Subtext by Zerodha cover art

All Episodes

Subtext by Zerodha — 24 episodes

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Title
1

Arvind Chari on why India Is just 1.6% of the world's portfolios

2

Mudit Narain on why India throws away free solar power

3

Rohit Chandra’s short history of Indian energy

4

Rajashree Murukute on India's Municipal Bond Market

5

Arpit Tandon on the road ahead for Indian IT

6

Mausam Kumar on the state of India’s industrial policy

7

Sagar Lele on how to read company results like an analyst

8

Amit Tripathi on monetary policy and Indian banks

9

Suyash Singh on finding spaces in the space business

10

Tamal Bandyopadhyay on microfinance industry cycle

11

Brad Setser on the dollar and the world's trade imbalance

12

Zohra Khan on the Indian EV infra industry

13

Amit Kumar Gupta on copper supercycle

14

Decoding Bain's India Venture Capital report

15

Ajay Srivastava on India's place in the chaos of world trade

16

Rosa & Tamoghana on India's Youth Employment Crisis

17

Kyle Chan on China's industrial dynamics

18

Pranay Kotasthane on Navigating the New Uncertain World

19

Dr. Aradhna Aggarwal on SEZs, their role in economic development, and India's growth ambitions

20

Ameya P on how Indian IT can flip the AI script

21

What Phillip Capital learned running a fund in GIFT City?

22

Deepak Shenoy on what's happening with the rupee

23

Rory Johnston (oil expert) on what's happening in the oil markets

24

Understanding China, with Manoj Kewalramani