businessline's State of the Economy Podcast

Mar 06 2025 350 ep. 21 mins 13
businessline's State of the Economy Podcast artwork

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, businessline brings you podcasts with experts in areas ranging from finance and marketing to technology and start-ups. Tune in!

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Theme: Commodities | Silver follows gold’s lead as demand from EVs sends prices skyrocketing

Mar 06 2025 11 mins  
In this episode of the State of the Economy podcast, businessline’s Subramani Ra Mancombu talks to Kishore Narne, ED, Motilal Oswal Financial Services Ltd, about the performance and outlook of gold and silver in the global market. The podcast begins by highlighting the strong performance of gold, which has gained over 10% since the start of the year, and 40% over the past year.

Theme: Macro Economy | Why more in your wallet is a good thing for the economy

Mar 05 2025 17 mins  
In this episode of the State of Economy Podcast, businessline’s Shishir Kumar Sinha speaks with Ajit Banerjee, President and Chief Investment Officer, Shriram Life Insurance, sharing his views on the latest economic figures and the broader implications for India’s economic growth trajectory. The episode starts with Banerjee discussing the latest GDP growth numbers for Q3, whic

Theme: Commodities | Will India’s gold jewellery exports rebound this year? 

Feb 25 2025 5 mins  
In this episode of the State of Economy Podcast, businessline's Subramani Ra Mancombu speaks with Colin Shah, Managing Director of Kama Jewlery, to discuss the prospects for gold in the coming year. In this episode, we focus on one of the most important commodities in the world—gold. With fluctuating prices and uncertainty surrounding global economic policies, what does the futur

Theme: Agriculture | How is India benefitting from the 30% rise in global coffee prices? 

Feb 19 2025 11 mins  
In this episode of the State of Economy Podcast, businessline's Subramani Ra Mancombu speaks with Praveen Jaipuriar, CEO of CCL Products India Limited, as they discuss the recent surge in coffee prices, which have increased by over 30% since the start of 2025. The conversation highlights the factors driving this price rise, including climatic challenges in major coffee-producing co

Theme: Real Estate | Is warehousing the hottest investment in India?

Feb 15 2025 18 mins  
In this episode of the State of Economy Podcast, businessline's Abhishek Law speaks with Anshul Singhal, Managing Director of Welspun One, an integrated fund and development management platform pioneering India's first warehousing-focused alternative investment fund. The podcast begins with discussing about India's rapidly expanding warehousing market. Singhal provides a comprehen

Theme: Macro Economy | How will the new income tax bill impact your tax calculations? 

Feb 14 2025 16 mins  
In this episode of the State of Economy Podcast, businessline's Shishir Sinha speaks with Sandeep Jhunjhunwala, M&A Partner, Nangia Andersen LLP and Anil Talreja, Partner, Deloitte . They talk about the newly introduced Income Tax Bill of 2025, a key piece of legislation that promises to reshape India's tax landscape. The experts explore critical aspects of the bill, including its

Theme: Marketing | Retail Disruption and how it impacts big brands 

Feb 09 2025 32 mins  
In this episode of the State of Economy Podcast, businessline's Chitra Narayanan speaks with Shiv Shivakumar, Operating Partner, Advent International and K Ganesh, Founder & Partner Growthstory.in are discussing the impact of quick commerce. Ganesh, drawing from his BigBasket experience, explains how quick commerce addresses India's urban challenges, including population density a

Theme: Real Estate | Indian affordable housing experiences a 25% drop due to high costs and policy gaps

Jan 30 2025 15 mins  
In this episode of the State of the Economy podcast businessline’s Abhishek law is joined by Niranjan Hiranandani, Chairman, NAREDCO, to discuss key challenges in the Indian real estate sector, particularly around affordable housing. Hiranandani shares his insights on the current state of affordable housing, which has experienced an unexpected 25% drop in numbers, something he h

Theme: Defence | Can India achieve Atmanirbharta with just 0.75% GDP on research? 

Jan 30 2025 28 mins  
In this episode of the State of Economy Podcast, businessline's Dalip Singh speaks with Lt Gen Kapil Aggarwal (Retired), a former Director General of Electronics and Mechanical Engineers about the pressing issues in defence funding and reforms. With India's defence budget hovering around 1.9-2% of GDP for FY 2024-25, the conversation tackles whether this allocation is sufficient to

Theme: Agriculture | Can India’s agriculture sector achieve 4-5% growth with improved conditions?

Jan 22 2025 16 mins  
In this episode of the State of the Economy podcast, businessline’s Subramani Ra Mancombu talks to Anand Ramanathan, Partner and Consumer, Products and Retail sector Leader, Deloitte India, about the agriculture sector's performance and expectations for the upcoming fiscal year. With strong growth forecasted at 4-5% compared to the previous year's less than 1.5%, industry expert