India's Economic Slowdown: What Happens Next? | Open Dialogue | Episode 47

Is the Indian economy facing a structural crisis, or are we witnessing a pivotal growth inflection point? In this video, we provide an in-depth analysis of the current GDP decline, rupee depreciation, and the ongoing challenges to India's economic growth.We break down why the nominal GDP slowdown, driven by a combination of ultra-low inflation and fiscal tightening, has impacted corporate earnings and market valuations, ultimately fueling recent FII outflows.Learn how inflation impacts, geopolitical risks, and global capital expenditure cycles are reshaping India's markets today. The speakers also discuss key economic indicators that suggest a potential economic recovery is underway and explain why a moderate 4–5% inflation environment is vital for sustainable profit growth. From analyzing why the rupee is falling to exploring the RBI's latest initiatives to attract foreign capital, this breakdown is essential for investors. Subscribe to Open Dialogue for more in-depth conversations on the Indian economy, banking, and finance!Speakers: Sameer Shetty: Group Head, Digital Banking & Strategic Programs, Axis Bank R Sivakumar: Chief Investment officer, Axis Mutual FundRecommended videos:▶️ This Isn’t Just About Oil: How the Conflict Impacts Growth, Inflation & Currency | Special Episode: https://www.youtube.com/watch?v=J2bwW0z6v8w▶️ India’s Economic Growth vs. Per Capita Income Explained | Open Dialogue | Episode 33: https://www.youtube.com/watch?v=S2kCcpLOd_g▶️ RBI’s MPC Member Explains Monetary Policy, Rates, Inflation & Economic Impact | Open Dialogue | Ep 37: https://www.youtube.com/watch?v=75zwHAzz_f8#indianeconomycrisis #gdpdecline #inflationimpact #indiaeconomicgrowth #currencydepreciation #rupeedepreciation #geopoliticalrisks #whyisrupeefalling #economicindicators #economicrecovery #economicslowdown #realgdpgrowth #nominalgdp #triplewhammycauses #foreigninvestmentdynamics #westasiaconflict #fcnrswap #capexcycle #AxisBank #OpenDialogue SUBSCRIBE TO US: https://www.youtube.com/@OpenDialogueByAxis Download Axis Bank App: https://play.google.com/store/apps/details?id=com.axis.mobileFor more informative videos and discussion on important topics related to Banking, finance & economics:LinkedIn - https://in.linkedin.com/company/axis-bank Instagram - https://www.instagram.com/opendialoguebyaxisbankFacebook - https://www.facebook.com/axisbank/X- https://x.com/AxisBankCopyright:©Axis Bank Limited [2026]. 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 INFORMATION PRESENTED IN THIS PODCAST