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Let’s Talk Macro

Let’s Talk Macro

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
  • 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.
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    14 mins
  • 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 mins
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