Episodios

  • 16: Ep 016 - Global Economic Pulse - July 2024

    16: Ep 016 - Global Economic Pulse - July 2024
    Aug 6 2024
    Join Sreejith Balasubramanian, Economist, Fixed Income Fund Management at Bandhan Mutual Fund, in this compelling episode of 'Let's Talk Macro.' Sreejith explores the key trends and policy changes shaping the global economy in July 2024.

    He covers US growth challenges, rising rate cut expectations versus BoJ tightening, the cautious stance of the ECB and BoE, China's slow but strategic policy rhetoric, and India's choice of fiscal prudence.

    A must-listen for those interested in economic analysis and market forecasts.
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    18 m
  • 15: Ep 015 - Global Economic Pulse: June 2024

    15: Ep 015 - Global Economic Pulse: June 2024
    Jul 1 2024
    Join Sreejith Balasubramanian, Economist in the Fixed Income Fund Management team at Bandhan Mutual Fund, in this episode of 'Let's Talk Macro.' Sreejith shares an insightful update on the global economic pulse for June 2024.

    Get a complete picture of the key economic events, monetary policies, and what’s driving markets worldwide and gain insights into the themes shaping the economic landscape. A must-listen for those interested in economic analysis and market forecasts.
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    20 m
  • 14: Ep 014 - Euro Area and UK Monetary Policy - Time to Turn?

    14: Ep 014 - Euro Area and UK Monetary Policy - Time to Turn?
    May 21 2024
    Join us in this insightful episode as Sreejith Balasubramanian, Economist, Fixed Income Fund Management at Bandhan Mutual Fund, delves into the economic landscape of the Euro Area and the UK, discussing progress on disinflation, the current monetary policy outlook, and how these factors stand in contrast to the US Fed.
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    28 m
  • 13: Ep 013 - US Economy Soft, Hard, or No Landing

    13: Ep 013 - US Economy Soft, Hard, or No Landing
    Apr 14 2024
    In this episode of Let’s Talk Macro, Sreejith Balasubramanian, Economist, Fixed Income Fund Management at Bandhan Mutual Fund analyses the surprising positive trends in the US economy, points out key areas to watch, and discusses how these developments influence the Fed's policy and market expectations on interest rates.
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    17 m
  • 12: Ep 012 - Indian Economy: Optimism as Macros Align

    12: Ep 012 - Indian Economy: Optimism as Macros Align
    Feb 29 2024
    Join Sreejith Balasubramanian, Economist, Fixed Income Fund Management at Bandhan Mutual Fund in this compelling episode of 'Let's Talk Macro.'

    Sreejith delves into why India is emerging as a standout in the global economy, the macroeconomic factors at play and what lies ahead. A must-listen for those interested in understanding the dynamics of emerging market economies.
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    22 m
  • 11: Ep 011 - Global Economy - Back to the Future

    11: Ep 011 - Global Economy - Back to the Future
    Jan 3 2024
    Ring in the New Year with a fresh perspective! 🌟 
    Join Sreejith Balasubramanian, Economist, Fixed Income Fund Management at Bandhan Mutual Fund as he unveils key insights on the global and domestic economy. 
    Discover the significant developments of 2023 and the key themes to watch out for in 2024. 
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    20 m
  • 10: Ep 010 - US Fiscal policy - The Ascent

    10: Ep 010 - US Fiscal policy - The Ascent
    Oct 25 2023
    In this episode, Mr. Sreejith Balasubramanian explains the US fiscal policy, drivers of its elevated path and what lies ahead in terms of projections and economic implications.
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    18 m
  • 9: Ep 009 - India inflation - What lies ahead?

    9: Ep 009 - India inflation - What lies ahead?
    Aug 25 2023
    In this episode, Mr. Sreejith Balasubramanian explains the change in drivers of India's inflation in the last few years, the current context, and what lies ahead.
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    17 m