State of the Economy podcast with Shishir Sinha

In this episode of State of the Economy podcast, Shishir Sinha speaks with economist Rumki Mazumdar of Deloitte on India’s key high-frequency indicators. They discuss fiscal trends, GST collections, industrial output, inflation, and growth outlook amid global uncertainty and energy price volatility. The conversation highlights strong government support to the economy alongside fiscal discipline. W...

In this episode of State of the Economy, Shishir Sinha speaks with Ranen Banerjee, Leader, Economic Advisory Services at PwC India, on what the latest high-frequency indicators reveal. April’s record GST collections are increasingly driven by imports, pointing to softer domestic demand. The Podcast looks at the impact of tariffs and Middle East tensions on exports, input costs and MSMEs, and why c...

In this episode of Businessline’s State of the Economy, host Shishir Sinha speaks with Kanika Pasricha, Chief Economic Advisor at Union Bank of India, to decode the early economic impact of geopolitical disruptions through high-frequency indicators. From the sharp dip in manufacturing PMI driven by cost escalation and supply-side shocks, to why retail inflation remains capped—for now—the discussio...

In this episode of State of the Economy podcast, host Shishir Sinha talks to Yuvika Singhal, Economist at QuantEco, on India’s post-COVID growth prospects and GDP revisions. Singhal highlights stable growth of 7 per cent and over, methodological improvements, and fiscal implications. They discuss how rising crude prices and geopolitical events could influence growth and inflation, while GST and PM...

In this episode of State of the Economy podcast, host Shishir Sinha speaks with V Anantha Nageswaran, Chief Economic Adviser to the Government of India, on how India is navigating an increasingly uncertain global economic environment.  Anantha Nageswaran acknowledges the headwinds confronting the global economy—geopolitical tensions, shifting trade patterns, and excess manufacturing capacity abroa...

In this episode of the State of the Economy Podcast, Shishir Sinha speaks with Upasna Bhardwaj, Chief Economist at Kotak Mahindra Bank, to decode the latest high-frequency indicators and their implications for growth, inflation, and government finances.  The discussion opens with the GST collection figure. Although the monthly rise is only 0.7 per cent, Bhardwaj notes that the number must be viewe...

In this episode of the State of the Economy podcast, host Shishir Sinha speaks to Professor Anil Sood, co-founder of the Institute for Advanced Studies in Complex Choices, Hyderabad, about the latest high-frequency economic indicators. They discuss GST collections, fiscal deficit management, capital expenditure trends, private investment, retail inflation, and the broader growth outlook for India.

In this episode of State of the Economy, host Shishir Sinha speaks with Anitha Rangan, Chief Economist at RBL Bank. The conversation covers various high-frequency economic indicators and what they reveal about the current state of the economy. They also discuss the short-term and medium-term economic outlook, exploring key trends and potential challenges ahead.

In this episode of State of the Economy, host Shishir Sinha speaks with Madan Sabnavis,  Chief Economist at Bank of Baroda. The conversation covers the impact of GDP deflators, the possible effects of new US tariffs, concerns around MSME sector employment, and the upcoming GST rate rationalisation. They also touch on the inflation outlook and the likelihood of an RBI rate cut in the coming months.

In this episode of State of the Economy with Shishir Sinha, economist Debopam Chaudhuri joins Shishir Sinha to unpack the contrasting signals coming from India’s economy. While headline indicators such as GST collections and manufacturing PMI suggest solid momentum, deeper layers of the data tell a more complex story.  “There is a lot of conflicting information that is coming out from the high-fre...