From Global Conflict to India’s Growth | Neelkanth Mishra Explains the Big Picture
In this in-depth conversation, Neelkanth Mishra, Chief Economist, Axis Bank; Head of Global Research (and member of the board), Axis Capital, breaks down the shifting global economic landscape with host R. Sivakumar, Chief Investment Officer, Axis AMC - from energy disruptions and geopolitical conflict to structural challenges in the US and China. The discussion explores how a potential 7% disruption in global energy supply could impact economies worldwide, and why, for India, this may translate into a price shock rather than an availability crisis. Against this backdrop, India emerges with relative strength. With low inflation, improving capital availability, fiscal consolidation, and ongoing reforms, the country may be better placed than many others to navigate global shocks. The episode also dives into: The role of AI-led growth in the US and its uneven impact Global supply chain disruptions and the shift from efficiency to resilience Energy markets, inflation risks, and currency implications Why India’s domestic growth drivers matter more in a volatile world This is a wide-ranging, data-driven conversation on where the global economy stands and where India fits into it.
In this in-depth conversation, Neelkanth Mishra, Chief Economist, Axis Bank; Head of Global Research (and member of the board), Axis Capital, breaks down the shifting global economic landscape with host R. Sivakumar, Chief Investment Officer, Axis AMC - from energy disruptions and geopolitical conflict to structural challenges in the US and China. The discussion explores how a potential 7% disruption in global energy supply could impact economies worldwide, and why, for India, this may translate into a price shock rather than an availability crisis. Against this backdrop, India emerges with relative strength. With low inflation, improving capital availability, fiscal consolidation, and ongoing reforms, the country may be better placed than many others to navigate global shocks. The episode also dives into: The role of AI-led growth in the US and its uneven impact Global supply chain disruptions and the shift from efficiency to resilience Energy markets, inflation risks, and currency implications Why India’s domestic growth drivers matter more in a volatile world This is a wide-ranging, data-driven conversation on where the global economy stands and where India fits into it.
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