EP-428 | "Energy Security Decides India's Future" Bank of America Chief India Economist Rahul Bajoria

EP-428 | "Energy Security Decides India's Future" Bank of America Chief India Economist Rahul Bajoria

Author: Asian News International (ANI) June 30, 2026 Duration: 1:05:47

Rahul Bajoria is the Head of India and ASEAN Economic Research at Bank of America (BofA).


In this episode of the ANI Podcast with Smita Prakash, Rahul Bajoria discusses the impact of falling rupee, inflation, foreign investment, AI's impact on jobs, and what lies ahead for the Indian economy.

He also explains why strengthening India's energy security is essential to protecting the economy from future global shocks.


00:00 - Introduction

00:33 - India's Growth Story

03:18 - Manufacturing in India

07:21 - Foreign Investment

09:29 - Investment Boost

13:16 - Inflation vs. Growth

14:56 - Oil Prices & the RBI's Next Move

16:35 - Indian Stock Market

18:46 - Investment Strategy

25:09 - India's Consumption Story

30:15 - Make in India & Exports

34:37 - AI, Jobs & Unemployment

44:12 - Bank Lending vs. Deposit Growth

52:20 - Falling Rupee

55:28 - Lessons from ASEAN Economies

1:00:18 - Risks to India's Economy

1:03:21 - Top 3 Economic Reforms for India




Conversations that shape our world often happen behind closed doors or in the quiet moments after the headlines fade. ANI Podcast with Smita Prakash pulls up a chair to those discussions, offering a direct line to the minds of influential figures. Hosted by veteran journalist Smita Prakash, this series moves beyond the soundbite, creating a space where politicians, athletes, artists, and thinkers can explore the nuances of the issues that define contemporary India and global affairs. The dialogue here is driven by curiosity and a commitment to depth, allowing guests to elaborate on their perspectives, their decisions, and the personal experiences that inform their public lives. You will hear candid reflections on current events, policy debates, and cultural shifts, all through the lens of those at the center of the story. Produced by Asian News International, the podcast leverages a legacy of journalistic access and integrity, ensuring every conversation is both insightful and substantive. It’s more than an interview; it’s an opportunity to understand the motivations and narratives driving today’s news. For anyone looking to move past the surface and engage with the substance of politics, society, and human endeavor, this podcast provides a consistently thoughtful and compelling listen.
Author: Language: en-us Episodes: 50

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