India's Economic Slowdown: What Happens Next? | Open Dialogue | Episode 47

India's Economic Slowdown: What Happens Next? | Open Dialogue | Episode 47

Is the Indian economy facing a structural crisis, or are we witnessing a pivotal growth inflection point? In this video, we provide an in-depth analysis of the current GDP decline, rupee depreciation, and the ongoing challenges to India's economic growth.We break down why the nominal GDP slowdown, driven by a combination of ultra-low inflation and fiscal tightening, has impacted corporate earnings and market valuations, ultimately fueling recent FII outflows.Learn how inflation impacts, geopolitical risks, and global capital expenditure cycles are reshaping India's markets today. The speakers also discuss key economic indicators that suggest a potential economic recovery is underway and explain why a moderate 4–5% inflation environment is vital for sustainable profit growth. From analyzing why the rupee is falling to exploring the RBI's latest initiatives to attract foreign capital, this breakdown is essential for investors. Subscribe to Open Dialogue for more in-depth conversations on the Indian economy, banking, and finance!Speakers: Sameer Shetty: Group Head, Digital Banking & Strategic Programs, Axis Bank R Sivakumar: Chief Investment officer, Axis Mutual FundRecommended videos:▶️ This Isn’t Just About Oil: How the Conflict Impacts Growth, Inflation & Currency | Special Episode: https://www.youtube.com/watch?v=J2bwW0z6v8w▶️ India’s Economic Growth vs. Per Capita Income Explained | Open Dialogue | Episode 33: https://www.youtube.com/watch?v=S2kCcpLOd_g▶️ RBI’s MPC Member Explains Monetary Policy, Rates, Inflation & Economic Impact | Open Dialogue | Ep 37: https://www.youtube.com/watch?v=75zwHAzz_f8#indianeconomycrisis #gdpdecline #inflationimpact #indiaeconomicgrowth #currencydepreciation #rupeedepreciation #geopoliticalrisks #whyisrupeefalling #economicindicators #economicrecovery #economicslowdown #realgdpgrowth #nominalgdp #triplewhammycauses #foreigninvestmentdynamics #westasiaconflict #fcnrswap #capexcycle #AxisBank #OpenDialogue SUBSCRIBE TO US: https://www.youtube.com/@OpenDialogueByAxis Download Axis Bank App: https://play.google.com/store/apps/details?id=com.axis.mobileFor 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/X- https://x.com/AxisBankCopyright:©Axis Bank Limited [2026]. 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

Can India’s Banking System Support Viksit Bharat 2047? | Neeraj Gambhir | Open Dialogue | Episode 46

This podcast will explain why India's banking sector must reform for Viksit Bharat 2047. This Open Dialogue episode also explains Indian banking reforms, low credit-to-GDP penetration, cost of intermediation & priority sector lending challenges. We trace India's banking evolution from RBI's 1937 founding and the Banking Regulation Act of 1949, through bank nationalization in 1969 and 1980, to the Nariman Committee reforms that opened private sector banking. We unpack why India's bank credit to GDP ratio trails peer economies, how the LCR-driven shift from retail to corporate deposits reduces lendability, and the four components of cost of intermediation like CRR, SLR, credit costs and operating expenses. We also explore whether AI can bring down banking operational costs, if priority sector lending helps or hurts bank profitability, and why corporates cannot own banks in India. Subscribe to Open Dialogue for more in-depth conversations on banking, finance, and the Indian economy!Speakers: Sameer Shetty: Group Head, Digital Banking & Strategic Programs, Axis BankNeeraj Gambhir: Executive Director, Axis Bank=================================================================Recommended videos: ▶️ https://youtu.be/IZNrKr-DgCw▶️ https://youtu.be/9KFJRa8nliY?si=kVKMcmLogG0vCbMm▶️ https://youtu.be/WACAfdXjhVkSUBSCRIBE TO US: https://www.youtube.com/@OpenDialogueByAxis Download Axis Bank App: https://play.google.com/store/apps/details?id=com.axis.mobileFor 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/AxisBank#historyofbanksinindia #rbimonetarypolicy #viksitbharat2047 #indianbankingsystem #bankingregulationact1949 #indianbankingreforms #prioritysectorlending #specializedbankingmodel #costofintermediation #bankingsector #bankingsystem #bankingmadeeasy #bankinginnovation #bankingindustry #bankingnews #psb #viksitbharat #viksitbharatbudget2047 #viksitbharatbudget #lcr #crr #liquiditymanagement #rbipolicy #slr #monetarypolicy #publicsectorbanks #AxisBank #OpenDialogue Copyright:©Axis Bank Limited [2026]. 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

Neelkanth Mishra on Why India's Growth Needs Women in the Workforce | Open Dialogue | Episode 45

Explore this podcast on female labour force participation in india, gender pay gap, and the importance of women education. It highlights education for womenempowerment and the link between female labour force participation and economic growth.. Understand challenges like the female labour force participation rate in india (flfpr in india), gender wage disparity, motherhood penalty, and women career break,along with the impact of maternity leave on career and the impact of paid maternity leave on maternal health. Gain actionable insights to improve female labour force participation. Subscribe for more banking & finance insights. Speakers: Sameer Shetty: Group Executive, Digital Banking & Strategic Programs, Axis Bank Neelkanth Mishra: Chief Economist, Axis Bank & Head of Global Research, Axis Capital ================================================================= Recommended videos: ▶️ Fintech Revolution - Trends; Types; AI in Fintech; Sameer Shetty, Subrat Mohanty; Open Dialogue: https://youtu.be/gbgoAzvD2TI?si=wp5_oDvnUiakl6x4 ▶️ Central Bank Functions, Importance & Regulations | Sameer Shetty & Neeraj Gambhir | Open Dialogue: https://youtu.be/r389nObKVrg?si=tcuXUCXxIVzKakux ▶️ How do banks work - Part 3: https://www.youtube.com/watch?v=tUKHh7M7g1M&t=30s SUBSCRIBE TO US -► https://www.youtube.com/@OpenDialogueByAxis Download Axis Bank App: https://play.google.com/store/apps/details?id=com.axis.mobile For more informative videos and discussion on important topics related to Banking, finance & economics: Linked in - https://www.linkedin.com/company/axis-bank/ Instagram - https://www.instagram.com/axis_bank Facebook - https://www.facebook.com/axisbank Twitter - https://x.com/AxisBank #importanceofwomeneducation #femalelabourforceparticipationinindia #flfpr #femalelabourforce #femalelabourforceparticipationrateinindia #genderpaygap #genderwagedisparity #femalelabourworkforce #educationforwomenempowerment #femalelabourforceparticipation #flfprinindia #motherhoodpenalty #womencareerbreak #impactofmaternityleaveoncareer #theimpactofpaidmaternityleaveonmaternalhealth #femalelabourforceparticipationandeconomicgrowth #genderpayequality #genderpay #genderequality #womenlabor #womeninworkforcedevelopment #womenempowerment #womenatwork #AxisBank #OpenDialogue Copyright: ©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

This Isn’t Just About Oil: How the Conflict Impacts Growth, Inflation & Currency | Special Episode

Over the last few weeks, the conflict in the Middle East between the US, Israel, and Iran has continued longer than expected. What may seem like a geopolitical event is already having real economic consequences. This episode of Open Dialogue focuses on the economic side of the conflict. From the risk of disruption in the Strait of Hormuz to the possibility of a global energy shortfall, the conversation unpacks how closely the world economy is tied to this region. But this is not just about oil prices today. A potential supply shock can ripple through supply chains, impact global growth, and influence inflation, currencies, and trade balances. For India, this raises important questions around energy security, the current account deficit, and overall economic stability. Speakers – Sameer Shetty: Group Executive, Digital Banking & Strategic Programs, Axis Bank Neelkanth Mishra: Chief Economist, Axis Bank & Head of Global Research, Axis Capital In this conversation, we break down: • Why a disruption in global energy flows can have outsized economic impact • How crude oil shocks translate into inflation and growth risks • What second-order effects mean for businesses and supply chains • How India could be affected in the short and long term This is a deeper look at the crude oil crisis and its broader implications, beyond headlines and immediate market reactions. Watch the full episode to understand how global events translate into real economic impact. 🔔 Like, comment, and subscribe to stay updated on conversations that break down the forces shaping the economy and markets — only on Open Dialogue by Axis Bank. #StraitOfHormuz #OilPrices #MiddleEastCrisis #OilShock2026 #IranWar #EnergyCrisis #IndiaEconomy #IndianEconomy2026 #RupeeDepreciation #IndiaInflation #IndiaGDP #CrudeOilIndia #GlobalEconomy #CrudeOil #OilMarket #Geopolitics #Recession2026 #SupplyChain #EnergyMarkets #OPEC #MacroEconomics #EconomicsExplained #OpenDialogue #Podcast #FinanceNews SUBSCRIBE TO US: https://www.youtube.com/@OpenDialogueByAxis Download Axis Bank App: https://play.google.com/store/apps/details?id=com.axis.mobile 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/opendialoguebyaxisbank Facebook - https://www.facebook.com/axisbank/ Twitter - https://x.com/AxisBank Copyright: ©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

Volatile, Not Irrational: Decoding Today’s Markets | Open Dialogue | Episode 43

Markets have been volatile for a while and have been moving ever so sharply since COVID. Commodities spike and correct. Bond yields behave counterintuitively. The rupee weakens. IPOs surge. However, despite all this turbulence, most asset classes are not collapsing.In this episode of Open Dialogue, Sameer Shetty speaks with Ashish Gupta, Chief Investment Officer, Axis Mutual Fund, to decode what market volatility really indicates for investors.Together, they discuss the IPO frenzy and listing reality, explaining why not all public offerings deliver long-term value. The conversation also dives into bond market behaviour. Why long-term yields are rising despite policy rate cuts, and what that signals about fiscal trends and demand-supply dynamics.The surge in gold and silver, the risks of speculative flows, and why industrial demand ultimately reshapes price trends are analysed. A thorough overview of real estate momentum, currency pressures driven by capital account shifts, and the evolving role of foreign investor flows also takes place.The conversation makes one thing clear: though the markets are volatile, it’s not irrational. Demand, supply, valuations, and capital flows explain far more than what emotion-driven narratives suggest.This episode offers a structured framework to understand today’s uncertainty and helps investors think rationally about diversification, risk, and long-term asset allocation in an environment that feels more chaotic than it actually is.Speakers:Sameer Shetty: Group Executive, Digital Banking & Strategic Programs, Axis BankAshish Gupta: Chief Investment Officer, Axis Mutual Fund🔔 Like, comment, and subscribe for more expert conversations on India’s economy and markets, only on Open Dialogue by Axis Bank.#OpenDialogue #MarketVolatility #SilverCrash #MacroEconomics #AssetAllocation #IPOInsights #Nifty #FIIOutflows #BondMarkets #InterestRates #GoldRally #Rupee #InvestingIndia #FinancialLiteracySUBSCRIBE TO US: https://www.youtube.com/@OpenDialogueByAxis Download Axis Bank App: https://play.google.com/store/apps/details?id=com.axis.mobileFor 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