Anindya Banerjee
Senior VP and Head of Commodity Research (Currency, Commodities and Interest Rates) at Kotak Securities, providing expertise on FX, commodities, and market impacts of energy shocks.
Top 3 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.
Mar 18, 2026 • 28min
#826 Markets Recover Over 2,000 Points
Narendra Taneja, chairman of the Independent Energy Policy Institute, explains India’s LPG, LNG and gas distribution headaches. Anindya Banerjee, Kotak Securities' head of commodity research, breaks down how oil and energy shocks move markets and the rupee. They discuss market rebounds, oil arrivals, RBI interventions, and why prolonged conflicts could strain Indian fuel supplies.
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.
