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Macro & Economy

81 items · 19 speakers · 38 videos · 41 articles · 2 presentations

Videos

38 items

2025 Geopolitics Update - US Vs China, Trade War & More | SparX by Mukesh Bansal youtube.com · 2025 · Macro & Economy

Decoding Budget 2025, Rate Cuts, Markets & Tariffs With Neelkanth Mishra | Budget 2025 Analysis youtube.com · 2025 · Business & Company Analysis

Union Budget 2025 LIVE | Neelkanth Mishra & Ridham Desai Share Insights On Union Budget 2025 youtube.com · 2025 · Macro & Economy

Why This Is India's Decade | Keynote Speech by Ridham Desai | Markets & Economy 2023 youtube.com · 2023 · Macro & Economy

Union Budget 2022 Expectations youtube.com · 2022 · Macro & Economy

Election 2019: State Of The Market With Manish Chokhani (Part 1) youtube.com · 2019 · Macro & Economy

Election 2019: State Of The Market With Manish Chokhani (Part 2) youtube.com · 2019 · Macro & Economy

Enam Holdings' Manish Chokhani on Consumption | India Economic Conclave 2019 youtube.com · 2019 · Macro & Economy

Ridham Desai: Is Budget 2017 Bold Enough? youtube.com · 2017 · Macro & Economy

Saurabh Mukherjea on Budget 2017 youtube.com · 2017 · Macro & Economy

CNBC Awaaz Budget 2016 - 29 Feb 2016 - Mr Navneet Munot CIO, SBI Mutual Fund youtube.com · 2016 · Macro & Economy

Navneet Munot on Indian Economy the Entrepreneurship Summit 2014 – IIT Bombay youtube.com · 2014 · Macro & Economy

A Tale of Seeming Paradox of Soft Economy and Energised Markets youtube.com · Macro & Economy

Anish Shah and Neelkanth Mishra Share Insights on India’s Economic Growth and Future Outlook youtube.com · Market Cycles & Outlook

Asset Classes and The Importance of Interest Rates youtube.com · Macro & Economy

BUDGET BIG PANEL : Ramdev Agrawal, Nilesh Shah & Sunil Singhania Analyze the Big Budget youtube.com · Business & Company Analysis

Co-Founder of Motilal Oswal on Trump Tariffs, Indian Investors & Fin-fluencers | The Boardroom EP01 youtube.com · Macro & Economy

Crude prices critical for economy youtube.com · Macro & Economy

ETMIC virtual: Bharat Shah, ASK Group on value investing in times of liquidity overdose youtube.com · Value Investing

Fireside Chat with Nilesh Shah and Neelkanth Mishra - Navigating Slowdown & Geopolitics youtube.com · Macro & Economy

How The Economic Machine works youtube.com · Macro & Economy

How The Economic Machine works youtube.com · Macro & Economy

India’s Digital Leap: How Tech and Data Are Reshaping the Economy for a Billion+ youtube.com · Macro & Economy

Manish Chokhani Believes New Money Is Fueling The StartUps and Economy! youtube.com · Macro & Economy

Manish Chokhani Exclusive Interview LIVE | भारत की Growth और Economy पर बेबाक बातें | Anuj Singhal youtube.com · Macro & Economy

Manish Chokhani EXCLUSIVE On India's Economic Journey & Rise Of Unicorns | India@75 | CNBC-Tv18 youtube.com · Macro & Economy

Manish Chokhani on geopolitics and markets today | BKBB | RN Bhaskar youtube.com · Macro & Economy

Morgan Stanley's Ridham Desai On Modi 3.0 Outlook, Policy Making & The Impact On Stock Markets youtube.com · Market Cycles & Outlook

Neelkanth Mishra Analyses India's Economy & Global Economy youtube.com · Business & Company Analysis

Neelkanth Mishra Exclusive: India Becomes 4th Largest Economy - What Is The Road Ahead? | India Today youtube.com · Market Cycles & Outlook

One of India’s Top Economic Minds, Neelkanth Mishra On The ‘India Growth Engine’ youtube.com · Macro & Economy

RAISE'24: AI’s Role in Economic Growth with Neelkanth Mishra youtube.com · Macro & Economy

Ridham Desai's Outlook On The Economy, Stock Market & China Factor | Samvat 2081 youtube.com · Market Cycles & Outlook

Sitting on Cash, Investing in AI and Becoming India's Economic Czar with Manish Chokhani youtube.com · Macro & Economy

Take Note: U.S. Tariffs and Their Impact on India and South Asia youtube.com · Macro & Economy

The 10 Trillion Economy - feat. Dr. Shamika Ravi, Ridham Desai, Mukesh Aghi & Ashish Chauhan youtube.com · Macro & Economy

The Economic Compass with Neelkanth Mishra youtube.com · Macro & Economy

Top Economist on India's Next 30 Years youtube.com · Macro & Economy

Articles

41 items

41 items

ArticleBudget 2025 Market Verdict: Big voices cheer consumption push but keep an eye on valuationsRaamdeo Agrawal · moneycontrol.com · Valuation · Macro & Economy2025

ArticleBudget 2023: What sectors are likely to lead the market post Budget? Prashant Jain answersPrashant Jain · economictimes.indiatimes.com · Macro & Economy · Sectors & Themes2023

ArticleNilesh Shah, Navneet Munot and Vivek Prasad deliberate on India's growth beyond 5 Trillion Economy at TLOI's exclusive on-ground engagementNavneet Munot · aninews.in · Macro & Economy · India Growth Story2022

ArticleImplication of GST on the broader economy and Stock Markets: Stakeholders’ perspectiveKuntal Shah · cfasocietyindia.com · Market Cycles & Outlook · Macro & Economy2017

ArticleEconomicsTimes Interview - January 2016Manish Chokhani · flame.edu.in · Macro & Economy2016

ArticleLiving in a world of negative interest ratesRajeev Thakkar · valueresearchonline.com · Macro & Economy · Global & Emerging Markets2002

ArticleBudget a solid One, keeps Sensex@2,00,000 on track: Raamdeo AgrawalRaamdeo Agrawal · economictimes.indiatimes.com · Macro & Economy · India Growth Story2000

Article6 reasons why Ridham Desai feels Indian stocks have not seen deep impact of crude shockRidham Desai · economictimes.indiatimes.com · Macro & Economy—

ArticleA world without policy lifeboatsAkash Prakash · business-standard.com · Macro & Economy · Global & Emerging Markets—

ArticleAsset Classes and The Importance of Interest RatesRajeev Thakkar · flame.edu.in · Macro & Economy—

ArticleBoosting domestic equity flows key to India’s economic self-reliance, says Navneet Munot of HDFC AMCNavneet Munot · thehindubusinessline.com · Macro & Economy · India Growth Story—

ArticleDemonetisation and GST sets stage for sovereign rating upgrade: Nilesh Shah, Kotak AMCNilesh Shah · economictimes.indiatimes.com · Macro & Economy—

ArticleGDP growth, earnings to take 18 mths to pick up speed:Old BridgeKenneth Andrade · moneycontrol.com · Accounting & Financial Statements · Macro & Economy—

ArticleGlobal interest rates will decide equity valuationsRajeev Thakkar · livemint.com · Valuation · Macro & Economy—

ArticleHow important is an election result to a stock market investor?EA Sundaram · flame.edu.in · Market Cycles & Outlook · Macro & Economy—

ArticleHow The Economic Machine worksUtpal Sheth · flame.edu.in · Macro & Economy · Investor Education & Financial Literacy—

ArticleHow we missed creating an additional trillion-dollar economyNilesh Shah · livemint.com · Macro & Economy—

ArticleIndia could potentially be in the best five-year period of its economic life: Manish Chokhani, EnamManish Chokhani · economictimes.indiatimes.com · Macro & Economy · India Growth Story—

ArticleIndia must focus on rapid economic growth as defence policy: Gautam BambawaleGautam Bambawale · livemint.com · Macro & Economy · India Growth Story—

ArticleIndia's Impending Economic BoomRidham Desai · morganstanley.com · Macro & Economy · India Growth Story—

ArticleInflation is suddenly public enemy number one, says Ramesh DamaniRamesh Damani · moneycontrol.com · Macro & Economy—

ArticleMajority of economic ownership should be in the hands of Indians: Nilesh ShahNilesh Shah · business-standard.com · Macro & Economy—

ArticleManish Chokhani on geopolitics and markets today – with RN BhaskarManish Chokhani · flame.edu.in · Macro & Economy—

ArticleMarcellus: Accounting fraud and liquidity crunches are bedfellowsSaurabh Mukherjea · flame.edu.in · Accounting & Financial Statements · Risk & Mistakes—

ArticleMarcellus: Elections are irrelevant for equity investorsSaurabh Mukherjea · flame.edu.in · Macro & Economy—

ArticleMarcellus: Lehman, liquidity & India’s exposed financial systemSaurabh Mukherjea · flame.edu.in · Macro & Economy · India Growth Story—

ArticleMarket not frothy but complacent, expensive; worried about domestic macros: ExpertsRaamdeo Agrawal · moneycontrol.com · Valuation · Macro & Economy · multi-speaker session—

ArticleMarket not frothy but complacent, expensive; worried about domestic macros: ExpertsRamesh Damani · moneycontrol.com · Valuation · Macro & Economy · multi-speaker session—

ArticleMarket not frothy but complacent, expensive; worried about domestic macros: ExpertsUtpal Sheth · moneycontrol.com · Valuation · Macro & Economy · multi-speaker session—

ArticleMarkets could have been delinked from economy for a while but not for 18 months…don’t think it will crash: Nilesh ShahNilesh Shah · indianexpress.com · Risk & Mistakes · Macro & Economy—

ArticleModern arthashashtra - waging a war on the economyNilesh Shah · livemint.com · Macro & Economy—

ArticleNilesh Shah of Kotak Mutual Fund expects a pro-growth, pro-market budgetNilesh Shah · economictimes.indiatimes.com · Macro & Economy—

ArticleRaamdeo Agrawal says Budget a boost for consumption names like Zomato, othersRaamdeo Agrawal · moneycontrol.com · Macro & Economy · Sectors & Themes—

ArticleRBI pause like Sachin Tendulkar stroke on tricky pitch: Nilesh ShahNilesh Shah · economictimes.indiatimes.com · Macro & Economy—

ArticleRBI rate hike like an insurance policy, erring on side of caution: Nilesh Shah, Kotak AMCNilesh Shah · economictimes.indiatimes.com · Risk & Mistakes · Macro & Economy—

ArticleRBI rate moves now less Fed dependent; bullish banks, insurance, cement, consumption: ASK’s Bharat ShahBharat Shah · moneycontrol.com · Macro & Economy · Sectors & Themes—

ArticleRural economy can be a very big driver of growth for the next couple of years: Navneet Munot, SBI Mutual FundNavneet Munot · economictimes.indiatimes.com · Macro & Economy—

ArticleStartups Will Drive India's Economic Growth | Enam Holdings' Manish Chokhani to ET NOWManish Chokhani · timesnownews.com · Macro & Economy · IPOs & Primary Markets—

ArticleStop Undervaluing the RupeeManish Chokhani · flame.edu.in · Valuation · Macro & Economy—

ArticleThe Invisible Hand of the Startup EconomyAmay Hattangadi · openthemagazine.com · Macro & Economy · IPOs & Primary Markets—

ArticleThe noise of confusing macro dataAmay Hattangadi · livemint.com · Behavioural Finance · Macro & Economy—

Presentations

2 items

2 items

PDFIndia Equity Strategy and Economics | FLAME Investment Lab With The Masters - June 2023Ridham Desai · flame.edu.in · Macro & Economy · Investment Philosophy & Journey2023

PDFGlobal MacroManish Chokhani · flame.edu.in · Macro & Economy · Global & Emerging Markets—