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Let’s Talk Macro

Let’s Talk Macro

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. Continuing the tradition of initiatives and campaigns that motivate, guide, and educate Indians ab... more

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Latest Episodes

Although 2025 draws to a close, global and domestic economies continue to be marked by uncertainty, policy shifts, and diverging growth paths.

In this episode of Let’s Talk Macro, we discuss the key economic narratives that shaped 2025 and the tra... more

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In this episode, we discuss India’s fiscal performance versus the FY26 budget estimates and explore the fiscal flexibility that could emerge from FY27 while staying credible under the new Debt-to-GDP framework.

Join Sreejith Balasubramanian, Econom... more

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In this episode, we discuss the significance of monsoon and what rural wages, farm input costs, and other indicators reveal about the health of India’s rural economy.

Join Sreejith Balasubramanian, Economist in the Fixed Income Fund Management team... more

In this episode, we discuss why the passthrough of higher tariffs to US consumer prices is likely to be more moderate and drawn-out, and how this, along with a weaker labour market, supports further rate cuts by the Fed.

Join Sreejith Balasubraman... more

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1. The Daily Brief

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Let’s Talk Macro launched 3 years ago and published 32 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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