『State of the Economy podcast with Shishir Sinha』のカバーアート

State of the Economy podcast with Shishir Sinha

State of the Economy podcast with Shishir Sinha

著者： The Hindu businessline
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概要

 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. 政治・政府 政治学 経済学
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  • GST strong, consumption faces headwinds as risks mount

    GST strong, consumption faces headwinds as risks mount
    2026/05/02
    In this episode of State of the Economy, Shishir Sinha speaks with Ranen Banerjee, Leader, Economic Advisory Services at PwC India, on what the latest high-frequency indicators reveal. April’s record GST collections are increasingly driven by imports, pointing to softer domestic demand. The Podcast looks at the impact of tariffs and Middle East tensions on exports, input costs and MSMEs, and why consumption is likely to weaken through Q1. Inflation may stay near recent levels for now, but risks remain if fuel costs are passed through. Banerjee also explains why fiscal stress may not show up immediately, but could emerge later in the year. The episode examines the resilience in auto sales — supported by rural demand and premiumisation — and whether that can hold as broader headwinds build. (Host: Shishir Sinha, Producer: Siddharth Mathew Cherian
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    17 分
  • Supply shocks and fiscal math: How the war is stress-testing India’s economy

    Supply shocks and fiscal math: How the war is stress-testing India’s economy
    2026/04/04
    In this episode of Businessline’s State of the Economy, host Shishir Sinha speaks with Kanika Pasricha, Chief Economic Advisor at Union Bank of India, to decode the early economic impact of geopolitical disruptions through high-frequency indicators. From the sharp dip in manufacturing PMI driven by cost escalation and supply-side shocks, to why retail inflation remains capped—for now—the discussion offers a nuanced view of stress points and resilience in the economy. The episode also examines GST collection trends, fiscal deficit arithmetic amid base-year revisions, GDP growth risks, and what to expect from the upcoming RBI monetary policy meeting as uncertainty continues to shape policy choices.
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    17 分
  • Post-COVID catch-up: Is 7–8 per cent GDP growth enough for India?

    Post-COVID catch-up: Is 7–8 per cent GDP growth enough for India?
    2026/03/03
    In this episode of State of the Economy podcast, host Shishir Sinha talks to Yuvika Singhal, Economist at QuantEco, on India’s post-COVID growth prospects and GDP revisions. Singhal highlights stable growth of 7 per cent and over, methodological improvements, and fiscal implications. They discuss how rising crude prices and geopolitical events could influence growth and inflation, while GST and PMI data underscore the strength of domestic demand driving manufacturing momentum.
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    16 分
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