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Let’s Talk Macro

Let’s Talk Macro

Written by: 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 Economics Personal Finance
Episodes
  • 38: Ep 038 - As the Tide Turns

    38: Ep 038 - As the Tide Turns
    Jun 29 2026

    In this episode, we explore the impact of the US–Iran agreement, recent measures to support foreign capital inflows, and the evolving global macro landscape. We also discuss how these developments influence India’s economic outlook and monetary policy, and why there is an increasing need to focus on the medium term.

    Join Sreejith Balasubramanian, Sr. Economist in the Fixed Income Fund Management team at Bandhan Mutual Fund, as he shares insights on these global developments and their implications for India.


    Registered Name: Bandhan Mutual Fund | Registered No.: MF/042/00/3
    MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS, READ ALL SCHEME RELATED DOCUMENTS CAREFULLY.
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    15 mins
  • 37: Ep 037 - A Resilient US Economy - How This Matters for India

    37: Ep 037 - A Resilient US Economy - How This Matters for India
    May 21 2026

    In this episode, we explore the drivers of US economic resilience, how they are reflected in labour markets and inflation trends, and why these developments matter for India’s economy and monetary policy.

    Join Sreejith Balasubramanian, Sr. Economist in the Fixed Income Fund Management team at Bandhan Mutual Fund, as he shares insights on the evolving US macro landscape and its implications for global markets and India’s economic outlook.

    Registered Name: Bandhan Mutual Fund | Registered No.: MF/042/00/3

    MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS, READ ALL SCHEME RELATED DOCUMENTS CAREFULLY.
    Show More Show Less
    13 mins
  • 36: Ep 036 - Changing Concerns – Not So Straightforward

    36: Ep 036 - Changing Concerns – Not So Straightforward
    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.
    Show More Show Less
    13 mins
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