India a bird of gold or a mirage in the desert - a balance sheet view

Open Dialogue by Axis Bank

This Episode: The he Indian economy and delves deeper into the different balance sheets of the country & corporates, and how this impacts consumers and the economy. Watch Sameer Shetty, Head Digital Business & Transformation, Axis Bank in conversation with Neelkanth Mishra, Chief Economist, Axis Bank and Rajiv Anand, Deputy Managing Director, Axis Bank as they deep dive into the recent past and discuss the potential future of the Indian economy. The aim of Open Dialogue by Axis Bank is to bring to the fore nuanced and insightful discussions on macroeconomics and market oriented subjects. The Speakers: Sameer Shetty - Head Digital Business & Transformation, Axis Bank discuss with Neelkanth Mishra - Chief Economist, Axis Bank & Head of Global Research, Axis Capital and Rajiv Anand - Deputy Managing Director, Axis Bank Open Dialogue: The aim of Open Dialogue by Axis Bank is to bring to the fore nuances and insightful discussions on macroeconomics and market-oriented subjects. Playlists: 1. The Indian economy – present and future https://www.youtube.com/playlist?list=PLumGv5ckAx3CsfW-Sg8tE1PNtSMD7gcYj 2. Economics of a global recession https://www.youtube.com/playlist?list=PLumGv5ckAx3DrsXrBL2uhjja2a28L9bM- 3. Money - The why, what & how https://www.youtube.com/playlist?list=PLumGv5ckAx3DOnL9ahYX6xdD1zD6DaSfG 00:00 Introduction 02:15 What is a balance sheet and furthermore in the context of a country? 05:11 Good vs. Bad balance sheet 11:32 India’s balance sheet over the last decade & way forward 16:15 Progress on the quality of capital expenditure 20:16 How does the country’s balance sheet impact the behaviour of corporates and retail consumers? 24:06 Impact of the US taper tantrum and India’s widening current account deficit on the rupee 29:55 Impact of the US interest rate hikes on equity markets & Perspective on credit demand from corporates 38:25 Shift in nature of the government’s spending and assets 45:48 What can be some of the potential risks that may hinder India’s opportunities? #ThoughtLeadership #OpenDialogue #AxisBank #Macroeconomics #India #GDP #Economy #balancesheet Copyright: ©Axis Bank Limited [2023]. 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 OR THE INFORMATION PRESENTED IN THIS PODCAST