Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
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21: Ep 021 - On Your Mark But Don’t Get Set
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Manage episode 461463573 series 3414605
Content provided by Let’s Talk Macro. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Let’s Talk Macro or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
The year turns, but US momentum stays strong, with significant implications for both advanced and emerging economies.
Join Sreejith Balasubramanian, Economist in the Fixed Income Fund Management team at Bandhan Mutual Fund, as he discusses key early 2025 global economic action, the impact of US exceptionalism, and upcoming major events—Trump assuming office and India’s Union Budget. Discover insights into interest rates, currency movements, trade, and fiscal policy in this insightful episode.
26 episodes
MP3•Episode home
Manage episode 461463573 series 3414605
Content provided by Let’s Talk Macro. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Let’s Talk Macro or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
The year turns, but US momentum stays strong, with significant implications for both advanced and emerging economies.
Join Sreejith Balasubramanian, Economist in the Fixed Income Fund Management team at Bandhan Mutual Fund, as he discusses key early 2025 global economic action, the impact of US exceptionalism, and upcoming major events—Trump assuming office and India’s Union Budget. Discover insights into interest rates, currency movements, trade, and fiscal policy in this insightful episode.
26 episodes
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