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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.
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    10 Min.
  • 30: Ep 030 - India - Rural Optimism

    30: Ep 030 - India - Rural Optimism
    Oct 31 2025
    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 at Bandhan Mutual Fund, as he shares insights on rural dynamics and their impact on broader economic trends.
    MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS. READ ALL SCHEME RELATED DOCUMENTS CAREFULLY.
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    11 Min.
  • 29: Ep 029 - Moderate Inflation from US Tariffs Supports Fed’s Rate Cuts

    29: Ep 029 - Moderate Inflation from US Tariffs Supports Fed’s Rate Cuts
    Sep 29 2025
    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 Balasubramanian, Economist in the Fixed Income Fund Management team at Bandhan Mutual Fund, as he shares insights on inflation, tariffs, and the Fed’s policy outlook.

    MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS. READ ALL SCHEME RELATED DOCUMENTS CAREFULLY.
    Mehr anzeigen Weniger anzeigen
    12 Min.
  • 28: Ep 028 - India: Fiscal Credibility amid GST Rationalisation & US Tariffs

    28: Ep 028 - India: Fiscal Credibility amid GST Rationalisation & US Tariffs
    Aug 28 2025
    In this episode, we explore India’s current economic backdrop, the potential impact of GST rate rationalisation, higher US tariffs, and the continuation of fiscal credibility.
    Join Sreejith Balasubramanian, Economist in the Fixed Income Fund Management team at Bandhan Mutual Fund, as he shares insights on what these developments mean for India’s economy and outlook.
    Mutual fund investments are subject to market risks.
    Read all scheme related documents carefully.
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    13 Min.
  • 27: Ep 027 - China: Frontloaded Growth Amidst Economic Challenges

    27: Ep 027 - China: Frontloaded Growth Amidst Economic Challenges
    Jul 28 2025
    In this episode, we explore the continuing challenges facing the Chinese economy, the impact of recent fiscal measures, and the implications of frontloaded growth in the first half of the year.
    Join Sreejith Balasubramanian, Economist in the Fixed Income Fund Management team at Bandhan Mutual Fund, as he shares insights on what lies ahead for China and the rest of the world in the second half of the year.
    Mutual fund investments are subject to market risks, read all scheme related documents carefully.
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    11 Min.
  • 26: Ep 026 - Actively Waiting: The US Fed & Its Dual Mandates

    26: Ep 026 - Actively Waiting: The US Fed & Its Dual Mandates
    Jun 30 2025
    We discuss the Fed’s dual goals, the current situation and outlook for US inflation and labour market, and what is driving the Fed’s current policy stance.
    Join Sreejith Balasubramanian, Economist in the Fixed Income Fund Management team at Bandhan Mutual Fund, as he explores the US macro backdrop and the Fed’s cautious stance.
    Mutual fund investments are subject to market risks, read all scheme related documents carefully.
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    12 Min.