businessline's State of the Economy Podcast

In this episode of the State of the Economy podcast, we delve into the agricultural sector, particularly the spices market, which has experienced significant turbulence in recent years. Last year, we witnessed a surge in jeera prices, doubling due to weather vagaries. Now, turmeric prices are poised to follow suit, mirroring a similar upward trend. Other spices like coriander and dhanya are also w...

The government had pledged to allocate 25 per cent of the R&D budget for private industry in defence manufacturing in the 22–23 budget. Despite this promise, 25 months later, the fund has not been made available to the industry which is key to big ticket innovations in strategic domain.   In this State of the Economy podcast hosted by businessLine’s Dalip Singh, JD Patil -- an industry veteran and...

In this episode of the State of Economy Podcast, Chitra Narayanan, Shiv Shivakumar, operating partner at Advent International, and Naresh Gupta, co-founder and managing partner of Bang in the middle, a full-service independent creative agency, discuss the use of celebrities in advertising.   Despite the risks involved, such as overexposure and lack of effectiveness, brands continue to invest heavi...

In this episode of the State of the Economy podcast, businessline’s Raja Simhan talks to Ajay Singh, a board member of Mitsui OSK Lines, about the significance of LNG transport amidst geopolitical challenges, including the ongoing conflict between Russia and Ukraine, as well as tensions in the Red Sea region and the Hamas-Israel conflict.  Singh provides valuable insights into how these geopolitic...

In this State of the Economy Podcast, Subramani Ra Mancombu and Jatin Trivedi, Vice President and Research Analyst at LKP Securities, talk about the precious metals landscape, interest rates, and their impact on global markets.  Trivedi helps explain the world of gold, silver, and other precious metals, giving insights into why their prices move, what factors drive them, and what to expect in the...

In this episode of the State of the Economy podcast, businessline’s Abhishek Law speaks to Jayesh Rathod, Director and founding member of the Guardians Real Estate Advisory about the prevailing real estate trends in the country while offering an in-depth exploration of the factors driving the market's momentum.  The conversation begins with a focus on the current bullish phase in housing sales, pr...

Last month, India’s largest capsules maker and the world’s second-largest – ACG – was feted in Davos, on joining the World Economic Forum’s Global Lighthouse network. “Lighthouses” are a beacon of sorts, when it comes to adopting advanced technologies to transform manufacturing, and globally there are 153 certified Lighthouses, across industries. ACG Managing Director Karan Singh explains their jo...

The discussion between Rishi Agrawal, CEO and co-founder of TeamLease RegTech, and businessline’s Lokeshwarri SK, sheds light on the sequence of events leading to the RBI's decision to halt deposit-taking and certain operations of Paytm Payments Bank.  Agrawal explains that while the regulatory development may seem like a sudden reaction, it is the culmination of a series of issues dating back to...

In this ‘State of the Economy’ Podcast, Rahul Bajoria, MD & Head of EM Asia (ex-China) Economics, Barclays, helps us understand inflation, monetary policy, and fiscal management in shaping India's economic future.  India's inflation targeting framework has been a cornerstone of monetary policy since the inception of the Monetary Policy Committee (MPC). Bajoria explains how the adoption of flexible...

 In this episode of the State of the Economy podcast, BusinessLine’s Amiti Sen talks to Ranja Sengupta, Senior Researcher, Third World Network, about the world of global trade, with a special focus on the upcoming 13th Ministerial Conference (MC13) of the World Trade Organization.  Sen starts the discussion by shedding light on the pivotal issues facing India and other developing nations at MC13,...

In this State of the Economy, businessline’s Ronendra Singh talks to Sulajja Firodia Motwani, Founder and CEO of Kinetic Green about the dynamic landscape of India's electric vehicle market. The conversation unfurls with optimism, mirroring the promising course of electric two-wheelers in the country. The conversation kicks off with an exploration of the electric two-wheeler market's performance,...

In this episode of the State of the Economy Podcast, businessline’s Kurmanath K V, talks to Srikanth Velamakanni, Co-Founder, Group Chief Executive of Fractal and Shruti K.P, Partner, IndusLaw, and unravels the intricacies of India's startup ecosystem and explores the recent announcements made by Finance Minister Nirmala Sitharaman in the interim budget .   Kurmanath kicks off the episode by highl...

In this podcast, businessline’s Shishir Sinha is joined by Aditi Nayar, Chief Economist, Investment Information and Credit Rating Agency (ICRA), who provides a quick take on the interim Budget. The discussion revolves around crucial aspects such as the fiscal deficit, capital expenditure (capex), private sector investment, state capex, and high-frequency economic indicators.  Nayar commends the go...

In this month’s SOE podcast on Personal Finance, Mr Abhijit Roy, CEO and co-founder of GoldenPi, one of India’s largest online bond aggregators, speaks to Aarati Krishnan of Business line on the outlook for interest rates and the opportunities for debt investors. Mr Roy is an IIT Kharagpur and IIM Kolkata alumnus with 15 years of global market experience. Asked about the outlook for policy rates i...

In this state of the Economy Podcast, Hamsini Karthik and Prashant Joshi, the Managing Director and Head of Consumer Banking at DBS Bank India, and Pushan Sharma, Director of Research at CRISIL Market Intelligence and Analytics discuss a groundbreaking report on how women are shaping the financial landscape.  The podcast explores the motivations behind the report, emphasising the growing significa...

India, which is the fastest growing large economy in the world, has now set its sights on becoming a $ 7 trillion economy by 2030. Given the Centre’s focus on Capex-led growth strategy in the last few years, the economy is well on course to achieve the $ 5 trillion mark by 2026-2027, going by the latest Finance Ministry report on ‘Indian Economy: A Review”. With the Finance Minister Nirmala Sithar...

Smart meters have been making headlines in recent times. In this episode of the State of the Economy Podcast, Girishkumar Kadam, Senior Vice President and Group Head of Corporate Sector Ratings, ICRA, sheds light on the status and significance of the smart meter installation project in India's power sector.   The podcast emphasises the crucial role of smart meters in minimising billing and collect...

In this podcast, BusinessLine’s Jyoti Banthia delves into the realm of climate tech investments in India with Angad Daryani, founder and CEO at Praan, and Seema Chaturvedi, founder of AWE Funds. Over the past few years, climate tech investments in India have been on the rise, albeit not yet reaching the desired growth stage. To shed light on the sector's nuances and prospects, Banthia poses the fi...

In this State of the Economy Podcast, Subramani Rao Mancombu and Kishore Narne, Director of Commodities & Currencies at Motilal Oswal Financial Services, explores the world of commodities and their 2024 outlook. Narne discusses the dynamic changes witnessed in the Indian commodity markets, emphasizing the momentum gained after the introduction of options trading, particularly in crude oil and gas....

In this State of the Economy podcast, Parvatha Vardhini, Editor, bl.portfolio talks to Rajeev Radhakrishnan, Chief Investment Officer, Fixed Income at SBI Mutual Fund to understand the various nuances of the debt market.  Radhakrishnan reflects on the challenges and opportunities presented by the current market conditions. Radhakrishnan talks about the complexities of global market dynamics, givin...

In this episode for the State of the Economy podcast, Dalip Singh talks to Rajinder Singh Bhatia, newly appointed President of Society of Indian Defence Manufacturers (SIDM), the apex body of Indian defence industry, about how the defence industry is poised to meet the service requirements for mainstay weapons and next-generation systems, along with the government's push for exports and expectatio...

In this State of the Economy podcast, Govindarajan Bashyam, Chief Operating Officer of Tirwin Management Services (P) Ltd, delves into the challenges faced by airports and airlines in North India, particularly Delhi, due to dense fog causing flight delays. The conversation highlights the recurring nature of this issue during winter and explores the unique difficulties faced by both airports and ai...

In this State of the Economy podcast, businessline’s Jyoti Datta discusses the potential impact of the upcoming budget on the healthcare and pharmaceutical sector with guest Shuchi Ray, Partner, Deloitte India. The discussion highlights the significance of healthcare in the context of the budget, especially given the ongoing election year. Ray acknowledges the government's focus on healthcare in r...

In this episode of the State of the Economy Podcast, Subramani Ra Mancombu and Matthew Biggin, a commodities analyst from BMI based in London, talk about the volatile world of sugar markets, and the factors shaping the industry's future in 2024.  In recent times, the sugar market has been on a rollercoaster ride, with global supplies dwindling and prices oscillating. Join Subramani Ra Mancombu and...

As we step into 2024, the rate-hike cycle by global central banks is almost done. But when will global interest rates begin to trend lower? How will it impact growth? In the latest episode of State of the Economy podcast, businessline’s Lokeshwarri SK, speaks to Achala Jethmalani, Economist, RBL Bank, on various aspects of global and domestic economy. The conversation covers topics including the g...