『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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 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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  • India’s economy: GST trends, fiscal pressures and the road ahead

    India’s economy: GST trends, fiscal pressures and the road ahead
    2025/12/03
    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!
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    15 分
  • Tiptoe or treadmill: How fast are Indians spending?

    Tiptoe or treadmill: How fast are Indians spending?
    2025/11/04
    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.
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    14 分
  • GST refunds gathers pace, but does this translate to healthier working capital?

    GST refunds gathers pace, but does this translate to healthier working capital?
    2025/10/04
    In this episode of State of the Economy, host Shishir Sinha speaks with Anitha Rangan, Chief Economist at RBL Bank. The conversation covers various high-frequency economic indicators and what they reveal about the current state of the economy. They also discuss the short-term and medium-term economic outlook, exploring key trends and potential challenges ahead.
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    17 分
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