Let’s Talk Macro

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May 2026

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About the show

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.

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37 recent

May 21, 2026Episode 3713 min

37: Ep 037 - A Resilient US Economy - How This Matters for India

In this episode, we explore the drivers of US economic resilience, how they are reflected in labour markets and inflation trends, and why these developments matter for India’s economy and monetary policy.Join Sreejith Balasubramanian, Sr. Economist in the Fixed Income Fund Management team at Bandhan Mutual Fund, as he shares insights on the evolving US macro landscape and its implications for global markets and India’s economic outlook.Registered Name: Bandhan Mutual Fund | Registered No.: MF/042/00/3MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS, READ ALL SCHEME RELATED DOCUMENTS CAREFULLY.

April 28, 2026Episode 3612 min

36: Ep 036 - Changing Concerns – Not So Straightforward

In this episode, we explore how global markets are grappling with shifting concerns amid ongoing geopolitical tensions. How is this environment different from the 2020 pandemic and the 2022 Russia-Ukraine conflict? And what signals are emerging for the global economy?The discussion also dives into the implications for India, particularly in the context of its monetary policy trajectory.Join Sreejith Balasubramanian, Sr. Economist in the Fixed Income Fund Management team at Bandhan Mutual Fund, as he shares insights on the evolving macro landscape and what it could mean for markets going forward.MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS, READ ALL SCHEME RELATED DOCUMENTS CAREFULLY.

March 25, 2026Episode 3514 min

35: Ep 035 - The Iran War – Global Stress Test

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.

February 24, 2026Episode 3413 min

34: Ep 034 - India Data Upgrade – The New CPI Series

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.

January 27, 2026Episode 3313 min

33: Ep 033 - India Union Budget - Clarity on Framework & Trade-offs

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.

December 17, 2025Episode 3220 min

32: Ep 032 - Keep Your Seatbelts Fastened: 2026 Macro Outlook

Although 2025 draws to a close, global and domestic economies continue to be marked by uncertainty, policy shifts, and diverging growth paths.In this episode of Let’s Talk Macro, we discuss the key economic narratives that shaped 2025 and the trajectories that could define 2026, across the world's major economies and India. The conversation spans growth, inflation, labour markets, fiscal and monetary policy, exchange rates, and external balances.Join Sreejith Balasubramanian, Senior Economist in the Fixed Income Fund Management team at Bandhan Mutual Fund, as he shares perspectives on global macro risks, India’s evolving policy mix, currency dynamics, and what investors should watch as we head into the next year. Mutual Fund investments are subject to market risks. Read all scheme related documents carefully.

November 27, 2025Episode 3110 min

31: Ep 031 - India Fiscal – Flexibility & Credibility within the Framework

In this episode, we discuss India’s fiscal performance versus the FY26 budget estimates and explore the fiscal flexibility that could emerge from FY27 while staying credible under the new Debt-to-GDP framework.Join Sreejith Balasubramanian, Economist in the Fixed Income Fund Management team at Bandhan Mutual Fund, as he shares insights on fiscal consolidation, budget dynamics, and medium-term fiscal space.MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS. READ ALL SCHEME RELATED DOCUMENTS CAREFULLY.

October 31, 2025Episode 3010 min

30: Ep 030 - India - Rural Optimism

In this episode, we discuss the significance of monsoon and what rural wages, farm input costs, and other indicators reveal about the health of India’s rural economy.Join Sreejith Balasubramanian, Economist in the Fixed Income Fund Management team at Bandhan Mutual Fund, as he shares insights on rural dynamics and their impact on broader economic trends.MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS. READ ALL SCHEME RELATED DOCUMENTS CAREFULLY.

September 29, 2025Episode 2911 min

29: Ep 029 - Moderate Inflation from US Tariffs Supports Fed’s Rate Cuts

In this episode, we discuss why the passthrough of higher tariffs to US consumer prices is likely to be more moderate and drawn-out, and how this, along with a weaker labour market, supports further rate cuts by the Fed.Join Sreejith Balasubramanian, Economist in the Fixed Income Fund Management team at Bandhan Mutual Fund, as he shares insights on inflation, tariffs, and the Fed’s policy outlook.MUTUAL FUND INVESTMENTS ARE SUBJECT TO MARKET RISKS. READ ALL SCHEME RELATED DOCUMENTS CAREFULLY.

August 28, 2025Episode 2812 min

28: Ep 028 - India: Fiscal Credibility amid GST Rationalisation & US Tariffs

In this episode, we explore India’s current economic backdrop, the potential impact of GST rate rationalisation, higher US tariffs, and the continuation of fiscal credibility.Join Sreejith Balasubramanian, Economist in the Fixed Income Fund Management team at Bandhan Mutual Fund, as he shares insights on what these developments mean for India’s economy and outlook.Mutual fund investments are subject to market risks. Read all scheme related documents carefully.