State of the Economy podcast with Shishir Sinha copertina

State of the Economy podcast with Shishir Sinha

State of the Economy podcast with Shishir Sinha

Di: The Hindu businessline
Ascolta gratuitamente

A proposito di questo titolo

 India’s economy has been hailed as the bright spot amid the general gloom that seems to have enveloped the rest of the world. But several of its sectors still stutter about even while others seem set to fire on all cylinders. To help you make sense of the bundle of contradictions that the country is, Shishir Sinha helps decode the Indian Economy and high frequency economic indicators. Tune in!Copyright© 2025, THG PUBLISHING PVT LTD. or its affiliated companies. All rights reserved. Economia Politica e governo Scienze politiche
Episodi
  • How India plans to stay competitive amid global turbulence | CEA V Anantha Nageswaran explains

    How India plans to stay competitive amid global turbulence | CEA V Anantha Nageswaran explains
    Jan 30 2026
    In this episode of State of the Economy podcast, host Shishir Sinha speaks with V Anantha Nageswaran, Chief Economic Adviser to the Government of India, on how India is navigating an increasingly uncertain global economic environment. Anantha Nageswaran acknowledges the headwinds confronting the global economy—geopolitical tensions, shifting trade patterns, and excess manufacturing capacity abroad—but argues that these challenges can serve as catalysts for reform rather than constraints. He outlines why a coordinated response is critical: governments must provide policy clarity and expand trade partnerships, businesses must invest in innovation and competitiveness, and households must focus on skill development and resilience. The conversation also explores the idea of Swadeshi beyond slogans. Anantha Nageswaran explains why indigenisation is essential in a world of weaponised supply chains, while cautioning against permanent protectionism that shelters inefficiency. On PLI schemes and exports, he underlines that incentives are only one tool among many, with structural cost reforms and free trade agreements playing a crucial role. 🎧 Listen in to the full podcast for more details.
    Mostra di più Mostra meno
    8 min
  • India’s economy: GST trends, fiscal pressures and the road ahead

    India’s economy: GST trends, fiscal pressures and the road ahead
    Dec 3 2025
    In this episode of the State of the Economy Podcast, Shishir Sinha speaks with Upasna Bhardwaj, Chief Economist at Kotak Mahindra Bank, to decode the latest high-frequency indicators and their implications for growth, inflation, and government finances. The discussion opens with the GST collection figure. Although the monthly rise is only 0.7 per cent, Bhardwaj notes that the number must be viewed in the context of GST rate cuts implemented from late September. A strong festive-season surge in retail sales across consumer durables, electronics and automobiles has helped offset the expected dip in revenue, leaving collections broadly flat. The conversation covers whether this trend is strong enough for the government to meet its budget projections. “My sense is inflation is so benign, and likely to remain so for the next few months, that the RBI should use this opportunity to go ahead with rate cuts… We are pencilling in a 25-basis-point cut for the December meeting,” says Upasna regarding inflation and rate cuts. The focus then turns to the fiscal deficit, the weakness in direct tax collections, and the heavy front-loading of capital expenditure. Bhardwaj explains how savings in revenue spending and a larger-than-budgeted RBI dividend could help the government hold the deficit at 4.4 per cent, though softer nominal GDP growth adds pressure to the overall fiscal position. Listen in!
    Mostra di più Mostra meno
    15 min
  • Tiptoe or treadmill: How fast are Indians spending?

    Tiptoe or treadmill: How fast are Indians spending?
    Nov 4 2025
    In this episode of the State of the Economy podcast, host Shishir Sinha speaks to Professor Anil Sood, co-founder of the Institute for Advanced Studies in Complex Choices, Hyderabad, about the latest high-frequency economic indicators. They discuss GST collections, fiscal deficit management, capital expenditure trends, private investment, retail inflation, and the broader growth outlook for India.
    Mostra di più Mostra meno
    14 min
Ancora nessuna recensione