Let’s Talk Macro

Let’s Talk Macro

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Let’s Talk Macro episodes

  • 42: Ep 042 - Realignment of Monetary Policy
    In this episode, we discuss key global macro drivers, central bank outlook, and recent measures announced by the RBI. We also examine the similarities and differences between the current environment and 2013, and why India’s monetary policy setting may need to realign.
    Join Sreejith Balasubramanian, Sr. Economist in the Fixed Income Fund Management team at Bandhan Mutual Fund, as he shares insights on these important macro developments.
    Registered Name: Bandhan Mutual Fund | Registered No.: MF/042/00/3
    MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS, READ ALL SCHEME RELATED DOCUMENTS CAREFULLY.
    15 min
  • 41: Ep 041 - Global and India Roundup - Tighter Financial Conditions
    In this episode, we discuss tighter global financial conditions amid already high interest rates, rate hikes by advanced economy central banks, the impact of AI, and evolving geopolitical developments. We also examine India’s domestic inflation outlook and why these factors may call for RBI policy normalisation sooner rather than later.
    Join Sreejith Balasubramanian, Sr. Economist in the Fixed Income Fund Management team at Bandhan Mutual Fund, as he shares insights on these important global and domestic macro developments.
    16 min
  • 40: Ep 040 - China - The Split Economy
    In this episode, we discuss the slowdown in China’s domestic economy, the policy strategies being employed to address it, and the country’s robust exports. We also examine the challenges this divergence creates for the rest of the world, especially India.
    Join Sreejith Balasubramanian, Sr. Economist in the Fixed Income Fund Management team at Bandhan Mutual Fund, as he shares insights on these important global macro developments.
    Registered Name: Bandhan Mutual Fund | Registered No.: MF/042/00/3
    MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS, READ ALL SCHEME RELATED DOCUMENTS CAREFULLY.
    11 min
  • 39: Ep 039 - Embracing Uncertainty: Macroeconomic Outlook
    In this episode, we discuss the global and Indian macroeconomic outlook amid elevated uncertainty on geopolitics, AI and global interest rate drivers.
    Join Sreejith Balasubramanian, Sr. Economist in the Fixed Income Fund Management team at Bandhan Mutual Fund, as he shares his perspective on the evolving macroeconomic landscape.
    MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS, READ ALL SCHEME RELATED DOCUMENTS CAREFULLY.
    17 min
  • 38: Ep 038 - As the Tide Turns

    In this episode, we explore the impact of the US–Iran agreement, recent measures to support foreign capital inflows, and the evolving global macro landscape. We also discuss how these developments influence India’s economic outlook and monetary policy, and why there is an increasing need to focus on the medium term.

    Join Sreejith Balasubramanian, Sr. Economist in the Fixed Income Fund Management team at Bandhan Mutual Fund, as he shares insights on these global developments and their implications for India.


    Registered Name: Bandhan Mutual Fund | Registered No.: MF/042/00/3
    MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS, READ ALL SCHEME RELATED DOCUMENTS CAREFULLY.
    15 min
  • 37: Ep 037 - A Resilient US Economy - How This Matters for India

    In this episode, we explore the drivers of US economic resilience, how they are reflected in labour markets and inflation trends, and why these developments matter for India’s economy and monetary policy.

    Join Sreejith Balasubramanian, Sr. Economist in the Fixed Income Fund Management team at Bandhan Mutual Fund, as he shares insights on the evolving US macro landscape and its implications for global markets and India’s economic outlook.

    Registered Name: Bandhan Mutual Fund | Registered No.: MF/042/00/3

    MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS, READ ALL SCHEME RELATED DOCUMENTS CAREFULLY.

    14 min
  • 36: Ep 036 - Changing Concerns – Not So Straightforward
    In this episode, we explore how global markets are grappling with shifting concerns amid ongoing geopolitical tensions. How is this environment different from the 2020 pandemic and the 2022 Russia-Ukraine conflict? And what signals are emerging for the global economy?
    The discussion also dives into the implications for India, particularly in the context of its monetary policy trajectory.
    Join Sreejith Balasubramanian, Sr. Economist in the Fixed Income Fund Management team at Bandhan Mutual Fund, as he shares insights on the evolving macro landscape and what it could mean for markets going forward.
    MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS, READ ALL SCHEME RELATED DOCUMENTS CAREFULLY.
    13 min
  • 35: Ep 035 - The Iran War – Global Stress Test
    In this episode, we explore the Iran war and how it is emerging as a global stress test for the economy. From the origins of the conflict to the economic linkages it has exposed, the discussion highlights the risks, challenges, and policy choices facing the global economy and India.
    Join Sreejith Balasubramanian, Sr. Economist in the Fixed Income Fund Management team at Bandhan Mutual Fund, as he shares insights on the macroeconomic implications of the conflict and what it could mean for markets going forward.
    MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS. READ ALL SCHEME RELATED DOCUMENTS CAREFULLY.
    15 min
  • 34: Ep 034 - India Data Upgrade – The New CPI Series

    In this episode, we highlight the improvements and noteworthy aspects of India’s new CPI series and explore its implications for the underlying inflation trend and monetary policy.

    Join Sreejith Balasubramanian, Economist in the Fixed Income Fund Management team at Bandhan Mutual Fund, as he shares insights on data upgrades, inflation trends, and policy direction.


    MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS. READ ALL SCHEME RELATED DOCUMENTS CAREFULLY.
    14 min
  • 33: Ep 033 - India Union Budget - Clarity on Framework & Trade-offs
    In this episode, we highlight the key elements to look for in the upcoming Union Budget and explore the trajectory within the new fiscal framework.
    Join Sreejith Balasubramanian, Economist in the Fixed Income Fund Management team at Bandhan Mutual Fund, as he shares insights on fiscal priorities, budget dynamics, and India’s path ahead.
    MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS. READ ALL SCHEME RELATED DOCUMENTS CAREFULLY.
    14 min

About Let’s Talk Macro

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Bandhan Mutual Fund is focused on helping savers become investors and create wealth. The organization has always striven to empower everyday investors, as well as India’s financial ecosystem, through initiatives that simplify financial knowledge, helping create wealth and value through investments.