Anindya Banerjee
Head of Currency and Commodity Research (Kotak Securities), offering analysis on oil, metals, currency dynamics and broader commodity market implications.
Best podcasts with Anindya Banerjee
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12 snips
Jan 5, 2026 • 25min
#766 Why Markets Are Not Really Going Anywhere
Amit Goel, Co-founder and Chief Global Strategist at PACE360, and Anindya Banerjee, Head of Currency and Commodity Research at Kotak Securities, join the conversation. They explore why markets are stagnating despite high valuations and discuss the implications of Venezuelan developments on oil and metal prices. Goel provides insights into the bullish short-term outlook for gold and silver, while Banerjee emphasizes geopolitical factors driving demand for these metals. The dialogue uncovers the intricate dynamics shaping today’s financial landscape.
Dec 2, 2025 • 24min
#741 Market Highs Slip Away
Anindya Banerjee, Head of Research at Kotak Securities, dives into the intricacies of the rupee's current lows and explains the impact of non-deliverable forwards. Alongside him, G. Chokkalingam, founder of Equinomics Research, shares insights on historical market peaks, forecasting a consolidation in Sensex and Nifty, and sectors like IT and solar poised for growth. Together, they unravel the challenges and dynamics surrounding Indian markets and currencies, providing listeners with a valuable perspective on upcoming trends.
