Sep 18 2023
The most expected recession in the history, is it imminent or a surprise awaits us: India vs others
Watch Part 2 of Open Dialogue in which the discussion centers on Europe, Japan & India. Sameer Shetty, Head Digital Banking & Transformation, Axis Bank in conversation with Neelkanth Mishra, Chief Economist, Axis Bank and Ashish Gupta, Chief Investment Officer, Axis Mutual Fund dive deep into Europe, Japan and India and discuss various macro & micro trends including seminal shift in demographics; Ego, Ethnicity & Economy; Total Factor Productivity; currency depreciation; GDP growth and likely impact on the economy and markets.
Sameer Shetty, Head Digital Banking & Transformation, Axis Bank in conversation with Neelkanth Mishra, Chief Economist, Axis Bank and Ashish Gupta, Chief Investment Officer, Axis Mutual Fund
The aim of Open Dialogue by Axis Bank is to bring to the fore nuances and insightful discussions on macroeconomics and market-oriented subjects.
1. The Indian economy – present and future
2. Economics of a global recession
3. Money - The why, what & how
#ThoughtLeadership #OpenDialogue #DilSeOpen #AxisBank #Macroeconomics #Europe #Japan #India #worldmarkets
01:10 Weak growth, BREXIT and potential instability in Europe
06:21 Ethnicity issues, rising inflation in Japan. Also, why does Japan gets richer when the yen falls
10:30 Is the next decade a lost decade?
15:16 India in the Goldilocks position and why that country still holds a significant room for optimism
24:08 Emergence of the India retail investor
26:21 Inherent risks that can ponder India's growth
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