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The Most Expected Recession in History. Imminent or a Surprise? | Open Dialogue | Episode 1 - Pt. 2

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Manage episode 380248869 series 3521827
内容由Axis Bank提供。所有播客内容(包括剧集、图形和播客描述)均由 Axis Bank 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

This Episode: 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. The Speakers: 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 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 #ThoughtLeadership #OpenDialogue #DilSeOpen #AxisBank #Macroeconomics #Europe #Japan #India #worldmarkets Chapters: 00:00 Introduction 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 29:50 Conclusion 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

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Manage episode 380248869 series 3521827
内容由Axis Bank提供。所有播客内容(包括剧集、图形和播客描述)均由 Axis Bank 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

This Episode: 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. The Speakers: 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 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 #ThoughtLeadership #OpenDialogue #DilSeOpen #AxisBank #Macroeconomics #Europe #Japan #India #worldmarkets Chapters: 00:00 Introduction 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 29:50 Conclusion 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

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