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Let’s Talk Macro

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.

Continuing the tradition of initiatives and campaigns that motivate, guide, and educate Indians about financial wisdom, we bring you Let’s Talk Macro – a podcast series to demystify relevant macroeconomics – global & domestic, important & topical, data, concepts, inferences & implications.

We reached out to the average Indian investor through our successful short films like Bachat Nivesh Badhat, One Idiot, and Return of One Idiot to educate the public about the importance of savings and long-term investments for financial growth and security. Our landmark campaigns like #DateyRaho and #PaisonKoRokoMat have educated millions successfully about the power of investing. Timbre Media Pvt Ltd Persönliche Finanzen Ökonomie
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  • 33: Ep 033 - India Union Budget - Clarity on Framework & Trade-offs

    33: Ep 033 - India Union Budget - Clarity on Framework & Trade-offs
    Jan 27 2026
    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.
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    13 Min.
  • 32: Ep 032 - Keep Your Seatbelts Fastened: 2026 Macro Outlook

    32: Ep 032 - Keep Your Seatbelts Fastened: 2026 Macro Outlook
    Dec 17 2025
    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 trajectories that could define 2026, across the world's major economies and India. The conversation spans growth, inflation, labour markets, fiscal and monetary policy, exchange rates, and external balances.

    Join Sreejith Balasubramanian, Senior Economist in the Fixed Income Fund Management team at Bandhan Mutual Fund, as he shares perspectives on global macro risks, India’s evolving policy mix, currency dynamics, and what investors should watch as we head into the next year.

    Mutual Fund investments are subject to market risks. Read all scheme related documents carefully.
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    21 Min.
  • 31: Ep 031 - India Fiscal – Flexibility & Credibility within the Framework

    31: Ep 031 - India Fiscal – Flexibility & Credibility within the Framework
    Nov 27 2025
    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, Economist in the Fixed Income Fund Management team at Bandhan Mutual Fund, as he shares insights on fiscal consolidation, budget dynamics, and medium-term fiscal space.
    MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS. READ ALL SCHEME RELATED DOCUMENTS CAREFULLY.
    Mehr anzeigen Weniger anzeigen
    10 Min.
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