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Let’s Talk Macro

Let’s Talk Macro

Written by: Let’s Talk Macro
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About this listen

 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 Economics Personal Finance
Episodes
  • 36: Ep 036 - Changing Concerns – Not So Straitforward

    36: Ep 036 - Changing Concerns – Not So Straitforward
    Apr 28 2026
    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.
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    13 mins
  • 35: Ep 035 - The Iran War – Global Stress Test

    35: Ep 035 - The Iran War – Global Stress Test
    Mar 25 2026
    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.
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    14 mins
  • 34: Ep 034 - India Data Upgrade – The New CPI Series

    34: Ep 034 - India Data Upgrade – The New CPI Series
    Feb 24 2026

    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.
    Show More Show Less
    14 mins
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