. Will this trend continue? In this episode of businessline’s “State of the Economy” podcast, we take a look at the Indian stock markets. businessline’s Parvatha Vardhini C talks to Krishna Kumar Karwa, Managing Director, Emkay Global Financial Services Ltd, about the markets’ current state and future trajectory. Karwa provides insig...

The Centre has decided to construct an international container transshipment port at Great Nicobar Island, at a cost of approximately RS. 41,000 crore. In this State of the Economy Podcast, businessline’s T E Raja Simhan speaks to Jagannarayan Padmanabhan, Senior Director and Global Head of Transport, Logistics and Mobility, CRISIL, about the Great Nicobar Island project and the way forward for th...

India’s exports have fallen over the past six months, particularly in sectors like petroleum, gems and jewelry, engineering products, and chemicals. What are the reasons for this decline? In this episode of the State of the Economy podcast, businessline’s Amiti Sen speaks to Arun Kumar Garodia, Chairman, Engineering Export Promotion Council of India (EEPC), to understand the challenging landscape...

In this episode of the State of the Economy podcast, businessline’s Dalip Singh is joined by Sheel Vardhan Singh, the Director General (DG) of the Central Industrial Security Force (CISF), who discusses emerging challenges to industrial and aviation security. While talking about the importance of a well-defined role for various organisations within the transport ecosystem, the DG was of the view t...

In this episode of the State of the Economy podcast, Jyoti Datta talks to Dr. Sharad Kumar Agarwal, National President, Indian Medical Association (IMA). The podcast focuses on the recent directive by the Indian government that mandates doctors to prescribe medicines using only generic names. Dr. Agrawal explains the IMA’s perspective on this directive, citing concerns about patient safety, qualit...

In the latest episode of the State of the Economy podcast, Ayushi Kar is joined by Chinmayi SK, Founder and Member, The Bachchao Project, and Namrata Maheshwari, Asia Pacific Policy Counsel at Access Now. They delve into the topic of the Indian government's use of internet shutdowns to control conflict and ethnic violence, particularly focusing on the situation in Manipur. The discussion reveals c...

In its latest performance report, the Automotive Component Manufacturers Association of India (ACMA) has said that the industry registered a growth of 32.8 per cent over the previous year. It also showed that sales to domestic OEMs and exports are on the rise, despite the threat of a recession in the US and the Russia-Ukraine war. In this episode of the State of the Economy podcast, S Ronendra Sin...

In this episode of the “State of Economy” podcast, businessline’s Jyoti Banthia talks to Mayank Singh, Partner at Khaitan & Co, and Mayank Banerjee, CEO and Co-founder at Even Healthcare, about the Indian healthcare industry and the role of health tech start-ups. In the discussions, they delve into the growth and potential of the Indian healthcare market, the influence of technology on healthcare...

In the recent State of the Economy podcast, Mallanna Sasalu, CEO of Provident Housing, shared insights into the real estate industry's current state, growth prospects, and market dynamics. Reflecting on the performance of FY 23, Sasalu highlighted a strong start for the year, with a growth rate exceeding 27% compared to the previous year's first quarter. He also mentioned that the industry's traje...

According to recent data, global steel production in the first 5 months of the year was marginally lower, down by one per cent compared to the same period last year. Weak demand from the manufacturing and construction sectors in advanced nations is putting pressure on major steel producers worldwide. However, the picture is entirely different for India, where steel growth witnessed a 3.2 per cent...

The rise of India's middle class is the focal point in this episode of the State of the Economy podcast.  PRICE's report on The Rise of the Middle Class and Kantar's Consumer Connections 2023 report explore the shifting dynamics, like the rise of nuclear families, and its impact on consumption patterns. In this podcast, Chitra Narayanan examines these trends with Shiv Shivakumar and Mayank Shah, S...

In this episode of State of the Economy podcast, businessline’s Shishir Sinha discusses various high-frequency economic indicators and their implications on India's economy with Aditi Nayar, Chief Economist, ICRA.  The podcast details GST collections, which have been robust, reaching the third-highest level since its inception in 2017. Despite concerns about the pace of growth tapering off due to...

In this episode on Personal Finance State of the Economy podcast, Aarati Krishnan, Consulting Editor, businessLine, is joined by Monika Halan, one of India’s most respected names in personal finance for a discussion on mutual funds. Monika, a sought-after speaker and the author of the bestselling book “Let’s Talk Money” and its sequel, “Let’s Talk Mutual Funds”, is also the Chairperson of the SEBI...

In the latest episode of “The State of the Economy Podcast,” V Nivedita delves into the world of gig workers and the rising demand for their services in India. The recent reports indicate a surge in the need for gig workers, with various sectors embracing this flexible workforce. Moreover, the government has taken a significant step by passing legislation to protect gig workers, especially those i...

In this episode of the State of the Economy podcast, Rishi Ranjan Kala talks to Pawan Mulukutla, Director - Integrated Transport, Electric Mobility & Hydrogen at WRI India, about the promising green hydrogen ecosystem that could drive India’s clean energy transition. Mulukutla sheds light on the progress of India’s green energy transition, focusing on the key polluting transport sector. He highlig...