『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
エピソード
  • India’s economy at a crossroads: Robust revenues, emerging headwinds
    2026/08/03
    India’s latest high-frequency economic indicators present a mixed, yet broadly resilient, picture. In this episode of State of the Economy, businessLine’s Shishir Sinha speaks with Arun Singh, Chief Economist at Dun & Bradstreet, to examine the significance of record GST collections, rising import-linked tax revenues, trends in the newly introduced Index of Services Production (ISP), and the evolving fiscal deficit situation. The discussion explores whether strong tax collections and robust capital expenditure point to sustained economic momentum, even as forward-looking indicators suggest moderation in the services sector and business confidence. Singh also shares his outlook for inflation, warning that rising wholesale prices could eventually feed through to consumer inflation, and explains why government spending may need to remain elevated despite fiscal pressures.The episode concludes with a preview of upcoming economic data releases, including retail inflation and GDP growth figures. Singh projects Q1 GDP growth of around 7.3-7.5 per cent, while cautioning that growth could soften in subsequent quarters amid global uncertainties and domestic challenges. (Host: Shishir Sinha; Producers: Shakthi H, Siddharth MC)
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    19 分
  • El Niño and weak domestic GST collections signal approaching headwinds for rural demand
    2026/06/05
    In this episode of State of the Economy podcast, Shishir Sinha speaks with economist Rumki Mazumdar of Deloitte on India’s key high-frequency indicators. They discuss fiscal trends, GST collections, industrial output, inflation, and growth outlook amid global uncertainty and energy price volatility. The conversation highlights strong government support to the economy alongside fiscal discipline. While GST shows weaker domestic demand, imports remain strong. Industrial production is supported by sectors like machinery and pharmaceuticals, though some segments face pressure. They also discuss risks from El Niño, rising food and energy prices, and their impact on rural demand and inflation. Despite challenges, India’s growth remains resilient, supported by consumption and investment.
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    17 分
  • 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
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