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Open Dialogue by Axis Bank

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India’s tax landscape just changed in a big way. GST has been simplified with two main slabs, fewer inverted duties, and clearer pass-through to prices. What does this reset mean for inflation, demand, and growth?In this episode of Open Dialogue, Sameer Shetty speaks with Neelkanth Mishra, Chief Economist, Axis Bank & Head of Global Research, Axis Capital. They trace India’s journey from cascading indirect taxes to GST, why two slabs (5% and 18%) matter, and how rate rationalization can boost consumption without straining fiscal math.Within this framework, they unpack how input tax credit works at the invoice level, why inverted duty fixes reduce refunds and disputes, and how compliance data has unlocked MSME lending. The discussion also explores sector impacts and when consumers should expect genuine price pass-through.Beyond this, they examine what simpler GST means for competitiveness, logistics efficiency, and state finances as compensation cess sunsets. The episode closes with practical takeaways on pricing transparency, demand impulses, and the road to a cleaner, broader tax base.Speakers-Sameer Shetty: Group Executive, Digital Banking & Strategic Programs, Axis BankNeelkanth Mishra: Chief Economist, Axis Bank & Head of Global Research, Axis Capital🔔 Like, comment, and subscribe for more insights on GST, growth, and India’s evolving tax architecture.#GSTReform #IndianEconomy #FiscalDiscipline #ConsumptionBoost #TaxSimplification #MSME#Compliance #InvestmentCycle #Inflation #economicgrowth Chapters:0:00 - Introduction1:45 - History of Taxation in India13:30 - What are Direct and Indirect Taxes?20:09 - Monthly GST Collections25:54 - Innovations in GST48:30 - How the New Tax Structure is Helping Compliance1:00:54 - What Does This Mean for Inflation and Interest rates1:05:11 - What Does This Mean for the Indian Competitive Landscape 1:10:31 - Will Corporates Start Investing More?1:16:33 - ConclusionSUBSCRIBE TO US: https://www.youtube.com/@OpenDialogueByAxis Download Axis Bank App: https://play.google.com/store/apps/de...For more informative videos and discussion on important topics related to Banking, finance & economics:LinkedIn - https://in.linkedin.com/company/axis-bank Instagram - https://www.instagram.com/opendialoguebyaxisbankFacebook - https://www.facebook.com/axisbank/Twitter - https://x.com/AxisBankCopyright:©Axis Bank Limited [2025]. All rights reserved. This video and all other videos in this channel are protected by copyright law and may not be used or reproduced without the express written permission of the copyright owner.STATUTORY DISCLAIMER:By accessing this video podcast “Podcast”, I acknowledge that Axis Bank Limited and its subsidiaries ("AXIS BANK") makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk. This Podcast should not be considered professional advice. Unless specifically stated otherwise, AXIS BANK does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. Moreover, AXIS BANK makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties.AXIS BANK EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST INFORMATION PRESENTED IN THIS PODCAST
India’s economy is at a turning point. Structural strengths remain intact, but global uncertainty and inflation bring new challenges. How does the Reserve Bank of India balance these pressures while supporting growth?In this episode of Open Dialogue, Sameer Shetty speaks with Saugata Bhattacharya, member of the Monetary Policy Committee (MPC) and former Chief Economist at Axis Bank. They discuss the origin of MPC and how it shapes India’s economy — balancing inflation and growth through its stance and decisions. Within this framework, the RBI sets the repo rate, manages liquidity, and controls inflation. The discussion also looks at volatile CPI drivers such as onions and tomatoes, and why India needs better food storage and processing. Beyond this, they examine key reforms like GST rationalization, tax cuts, and labour reforms that can improve competitiveness. The episode ends with a focus on shifting savings, where household savings shrink while corporate savings rise, and what this means for investment and growth.Speakers-Sameer Shetty: Group Executive, Digital Banking & Strategic Programs, Axis BankSaugata Bhattacharya: Economist & Member, RBI’s Monetary Policy Committee🔔 Like, comment, and subscribe for more insights on India’s economy and monetary policy.#IndianEconomy #MonetaryPolicy #RBI #Inflation #RepoRate #EconomicReforms #GST #Transmission #Savings #Banking #MacroEconomics #StructuralReforms #Growth #Households #Corporates #AxisBank #OpenDialogueChapters-00:00 - Introduction03:00 - Big Picture: State of the Indian Economy06:42 - Taxation, GST and Economic Reforms10:56 - Factor & Regulatory Reforms16:50 - Understanding the Monetary Policy Committee (MPC)28:36 - How Interest Rates and Liquidity Are Managed38:55 - Forward Guidance, Transmission and Market Impact1:11:08 - Inflation and Food Price Volatility1:14:12 - Savings Shift & Economic Cycles1:24:05 - Closing RemarksSUBSCRIBE TO US: https://www.youtube.com/@OpenDialogueByAxis Download Axis Bank App: https://play.google.com/store/apps/de...For more informative videos and discussion on important topics related to Banking, finance & economics:LinkedIn - https://in.linkedin.com/company/axis-bank Instagram - https://www.instagram.com/opendialoguebyaxisbankFacebook - https://www.facebook.com/axisbank/Twitter - https://x.com/AxisBankCopyright:©Axis Bank Limited [2025]. All rights reserved. This video and all other videos in this channel are protected by copyright law and may not be used or reproduced without the express written permission of the copyright owner.STATUTORY DISCLAIMER:By accessing this video podcast “Podcast”, I acknowledge that Axis Bank Limited and its subsidiaries ("AXIS BANK") makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk. This Podcast should not be considered professional advice. Unless specifically stated otherwise, AXIS BANK does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. Moreover, AXIS BANK makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties.AXIS BANK EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST INFORMATION PRESENTED IN THIS PODCAST
Populations aren’t just growing or shrinking—they’re transforming economies in profound ways.In this episode, Neelkanth Mishra discusses the drivers of global demographic change, from ageing populations to falling fertility rates. He explains how these shifts influence economic growth, workforce patterns, policy reforms, savings allocation, and the real estate cycle.The discussion explores the challenges and opportunities of this demographic transition and examines what these trends mean for careers, investments, and the future shape of the global economy.Speakers-Sameer Shetty: Group Executive - Digital Banking & Strategic Programs, Axis BankNeelkanth Mishra: Chief Economist, Axis Bank & Head of Global Research, Axis Capital🔔 Like, comment, and subscribe for more expert insights on economic trends.#DemographicShift #FallingFertility #AgingPopulation #EconomicGrowth #PopulationAging #FutureOfWork #IndiaDemographics #ImmigrationDebate #Urbanization #PolicyReform #EducationAndFertility #RealEstateTrends #SocialChange #SustainableGrowthChapters:00:00 – Introduction01:15 – Global Demographic Changes02:09 – Why Demographics Are Changing Faster Than Economies04:36 – Ego, Economy, Ethnicity Framework08:11 – Demographics and Economic Growth17:15 – Impact of Aging Populations24:27 – Immigration as a Solution29:45 – India’s Demographic Outlook37:41 – Key Takeaways for the Future41:06 – ConclusionSUBSCRIBE TO US: https://www.youtube.com/@OpenDialogueByAxis Download Axis Bank App: https://play.google.com/store/apps/de...For more informative videos and discussion on important topics related to Banking, finance & economics:LinkedIn - https://in.linkedin.com/company/axis-bank Instagram - https://www.instagram.com/opendialoguebyaxisbankFacebook - https://www.facebook.com/axisbank/Twitter - https://x.com/AxisBankCopyright:©Axis Bank Limited [2025]. All rights reserved. This video and all other videos in this channel are protected by copyright law and may not be used or reproduced without the express written permission of the copyright owner.STATUTORY DISCLAIMER:By accessing this video podcast “Podcast”, I acknowledge that Axis Bank Limited and its subsidiaries ("AXIS BANK") makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk. This Podcast should not be considered professional advice. Unless specifically stated otherwise, AXIS BANK does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. Moreover, AXIS BANK makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties.AXIS BANK EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST INFORMATION PRESENTED IN THIS PODCAST
India's financial sector has undergone a massive transformation over the last 30 years.In this episode, Rajiv Anand from Axis Bank takes us through the key reforms and technological shifts that turned paper-heavy financial systems into today's fast, digital ecosystem. Learn how these changes impacted everything from investor experience to lending practices and the financial technology that powers it allWatch for an insider’s view on India’s financial evolution and the road ahead.Speakers-Sameer Shetty: Group Executive, Digital Banking & Transformation, Axis BankRajiv Anand: Ex Deputy Managing Director, Axis Bank🔔 Like, comment, and subscribe for more insights on banking, reforms, and innovation.#IndianBanking #FinancialReforms #RajivAnand #AxisBank #Liberalization #DigitalBanking #MutualFundsIndia #NSE #SEBI #UPI #Aadhaar #RetailBanking #CorporateBanking #NPACrisis #IBC #FinancialInclusion #AIinBanking #BankingTechnology #MarketEvolution #EconomicTransformationChapters:0:00 - Introduction 1:21 - Early Days of Indian Financial Markets (Pre-Liberalization)8:02 - Liberalization & Structural Changes10:44 - Trading in the Physical Era & Dematerialization17:16 - The Harshad Mehta Scam & Regulatory Reforms24:40 - Rise of Mutual Funds & Fixed Income Investing30:59 - Interest Rates, Inflation, and Home Loan Revolution34:44 - Teaching India Fixed Income: Early Mutual Fund Days40:05 -2008 Global Financial Crisis: Lessons Learned45:04 - Rise of Retail Banking & Digital Revolution53:54 - Retail Lending Boom—Credit Bureaus & Digital Infrastructure56:59 - The MSME Opportunity: New Frontiers in Lending58:29 - The UPI Revolution and Public Digital Rails1:00:28 - Demonetization: Branches on the Frontline1:06:25 - Corporate Banking and NPA Crisis: Moving to Resolution1:11:38 - Summary: Three Decades of Transformation1:14:54 - Looking Forward: The Next Decade in Indian FinanceSUBSCRIBE TO US: https://www.youtube.com/@OpenDialogueByAxis Download Axis Bank App: https://play.google.com/store/apps/de...For more informative videos and discussion on important topics related to Banking, finance & economics:LinkedIn - https://in.linkedin.com/company/axis-bank Instagram - https://www.instagram.com/opendialoguebyaxisbankFacebook - https://www.facebook.com/axisbank/Twitter - https://x.com/AxisBankCopyright:©Axis Bank Limited [2025]. All rights reserved. This video and all other videos in this channel are protected by copyright law and may not be used or reproduced without the express written permission of the copyright owner.STATUTORY DISCLAIMER:By accessing this video podcast “Podcast”, I acknowledge that Axis Bank Limited and its subsidiaries ("AXIS BANK") makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk. This Podcast should not be considered professional advice. Unless specifically stated otherwise, AXIS BANK does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. Moreover, AXIS BANK makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties.AXIS BANK EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST INFORMATION PRESENTED IN THIS PODCAST
AI is transforming banking — but not in the way most headlines suggest.In this episode, we break down how AI is quietly reshaping everything from banking operations to customer engagement. From automating contact centers to redesigning credit journeys and software development, we explore the real, behind-the-scenes shift underway.We also discuss when AI will start showing up in the P&L, how it will change banking jobs, and what the "AI-powered bank of the future" could look like.Watch for a grounded, insider view on AI’s real impact in banking — today and tomorrow.Speakers —Sameer Shetty: Group Executive, Digital Banking & Transformation, Axis BankSubrat Mohanty: Executive Director, Banking Operations & Transformation, Axis Bank.🔔 Like, comment, and subscribe for more on AI, finance, and the future of work.#AIinBanking #GenerativeAI #BankingTech #FinTech #ArtificialIntelligence #DigitalBanking #AIRevolution #BankingInnovation #FutureOfBanking #AITransformation #MachineLearning #CustomerExperience #BankingAutomation #DataScience #FinancialServices #AIChatbots #RiskManagement #CreditScoring #FraudDetection #TechInBanking #AIImpactChapters:0:00 - Introduction to the AI Breakthrough & Early Impact2:15 - A Brief History of Artificial Intelligence6:14 - The Internet's Role: Data Availability & the Challenge of Text12:56 - The Transformer Model: A Game Changer17:40 - The AI Trifecta: Data, Compute, and Advanced Models Converge21:12 - AI in Banking: Addressing Job Displacement & Current Stage23:11 - Automating Banking Operations with AI39:07 - AI's Transformative Role in Contact Centers1:01:49 - AI in MIS, Analytics & Sales1:04:31 - AI-Enabled Customer Propositions & Agentic Banking1:23:23 - The Future Bank: No Maker, Only Checker & Zero LatencySUBSCRIBE TO US: https://www.youtube.com/@OpenDialogueByAxis Download Axis Bank App: https://play.google.com/store/apps/de...For more informative videos and discussion on important topics related to Banking, finance & economics:LinkedIn - https://in.linkedin.com/company/axis-bank Instagram - https://www.instagram.com/opendialoguebyaxisbankFacebook - https://www.facebook.com/axisbank/Twitter - https://x.com/AxisBankCopyright:©Axis Bank Limited [2025]. All rights reserved. This video and all other videos in this channel are protected by copyright law and may not be used or reproduced without the express written permission of the copyright owner.STATUTORY DISCLAIMER:By accessing this video podcast “Podcast”, I acknowledge that Axis Bank Limited and its subsidiaries ("AXIS BANK") makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk. This Podcast should not be considered professional advice. Unless specifically stated otherwise, AXIS BANK does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. Moreover, AXIS BANK makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties.AXIS BANK EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST INFORMATION PRESENTED IN THIS PODCAST
India is now the world’s 4th largest economy — but why is per capita income still so low?In this episode, we explore the disconnect between India’s GDP growth and individual prosperity. Neelkanth Mishra breaks down the structural reasons behind low income levels and what India can learn from other fast-growing economies.Watch for clear insights on how India can turn growth into real gains for its people.Speakers —Sameer Shetty: Group Executive - Digital Banking & Strategic Programs, Axis BankNeelkanth Mishra: Chief Economist, Axis Bank & Head of Global Research, Axis Capital🔔 Like, comment, and subscribe for more on India’s economy and global trends.#IndiaGrowth #PerCapitaIncome #EconomicDevelopment #PovertyReduction #HumanCapital #FormalJobs #MiddleClassIncome #Innovation #StateReforms #UrbanHousing #EducationMatters #HealthForAll #RisingIndia #InclusiveGrowth #India2030SUBSCRIBE TO US: https://www.youtube.com/@OpenDialogueByAxis Download Axis Bank App: https://play.google.com/store/apps/de...For more informative videos and discussion on important topics related to Banking, finance & economics:LinkedIn - https://in.linkedin.com/company/axis-bank Instagram - https://www.instagram.com/opendialoguebyaxisbankFacebook - https://www.facebook.com/axisbank/Twitter - https://x.com/AxisBankCopyright:©Axis Bank Limited [2025]. All rights reserved. This video and all other videos in this channel are protected by copyright law and may not be used or reproduced without the express written permission of the copyright owner.STATUTORY DISCLAIMER:By accessing this video podcast “Podcast”, I acknowledge that Axis Bank Limited and its subsidiaries ("AXIS BANK") makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk. This Podcast should not be considered professional advice. Unless specifically stated otherwise, AXIS BANK does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. Moreover, AXIS BANK makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties.AXIS BANK EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST INFORMATION PRESENTED IN THIS PODCAST
How does energy impact growth, inflation, and India’s economy?In this episode, we explore why energy is central to GDP growth and how it affects inflation. Neelkanth Mishra explains the role of fossil fuels, the pace of the energy transition, and India’s energy imports and pricing challenges.We also discuss what India must do to balance energy security, efficiency, and development.Watch the full episode for clear insights on energy and the economy.Speakers —Sameer Shetty: Group Executive - Digital Banking & Strategic Programs, Axis BankNeelkanth Mishra: Chief Economist, Axis Bank & Head of Global Research, Axis Capital🔔 Like, comment, and subscribe for more on global markets and macro trends.#EnergyTransition #EconomicGrowth #SustainableEnergy #EnergyEfficiency #Inflation #GlobalEconomy #CleanEnergy #EnergyPolicy #FossilFuels #ClimateAction #FutureOfEnergy #Macroeconomics #EnergyPodcast #GreenEnergy #CarbonEmissionsChapters:00:00 – Introduction & Energy’s Role in Economic Growth02:38 – Human Development: Cooking, Bricks, and Civilization04:25 – Energy Density and Productivity06:07 – Inflection Points: Energy and Civilization07:11 – Types of Energy & End Uses10:16 – The Global Energy Mix & Conversion Losses12:13 – Evolution of Energy Sources14:03 – Transition to Denser Energy: Coal, Oil, Engines16:59 – Renewable Adoption & Transition Challenges19:03 – Lifecycle Costs, Policy, and Global Lessons22:52 – Price Dynamics, China’s Solar Dominance29:14 – Nuclear Power & Geopolitics31:36 – Oil as a Macro Variable & India’s Import Dependence36:16 – Oil Prices, Inflation, and Economic Strategy44:50 – Volatility, Shale Revolution, and the Future53:06 – Summary, Energy Efficiency, and ClosingSUBSCRIBE TO US: https://www.youtube.com/@OpenDialogueByAxis Download Axis Bank App: https://play.google.com/store/apps/de...For more informative videos and discussion on important topics related to Banking, finance & economics:LinkedIn - https://in.linkedin.com/company/axis-bank Instagram - https://www.instagram.com/opendialoguebyaxisbankFacebook - https://www.facebook.com/axisbank/Twitter - https://x.com/AxisBankCopyright:©Axis Bank Limited [2025]. All rights reserved. This video and all other videos in this channel are protected by copyright law and may not be used or reproduced without the express written permission of the copyright owner.STATUTORY DISCLAIMER:By accessing this video podcast “Podcast”, I acknowledge that Axis Bank Limited and its subsidiaries ("AXIS BANK") makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk. This Podcast should not be considered professional advice. Unless specifically stated otherwise, AXIS BANK does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. Moreover, AXIS BANK makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties.AXIS BANK EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST INFORMATION PRESENTED IN THIS PODCAST
Is the U.S. economy heading into stagflation? And how will it impact global demand and India?In this episode, we break down the risks of US stagflation in 2025, the role of tariffs, and why a US slowdown affects the world. Neeraj Gambhir from Axis Bank explains how supply chain disruptions, interest rates, and global disinflation trends are shaping markets.We also discuss India’s supply chain opportunity amidst the US-China trade war and what it means for exports and growth.Watch the full conversation for clear insights on inflation, trade, and what to expect in 2025.Speakers-Sameer Shetty: Group Executive - Digital Banking & Strategic Programs, Axis BankNeeraj Gambhir: Group Executive - Treasury, Markets & Wholesale Banking Products, Axis Bank🔔 Like, comment, and subscribe for more on global markets and macro trends.#axisbank #opendialogue #stagflation #inflation #recession #federalreserve #economiccrisis #stockmarket #unemployment #interestrates #supplychain #tariffs #uschina #globaltradeChapters:1:06 - What is Stagflation & Why It Matters4:19 - Growth, Inflation & Unemployment Basics9:36 - Why Stagflation Is So Difficult to Handle14:05 - The 1970s US Stagflation Crisis Explained22:51 - How the US Fought Stagflation with Rate Hikes29:45 - Sticky Inflation & Its Long-Term Effects33:46 - Is Stagflation Coming Back Today?40:11 - Tariffs, Weak Dollar & Inflation Risks47:16 - Fed's Policy Dilemma: What Can They Do?52:49 - Global Impact: India & World if US Slows Down58:46 - Recap & Key Takeaways from This EpisodeSUBSCRIBE TO US: https://www.youtube.com/@OpenDialogueByAxis Download Axis Bank App: https://play.google.com/store/apps/de...For more informative videos and discussion on important topics related to Banking, finance & economics:LinkedIn - https://in.linkedin.com/company/axis-bank Instagram - https://www.instagram.com/opendialoguebyaxisbankFacebook - https://www.facebook.com/axisbank/Twitter - https://x.com/AxisBankCopyright:©Axis Bank Limited [2025]. All rights reserved. This video and all other videos in this channel are protected by copyright law and may not be used or reproduced without the express written permission of the copyright owner.STATUTORY DISCLAIMER:By accessing this video podcast “Podcast”, I acknowledge that Axis Bank Limited and its subsidiaries ("AXIS BANK") makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk. This Podcast should not be considered professional advice. Unless specifically stated otherwise, AXIS BANK does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. Moreover, AXIS BANK makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties.AXIS BANK EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST INFORMATION PRESENTED IN THIS PODCAST
Why is the U.S. raising tariffs—and what does it mean for India and global trade?From income inequality in the U.S. to the China+1 strategy, this episode breaks down how global trade is being reset. We explore the shift from multilateral to bilateral deals, the impact on the reserve currency, and what history—from the Triffin Dilemma to the Nixon Shock—can tell us.Watch the episode for clear insights on trade policies, debt, and India’s manufacturing opportunity.Speakers-Sameer Shetty: President & Head, Digital Business & Transformation, Axis BankNeelkanth Mishra: Chief Economist, Axis Bank & Head of Global Research, Axis Capital🔔 Like, comment, and subscribe for more on global markets and macro shifts.#GlobalEconomy #NeelkanthMishra #TradeWar #TariffImpact #ReserveCurrency #USChinaRelations #IndiaGrowthStory #EconomicInequality #ManufacturingJobs #BrettonWoods #ChinaPlusOneChapters:0:00 - Introduction3:30 - Understanding the problems the US is trying to solve, including inequality, current account deficit, and the multilateral order.15:00 - Recent tariff announcements and their implications for the US and global trade.25:00 - Examination of the political motivations behind the tariffs and the economic tools being used.35:00 - Analysis of how tariffs affect relationships with allies and trading partners, particularly China.45:00 - Understanding the Triffin dilemma and the historical context of the Nixon shock.55:00 - Unexpected reactions in the bond market and the implications of rising yields.1:10:00 - Speculation on future negotiations between the US and China1:25:00 - India’s position because of the shifting dynamics and the potential for increased exports.1:40:00 - Potential long-term implications for the global economySUBSCRIBE TO US: https://www.youtube.com/@OpenDialogueByAxis Download Axis Bank App: https://play.google.com/store/apps/de...For more informative videos and discussion on important topics related to Banking, finance & economics:LinkedIn - https://in.linkedin.com/company/axis-bank Instagram - https://www.instagram.com/opendialoguebyaxisbankFacebook - https://www.facebook.com/axisbank/Twitter - https://x.com/AxisBankCopyright:©Axis Bank Limited [2025]. All rights reserved. This video and all other videos in this channel are protected by copyright law and may not be used or reproduced without the express written permission of the copyright owner.STATUTORY DISCLAIMER:By accessing this video podcast “Podcast”, I acknowledge that Axis Bank Limited and its subsidiaries ("AXIS BANK") makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk. This Podcast should not be considered professional advice. Unless specifically stated otherwise, AXIS BANK does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. Moreover, AXIS BANK makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties.AXIS BANK EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST INFORMATION PRESENTED IN THIS PODCAST
Why is the Indian stock market correcting—and what should investors do next?From falling portfolio returns to stretched valuations, we break down the forces driving recent market volatility. How have small, mid, and large cap funds reacted? What role are FIIs, SIP flows, and global liquidity playing in the current cycle?We also explore why diversification and asset allocation matter more than ever in choppy markets—and what retail investors should expect from mutual funds going forward.Watch now for a data-backed take on market cycles, earnings trends, and what comes next for your investments.Speakers:Sameer Shetty: President & Head, Digital Business & Transformation, Axis BankAshish Gupta: Chief Investment Officer, Axis Mutual Fund🔔 Don’t forget to like, comment, and subscribe for more videos on market insights and investing trends.#StockMarket #Tariff #TariffImpact #EquityMarkets #StockMarketInvestor #PortfolioManagement #OrangeMonday #Nifty50 #MarketAnalysis #FinancialPlanning #EquityReturns #SIPInvestments #AxisMutualFund #AshishGuptaChapters:0:00 - Introduction 2:22 - Guest Intro & Market Choppiness 4:01 - F&O Market Regulation 7:18 - Equity Correction Begins 10:38 - Earnings Downgrades 14:00 - Liquidity Impact & Foreign Flows 17:02 - Double Whammy: Valuations + Growth 20:00 - Investor Myths & Lessons 24:31 - Diversification & Long-Term Strategy 30:53 - Valuations, Margins & Risks 38:35 - Global Trade & US Tariffs 49:42 - Uncertainty, Implications & ClosingSUBSCRIBE TO US: https://www.youtube.com/@OpenDialogueByAxis Download Axis Bank App: https://play.google.com/store/apps/de...For more informative videos and discussion on important topics related to Banking, finance & economics:LinkedIn - https://in.linkedin.com/company/axis-bank Instagram - https://www.instagram.com/opendialoguebyaxisbankFacebook - https://www.facebook.com/axisbank/Twitter - https://x.com/AxisBankCopyright:©Axis Bank Limited [2025]. All rights reserved. This video and all other videos in this channel are protected by copyright law and may not be used or reproduced without the express written permission of the copyright owner.STATUTORY DISCLAIMER:By accessing this video podcast “Podcast”, I acknowledge that Axis Bank Limited and its subsidiaries ("AXIS BANK") makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk. This Podcast should not be considered professional advice. Unless specifically stated otherwise, AXIS BANK does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. Moreover, AXIS BANK makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties.AXIS BANK EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST INFORMATION PRESENTED IN THIS PODCAST
How is the Indian consumer shaping the future of the economy?From the rise of the middle class to the impact of household debt, the Indian consumer is at the center of major economic shifts. With recent income tax changes in the budget and RBI interest rate cuts, how will these developments affect spending and growth?We also explore the role of private capex in driving India’s economic momentum.Watch now for insights on the Indian consumer and future growth.Speakers-Sameer Shetty: President & Head, Digital Business & Transformation, Axis BankNeelkanth Mishra: Chief Economist, Axis Bank & Head of Global Research, Axis CapitalDon’t forget to like, comment, and subscribe for more insights on Indian economy trends.#IndianConsumer #MiddleClassIndia #ConsumerTrends #Budget2025 #IncomeTaxIndia #EconomicInsights #NeelkanthMishra #IndiaEconomy #GDPGrowthChapters:0:45 - Overview of India's Economic Growth1:43 - The Indian Consumer: Key Questions and Context3:21 - Understanding the Average Indian Consumer6:42 - Income Levels and Consumption Patterns11:20 - Rural vs. Urban Divide in Consumption17:28 - Consumption Inequality Trends (2012-2023)25:55 - Investment vs. Consumption in GDP Growth33:50 - Challenges in Job Creation and Labor Market Dynamics40:45 - Household Debt, Savings, and Leverage Trends48:52 - Private Capex and Investment Cycle Revival52:01 - Impact of Budget 2025 on Consumption and Taxes1:02:19 - Monetary Policy Shifts and Credit Growth Prospects1:09:27 - Future of India's Middle Class and Discretionary Spending1:13:48 - Closing Remarks and Key TakeawaysSUBSCRIBE TO US: https://www.youtube.com/@OpenDialogueByAxis Download Axis Bank App: https://play.google.com/store/apps/de...For more informative videos and discussion on important topics related to Banking, finance & economics:LinkedIn - https://in.linkedin.com/company/axis-bank Instagram - https://www.instagram.com/opendialoguebyaxisbankFacebook - https://www.facebook.com/axisbank/Twitter - https://x.com/AxisBankCopyright:©Axis Bank Limited [2025]. All rights reserved. This video and all other videos in this channel are protected by copyright law and may not be used or reproduced without the express written permission of the copyright owner.STATUTORY DISCLAIMER:By accessing this video podcast “Podcast”, I acknowledge that Axis Bank Limited and its subsidiaries ("AXIS BANK") makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk. This Podcast should not be considered professional advice. Unless specifically stated otherwise, AXIS BANK does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. Moreover, AXIS BANK makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties.AXIS BANK EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST INFORMATION PRESENTED IN THIS PODCAST
Why are governments reviving industrial policy to shape economic growth?Nations are using subsidies, tariffs, and incentives to boost key industries. This shift is changing global trade, investments, and supply chains.How are countries implementing industrial policy? What impact will this have on India? This discussion breaks down the challenges and opportunities ahead.Watch now for insights on industrial policy and its global impact.Speakers-Sameer Shetty: President & Head, Digital Business & Transformation, Axis BankNeelkanth Mishra: Chief Economist, Axis Bank & Head of Global Research, Axis CapitalDon’t forget to like, comment, and subscribe for more discussions on economic trends and global trade.#AxisBank #OpenDialogue #IndustrialPolicy #EconomicGlobalization #MakeInIndia #SemiconductorChip #EVRevolution #ChinaTradePolicies #RenewableEnergy #EconomicPodcast
Gold has been a trusted asset for centuries. In this video, Ashish Gupta explores its role in today’s economy, why demand is rising, and what drives its price.We break down gold’s evolution as an asset, its popularity in India, and how it compares to other investments. Whether you’re an investor or just curious about gold’s value, this discussion offers key insights.Watch now to gain valuable insights into gold's past, present, and future! Don’t forget to like, comment, and subscribe for more financial discussions.Speakers:Sameer Shetty: President & Head, Digital Business & Transformation, Axis BankAshish Gupta: Chief Investment Officer, Axis Mutual FundChapters0:00 - Introduction3:05 - Historical Evolution of Gold 5:00 - Bretton Woods System & Gold Standard 12:20 - Demand Drivers of Gold: Jewelry & Central Banks 18:40 - Geopolitical Factors Affecting Central Bank Gold Reserves 25:15 - Gold Price Determinants: Rates, Inflation, Fear 32:50 - Gold vs Other Asset Classes (Equity, Real Estate)39:30 - Cryptocurrencies vs Gold as Store of Value 43:00 - Final Takeaways on Gold as an Asset Class#AxisBank #AxisBankOpenDialogue #EconomicInsights #OpenConversations #Gold #AssetSUBSCRIBE TO US: / @OpenDialogueByAxisDownload Axis Bank App: https://play.google.com/store/apps/de...For more informative videos and discussion on important topics related to Banking, finance & economics:LinkedIn - / axis-bank Instagram - / axisopendialogue Facebook - / axisbank Twitter - https://x.com/AxisBankCopyright:©Axis Bank Limited [2025]. All rights reserved. This video and all other videos in this channel are protected by copyright law and may not be used or reproduced without the express written permission of the copyright owner.STATUTORY DISCLAIMER:By accessing this video podcast “Podcast”, I acknowledge that Axis Bank Limited and its subsidiaries ("AXIS BANK") makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk. This Podcast should not be considered professional advice. Unless specifically stated otherwise, AXIS BANK does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. Moreover, AXIS BANK makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties.AXIS BANK EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST INFORMATION PRESENTED IN THIS PODCAST
Why is the Indian Rupee falling? The Rupee to USD exchange rate has seen a sharp decline, raising concerns about the impact of Rupee falling on the economy. In this episode of Open Dialogue, Neeraj Gambhir explains what’s driving this trend, from capital outflows and India’s trade deficit to how Rupee is holding up vs other global currencies.Watch now to understand the bigger picture and the long-term outlook for the rupee.🎙 Speakers:🔹 Sameer Shetty - President & Head, Digital Business & Transformation, Axis Bank🔹 Neeraj Gambhir - Group Executive - Treasury, Markets & Wholesale Banking Products, Axis BankChapters:0:00 - Overview of Rupee’s Recent Volatility after Prolonged Stability.2:30 - RBI’s Intervention Strategy to Stabilize the Rupee using Forex Reserves.6:00 - Impact of US economic resilience & High Interest Rates 11:30 - Transition from Aggressive Intervention to Gradual Depreciation.16:30 - Risks of Over Evaluation: Increased Reliance on Imports & Speculative Attacks.19:45 - Balancing Act: Avoiding Over/Undervaluation of Currency 23:00 - RBI’s Focus on Managing Volatility & Financial Stability28:30 - Rupee Depreciation: Reflection of Global Dollar Trends.SUBSCRIBE TO US: / @OpenDialogueByAxisDownload Axis Bank App: https://play.google.com/store/apps/de...For more informative videos and discussion on important topics related to Banking, finance & economics:LinkedIn - / axis-bank Instagram - / axisopendialogue Facebook - / axisbank Twitter - https://x.com/AxisBankCopyright:©Axis Bank Limited [2025]. All rights reserved. This video and all other videos in this channel are protected by copyright law and may not be used or reproduced without the express written permission of the copyright owner.STATUTORY DISCLAIMER:By accessing this video podcast “Podcast”, I acknowledge that Axis Bank Limited and its subsidiaries ("AXIS BANK") makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk. This Podcast should not be considered professional advice. Unless specifically stated otherwise, AXIS BANK does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. Moreover, AXIS BANK makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties.AXIS BANK EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST INFORMATION PRESENTED IN THIS PODCAST
In this podcast, we discuss the liquidity crisis in the economy with finance expert Neeraj Gambhir. He explains the dynamics of forex and how global events and central bank policies affect money flow in the banking system.
We’ll cover:
- Forex market fundamentals and currency valuation
- Effects of cash outflow on domestic liquidity
- RBI tools for controlling liquidity
- The impact of liquidity on inflation, credit, and fiscal balance
Join us to explore the implications for India’s financial future, and don’t forget to like, comment, and subscribe for more insights!
SUBSCRIBE TO US: / @axisopendialogue
Download Axis Bank App: https://play.google.com/store/apps/de...
For more informative videos and discussion on important topics related to Banking, finance & economics:
LinkedIn - / axis-bank
Instagram - / axisopendialogue
Facebook - / axisbank
Twitter - https://x.com/AxisBank
Copyright:
©Axis Bank Limited [2024]. All rights reserved. This video and all other videos in this channel are protected by copyright law and may not be used or reproduced without the express written permission of the copyright owner.
STATUTORY DISCLAIMER:
By accessing this video podcast “Podcast”, I acknowledge that Axis Bank Limited and its subsidiaries ("AXIS BANK") makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk. This Podcast should not be considered professional advice. Unless specifically stated otherwise, AXIS BANK does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. Moreover, AXIS BANK makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties.
AXIS BANK EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST INFORMATION PRESENTED IN THIS PODCAST
Discover the fascinating journey of money, from ancient barter systems to the cutting-edge world of cryptocurrencies and Central Bank Digital Currencies (CBDCs).
This video takes you through:
- The Evolution of Money: How we transitioned from trading goods to using gold, fiat currencies, and digital payments.
- The Role of Central Banks: Learn how they issue, manage, and control money supply.
- Cryptocurrencies: What are Bitcoin and blockchain, and how are they shaping the financial future?
- CBDCs & Digital Payments: Explore how nations like India are revolutionizing payments with UPI and piloting CBDCs.
- The Future of Money: What lies ahead in the age of programmable money and digital currencies?
Whether you're curious about money's history or excited about its future, this video breaks down complex concepts into simple, engaging insights.
Speakers:
Sameer Shetty - President & Head, Digital Business & Transformation, Axis Bank
Neeraj Gambhir - Group Executive - Treasury, Markets & Wholesale Banking Products, Axis Bank
SUBSCRIBE TO US: / @axisopendialogue
Download Axis Bank App: https://play.google.com/store/apps/de...
For more informative videos and discussion on important topics related to Banking, finance & economics:
LinkedIn - / axis-bank
Instagram - / axisopendialogue
Facebook - / axisbank
Twitter - https://x.com/AxisBank
Copyright:
©Axis Bank Limited [2024]. All rights reserved. This video and all other videos in this channel are protected by copyright law and may not be used or reproduced without the express written permission of the copyright owner.
STATUTORY DISCLAIMER:
By accessing this video podcast “Podcast”, I acknowledge that Axis Bank Limited and its subsidiaries ("AXIS BANK") makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk. This Podcast should not be considered professional advice. Unless specifically stated otherwise, AXIS BANK does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. Moreover, AXIS BANK makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties.
AXIS BANK EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST INFORMATION PRESENTED IN THIS PODCAST
India’s economy is poised for a significant rebound in 2025. Tune in to the latest episode of the Open Dialogue podcast to understand what will be the key factors that will drive this growth.
This podcast will take a deep dive into:
● Economic Growth Outlook
● Fiscal Developments
● Inflation and Monetary Policy
● Investment Trends
● Currency Volatility
Speakers:
Sameer Shetty - President & Head, Digital Business & Transformation, Axis Bank
Neelkanth Mishra - Chief Economist, Axis Bank & Head of Global Research, Axis Capital
SUBSCRIBE TO US: https://www.youtube.com/channel/UCjk7F5CZSPE2PubqQgcgNqw
Download Axis Bank App: https://play.google.com/store/apps/details?id=com.axis.mobile&hl=en_IN
For more informative videos and discussion on important topics related to Banking, finance & economics:
LinkedIn - https://www.linkedin.com/company/axis-bank/
Instagram - https://www.instagram.com/axisopendialogue/
Facebook - https://www.facebook.com/axisbank
Twitter - https://x.com/AxisBank
Copyright:
©Axis Bank Limited [2024]. All rights reserved. This video and all other videos in this channel are protected by copyright law and may not be used or reproduced without the express written permission of the copyright owner.
STATUTORY DISCLAIMER:
By accessing this video podcast “Podcast”, I acknowledge that Axis Bank Limited and its subsidiaries ("AXIS BANK") makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk. This Podcast should not be considered professional advice. Unless specifically stated otherwise, AXIS BANK does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. Moreover, AXIS BANK makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties.
AXIS BANK EXPRESSLY DISCLAIMS ANY AND ALL LIABILITY OR RESPONSIBILITY FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL'S USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST INFORMATION PRESENTED IN THIS PODCAST
Tune in to the latest episode of the Open Dialogue podcast. The episode dives deep into the Market Structure and its components - FIIs, DIIs & Retail InvestorsThis podcast further explores how the behaviour of FIIs determines the overall market structure as well as equity markets. Our speakers will be seen discussing why FIIs are pulling out the money from India and how FIIs inflow has reduced comparatively overtime. We also discuss Equity getting culture built in India and the rise of Domestic Investors and SIPs.Chapters -0:00 - Introduction7:18 - Who are FIIs?12:26 - Types of Investors15:24 - Who are DIIs?21:36 - Outflow of FII Money 26:53 - ConclusionSpeakers: Sameer Shetty - President & Head, Digital Business & Transformation, Axis Bank Ashish Gupta - Chief Investment Officer, Axis Mutual FundSUBSCRIBE TO US -► youtube.com/channel/UCjk7F5CZSPE2PubqQgcgNqwDownload Axis Bank App: https://play.google.com/store/apps/de...For more informative videos and discussion on important topics related to Banking, finance & economics:LinkedIn - http://linkedin.com/company/axis-bank/Instagram - https://www.instagram.com/axisopendialogue/Facebook - https://www.facebook.com/axisbankTwitter - https://x.com/AxisBank#OpenDialogue #AxisBank #AxisBankOpenDialogue #RupeeInternationalisation #ReserveCurrency #GlobalCurrencyMarket #FinancialInsights #InvestmentStrategies #Forex #EconomicGrowth #SWIFT #IndiaEconomy #CurrencyExchange #InvestorEducation #InternationalTrade, #IndianRupee #FinancialLiteracy #Podcast #YouTubePodcast #AxisBankPodcast Copyright:©Axis Bank Limited [2024]. All rights reserved. This video and all other videos in this channel are protected by copyright law and may not be used or reproduced without the express written permission of the copyright owner.STATUTORY DISCLAIMER:By accessing this video podcast “Open Dialogue ", we acknowledge that Axis Bank Limited and its subsidiaries makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk. This Podcast should not be considered professional advice. Unless specifically stated otherwise, AXIS BANK does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. Moreover, AXIS BANK makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties. The third-party materials or content of any third-party site referenced in this Podcast do not necessarily reflect the opinions, standards, or policies of the SOA. The SOA assumes no responsibility or liability for the accuracy or completeness of the content in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein.THE USE OF THIS PODCAST IF FOR INFORMATIONAL PURPOSES ONLY AND AXIS BANK IS NOT LIABLE OR RESPONSIBLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.YT Tags - #Indianequitymarket #Retailinvestors #FII #Institutionalinvestors, #HNI #financialliteracy #mutualfunds #Insurancecompany #Indianeconomy #FIIInflow #FIIOutflow, #DII
Tune in to the latest episode of the Open Dialogue podcast. The episode dives deep into the slowdown of the Indian Economy and the projected growth forecasts for India..This podcast further explores steps being taken by the government to accelerate the pace of spending to positively influence economic growth. Our speakers will be seen discussing how Trump Policies can shape a new world order and the uncertainties that come with it. . We also discuss structural reforms that India can do to contribute to the economic growth of the country.Chapters -0:00 - Introduction1:26 - What is Happening in India?4:24 - Reasons behind the Slowdown8:24 - Effect of Govt Spending on Economy14:54 - Factors to influence India’s Growth Story21:15 - How Trade War Impacts the Global Economy?24:40 - What the Future Holds for us?27:54 - ConclusionSpeakers: Sameer Shetty - President & Head, Digital Business & Transformation, Axis Bank Neelkanth Mishra - Chief Economist, Axis Bank & Head of Global Research, Axis CapitalSUBSCRIBE TO US -► youtube.com/channel/UCjk7F5CZSPE2PubqQgcgNqwDownload Axis Bank App: https://play.google.com/store/apps/de...For more informative videos and discussion on important topics related to Banking, finance & economics:LinkedIn - http://linkedin.com/company/axis-bank/Instagram - https://www.instagram.com/axisopendialogue/Facebook - https://www.facebook.com/axisbankTwitter - https://x.com/AxisBank#OpenDialogue #AxisBank #AxisBankOpenDialogue #economicgrowth #SlowdownInIndia #economicinsight #economicupdates #economicslowdown #gdp #gdpindia #tradewars #economicimpact #ReserveCurrency #GlobalCurrencyMarket #FinancialInsights #InvestmentStrategies #Forex #EconomicGrowth #IndiaEconomy #CurrencyExchange #InvestorEducation #InternationalTrade, #IndianRupee #FinancialLiteracy #Podcast #YouTubePodcast #AxisBankPodcast Copyright:©Axis Bank Limited [2024]. All rights reserved. This video and all other videos in this channel are protected by copyright law and may not be used or reproduced without the express written permission of the copyright owner.STATUTORY DISCLAIMER:By accessing this video podcast “Open Dialogue ", we acknowledge that Axis Bank Limited and its subsidiaries makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk. This Podcast should not be considered professional advice. Unless specifically stated otherwise, AXIS BANK does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. Moreover, AXIS BANK makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties. The third-party materials or content of any third-party site referenced in this Podcast do not necessarily reflect the opinions, standards, or policies of the SOA. The SOA assumes no responsibility or liability for the accuracy or completeness of the content in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein.THE USE OF THIS PODCAST IF FOR INFORMATIONAL PURPOSES ONLY AND AXIS BANK IS NOT LIABLE OR RESPONSIBLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.
Tune in to the latest episode of the Open Dialogue podcast. The episode dives deep into the hottest geo-political topic of the world - Donald Trump’s resounding victory in the US Elections .This podcast further explores crucial pillars of Trump’s Campaign and what worked for him in these elections. Our speakers will be seen discussing the Big Shift happening in the US & Global Politics and its effect on Trade & Global Supply Chain. We also discuss the realistic possibility of Trump Tariffs, changes in the Corporate Sector and the complexities of managing Immigration issues. Chapters -0:00 - Introduction1:55 - Implications of US Election Results9:50 - A Look at Trump’s New Cabinet17:30 - The Global Effect of US Elections 26:02 - What could be Short Term Hardships?32:24 - Immigration Crisis in US38:20 - Handling Regulations in US44:45 - Inflation, Feds & Economic Policies52:52 - ConclusionSpeakers: Sameer Shetty - President & Head, Digital Business & Transformation, Axis Bank Neeraj Gambhir - Group Executive, Treasury Markets & Wholesale Banking Products, Axis BankSUBSCRIBE TO US -► youtube.com/channel/UCjk7F5CZSPE2PubqQgcgNqwDownload Axis Bank App: https://play.google.com/store/apps/de...For more informative videos and discussion on important topics related to Banking, finance & economics:LinkedIn - http://linkedin.com/company/axis-bank/Instagram - https://www.instagram.com/axisopendialogue/Facebook - https://www.facebook.com/axisbankTwitter - https://x.com/AxisBank#OpenDialogue #AxisBank #AxisBankOpenDialogue #RupeeInternationalisation #ReserveCurrency #GlobalCurrencyMarket #FinancialInsights #InvestmentStrategies #Forex #EconomicGrowth #SWIFT #IndiaEconomy #CurrencyExchange #InvestorEducation #InternationalTrade, #IndianRupee #FinancialLiteracy #Podcast #YouTubePodcast #AxisBankPodcast Copyright:©Axis Bank Limited [2024]. All rights reserved. This video and all other videos in this channel are protected by copyright law and may not be used or reproduced without the express written permission of the copyright owner.STATUTORY DISCLAIMER:By accessing this video podcast “Open Dialogue ", we acknowledge that Axis Bank Limited and its subsidiaries makes no warranty, guarantee, or representation as to the accuracy or sufficiency of the information featured in this Podcast. The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk. This Podcast should not be considered professional advice. Unless specifically stated otherwise, AXIS BANK does not endorse, approve, recommend, or certify any information, product, process, service, or organization presented or mentioned in this Podcast, and information from this Podcast should not be referenced in any way to imply such approval or endorsement. Moreover, AXIS BANK makes no warranty that this Podcast, or the server that makes it available, is free of viruses, worms, or other elements or codes that manifest contaminating or destructive properties. The third-party materials or content of any third-party site referenced in this Podcast do not necessarily reflect the opinions, standards, or policies of the SOA. The SOA assumes no responsibility or liability for the accuracy or completeness of the content in third party materials or on third party sites referenced in this podcast or the compliance with applicable laws of such materials and/or links referenced herein.THE USE OF THIS PODCAST IF FOR INFORMATIONAL PURPOSES ONLY AND AXIS BANK IS NOT LIABLE OR RESPONSIBLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR OTHER DAMAGES ARISING OUT OF ANY INDIVIDUAL USE OF, REFERENCE TO, RELIANCE ON, OR INABILITY TO USE, THIS PODCAST OR THE INFORMATION PRESENTED IN THIS PODCAST.