EPISODE · Jun 5, 2025 · 30 MIN
Why is the Indian Market Falling? Impact of Rising Dollar, US Bond Yields & China's DeepSeek
from Swapnil Karkare Podcast: Economic Insights on India · host Swapnil Karkare
📉 Why is the Indian Market Falling? 📉 Indian stock markets have been under pressure lately. But why? In this video, we break down the key reasons behind the market fall: 🔹 Rising US Bond Yields – How higher returns in the US are pulling FIIs away from India 🔹 Strong Dollar Impact – Why a rising dollar makes Indian assets less attractive 🔹 Inflation & Interest Rates – How inflation trends in India and the US are shaping investments 🔹 China’s DeepSeek & Stock Market – Why FIIs are shifting money to China and what it means for India 🔹 What’s Next? – Will RBI cut rates? Will markets stabilize or fall further? 👉 Watch till the end to understand the full picture and what it means for your portfolio! 💬 What do you think? Where are the markets headed? Comment below! 🔔 Don’t forget to LIKE, SHARE & SUBSCRIBE for more market insights! #StockMarket #IndianStockMarket #MarketCrash #Nifty #Sensex #FIIs #USBondYields #DollarIndex #Inflation #InterestRates #RBI #DeepSeek #ChinaStockMarket #Investing #Finance #MarketAnalysis #Economy #StockMarketNews #ShareMarket #Investment #MutualFunds #Trading #StockMarketIndia #StockMarketUpdate #FIIOutflow #MarketTrends #FinancialNews #equitymarket ----------------------------------------------------------------------------------- ⏱️ Time Stamps 02:23 - Stock market frenzy and high valuations 04:30 - Early warning signals of market correction in India 08:55 - Why did Indian markets rise and then fall in 2024? 13:35 - How did strong US dollars and bond yields impact Indian markets? 21:33 - The China Factor: DeepSeek, Stock Market Shift and deflation 24:46 - Final Thoughts: Market Strategy & Diversification ----------------------------------------------------------------------------------- Sources and Further Reading: Sebi chief comment, Mar 2024, HT - https://tinyurl.com/mp5pnzde Valuation concerns, Jun 2024, IE - https://tinyurl.com/54zdmj2p Exhuberance and narratives, Jul 2024, The Print - https://tinyurl.com/5n8c29xj Irrational bull run, Aug 2024, IE - https://tinyurl.com/yz8wwdsz Foreign investors selling, Aug 2024, FT - https://tinyurl.com/yz59399j Deepak Shenoy comment, Sep 2024, NIE - https://tinyurl.com/5e3ay8n4 Look before leap, Sep 2024, WSJ - https://tinyurl.com/bd5k8epy RBI flags unsecured lending, BS - https://tinyurl.com/mr3yhhmb Road contracts hit, ET - https://tinyurl.com/y7aphxmw Highway construction down, FE - https://tinyurl.com/3m8s9kkr Is India's growth engine slowing down?, Trendlyne - https://tinyurl.com/5n7pzs3c World Bank bullish on India, ET - https://tinyurl.com/3htw2vsb Howard Marks bullish on India, CNBC TV18 - https://tinyurl.com/fzaku42v China stock market my outperform India - Nomura, BT - https://tinyurl.com/3ayxf559 China deflation, CNN - https://tinyurl.com/6xe9t8t7 ----------------------------------------------------------------------------------- 👉🏼 Follow Me on - LinkedIn - https://www.linkedin.com/in/swapkar Twitter - https://twitter.com/Swap_Kar Instagram - https://www.instagram.com/swap_kar/ Blog - https://econgullyblog.wordpress.com/ Support the channel - https://donate.stripe.com/3cs2aD26u4bB5UYeUU
What this episode covers
📉 Why is the Indian Market Falling? 📉 Indian stock markets have been under pressure lately. But why? In this video, we break down the key reasons behind the market fall: 🔹 Rising US Bond Yields – How higher returns in the US are pulling FIIs away from India 🔹 Strong Dollar Impact – Why a rising dollar makes Indian assets less attractive 🔹 Inflation & Interest Rates – How inflation trends in India and the US are shaping investments 🔹 China’s DeepSeek & Stock Market – Why FIIs are shifting money to China and what it means for India 🔹 What’s Next? – Will RBI cut rates? Will markets stabilize or fall further? 👉 Watch till the end to understand the full picture and what it means for your portfolio! 💬 What do you think? Where are the markets headed? Comment below! 🔔 Don’t forget to LIKE, SHARE & SUBSCRIBE for more market insights! #StockMarket #IndianStockMarket #MarketCrash #Nifty #Sensex #FIIs #USBondYields #DollarIndex #Inflation #InterestRates #RBI #DeepSeek #ChinaStockMarket #Investing #Finance #MarketAnalysis #Economy #StockMarketNews #ShareMarket #Investment #MutualFunds #Trading #StockMarketIndia #StockMarketUpdate #FIIOutflow #MarketTrends #FinancialNews #equitymarket ----------------------------------------------------------------------------------- ⏱️ Time Stamps 02:23 - Stock market frenzy and high valuations 04:30 - Early warning signals of market correction in India 08:55 - Why did Indian markets rise and then fall in 2024? 13:35 - How did strong US dollars and bond yields impact Indian markets? 21:33 - The China Factor: DeepSeek, Stock Market Shift and deflation 24:46 - Final Thoughts: Market Strategy & Diversification ----------------------------------------------------------------------------------- Sources and Further Reading: Sebi chief comment, Mar 2024, HT - https://tinyurl.com/mp5pnzde Valuation concerns, Jun 2024, IE - https://tinyurl.com/54zdmj2p Exhuberance and narratives, Jul 2024, The Print - https://tinyurl.com/5n8c29xj Irrational bull run, Aug 2024, IE - https://tinyurl.com/yz8wwdsz Foreign investors selling, Aug 2024, FT - https://tinyurl.com/yz59399j Deepak Shenoy comment, Sep 2024, NIE - https://tinyurl.com/5e3ay8n4 Look before leap, Sep 2024, WSJ - https://tinyurl.com/bd5k8epy RBI flags unsecured lending, BS - https://tinyurl.com/mr3yhhmb Road contracts hit, ET - https://tinyurl.com/y7aphxmw Highway construction down, FE - https://tinyurl.com/3m8s9kkr Is India's growth engine slowing down?, Trendlyne - https://tinyurl.com/5n7pzs3c World Bank bullish on India, ET - https://tinyurl.com/3htw2vsb Howard Marks bullish on India, CNBC TV18 - https://tinyurl.com/fzaku42v China stock market my outperform India - Nomura, BT - https://tinyurl.com/3ayxf559 China deflation, CNN - https://tinyurl.com/6xe9t8t7 ----------------------------------------------------------------------------------- 👉🏼 Follow Me on - LinkedIn - https://www.linkedin.com/in/swapkar Twitter - https://twitter.com/Swap_Kar Instagram - https://www.instagram.com/swap_kar/ Blog - https://econgullyblog.wordpress.com/ Support the channel - https://donate.stripe.com/3cs2aD26u4bB5UYeUU
NOW PLAYING
Why is the Indian Market Falling? Impact of Rising Dollar, US Bond Yields & China's DeepSeek
No transcript for this episode yet
Similar Episodes
Mar 26, 2026 ·1m
Jan 2, 2026 ·47m
Dec 21, 2025 ·46m