businessline's State of the Economy Podcast

In this episode of the State of the Economy podcast, G Hari Babu, President, National Real Estate Development Council (Naredco), speaks to businessline’s Abhishek Law, where he shares valuable insights on the real estate market, focusing on the positive outlook for 2024. He highlights the factors contributing to this optimistic outlook, including the robust Indian economy, stable RBI regulations,...

In this State of the Economy podcast, businessLine's S Ronendra Singh talks to Balbir Singh Dhillon, Head of Audi India, about the luxury car market in India, focusing on the remarkable growth it experienced in 2023. With a year-on-year increase of 20 per cent, the market reached a record high of 46,000 units, surpassing the previous peak in 2018. Although luxury cars will represent just over 1 pe...

Most investors spend a lot of time hunting for the right stocks, mutual funds and bonds to invest in. But one decision that plays a far bigger role in your long-term investment results is asset allocation. In this Personal Finance podcast from Business Line, Nitin Shanbhag, Head of Investment Products at Motilal Oswal Private Wealth talks to Aarati Krishnan, Consulting Editor, on the outlook for a...

In this episode of the State of the Economy podcast, businessLine’s Ayushi Kar speaks to Vivan Sharan, Partner, Koan Advisory Group, focusing on the recent developments in the the country's legislative landscape, particularly honing in on two crucial bills that are shaping the digital and telecom sectors.  The discussion kicks off with Ayushi probing Vivan about the industry's reactions to the bil...

In this episode of the State of the Economy Podcast, Amiti Sen speak to Ajay Srivastava, former Indian Trade Service Officer and Co-founder of the Global Trade Research Initiative, to know more about the escalating Red Sea crisis and its implications for India and the world.  Since November 2023, Yemen-based Houthi militia have targeted cargo ships in the Red Sea, claiming solidarity with Palestin...

In this episode of the State of the Economy Podcast, Chitra Narayanan talks about the sphere of social media marketing with Shiv Shivakumar, operating partner at Advent International, and Vikas Chawla, co-founder of Social Beat. The guests share their insights on the trajectory of social media marketing, especially in the wake of Google’s pledge to phase out third-party cookies from Chrome, a move...

In the latest State of The Economy podcast, Shishir Sinha and Upasna Bhardwaj, Chief Economist, Kotak Mahindra Bank, discuss various economic indicators, offering insights into the current financial landscape and anticipating the upcoming budget.  From robust GST collections to a 50% improvement in fiscal deficit over eight months, Sinha and Bhardwaj explore the key takeaways from this. Upasna Bha...

In this State of the Economy Podcast episode, Captain Nikunj Parashar, Founder and CEO of Sagar Defence Engineering Private Limited, and businessline’s Dalip Singh discuss the latest developments in the defence sector, expectations from 2024 budget, challenges faced by the start-ups and the innovative journey of his company, Sagar Defence, established in 2015. The startup focuses on cutting-edge n...

In this episode of the State of the Economy podcast, Ankit Mittal, the CEO and co-founder of Sheru, India's first vehicle-to-grid (V2G) start-up, discusses the revolutionary technology that allows electric vehicles (EVs) to transfer power back to the grid. Sheru, founded by Mittal in 2019, serves as a virtual energy storage platform for the renewable and EV sectors.  V2G technology enables EVs to...

The Indian IT sector has had a tumultuous year. The sector transitioned from a double-digit growth phase that characterized its momentum a year ago due to macroeconomic challenges globally. In this episode of the State of the Economy podcast, businessline's Haripriya Sureban talks to  Vineet Nayar, Former CEO of HCL Technologies, to get a nuanced understanding of the Indian IT industry's performan...

The Sensex and the Nifty have hit new highs recently. Do the current market valuations reflect a balance between the earnings growth of India Inc. and the market run-up? In this episode of the State of the Economy podcast, businessline's Parvatha Vardhini C and Sumit Jain, Deputy Chief Investment Officer, ASK Investment Managers, discuss the trends that will drive the Indian markets in 2024. In th...

In this edition of the State of the Economy podcast, businessline’s Raja Simhan talks to J Krishnan of S Natesa Iyer Logistics LLP, about the repercussions of recent geopolitical events on global trade.    The focal point is the diversion of container ships via the Cape of Good Hope, a shift triggered by attacks on container ships orchestrated by Iranian-backed Houthi militants. This strategic rer...

In the State of the Economy podcast, businessline’s S Ronendra SIngh talks to Srikumar Krishnamurthy , Senior Vice President & Co-Group Head - Corporate Ratings, ICRA Limited, to understand the various facets of the automotive industry, primarily focusing on its performance, challenges, and trends. The discussion commenced with a retrospective look at the automotive sector, which recorded high veh...

In this edition of the State of Economy Podcast, businessline’s Hamsini Karthik talks to Srinath Sridharan, author, policy researcher and corporate advisor, following up on the Reserve Bank of India’s new rules on bank investments in AIFs. The podcast begins by discussing whether the RBI's move is a step towards addressing concerns in private credit. The discussion delves into the potential impact...

COP 28 recently wrapped up in Dubai. The meeting has brought some great insights into different aspects, including climate change, health, and agriculture. In this State of the Economy podcast, Dr Srinath Reddy, cardiologist and founder and former president Public Health Foundation of India, talks to Jyothi Datta on the unprecedented inclusion of health in the climate change agenda.  The podcast e...

In this State of the Economy, Jyoti Bantia talks to Karan Mehta, Venture Principal at Green Frontier Capital, and Jaydip Mukherjee, Co-Founder of Snap-E Cabs, about the climate tech startups landscape in India.  The discussion covers the recent surge in funding, emerging sectors in climate tech, government policies influencing investments, and the challenges and innovations within the industry.  K...

In this episode of the State of the Economy podcast, businessLine's Amiti Sen talks to Mukesh Bhatnagar, Former Professor at Centre for WTO Studies, about MC 13, where India will be navigating complex negotiations to safeguard its development needs and secure exemptions for small-scale fishers.   Amiti starts the podcast by talking about the forthcoming WTO Ministerial Conference, MC 13, scheduled...

In this State of the Economy podcast, Subramani Ra Mancombu talks to Ravinder Grover, Programme Lead of HarvestPlus, to discuss the issue of malnutrition in India and the role bio-fortified crops can play in addressing it. National Family Health Service data reveals alarming statistics: 36% of children under five experience stunted growth, 19% are at risk of malnutrition, and 32% are underweight....

In this episode of the State of the Economy podcast, businessline's Abhishek Law talks to Manoj Gaur, Chairman of Credai, about the current outlook of the real estate market. Gaur starts by observing a significant shift in buyer preferences post-COVID. He goes on to state that people now seek better homes with superior amenities, and view real estate not just as an investment, but as a crucial ass...

In this episode of the "State of the Economy" podcast, Chitra Narayanan talks to Shiv Shivakumar, Operating Partner at Advent International, shares insights on the significant marketing trends of 2023 and predictions for 2024. Key highlights include the transformative impact of AI, the challenge of higher food prices on brand strategies, and the persisting reliance on price and celebrity-centric m...

In this episode of the State of the Economy podcast, businessline’s Subramani Ra Mancombu, Head of Commodities and Agri-Business, delves into the dynamics of the platinum market. Despite platinum prices slipping below $900 an ounce due to uncertainties over China's economic recovery, the demand for this precious metal is on the rise in India. With gold prices soaring, platinum's competitive edge i...

In this State of The Economy podcast, Nabodita Ganguly talks to Anurag Mittal,Anurag Mittal, Head - Fixed Income, UTI AMC, covering various aspects of the current economic landscape, with a particular focus on interest rates, the US dollar, and Indian bond yields. Anurag Mittal begins by addressing the anticipation of interest rate cuts and the cautious approach of central banks, emphasising the n...

Lay-offs and poor campus recruitment dominated the news cycle in 2023. What is the current state of tech talent opportunities in India's job market? In this State of the Economy podcast hosted by businessline's Haripriya Sureban, Rajesh Chandran, head of Talent Acquisition at Happiest Minds Technologies and Aditya Mishra, MD & CEO of CIEL HR, provide insights into the landscape and offer guidance...

In this episode of businessline's State of the Economy Podcast, the host, Parvatha Vardhini, talks to Anuj Kapoor, MD, and CEO of Private Wealth and Alternatives Asset Management at JM Financial. With over 26 years of experience in financial services, he shares valuable insights into the current state of the equity markets.  The discussion kicks off with an analysis of recent market trends, addres...

In this episode of the State of the Economy podcast, businessline’s Rishi Ranjan Kala talks to Akshay Singhal, founder and CEO of Log9 materials, about challenges related to EV’s and clean energy storage globally.   The podcast starts by emphasising the pivotal role EVs play in India's efforts to decarbonise the transport and logistics sectors, identifying them as major consumers and polluters in...