Swapnil Karkare Podcast: Economic Insights on India

In this month’s episode, we look at how global and Indian markets performed in October 2025. - Korea, Japan, and Taiwan led global markets on optimism from a trade deal with the US. - Indian markets gained 5%, driven by Telecom, Realty, and Metals indices. - Q2 FY26 earnings show broad-based growth across Indian corporates. - Cobalt, Copper, and Lithium prices soared due to supply disruptions and rising demand. - Vegetable prices — especially onions — collapsed due to oversupply and export bans, impacting farmers. Don’t miss this crisp monthly analysis connecting markets, policy, and commodities in one concise wrap. 🔔 Subscribe for more insights on India’s economy, markets, and global trends. #Commodities #FinanceNews #IndianEconomy #SwapnilKarkare #MarketUpdate #October2025 #Cobalt #Copper #Lithium #OnionPrices #Nifty #StockMarketIndia #EconomyUpdate #Farmers #Policy #Agriculture #Inflation #Trade #GlobalMarkets #Investing #Earnings #q2fy26 Note: Data updated as on 28th and 29th October 2025. ----------------------------------------------------------------------------------- ⏱️ Time Stamps 00:15: Global Stock Market Snapshot 00:30: Indian Stock Market Snapshot 00:40: India Inc. Q2FY26 Earnings Results - Snapshot 01:45: Why are Cobalt Prices Rising? What's happening in Congo? 02:30: Why did Lithium Prices Rise in Oct? 03:00: Copper Prices Rising Once Again 03:56: Vegetable Prices Have Fallen Since Last Year in India 04:26: Onion Prices Are Falling ----------------------------------------------------------------------------------- 📚 Sources and Further References: 1. Value Research - https://www.valueresearchonline.com/indices/?geo=indian 2. Trading Economics - https://tradingeconomics.com/bonds 3. Dept of Consumers Affairs - Food Prices - https://fcainfoweb.nic.in/Reports/DB/DailySummary.aspx 4. This Week in Earnings Newsletter - https://thisweekindata.indiadatahub.com/p/2q-earnings-banks-commodities-and?utm_source=post-email-title&publication_id=369429&post_id=177187662&utm_campaign=email-post-title&isFreemail=true&r=a3xz7&triedRedirect=true&utm_medium=email 5. Congo Prices News, Bloomberg - https://www.bloomberg.com/news/articles/2025-10-13/congo-s-cobalt-export-shock-spurs-rally-and-doubts-over-supply 6. Lithium Prices News, Bloomberg - https://www.bloomberg.com/news/articles/2025-10-29/lithium-prices-boosted-by-china-s-policy-drive-on-energy-storage 7. Copper Prices News, Reuters - https://www.reuters.com/business/copper-hold-gains-2026-mine-disruptions-fuel-deficit-2025-10-27/ 8. Onion Smuggling Short, Swapnil Karkare, YouTube - https://youtube.com/shorts/KetnbdjHSgY?si=_FxRsv0Vz1C5Tnvw 9. Onion Prices News, Mint - https://www.livemint.com/economy/onion-prices-india-onion-farmers-losses-onion-prices-crash-vegetable-inflation-11761634741957.html 10. Onion Prices News, ET - https://economictimes.indiatimes.com/news/economy/agriculture/better-to-destroy-than-sell-onion-tears-flood-maharashtra-farmers-hopes-dashed/articleshow/124716095.cms?from=mdr ----------------------------------------------------------------------------------- 👉🏼 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/

Tarikh pe Tarikh... The iconic dialogue from Damini (1993) still echoes across Indian courts even 30 years later. Sadly, little has changed. In this episode, we will find the real reason behind 4.6 crore pending cases in Indian courts. Well, the real reason is not just the shortage of judges or money, it is something different! We will touch - ⚖️ How many cases are pending in India’s courts today 📊 Surprising research that tracks real court cases across India ⏳ The hidden bottlenecks in India’s judicial system 🏭 Implications on Ease of Doing Business and Economic Growth No hype. Just the real economics and the path forward. 👉 Subscribe for more economics and finance insights. 👍 Like, share, and comment your thoughts below! #courtcases #courts #courtroomdrama #supremecourtofindia #indianhighcourt #justicedelayedisjusticedenied #legalreform #indiancourts #pendingcases Note: The data pertains to July 2025. Correction: At 02:06, I said that India has 15 judges per million people. However, it is 21 judges per million people. Apologies for the error. ----------------------------------------------------------------------------------- ⏱️ Time Stamps 01:05: Data on pending court cases 01:58: Reasons behind pending court cases (Popular) 02:43: Real reason behind pending court cases 05:19: Case reported in NYT 06:20: Why is it important to understand the real cause? 07:07: Implications on Ease of Doing Business and Economic Growth ----------------------------------------------------------------------------------- 📚 Sources & Further Reading National Judicial Data Grid - https://njdg.ecourts.gov.in/njdg_v3/ Get them to court on time, The Leap Journal - https://blog.theleapjournal.org/2025/06/get-them-to-court-on-time-bumps-in-road.html#gsc.tab=0 A Lifelong Nightmare, NYT - https://www.nytimes.com/2024/01/13/world/asia/india-judicial-backlog.html Justice Delayed Justice Denied: A District Wise Empirical Study on Indian Judiciary - https://www.nls.ac.in/wp-content/uploads/2021/08/Justice-delayed_empirical-study-1.pdf India Justice Report - https://indiajusticereport.org/files/IJR%204_Full%20Report_English_Low.pdf Improving court efficiency can boost economy, World Bank - https://blogs.worldbank.org/en/governance/improving-the-efficiency-of-courts-can-boost-a-country-s-economi ----------------------------------------------------------------------------------- 👉🏼 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/

In the September 2025 monthly finance wrap, we discussed various markets, issues and updates such as - - Indian markets stayed flat while Southeast Asian markets soared. - IT stocks fell due to H1B Visa fee hike and Durables and FMCG stocks too declined despite GST rate cuts - Global metals prices are rising, pushing stock prices of metal companies too Don't miss this rich mix of markets, policy, and geopolitics in one tight wrap. 🔔 Subscribe for more insights on India’s economy, policy, markets & global linkages. #Markets #IndiaEconomy #Tariffs #metals #ITsector #Trump #September2025 #GlobalEconomy #stockprices #Commodities #StockMarket #Consumer #Copper #Gold #Silver #Platinum #economics #goldprices #silverprices #investing #GST #h1bvisa #grasberg #indonesia #mining ----------------------------------------------------------------------------------- ⏱️ Time Stamps 00:10: Market snapshot 01:10: Impact of GST rate cuts will be low 02:49: Indian metal stocks and global stock markets 04:07: Metals in September 2025 06:47: Impact of H1B Visa Fee Hike on US and Indian Economies ----------------------------------------------------------------------------------- 📚 Sources and Further References: 1. Value Research - https://www.valueresearchonline.com/indices/?geo=indian 2. Trading Economics - https://tradingeconomics.com/bonds 3. Why Gold and Silver Prices Surged: What Happens Next? - CPM Group - https://www.youtube.com/watch?v=e9RC_qIEIME 4. GST 2.0, Axis MF - https://www.axismf.com/cms/sites/default/files/pdf-factsheets/GST%202.0%20-%20a%20strategic%20reset%20to%20India%27s%20consumption.pdf 5. The new H1B fee: Who will it hurt the most?, Trendlyne - https://trendlyne.com/posts/5329587/the-new-h1b-fee-who-will-it-hurt-the-most ----------------------------------------------------------------------------------- 👉🏼 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/

India’s cities are choking. More cars, fewer buses, and killer trains define urban life. Why does public transport fail while private vehicles thrive? In this episode, we unpack the politics, policy biases, and regulatory nightmares behind India’s transportation crisis. From Mumbai’s tragic train deaths to the government blocking private bus innovation — this episode exposes the real reasons, and asks: Who are our cities built for? India’s urban transport is jinxed: private cars get incentives, glamour, and political support, but buses and trains are underfunded, overcrowded, and unsafe. What would it take to make commuting in India safe, comfortable, and aspirational for all? No hype. Just the real economics and the path forward. 👉 Subscribe for more economics and finance insights. 👍 Like, share, and comment your thoughts below! #publictransport #urbantransport #indiancities #automobile #cars #investing #stockmarket #indianrailways #flight #cars #tesla #eknathshinde #mumbaitrains #localtrain #mumbainews #citybus #bustransport #ministryofroadtransportandhighways #nitingadkari #modi #indiangovernment #uber #ola #rapido #cityflo #mumbailocal ----------------------------------------------------------------------------------- ⏱️ Time Stamps ----------------------------------------------------------------------------------- 📚 Sources & Further Reading Refer YouTube Description - https://youtu.be/okvMGFKSGSM ----------------------------------------------------------------------------------- 👉🏼 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/

In this episode of the Swapnil Karkare Podcast – Economic Insights on India, we delve into why agriculture holds vastly different meanings for India and the US, and how this fundamental disparity has hindered crucial trade talks. India’s half a billion farmers depend on agriculture for their survival, while America's farmers, though few in number, are highly efficient and economically powerful. We break down the massive disparities in farm sizes, subsidies, workforce participation, and political stakes behind the scenes. Discover the 8 key reasons India resists agricultural trade compromises, the impact of US farm subsidies and dumping, and how Trump’s farming voter base shapes American trade policy. Plus, the implications this has on future trade deals and global agriculture. No hype. Just the real economics and the path forward. 👉 Subscribe for more economics and finance insights. 👍 Like, share, and comment your thoughts below! #tradewars #agriculture #modi #trump #internationaltrade #trumptariffs #indiausrelations #politicaleconomy ----------------------------------------------------------------------------------- ⏱️ Time Stamps 00:46: Fundamental differences between India and US agriculture 02:49: Top 8 Reasons why India does not want to compromise its farmers 08:15: What is dumping? How does it impact Indian as well as US farmers? 10:15: How are US agricultural systems designed for overproduction? 12:00: Top Reasons why Trump wants to push the agriculture sector in every trade deal 17:17: Passing thoughts ----------------------------------------------------------------------------------- 📚 Sources & Further Reading Indian farmers' land holdings Parliament Q&A - https://tinyurl.com/c23xrdnk USA farmers' land holdings, NASS USDA - https://tinyurl.com/55sekt4e Agriculture Post Covid Migration - https://tinyurl.com/4msp64sx Counting Cost of Agriculture Dumping - https://tinyurl.com/y3t87389 Effects of Subsidies - https://tinyurl.com/mrsjmktd Trump's farmers voterbase - https://tinyurl.com/5d2t8tsj US Agri Trade Deficit - https://tinyurl.com/br7hbndf Make Agriculture Great Again, EconGully by Swapnil Karkare - https://tinyurl.com/mpbyx6wa India's Agricultural Reforms, EconGully by Swapnil Karkare - https://tinyurl.com/5n7r6t8n ----------------------------------------------------------------------------------- 👉🏼 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/

Can India use guar gum against US like China uses rare earths to pressure the US? Sounds powerful… but the truth is far more complicated. In this episode, we break it all down: - How guar gum went from a humble bean to a $4 billion export - Why the US shale industry made Rajasthan farmers rich - How fracking economics, synthetic gels, and cheap competition changed everything - Why India can’t pull a “China Rare Earth” move with guar gum anymore - The hidden business opportunities in guar – from food, pharma & cosmetics to the future of guar protein No hype. Just the real economics and the path forward. #GuarGum #TradeWar #Economics #IndiaUS #ShaleGas #Agriculture #BusinessIdeas #guarprotein #gavar #gavarbhaji #guar #geopolitics #rajasthan #rajasthaneconomy #guarmeal #trump #trumptariffs #trade #tradewar #imports #startups #farmers #makeagriculturegreatagain ----------------------------------------------------------------------------------- ⏱️ Time Stamps 01:55 - Why US needs Indian gavar? 02:06 - What is shale gas? 03:14 - Use of guar gum in shale gas Guar's value chain: 04:16 - Gavar production 05:18 - Processing - Guar splits 06:17 - Guar gum 06:56 - Guar meal - a byproduct 07:56 - Finished products 09:01 - The science behind guar gum 10:35 - History of guar commodity 11:47 - India's guar gum exports and economics of guar gum 15:37 - India cannot play rare-earth strategy against US like China 17:57 - Guar Protein, a new thing that can go viral soon - a business idea ----------------------------------------------------------------------------------- Sources & Further Reading: Reading room's post on Instagram - https://www.instagram.com/p/DM9c26ig2QS/?hl=en&img_index=1 DATA: Guar Gum Prices, Trading View - https://in.tradingview.com/chart/BsS4p0wm/?symbol=NCDEX%3AGUARGUM51%21 Agri Exchange - India Export Data - https://agriexchange.apeda.gov.in/India/GenerateAPEDAProductReport/Index EIA - US Data on Oil & Natural Gas - https://www.eia.gov/naturalgas/data.php Oil Rig Data - https://tinyurl.com/4jfxvrku INFORMATION: Guar, Wikipedia - https://en.wikipedia.org/wiki/Guar Guar gum, Wikipedia - https://en.wikipedia.org/wiki/Guar_gum Introduction to guar gum, Clara - https://www.nexira.com/introduction-to-guar-gum/ Uses of Guar Gum, Justin Dobbs - https://www.guarresources.com/uses-of-guar-gum/ Guar Gum Export Demand - https://tinyurl.com/57hkp2ek History of Guar Gum - https://tinyurl.com/285s7e9c Guar Gum Exports Halves, ET - https://tinyurl.com/3zkrjdne Mixing Guar Gum, Silverson Machines (YouTube) - A clip from this video was used in my video - https://www.youtube.com/watch?v=ZuUQmppezLI How US Shale Gas Brought Wealth in Rajasthan, Quartz - https://tinyurl.com/msysxth6 Halliburton's Decision to Idle Fracking, Bloomberg - https://tinyurl.com/mump4dkt New Rigs Haven't Showed - https://insideclimatenews.org/news/29072025/trump-drilling-boom-promise-stagnant/ Guar Protein - https://agfundernews.com/guar-protein-new-cleaner-tasting-kid-on-the-plant-based-block ----------------------------------------------------------------------------------- 👉🏼 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/

360 ONE or Zerodha? Choosing the Right Multi-Asset Fund for You ----- DISCLAIMER - THIS IS NOT A SPONSORED VIDEO. THIS IS NOT INVESTMENT ADVICE. THIS IS PURE ANALYTICAL AND ACADEMIC EXERCISE. DO NOT TAKE ANY INVESTMENT DECISION SOLELY BASED ON THIS VIDEO. PLEASE CONSULT YOUR FINANCIAL ADVISOR BEFORE INVESTING. I AM NOT A SEBI REGISTERED OR AMFI REGISTERED ADVISOR OR RESEARCH ANALYST. KINDLY DO YOUR OWN RESEARCH BEFORE TAKING ANY ACTION. PAST PERFORMANCE DOES NOT INDICATE FUTURE RETURNS. DO READ ALL THE INVESTMENT-RELATED DOCUMENTS CAREFULLY BEFORE INVESTING. EVERY PERSON HAS THEIR OWN SET OF RISK APETITE. PLEASE CONSIDER THEM BEFORE INVESTING. PLEASE UNDERSTAND THE RISKS OF ALL THE INVESTMENT INSTRUMENTS AND THEN ONLY INVEST. ----- Thinking of investing in Zerodha or 360 ONE's new multi-asset fund? In this video, I break down how to choose the right multi-asset mutual fund using two simple filters — equity exposure and true diversification. Out of 32 funds, I have shortlisted top 5 funds. Get the full analysis of: ✔️ Top funds with gold and silver exposure ✔️ Funds investing in REITs/INVITs ✔️ Overseas equity exposure, and ✔️ Why 360 ONE might be a better bet than Zerodha 🔔 Subscribe for more deep dives into Indian markets, mutual funds, and policy trends. #multiassetmutualfund #investing #stockmarket #mutualfunds #diversification #personalfinance #zerodha #360one #dspmutualfund #sbimutualfund #mahindramanulife #wocmutualfunds #quantmutualfund #quantummutualfund #bankofindiamutualfund #invesco #motilaloswal #samco #mutualfundsindia #mutualfundsahihai #commodities #gold #silver #reit #globalinvesting ----------------------------------------------------------------------------------- ⏱️ Time Stamps 00:43: Benefits of Multi-Asset Mutual Funds 01:15: Two-Filter Criteria 02:27: Three Flavours of Diversification 04:16: Conclusion - Top 5 Multi-Asset MFs ----------------------------------------------------------------------------------- Sources: 1. Rupeevest - MF Screener - https://www.rupeevest.com/ 2. Best Multi Asset Mutual Funds 2024, Swapnil Karkare - https://www.youtube.com/watch?v=BzN-eBVQ41o ----------------------------------------------------------------------------------- 👉🏼 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/

In the July 2025 monthly finance wrap, we discussed various markets, issues and updates such as - 🌏 Global Highlights: - Trump signs new trade deals with Indonesia, Japan & EU, no deal with India, but extension to China & Mexico - US markets cheer earnings season: 90% beat expectations - Southeast Asian stock markets surge - Tariff volatility drops, but some markets like Pakistan and the UK fall 🇮🇳 India Update: - Weak Q1 earnings expected: CRISIL projects 4–6% growth - TCS lays off 2% workforce, citing skill mismatch - IT, Real Estate & Telecom drag markets down - 25% US tariff hits India last minute, but market rebounds quickly 📈 Bonds & Banks: - RBI’s 100 bps cut leads to lower 2Y yields - Transmission working, but credit growth cooling off - Festive season could revive credit demand 🛢️ Commodities Watch: - Crude oil surges: EU sanctions, Iraq drone strikes, China stockpiling - Lithium jumps after China crackdown on illegal mining - Iron ore rises on China’s massive Brahmaputra hydropower project Don't miss this rich mix of markets, policy, and geopolitics in one tight wrap. 🔔 Subscribe for more insights on India’s economy, policy, markets & global linkages. #Markets #IndiaEconomy #Tariffs #CrudeOil #TCSLayoffs #Trump #July2025 #GlobalEconomy #BondYields #Commodities #StockMarket #ITSector #Lithium #IronOre #Hydropower #Brahmaputra #economics #stockmarkets #finance #investing #tradepolicy #trumptariffs ----------------------------------------------------------------------------------- ⏱️ Time Stamps 00:09 - Global Stock Markets - Trade deals, and earnings season 01:44 - Indian Stock Markets - Earnings season, IT sector, and India-US Trade Deal 06:06 - Bonds and Banking - India GSec Yields, Monetary Transmission & Bank Credit Growth 08:40 - Commodities - Oil Prices - EU Sanctions, Shadow Fleet & Chinese Demand 12:53 - Commodities - Lithium Prices - Chinese Ban 13:17 - Commodities - Iron Ore - Chinese Policy Stimulus - Brahmaputra Dam Project in China ----------------------------------------------------------------------------------- 👉🏼 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/

Everyone loves Hyundai. But do you know why Hyundai succeeded while Malaysia’s Proton fell behind? In this video, I unpack the Hyundai vs Proton story — and what it reveals about trade, industrial policy, and why imports aren’t always a bad thing. South Korea became an export powerhouse by importing capital goods — advanced machines, tools, and technologies that helped it build globally competitive industries. Hyundai wasn’t just protected — it was pushed to compete and win in the global market. Meanwhile, countries like India followed the path of import substitution — trying to make everything at home and shielding domestic industries from competition. It may sound like self-reliance, but in practice, it held us back. If Make in India is to truly succeed, we must stop seeing all imports as a weakness. Especially when it comes to capital goods — the very tools that power our growth. I also dig into India’s industrial policy history, the role of business and politics, and how other countries — from Vietnam to China — used capital goods imports as a launchpad for industrialisation. #MakeInIndia #indiaeconomy #IndustrialPolicy #ImportSubstitution #CapitalGoods #IndianManufacturing #HyundaiVsProton #SouthKorea #GlobalTrade #TradePolicy #EconomicDevelopment #EconomicsExplained #EconomicPolicy #Protectionism #SelfReliance #AatmanirbharBharat #EconomicGrowth #Hyundai #Proton #Tariffs #India #Research #R&D #BombayPlan #Modi #Nehru #Trump #politicaleconomy ----------------------------------------------------------------------------------- ⏱️ Time Stamps 00:31 - Global Markets Snapshot 03:33 - US Data Trust Issues 05:22 - Ola, Uber, Rapido in Crisis in India 09:30 - Nagpur To Begin Parallel Distribution in Electricity ----------------------------------------------------------------------------------- Sources & Further Reading: 1. Bombay Plan, Wikipedia - https://en.wikipedia.org/wiki/Bombay_Plan 2. Import substitution industrialisation, Wikipedia - https://en.wikipedia.org/wiki/Import_substitution_industrialization 3. The false promise of import substitution industrialisation in India, Arvind Panagariya, East Asia Forum - https://eastasiaforum.org/2023/12/06/the-false-promise-of-import-substitution-industrialisation-in-india-2/ 4. Hyundai Story, Hyundai - https://www.hyundai.com/worldwide/en/newsroom/detail/driven-to-distinction-the-modern-miracle-of-south-korea-0000000310 5. Proton vs. Hyundai, samcheekong blog - https://samcheekong.blogspot.com/2013/05/a-tale-of-two-cars-proton-and-hyundai.html 6. WITS - Data on Exports and Imports - https://wits.worldbank.org/ ----------------------------------------------------------------------------------- 👉🏼 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/3cs2aD26u4bB5UYeUUhttps://tinyurl.com/3bav4hks

In this June 2025 edition of your Monthly Economic & Financial Wrap: 📊 Global Markets Snapshot:Volatility dropped, but markets told a mixed story. US small-caps, Europe, Pakistan, and Mexico fell — while Korea’s KOSPI surged 15%. Telecom became the best-performing sector India. Indian and Swiss bond yields rose. Meanwhile, Russian Urals crude spiked 10%. 📉 US Data Crisis: Budget cuts under Trump and Elon’s hiring freeze led to missing price data, incorrect weightings. US Data may not be trusted with full conviction like before. 🛵 India’s Ride-Hailing Crisis: Bike taxis banned in Karnataka, wait times shot up, and “tip before ride” culture exploded. But union-backed apps like Yatri Mitra and open-source platforms like Namma Yatri are shaking up the old model. Will the disruption fix the mess? ⚡ Nagpur’s Electricity Face-Off: Torrent Power gets the green light to supply electricity alongside MSEDCL — setting up a “two wires, one city” showdown. But is this competition or chaos? And will it destroy cross-subsidy models that fund cheap rural power? If you're into global markets, Indian policy shifts, public data reliability, or how electricity and transport are being disrupted — this one’s for you. 🔔 Don’t forget to like, share, and subscribe for your monthly economic fix! #June2025 #FinanceWrap #IndiaMarkets #KOSPI #TelecomStocks #IsraelIran #CrudeOil #Platinum #BondYields #USDollar #ElonMusk #trump #BLS #InflationData #RideHailing #YatriMitra #NammaYatri #TorrentPower #MSEDCL #Nagpur #Nifty50 #USData #CommodityUpdate #EconomicTrends #MonthlyWrap ----------------------------------------------------------------------------------- ⏱️ Time Stamps 00:31 - Global Markets Snapshot 03:33 - US Data Trust Issues 05:22 - Ola, Uber, Rapido in Crisis in India 09:30 - Nagpur To Begin Parallel Distribution in Electricity ----------------------------------------------------------------------------------- 📚 Sources and Further Reading: 1. Value Research 2. Trade Economics 3. Korea Herald - https://www.koreaherald.com/article/10514938 4. US Data, WSJ - https://tinyurl.com/2s3824k9 5. Ola, Uber Karnataka Ban, HT - https://tinyurl.com/2pe69mch 6. Ola, Uber - Unfair Practices, India Today - https://tinyurl.com/nhba3pzn 7. Karnataka Crackdown, Financial Express - https://tinyurl.com/yckx773j 8. Supply shortage, Uber Head, ET - https://tinyurl.com/4859c3ye 9. Yatri Mitra Launch, HT - https://tinyurl.com/mptv5c2f 10. Namma Yatri Launch, ET - https://tinyurl.com/5fth859c 11. Ola New Model, Outlook Business - https://tinyurl.com/tn375sms 12. Torrent Power in Nagpur, TNL - https://tinyurl.com/m24wjs9d 13. Adani, Torrent New License Bid, HT - https://tinyurl.com/56rcmdee 14. Parallel Licensing Research CPR - https://tinyurl.com/5n7x6dv8 15. Parallel Licensing Mumbai, ORF - https://tinyurl.com/yy3krjst 16. Parallel Licensing Research, India Forum - https://tinyurl.com/3jd5rc2e 17. Maharashtra Govt Study on Parallel Licensing - https://merc.gov.in/wp-content/uploads/2022/07/Final-Discussion-Paper-Parallel-Licensing_04_05_10.pdf ----------------------------------------------------------------------------------- 👉🏼 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/3cs2aD26u4bB5UYeUUhttps://tinyurl.com/3bav4hks

📦 Are imports really bad for the economy? Modi says Make in India. Trump says Make in America. But what does economics say? In this video, we break down one of the most misunderstood parts of the GDP formula — (X - M) — and explain why imports don’t hurt GDP the way politicians make it seem. From India to the US, nationalist policies push for local manufacturing and fewer imports. But is that always a good idea? We dive into the truth behind the numbers, the logic behind GDP, and why global trade might actually make us richer. 👇 Drop your thoughts in the comments: -------------------- ⏱️ Time Stamps 00:00 - PM Modi's Ganesh idol comment 02:02 - Channel subscribe reminder 02:52 - What GDP actually means 04:18 - The secret: Imports hidden in C, I, G 06:52 - Example 1: Imported chocolates 07:56 - Example 2: Maruti car with imported parts 08:31 - Example 3: Maruti exports the car 09:08 - Example 4: Indian pharma industry 09:46: Treatment of imports in GDP - Revisited 10:44 - Growing avocados rather than importing them 11:53 - Opportunity cost concept - Choosing between Avocados and Apples 14:15 - Tim Harford's babysitter story 17:25 - Why the formula was designed this way 16:10 - Are trade deficits bad? 17:55 - Ways to finance deficits: FDI, FPI, borrowing 19:08 - Credit card analogy for trade deficits 20:48 - How harsh trade policies make people poorer? 23:27 - Final message: Don't follow Modi's suggestion - Trade wars, not imports reduce the GDP ------------------- 📚 Sources and Further Reading: 1. Noah Smith’s ‘Trade deficits do not make a country poorer’ - https://www.noahpinion.blog/p/trade-deficits-do-not-make-a-country 2. Noah Smith’s ‘Imports do not subtract from GDP’ - https://www.noahpinion.blog/p/imports-do-not-subtract-from-gdp 3. The Economist’s ‘Don’t blame imports for the fall in America’s GDP’ - https://www.economist.com/finance-and-economics/2025/05/01/dont-blame-imports-for-the-fall-in-americas-gdp 4. St. Louis Fed’s ‘How Do Imports Affect GDP?’ - https://www.stlouisfed.org/publications/page-one-economics/2018/09/04/how-do-imports-affect-gdp 5. Tim Harford’s ‘A trade deficit with a babysitter’ - https://timharford.com/2005/12/a-trade-deficit-with-a-babysitter/ 6. Wall Street Journal’s ‘Exports Good, Imports Bad? It's Not So Simple’ https://www.wsj.com/articles/BL-REB-22787 7. Council on Foreign Relations’ ‘The U.S. Trade Deficit: How Much Does It Matter?’ - https://www.cfr.org/backgrounder/us-trade-deficit-how-much-does-it-matter 8. India Today’s news piece about PM Modi’s speech - Even Ganesh idols imported: PM's 'Make in India' appeal to check China dumping - https://www.indiatoday.in/india/story/pms-make-in-india-appeal-to-block-china-dumping-ganesh-idols-2731358-2025-05-27 ------------------- 👉🏼 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/

In this May 2025 edition of your Monthly Economic & Financial Wrap: 📊 Global Market Rally: Nasdaq jumped 10%, volatility cooled off, and most global markets surged. Indian markets stayed steady, with Capital Goods up 12% and broad-based gains across sectors. Gas, crude, and platinum prices soared, lithium and steel corrected; and cocoa prices are up, while eggs down 🌏 Asia’s $7.5 Trillion Shift: From Taiwan to Japan, Asia is pulling money out of US assets — thanks to Trump’s tariffs, stronger yen, and a collapsing carry trade. Is India ready to absorb the flood? 🏦 IndusInd Bank Scandal: ₹3,400 crore worth of accounting irregularities. Insider trading, cooked books, and a Sensex exit — the biggest Indian bank fraud in years, explained in 5 minutes. 🧴 Urban Consumption Squeeze: 70% of urban Indians are cutting back — not by buying less, but by using less. Toothpaste titration is real. FMCG giants like Colgate and HUL are feeling the heat. If you're into Indian economy, global money flows, financial scandals, or policy trends — this one’s for you. 🔔 Don’t forget to like, share, and subscribe for your monthly economic fix! #IndiaEconomy #FinanceWrap #May2025 #IndusIndBank #AsiaSelloff #TrumpTariffs #CarryTrade #FMCGslowdown #GlobalMarkets #NasdaqRally #UrbanStress #Colgate #CapitalGoods #CommodityPrices #Gold #Copper #Startups #ToothpasteTitration #USBonds #Yen #USDollar #EquityMarkets #RuralDemand #AsiaWithdrawal #EconomicUpdate #Trendlyne ----------------------------------------------------------------------------------- Background Music Courtesy: Mario Bava Sleeps In a Little Later Than He Expected To by Chris Zabriskie is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/by/4.0/ Source: http://chriszabriskie.com/vendaface/ Artist: http://chriszabriskie.com/ ----------------------------------------------------------------------------------- ⏱️ Time Stamps 00:11: Global market snapshot for May 2025 02:07: Asian countries ditching US assets 06:19: IndusInd Bank Fraud Update (Explained) 10:22: How Your Toothpaste Use Shows Your Economic Status? ----------------------------------------------------------------------------------- Sources and Further Reading: 1. Value Research 2. Trade Economics 3. Asia's Sell America Moment, Bloomberg - https://tinyurl.com/bdd4k8m7 4. IndusInd Bank Fraud, MoneyLife - https://tinyurl.com/bdf8vnyk 5. IndusInd Bank Insider Trading, ET - https://tinyurl.com/2yh34krr 6. IndusInd Bank Rs. 3400 fraud - https://tinyurl.com/2b8pxjye 7. Colgate CEO - Urban Stress, ET - https://tinyurl.com/muub37j6 ----------------------------------------------------------------------------------- 👉🏼 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/3cs2aD26u4bB5UYeUUhttps://tinyurl.com/3bav4hks

🎙️ In this episode, I deep dive into the economics and politics of IMF lending — especially in the case of Pakistan, which has just received its 24th bailout from the IMF amidst a ceasefire violation with India. 🇵🇰 Why does Pakistan keep getting bailouts despite repeated failures? 🇺🇸 How much does the US influence IMF decisions? 🇨🇳 Is China creating a rival lending system to the IMF? 🧩 And most importantly — is the IMF still a neutral financial institution, or is it a geopolitical tool in disguise? I'm Swapnil Karkare — an economist and Chartered Accountant — and in this episode, we critically examine how IMF’s decisions are influenced by power politics, not just macroeconomics. 💬 If this episode helped you understand global finance better, do give it a like, share it with your friends, and subscribe to the channel for more such content. #IMF #Pakistan #IndiaPakistan #IMFBailout #Geopolitics #ChinaVsUS #IMFExposed #pahalgam #operationsindoor #pakistaneconomy #Politics #USA #chinastrategy ----------------------------------------------------------------------------------- ⏱️ Time Stamps 01:04: What is IMF Program? What is IMF's Conditionality? 02:56: How IMF Takes Decisions? 05:58: How Much Does the US Interfere in IMF Policies? 07:40: Politics in IMF 08:29: Does IMF Prefer Lending to Non-Democratic Countries? 09:57: Impact of IMF Loans? Do They Help? 12:25: Pakistan's Economy & Experience with the IMF 15:25: IMF vs. China - Can China Be the Next Global Financier? What that means to INDIA? 18:52: Final Takeaways - What India Could do? ----------------------------------------------------------------------------------- 📚 Sources and Further Reading: 1. IMF Board - https://www.imf.org/en/About/executive-board/eds-voting-power 2. Updated Quota Data, IMF - https://www.imf.org/external/np/fin/quotas/2024/0905.htm 3. The High Politics of IMF Lending, Thacker - https://www.bu.edu/sthacker/files/2012/02/imf.pdf 4. IMF Programs: Who Is Chosen and What Are the Effects?, Harvard & Korean Universities, https://tinyurl.com/4ef4v639 5. Economic Research Forum - https://theforum.erf.org.eg/2021/09/05/economics-politics-imf-loans/ 6. How Shared Beliefs Shape the IMF's Lending Decisions, Cambridge University - https://tinyurl.com/2w24buwf 7. The effect of IMF programs on economic growth, Journal of Development Economics - https://www.sciencedirect.com/science/article/pii/S0304387800000900 8. What are the main criticisms of the World Bank and the IMF?, Bretton Woods Project - https://tinyurl.com/2yyw37xf 9. The IMF has agreed to break Pakistan’s fall. Again, The Economist - https://www.economist.com/finance-and-economics/2019/05/16/the-imf-has-agreed-to-break-pakistans-fall-again 10. Bailouts From Beijing: How China Functions as an Alternative to the IMF, Boston University - https://www.bu.edu/gdp/2021/03/08/bailouts-from-beijing-how-china-functions-as-an-alternative-to-the-imf/ ----------------------------------------------------------------------------------- 👉🏼 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/3cs2aD26u4bB5UYeUUhttps://tinyurl.com/3bav4hks

In this April 2025 edition of your Monthly Economic & Financial Wrap: 📊 Market Snapshot: April market rout with a few emerging economies like India, Indonesia, Mexico recorded monthly gains; India's tech stocks continue the fall, Crude crashed, Copper corrected, and what’s next. 🇮🇳 India's Gas Crunch: Natural gas dreams vs. production reality — is India running out of gas? 🏙️ Small-Town Surge: From IKEA’s new store plans to pet parenting and wealth management — India’s Tier 2 & 3 cities are on fire. 📈 Company Registrations Soar: Record-breaking new companies in March, states like Rajasthan and Jammu & Kashmir registers 7x growth in last decade. 🇺🇸 Trump vs Bond Market: How a 10% global tariff triggered a US bond yield spike and forced a pause. If you're into Indian economy, global markets, and policy trends — this one’s for you. 🔔 Don’t forget to like, share, and subscribe for more! #IndiaEconomy #FinanceWrap #April2025 #NaturalGas #TrumpTariffs #SmallTownIndia #Markets #globalmarkets #USyields #LNG #crudeoil #startups #companies #jammukashmir #Trump #bondmarkets ----------------------------------------------------------------------------------- ⏱️ Time Stamps 00:15: Global market snapshot for April 2025 01:58: Is running out of natural gas? 03:56: Record registration of companies in March 2025 05:42: Small cities booming 07:23: Why did Trump pause reciprocal tariffs? ----------------------------------------------------------------------------------- Sources and Further Reading 1. Value Research 2. Trade Economics 3. Natural gas shortage (main article) - Economic Times - https://tinyurl.com/js8wn8fy 4. Company registration - India DataHub - https://tinyurl.com/mrxxpffa 5. Small cities shining: Wealth advisory - Economic Times - https://tinyurl.com/h8texr9c; IKEA - Economic Times - https://tinyurl.com/mtb42frr; Pet parenting - Business Standard - https://tinyurl.com/2sjcx5jw; UP Startups - Business Standard - https://tinyurl.com/sfb9f89w 6. US Yields - Investing.com ----------------------------------------------------------------------------------- 👉🏼 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/3cs2aD26u4bB5UYeUUhttps://tinyurl.com/3bav4hks

China’s Silent War on India’s Rise: What You’re Not Being Told! China doesn’t want war — it wants control. China does not like India's rise, and thus, it is making sneaky moves to undermine India. This silent war on India is not carried through guns and missiles but through a cold bureaucratic war. In this eye-opening video, I break down how China is quietly trying to block India’s rise in manufacturing — through backdoor restrictions, pressure on companies like Apple and Foxconn, and subtle but powerful trade barriers. 🇨🇳 Why is China stopping its companies from helping India? 📉 Why are key machines and workers being denied entry to India? 🔧 How is India responding to this behind-the-scenes battle? 👉 Don’t forget to like, subscribe, and share. 💬 Comment below: What should India’s next move be? #China #india #modi #xijinping #modivsxi #chinatradewar #indochina #indiavschina #makeinindia #investinindia #FDI #Chineseinvestment #geopolitics #chinaplusone #chinastrategy #apple #foxconn #noahsmith #rhodiumresearch #kylechan #geopolitics #indiaborder #lexfridmanpodcast #export #supplychain ----------------------------------------------------------------------------------- ⏱️ Time Stamps 00:07: Modi on China in interview with Lex Friedman 01:11: Introduction 03:05: Chinese outbound investments & its strategies to control supply chains 05:58: Why is China not allowing Chinese companies to invest in India? 06:13: China is stopping Foxconn from sending Chinese workers to India 07:10: Why doesn't China want India to grow? 07:41: Restrictions on automobile and solar energy companies 08:15: The cold bureaucratic war 08:51: How can India overcome? 10:41: Chinese companies do not want to exit India 11:49: India might ease investment rules for China ----------------------------------------------------------------------------------- Sources and Further Reading: Noah Opinion - https://www.noahpinion.blog/p/china-is-trying-to-kneecap-indian?utm_source=substack&publication_id=35345&post_id=158939691 Kyle Chain - https://www.high-capacity.com/p/china-is-trying-to-reshape-global Rhodium Group - https://cbm.rhg.com/research-note/next-generation-chinas-outbound-investment ORF - https://www.orfonline.org/research/to-stay-or-to-go-decoding-chinese-enterprises-india-dilemma ----------------------------------------------------------------------------------- 👉🏼 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/3cs2aD26u4bB5UYeUUhttps://tinyurl.com/3bav4hks

Here's your monthly economic and finance wrap for March 2025! In this video, we cover: 🔹 Market swings: Nifty 50, Global Indices, Crude oil and Metal prices, Bond yields 🔹 Elon Musk in India: Tesla & Starlink enter India, but X enters a legal battle with the Indian government. 🔹 Indonesia Crisis: Markets worry about fiscal deficit, central bank independence and Prabowo Subianto's policies 🔹 Turkey's Political Crisis: Erdogan's latest move spooks investors. 🔹 India-US Mega Trade Deal: Tesla, Eli Lilly, and Ford are making moves-what's in it for India? Nothing much for now. Global macroeconomic trends are changing-are you keeping up? 📈 Don't forget to like, comment, and subscribe for more updates on the economy and markets! #FinanceWrap #IndianEconomy #March2025 #Markets #ElonMusk #Tesla #Starlink #X #Grok #Modi #criticism #indonesia #prabowo #marketcrash #Turkiye #Erdogan #economics #Indiangovernment #elililly #Nifty #USmarkets #copperprices #emergingmarkets #financenews #topstories #breakingnews ----------------------------------------------------------------------------------- ⏱️ Time Stamps 00:07: Global market snapshot for March 2025 01:34: Elon Musk vs. Indian Government 02:39: Crisis in Indonesia 03:41: Invest in FDs before rate cut 04:36: US companies entering India post-trade deal ----------------------------------------------------------------------------------- Sources and Further Reading 1. Value Research 2. Trade Economics 3. Starlink's India entry - https://tinyurl.com/3pe3hefx 4. Tesla and Tata join hands - https://tinyurl.com/uh8jrs5w 5. PSU FD rates more than Private FD rates - https://tinyurl.com/3u6xmyyb ----------------------------------------------------------------------------------- 👉🏼 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/3cs2aD26u4bB5UYeUUhttps://tinyurl.com/3bav4hks

📉 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

Here’s your monthly economic and finance wrap for January 2025! In this video, we cover: 🔹 Market swings: Sensex, global markets, oil prices, and commodities. 🔹 Mutual Fund SIPs: Record inflows, but why are stoppages rising? 🔹 Rupee story: How RBI’s juggling act impacts liquidity and the rupee’s future. 🔹 India’s growth shift: Why Pushpa 2’s trailer launched in Patna, and what rural India’s spending spree tells us. India’s macroeconomic trends are changing—are you keeping up? 📈 Don’t forget to like, comment, and subscribe for more updates on the economy and markets! #FinanceWrap #IndianEconomy #January2025 #Markets #SIPs #RupeeDepreciation #IndiaGrowth #economics #RBI #rupee #emergingmarkets #financenews #topstories #breakingnews ----------------------------------------------------------------------------------- ⏱️ Time Stamps 00:11 - Global market snapshot for January 2025 01:17 - SIP flows - why stoppage is rising? 02:20 - RBI's exchange rate and liquidity management 03:32 - Importance of smaller cities rising in India ----------------------------------------------------------------------------------- Sources and Further Reading 1. Value Research 2. Trade Economics 3. IIFL Capital article on SIP flows - https://www.indiainfoline.com/blog/sip-flows-above-26000-crore-in-dec-24-but-sip-stoppage-spikes-again 4. Arvind Subramanian's articles on RBI's exchange rate management (Business Standard) - https://www.business-standard.com/opinion/columns/explained-has-india-s-exchange-rate-regime-changed-for-the-worse-124102801222_1.html?1730141907 5. My article on Trendlyne on rising dominance of rural and small cities - https://trendlyne.com/posts/4947878/the-rise-of-the-rural-consumer-is-changing-fmcg-screener-fmcg-stocks-outperforming-their-industry ----------------------------------------------------------------------------------- 👉🏼 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/3cs2aD26u4bB5UYeUUhttps://tinyurl.com/3bav4hks

In a surprising move, Indore's administration has decided to fine people for giving alms to beggars. But is this the right way to tackle the problem of begging, or are we ignoring the bigger issue of poverty and homelessness? In this video, we dive deep into: - the new law in Indore and its implications; - anti-begging laws in India and abroad, including Denmark's strict rules; - the historical roots of such laws and their colonial origins; - efforts like Rajasthan’s rehabilitation model and India’s SMILE initiative; - and why criminalizing begging may not be the solution we need. Join the conversation as we explore the social, legal, and moral aspects of begging laws and discuss ways to create a better, more compassionate world for everyone. Share your thoughts in the comments! #begging #beggars #poor #poverty #indore #denmark #smile #SmileInitiative #alms #economicgrowth #compassion #humanity #humanrights #England #vagrancy #homeless #homelessness ----------------------------------------------------------------------------------- ⏱️ Time Stamps 00:00: Introduction; Indore's Begging Law 01:56: Begging definition of India 03:16: Background of Britain's Vagrancy Act; Colonial Hangover and Adoption of Anti-Begging Law in India 05:44: State of Denmark's Beggars 08:32: Beggar Rehabilitation - Success Story from Rajasthan & SMILE Initiative 12:44: Setting the Right Approach ----------------------------------------------------------------------------------- Sources and Further Reading Moving Beyond Criminalisation, ISPP - https://tinyurl.com/bdhpncxk Indore's new law, Business Standard - https://tinyurl.com/464krkt3 Anti-Begging Legistlation of India, TISS Dissertation - https://tinyurl.com/3ezdtd4b BEGGING IN INDIA: A CONSTITUTIONAL AND JUDICIAL EXAMINATION OF CRIMINALIZATION VS. REHABILITATION, ILI Law Review - https://tinyurl.com/2sk2zwjr Beggary-concept, implementation and analysis of the law : a case study of Delhi, Ipleaders - https://tinyurl.com/2p8uszk6 In Most Indian States And UTs, You Can Be Arrested For ‘Looking Poor’, IndiaSpend - https://tinyurl.com/mt385r8w SMILE - https://smile-b.dosje.gov.in/ Analysis of the SMILE scheme, IMPRI - https://tinyurl.com/3fuw9bvx Delhi's home for beggars has 70 rooms and 11 staff but no resident beggars, Your Story - https://tinyurl.com/mr3fyd94 Denmark’s tough laws on begging hit Roma women with few other options, Al Jazeera - https://tinyurl.com/xs5z2tyh ----------------------------------------------------------------------------------- 👉🏼 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/3cs2aD26u4bB5UYeUUhttps://tinyurl.com/3bav4hks

Every winter, Delhi pollution makes headlines. In April, we forget. But the air pollution is all year round if you check the AQI every day. What can we do to make the air cleaner, breathable and purer? Well, economics has some answers - they may sound radical and impractical, but they can show us how to think about any solution. Economics can teach us why one solution worked while the other didn't. Join me in creating a dialogue around practical solutions to Delhi pollution problem. #delhi #delhipollution #oddeven #airpollution #airpollutionawareness #solutions #environment #ecofriendly #delhigovernment #dialogue #agreement #haryana #punjab #uttarpradesh #emissions #emissiontradingsystem #surat ----------------------------------------------------------------------------------- ⏱️ Time Stamps 02:34: Agreements, Negotiations, and Property Rights 04:30: Create incentives: Try throwing money 07:44: Emissions Trading System 11:50: Pollution Source-wise Solutions 14:06: Solving Stubble Burning Problem ----------------------------------------------------------------------------------- 📚 Sources Shruti Rajagopalan article (Mint): https://tinyurl.com/29mnx88t Vivek Kaul article (Mint): https://tinyurl.com/35wrwkkj Air Pollution in Delhi: Filling Policy Gaps (ORF): https://tinyurl.com/2k7m2hys Can Markets Reduce Pollution in India (Economist): https://tinyurl.com/3xjpmrxe Warwick paper on Surat's ETS: https://tinyurl.com/y6tas8zk Surat ETS Dashboard: https://www.cleanairmarkets.in/gujarat/surat/dashboard/ What's Polluting Delhi's Air (Urban Emissions): https://tinyurl.com/yc5t8f3a Columbia University Research on NYC Pollution: https://tinyurl.com/bdx2az3x In Service of the Republic [Book] (Authors: Vijay Kelkar & Ajay Shah): https://www.amazon.in/Service-Republic-Science-Economic-Policy/dp/0670093327 ----------------------------------------------------------------------------------- 👉🏼 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/3cs2aD26u4bB5UYeUUhttps://tinyurl.com/3bav4hks

The political turmoil in Maharashtra, once touted as progressive and one of the most stable states in India seems to impact its economy. Maharashtra is an industrial powerhouse. Then why do we see factories decreasing in this state? Why are big projects running out of Maharashtra? Are politics and politicians responsible for the fall of Maharashtra? Let us unravel in this video. #maharashtra #maharashtranews #maharashtrapolitics #maharashtrapoliticalcrisis #maharashtrian #maharashtraelection2024 #maharashtraeconomy #economy #economyofindia #industry #midc #capex #subsidy #governmentfinance #modi #amitshah #uddhavthackeray #devendrafadnavis #eknathshinde #ajitpawar #sharadpawar #rajthackeray #nanapatole #poltics #economicgrowth #economiccrisis #fdi #foreigninvestment #exports #investments #gujarat #tamilnadu ----------------------------------------------------------------------------------- ⏱️ Time Stamps 00:01: Ruchir Sharma's clip from India Today's interview Link - https://www.indiatoday.in/business/video/if-bjp-gets-less-than-250-market-will-be-down-10-20-a-flash-ruchir-sharma-2542671-2024-05-22 02:26: Maharashtra's politics from 2014 - Revision 06:47: Maharashtra Economic Analysis & Disclaimers 10:45: GDP Growth Analysis - Maharashtra vs. Gujarat vs. Tamil Nadu 12:25: Maharashtra's Public Finance - Revenue Receipts, Capex, Subsidies, Fiscal Deficit 15:12: Industries - Maharashtra vs. Gujarat vs. Tamil Nadu 15:47: Understanding Newslaundry report 'How Modi govt is redirecting investments from other states to Gujarat' Link - https://www.newslaundry.com/2024/11/08/how-modi-govt-is-redirecting-investments-from-other-states-to-gujarat 19:57: Exports - Maharashtra vs. Gujarat vs. Tamil Nadu 21:09: Investment Summits - Maharashtra vs. Gujarat vs. Tamil Nadu 21:55: FDI - Maharashtra vs. Gujarat vs. Tamil Nadu 22:26: Politicians responsible for economic debacle ----------------------------------------------------------------------------------- 👉🏼 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/3cs2aD26u4bB5UYeUUhttps://tinyurl.com/3bav4hks

Is India's economy really slowing down? What's happening in India's economy? Will this festive season boost growth? Here's the detailed analysis with data on India's economy. This is based on the data until September 2024. I have created this video in two other languages. Link to Hindi version: https://youtu.be/Z9NQDjqkJO0 Link to Marathi version: https://youtu.be/lezandPPPe8 #indianeconomy #indianstockmarket #stockmarket #consumption #production #GDP #data #dataanalytics #dataanalysis #slowdown #finance #economics #employment #unemployment #rural #urban #news #indianews #indiafinance #financenews #capitalexpenditure #capex #inflation #risingprices #tomatoprices #fmcg #earningscall ----------------------------------------------------------------------------------- ⏱️ Time Stamps 02:28: Consumption - Will festive season boost consumption? 05:57: Production - Why the production has fallen down? 06:24: Investment - Why capex is still low? 08:28: Government finance - Can the central government balance the fiscal maths? 10:34: International finance - Most comforting sector as of now 11:30: Inflation - Rising prices have restricted discretionary spending 12:41: Sentiment - People and businesses are optimistic about the future ----------------------------------------------------------------------------------- 👉🏼 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/3cs2aD26u4bB5UYeUUhttps://tinyurl.com/3bav4hks

What are surplus funds? How to invest them? If you check this online, you will not find any specific answer. Here's my attempt to create a framework for managing those surplus funds. I have divided surplus funds into three categories. Investing Rs. 50k vs. Rs. 1 crore are different things - need different psyche and approach. I have tried that in this video. Watch it and let me know your thoughts and ideas on the same. #surplusfunds #investmentstrategies #portfoliomanagement #personalfinance #propertysale #retirementfunds #investing #savings #money #stockmarket #stockmarketindia #mutualfunds #fixeddeposits #deposit #ppf #nps #pension ----------------------------------------------------------------------------------- ⏱️ Time Stamps 01:21: Introduction to Three Kinds of Surplus Funds 03:42: Disclaimers and Assumptions 09:40: Type 1 Surplus Funds 12:39: Type 2 Surplus Funds 21:17: Type 3 Surplus Funds 26:21: Summary ----------------------------------------------------------------------------------- 👉🏼 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/3cs2aD26u4bB5UYeUUhttps://tinyurl.com/3bav4hks

In this eye-opening video, we dive deep into a unique comparison between India and China, highlighting crucial lessons India must learn to harness its demographic advantage before it's too late. 🇮🇳 vs. 🇨🇳 – but not in the way you might think! Discover why job creation is the need of the hour and how India's future hinges on making smart moves today. With a booming young population, India stands on the brink of a golden era – but only if we act NOW. ⏳ What happens if we don't? The future could be scary – think of a widespread financial crisis, an ageing population, and millions of elderly Indians facing poverty. 😱 #ageing #oldagehome #elderly #india #china #onechildpolicy #demography #education #skills #pensions #unemployment #indiajobs ----------------------------------------------------------------------------------- ⏱️ Time Stamps 00:23: Demographic Dividend - Introduction 02:09: China Tackling Ageing 06:45: Old Age Dependency Ratio - India vs. China 11:14: Labour Force Participation Rate - India vs. China 14:30: Needs of Elderly - Pensions and Infrastructure 18:45: Fertility Rates of States in India & State of Internal Migration 20:09: Give Jobs - Not Handouts 20:32: Will AI worsen the matter? 21:00: What can be done? Some solutions for the government, parents, employees and businesses. ----------------------------------------------------------------------------------- Sources: Sonalde Desai article in Mint on Family Planning - https://tinyurl.com/yc3u65vf BBC article on ageing in China - https://tinyurl.com/mwctev7r Education Episode | Everything is Everything Podcast @amitvarma - https://tinyurl.com/56jv2skw Hum Do Humare...? - हम दो हमारे...? econGully Marathi Podcast - https://www.youtube.com/watch?v=tn6pksPY8r0 ----------------------------------------------------------------------------------- 👉🏼 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/3cs2aD26u4bB5UYeUUhttps://tinyurl.com/3bav4hks

In the Union Budget 2024-25, Finance Minister Nirmala Sitharaman announced the 'Employment-Linked Incentive (ELI) Scheme' to address the issue of rising unemployment in the country. But what exactly is the Employment-Linked Incentive Scheme? How is it tackling unemployment? And how effective is it? In this video, I dive into these questions. Additionally, I explore Section 80JJAA of the Income Tax Act, which already offers a similar incentive for employers. Can this section be leveraged to solve the unemployment problem? I also examine the credibility of unemployment data. Watch the video to gain a comprehensive understanding of these topics. *******Correction from 14:15 to 14:26: By mistakenly said the company has to take the refund instead of the government. But the overall point is to say that there is more compliance and that will have some trouble for the payroll team.******* #unemployment #india #indianeconomy #nirmalasitharaman #unionbudget2024 #employment #employmentnews #budget #indiabudget2024 #data #plfs #cmie #employmentdata #indianews #financenews #economics #vacancy #mumbaiairport #mumbainews #jobs #labour #indiajobs ----------------------------------------------------------------------------------- ⏱️ Time Stamps 01:08: Mumbai Airport Vacancy 02:00: Underemployment in India 02:34: Unemployment Data in India - Government vs. CMIE 06:18: Details of Employment Linked Incentive Scheme 07:17: Scheme A of ELI 09:19: Scheme B of ELI 10:25: Scheme C of ELI 11:49: Thoughts on ELI *******Correction from 14:15 to 14:26: By mistakenly said the company has to take the refund instead of the government. But the overall point is to say that there is more compliance and that will have some trouble for the payroll team.******* 15:13: Section 80JJAA of Income Tax Act 17:25: ELI, a Recipe in Haste? ----------------------------------------------------------------------------------- Sources: Budget Speech Page 31 to 33: https://www.indiabudget.gov.in/doc/budget_speech.pdf Section 80JJAA, Clear Tax: https://cleartax.in/s/section-80jja-income-tax-act PLFS Data for Jan-Mar 2024: https://www.mospi.gov.in/sites/default/files/publication_reports/Quarterly_Bulletin_PLFS_Janaury-March2024.pdf CMIE June 2024 Data: https://www.cmie.com/kommon/bin/sr.php?kall=warticle&dt=20240701180501&msec=110#:~:text=Unemployment%20rate%20in%20India%20rose,6.3%20per%20cent%20in%20May. Bond Economist, YouTube - @thebondeconomist Macro Sutra, The Print, YouTube - https://www.youtube.com/watch?v=10HQW_Jfy4Y&list=PLfa0eRI2uIaTKUwBPPnMEIGEriEsw__4I ----------------------------------------------------------------------------------- 👉🏼 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/3cs2aD26u4bB5UYeUUhttps://tinyurl.com/3bav4hks

BJP has to deal with the whims and fancies of Chandrababu Naidu and Nitish Kumar for the next five years. "Ohh, that's gonna slow economic reforms!", exclaimed many people. Some expressed through writings, comments and interviews while some crashed the stock market. Well, it seems they do not understand how the country - its politics, bureaucracy, politicians and economy - works. This video is a reminder to everyone that we have seen better reforms and economic growth under coalition governments than a majority. So, no, reforms are not going anywhere. Yes, the pace might slow down a bit and that's the function of democracy, right? I would say, a healthy function. Also, the increased role of coalition and opposition is necessary for the country like India, where institutions are less developed. I believe there will be slew of reforms under this government. I would add another layer to it. I believe that this government can (if it wants to) bring some of the toughest economic reforms like land and labour if it keeps its eyes, ears and arms open. Let us wait and watch. #india #government #politics #institutions #coalition #nda #bjp #modi #amitshah #chandrababu #nitishkumar #tdp #jdu #congress #manmohansingh #vajpayee #devegowda ----------------------------------------------------------------------------------- ⏱️ Time Stamps 00:30: History of reforms under coalition governments 01:37: Vajpayee's response highlights the essence of 'continuity with change' 03:30: Modi's biggest failures with reforms in the last 10 years 04:38: Coalition dharma & parliamentary debates will bring more reforms 07:40: How does India maintain checks and balances? Politics over institutions 11:10: Modi 3.0 will be more of the same 11:51: Targetted welfarism 12:24: Inflation management 13:47: Focus on capital expenditure 14:45: Fiscal discipline 17:20: Modi failed to bring many reforms despite the majority ----------------------------------------------------------------------------------- Sources: Who’s afraid of coalition governments?, Deccan Herald - https://tinyurl.com/3bav4hks Why India’s Political Reset Isn’t a Growth Killer, Bloomberg - https://tinyurl.com/nhfumrfv Coalition rule could be good news for the Indian economy, Nikkei Asia - https://tinyurl.com/3b86sf3m Ep 285: The Life and Times of Montek Singh Ahluwalia, The Seen & The Unseen Podcast - https://tinyurl.com/45etn6ef ----------------------------------------------------------------------------------- 👉🏼 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/3cs2aD26u4bB5UYeUUhttps://tinyurl.com/3bav4hks

Indian Railways are amping up AC coaches, but is it a sure-shot passenger pleaser? This video dives deep into the potential drawbacks of this move. We analyze the demand for AC coaches and highlight potential inequalities for non-AC travellers. Is this the right track for Indian Railways? Watch to find out! #indianrailways #inequality #infrastructure #india #accoach #publictransport #passenger ----------------------------------------------------------------------------------- ⏱️ Time Stamps 01:06: Passengers travelled in AC vs. Non-AC compartments 06:32: Railway's revenue from AC and Non-AC coaches 07:50: Impact on non-AC passengers 12:29: Winners and losers 13:13: Conclusion ----------------------------------------------------------------------------------- 👉🏼 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 can we learn from Vijay Salgaonkar's life? Today, in EconBolly segment, we are analysing the movie 'Drishyam' (Hindi version). Movies are made for entertainment or information. But not to educate on hiding murders. Right? 🔪 🎬 We will learn about an economics concept called 'externalities' from this movie. 🧑🏼‍🏫 We will also learn about a psychological concept called the 'illusory truth effect' and understand how that plays out in the movie. That's where narrative management lessons come from. 👀 #drishyam #economics #externalities #narratives #criminalpsychology #ajaydevgan #tabu ----------------------------------------------------------------------------------- ⏱️ Time Stamps 00:57: Background - Ajay Devgan's character 02:06: Getting Away with the Murder 02:43: Externalities - Lesson 1 05:14: What happened on 2nd and 3rd October? 06:42: Recall or Illusory Truth Effect - Lesson 2 08:53: Illusory Truth Effect & Finance ----------------------------------------------------------------------------------- 👉🏼 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 senior citizens can get health insurance policy', that's what everyone said. But that is not the truth. Senior citizens were allowed to buy health insurance policies even before the new regulation. Then, what is this new regulation? I clarify it in this video. #IRDAI #insurance #healthinsurance #seniorcitizens #health #policyupdate ----------------------------------------------------------------------------------- ⏱️ Time Stamps 00:50: Entry and Exit Age Clause removed in new regulation 01:22: Clarifying senior citizen clause 02:12: Meaning of new regulation 02:42: Effect of removal of age-clause 04:22: Health insurance is costlier for senior citizens 06:30: Relation to the new trends and macro-level realities ----------------------------------------------------------------------------------- Sources and Further References: Old regulation (PDF) - https://tinyurl.com/3k9pdsen New regulation (PDF) - https://tinyurl.com/t7435tvm Money Control Article - https://tinyurl.com/39hyx7sc Financial Express Article - https://tinyurl.com/amw48ys8 ----------------------------------------------------------------------------------- 👉🏼 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

This is the third part of the semiconductor series. In the first part, I have analysed the global semiconductor industry. In the second part, I have analysed the US Chips Act. In this part, I have analysed Indian policies on attracting semiconductor manufacturing. This is a detailed policy explanation. Criticism and other angles about this policy are not part of this episode. JOIN us in unravelling this dynamic industry. Correction: At 11:38, I have mentioned $200 mn+. It has to be $2 billion. But the conclusion remains the same as total cost of making a chip plant ranges between $3bn to $40 bn. #India #semiconductor #chipsmaking #indaisemiconductormission #indiatechade #policy #policyanalysis #PLIscheme ----------------------------------------------------------------------------------- ⏱️ Time Stamps 01:12: India Policy Introduction 02:02: Companies Under the Scheme 03:51: Details of Four Schemes 08:07: Scheme for Semiconductor Fabs 08:35: What are Semiconductor Wafers? 09:52: Understanding Demand from Cars 13:19: Scheme for Semiconductor Products and ATMP and OSAT 15:07: Design Linked Incentive Scheme 16:42: Takeaways ----------------------------------------------------------------------------------- 👉🏼 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

The CHIPS Act promised to reignite US chip production, but is it all smoke and mirrors? We dive deep into the act's progress (or lack thereof) and explore if it's doomed from the start. Will American tech ever reclaim chip dominance? Join us as we explore the objectives of the CHIPS Act, its implementation progress, and the impact it has had on the semiconductor landscape. #CHIPSAct #ustech #semiconductors #manufacturing #futureoftech #USA #useconomy #biden #bidenomics #technology #chipsdesign ----------------------------------------------------------------------------------- ⏱️ Time Stamps 01:18: CHIPS Act Budget - Is it sufficient? 03:07: New Semiconductor Projects in the USA 03:46: Problems with CHIPS Act 03:48: Environmental clearances 04:06: Producing chips in US vs. Asia 04:24: Shortage of workers 05:04: TSMC's experience in USA vs. Japan vs. Germany 07:12: US vs. Taiwan - Human Resources 08:27: Boycotting China and Russia 08:51: Boost to STEM education 09:27: Diversity, Equity and Inclusion 10:52: Concluding Remarks 12:09: Should the US focus on what it is good at? ----------------------------------------------------------------------------------- 👉🏼 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 is a semiconductor? Where is it manufactured? What are the different types of chips? Which country is expert in producing what type of chip? If you want to know the answers to these questions, then, this episode is for you. Highly recommended for everyone who wants to understand the industry. Consider it as Semiconductor 101. #semiconductor #chips #computer #industryanalysis #industry #supplychain #USA #China #Taiwan #fabrication #fabless #foundry ----------------------------------------------------------------------------------- ⏱️ Time Stamps 00:57: Global Semiconductor Revenue 01:42: Fabs vs. Fabless vs. Foundries vs. IDMs 03:36: Top Semiconductor Companies 04:12: Types of Semiconductor Chips 05:26: Automotive Chips - Rise in Demand 05:57: End-Use of Semiconductors 06:18: Process of Semiconductor Manufacturing & Countries That Expertise in Different Processes ----------------------------------------------------------------------------------- 👉🏼 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

Why is Bengaluru facing a water crisis? What can be done? What is the government doing? Can we solve this issue permanently? Join me in analysing and discussing different angles on Bengaluru's water crisis situation. #bengaluru #watercrisis #bbmp #bangalore #Bengaluruwater #karnataka #bengaluruwatercrisis #watershortage ----------------------------------------------------------------------------------- ⏱️ Time Stamps 00:51: Bengaluru Water Crisis Explained 03:34: Early Warning Signals of Water Shortage in Bengaluru 04:27: Critical Analysis of Government's Response to Water Shortage 12:25: Water Inequality in Bengaluru 13:27: Individual Water Meters Needed 16:08: Case for Increase in Water Bills 19:00: How Did Sao Paolo Came Out of Water Crisis? 20:57: Cauvery River Water Sharing Issue 21:24: IT Sector & Governments Should Come Together 22:50: What if the IT Sector Moves Out of Bengaluru! Water Scarcity and Migration 23:59: Water Security - New National Mission ----------------------------------------------------------------------------------- 👉🏼 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

The Indian government released a factsheet on the Household Consumption Expenditure Survey conducted in 2022-23. I analysed it with Sushant Hede, a former Economist at Care Ratings and a Chartered Accountant. We discussed the good as well as bad aspects of it. We also brainstormed what lessons one can draw from this year's household consumption expenditure survey for policy-making and business strategies. Join us in the most in-depth and detailed video on consumption expenditure survey 2022-23. 👉🏼 Follow Sushant on - LinkedIn - https://www.linkedin.com/in/sushant-hede-4676a613b/ #consumptionexpndituresurvey #mospi #economics #indiaeconomy #india #publicpolicy #politics #poverty #inequality #food #cereals #census #data #education #expenses #expenditure #income #savings #consumption #production #business #indianeconomics #indiangovernment #villages #cities #indiancities #ruraleconomy #rural #urbanlife #rurallife ----------------------------------------------------------------------------------- ⏱️ Time Stamps 01:10: What is the Household Consumption Expenditure Survey? Why is it important? 03:25: Has the standard of living improved? What does rural vs. urban expenditure data look like? 10:15: Poverty has reduced. But by how much? 12:56: Income, Consumption and Savings don't add up. What's happening? 15:00: How much do Indians spend on food? Within food, where are we spending more? Are we eating healthy food? 18:18: In which non-food item are we spending more? Why is education expenditure share falling? 22:10: Does a fall in the share of food expenditure impact retail inflation? 25:54: How does this survey help the government? Did the Modi government fail to give subsidy money to poor people in the villages? How can the government spend its money smartly? 29:39: Is the fight for MSP worthless? Are farmers protesting for the wrong reasons? How to reform agriculture? 36:52: Inequality is decreasing 38:24: Sushant's Research - Do states with low rural populations have lower divergence? 41:34: Sushant's Research - The rural economy needs to be analysed through a different lens. 43:50: Conclusion ----------------------------------------------------------------------------------- 👉🏼 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

Farmers around the world are protesting. Why are they protesting? Does it signal something? What are farmers' demands? Are farmers really struggling? What political and economic implications will it have? In this episode, I talk about protests in Europe and India. #economics #farmers #farmersprotest #agriculture #europe #eu #india #msp #farmlaws #modi #rightwing #leftwing #peasant #inflation #prices ----------------------------------------------------------------------------------- ⏱️ Time Stamps 00:33: Protests in Europe 00:55: EU Laws 04:39: Cheaper Imports 06:47: Lower Sales Price 08:10: Subsidy reversal 09:04: Climate Change & War 09:54: Politics in Europe 10:27: Protests in India 12:49: Comparing Protests in India and Europe ----------------------------------------------------------------------------------- 📚 Sources and Further References: Europe: Politico - https://www.politico.eu/article/farmer-protest-europe-map-france-siege-paris-germany-poland/ Piketty - https://www.lemonde.fr/blog/piketty/2024/02/13/pesants-the-most-unequal-of-professions/ Diem25 - https://diem25.org/demands-for-respect-for-farmers-across-europe-they-must-be-able-to-live-off-their-work/ Clean Energy - https://www.cleanenergywire.org/news/cuts-german-farmers-diesel-fuel-subsidies-largely-justified-economists CAP, EU - https://agriculture.ec.europa.eu/common-agricultural-policy/cap-overview/cap-2023-27_en India: HT - https://www.hindustantimes.com/india-news/bharat-bandh-today-why-are-farmers-protesting-demands-nationwide-protest-whats-open-whats-closed-16-february-2024-101708058229152.html econGully (my blog) - https://econgullyblog.wordpress.com/2021/03/29/understanding-farm-reforms-farming-in-india/ Seen & the Unseen Podcast - https://seenunseen.in/ (episodes 1, 86, 140 and 211) ----------------------------------------------------------------------------------- 👉🏼 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

Is Nirmala Sitharaman's white paper painting a true picture of economic progress? Join us as we dive deep into the data and uncover the myths and realities behind the government's narrative. Key questions we answer: Are previous government's criticisms fair? See, there is no denying rampant corruption and macroeconomic mismanagement. But, was everything awful? What exactly are the current government's solutions? Does the data tell the full story? Get ready for: Data-driven insights: Charts, graphs, and compelling evidence to support our findings. A balanced perspective: We'll challenge both sides of the story and encourage critical thinking. I take the help of an Excel sheet in this video. If you want this Excel sheet, follow me on one of the social media platforms, preferably, LinkedIn, DM me by replying 'I need the Excel file' and then you will get the copy. #modi #manmohansingh #congress #bjp #nirmalasitharaman #economics #india #indianeconomics #data #vajpayee #demonetisation ----------------------------------------------------------------------------------- ⏱️ Time Stamps 01:23: White Paper Intentions 03:56: Highlights of White Paper - Validating and Busting Various Claims 10:21: Corruption Cases 11:35: Best of NDA 12:20: No Word on Demonetisation 16:45: Excel Show Begins - Intro 18:24: India GDP Growth (Data Analysis - Excel) 19:18: Inflation (Data Analysis - Excel) 20:00: Fiscal Deficit & Debt (Data Analysis - Excel) 21:52: FDI, Investments Stock Markets (Data Analysis - Excel) 23:38: Infrastructure (Data Analysis - Excel) 24:50: Other Data Points (Data Analysis - Excel) 26:32: Recommendations ----------------------------------------------------------------------------------- 📚 Sources and Further References: White Paper, Finance Ministry - https://dea.gov.in/sites/default/files/White%20Paper%20on%20the%20Indian%20Economy%20-%20February%202024.pdf Growth in the Time of UPA, EPW - https://www.epw.in/journal/2014/16/insight/growth-time-upa.html The Lost Decade, Puja Mehra (Book) - https://amzn.eu/d/f4NPmwW ----------------------------------------------------------------------------------- 👉🏼 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

Presenting my budget analysis in the most unbiased way. #budget #interimbudget #budget2024 #nirmalasitharaman #modi #bjp #economics #policy #politics #fiscaldeficit Links to different materials used in the video - Budget 2024: Focussed But Deducting 2 Marks, Swapnil Karkare - https://econgullyblog.wordpress.com/2024/02/01/budget-2024-focussed-but-deducting-2-marks/ (Links to many databases and images in this blog) MSME 2023 Review, MSME Talk Podcast - https://msmetalk.com/podcast/msme-segment-review-2023/ Diwalinomics, Swapnil Karkare - https://youtu.be/41pIC5h_hZw?feature=shared -------------------------------------------------------------------------------- ⏱️ Time Stamps 00:39: Highlight of the budget - Fiscal deficit 03:19: How the government will earn money in FY25? Government Receipts 06:44: How the government will spend in FY25? Government Expenditure 08:27: Capital Expenditure 11:10: Analysing Income and Expenditure together 12:35: Risk factors in India & Misses in this budget 18:44: Conclusion -------------------------------------------------------------------------------- 👉🏼 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

Pushpa wants to rule. But he wants the syndicate members around the Seshachalam Hills to become rich too. So, what's a syndicate? Richer - what do you mean by that? And what are these hills? What the hell are you talking about? Are you feeling like that? Well, first things first - spoiler alerts (lots!). You probably have to watch the movie (or a few minutes which I mentioned on Prime Video) to understand the context - although I have explained it quite well at the beginning. The movie revolves around the red sandalwood's illegal trade and how Pushpa moves up the ranks in the smuggling group. But the economist in me found out the hidden forms of competition and markets in it and how it technically fits the storyline as well. However, although the movie buff in me wants to know what happens in the second part, the economist is worried about a couple of technical concepts. What is this all about? You have to watch the entire video to understand why monopolies are bad and competition is good and how Pushpa is, therefore, the free market advocate. This is the second such episode on movies. ICYMI, watch the similar video on Pathan here - • Economics Lessons from Pathaan | Mark... #economics #pushpa #pushparaj #pushpamovie #pushpa2 #alluarjun #rashmikamandanna #fahadhfaasil #markets #freemarket #finance #economics101 #competition #monopoly #oligopoly #hindimovies #telugumovies #tamilmovies ----------------------------------------------------------------------------------- ⏱️ Time Stamps 01:03: Red Sandalwood's Monopoly Market 02:57: The Middleman Monopoly 04:54: Syndicate - Oligopoly 05:31: A Monopsony in Chennai 06:50: Different Types of Markets Discussed - Revision 07:59: Cues from Pathan in the Pushpa sequel ----------------------------------------------------------------------------------- 📚 Sources and Further References: Market Structure, CFI - https://corporatefinanceinstitute.com... ----------------------------------------------------------------------------------- 👉🏼 Follow Me on - LinkedIn - / swapkar Twitter - / swap_kar Instagram - / swap_kar Blog - https://econgullyblog.wordpress.com/ Support the channel - https://donate.stripe.com/3cs2aD26u4bB5UYeUU

This is the collab episode between Saumya Bader, a Chartered Accountant and the host of the Economic Charcha Podcast, and Me. Saumya and I discussed how we started our content creation journey. We also talked a lot about the good, bad and ugly sides of finfluencer or finance influencer marketing. We believe professionals must separate the chaff from the wheat in this finance-creator economy - which is the need of the hour. 🗣️ Tell us if you liked it or not. And we would also want to know whether we should do this often. Waiting for your response! 💬💡 Don't forget to like this video, and subscribe to my channel! And yes, this was not just one podcast. So, please do follow Saumya, especially, on her updates on the upcoming podcast on business case studies on - LinkedIn - / saumya-bader Instagram - / saumyabader Economic Charcha Podcast - https://open.spotify.com/show/30LReM6... ----------------------------------------------------------------------------------- ⏱️ Time Stamps: 02:17: How did Swapnil start his content creation journey? 03:58: How did Saumya start her content creation journey? 05:17: How and Why did Swapnil start making YouTube videos and IG reels? 06:52: We share how practice and consistency make things look great 11:17: Thoughts about Finfluencers - Good, Bad & Ugly 14:21: Our favs 15:59: What's a good finance podcast or content or finfluencer? 21:13: Responsibility of CAs and other experts to talk about or create good content 22:42: A Message to Finance Content Creators 27:42: Collaborate with us and let us grow together ----------------------------------------------------------------------------------- #finance #sharemarket #economics #indiaeconomy #finfluencer #contentcreator #reality #contentcreator #financepodcast #economicspodcast #podcast #podcasting #podcaster ----------------------------------------------------------------------------------- 👉🏼 Follow Me on - LinkedIn - / swapkar Twitter - / swap_kar Instagram - / swap_kar Blog - https://econgullyblog.wordpress.com/ Support the channel - https://donate.stripe.com/3cs2aD26u4bB5UYeUU

🌐 Exploring Statistical Websites: Which One's The Best -- It's not India's 📊 I dive into the world of statistical websites: comparing their efficiency in providing correct and user-friendly data. I evaluated different official websites of 11 countries based on four crucial criteria - 🔍 1. Google Search Ranking: How easily each website surfaces in a Google search. A higher ranking ensures that users can quickly access the information they need. ⏰ 2. Time to Get the Data: We analyze and compare the speed at which each website provides the latest GDP data. 📂 3. Availability of Excel Files and Visualization: A comprehensive statistical website should not only provide raw data but also offer downloadable files for further analysis. This apart, they should also give attractive visualisation options for making their websites user-friendly. 🖥️ 4. UI/UX of the Website: In this segment, we critique the UI/UX design of each website, emphasizing the importance of a seamless experience. 🌍 Why User-Friendly Websites Matter for India: With a focus on data transparency and accountability, I discuss how accessible platforms empower the general public to navigate information effortlessly. Join me on this data-driven journey as we evaluate and discuss the strengths and weaknesses of different statistical websites. Empower yourself with the knowledge needed to make sense of the complex world of economic indicators. Don't forget to like, subscribe, and hit the notification bell to stay updated on our latest analyses! 💡📈 🗣️ Share your experiences of using these websites in the comments below! 💬💡 ----------------------------------------------------------------------------------- ⏱️ Time Stamps: 00:39: Why official statistical websites matter? 01:10: Challenges while accessing statistical websites 02:03: 4 parameters to review official statistical websites 03:15: Reviewing MOSPI, India's Statistical Website 09:16: Reviewing NBSC, China's Statistical Website 09:49: Reviewing FSSS, Russia's Statistical Website 11:03: Reviewing IBGE, Brazil's Statistical Website 12:48: Reviewing Stats SA, South Africa's Statistical Website 14:43: Reviewing INEGI, Mexico's Statistical Website 16:23: Reviewing ONS, UK's Statistical Website 17:09: Reviewing BEA, USA's Statistical Website 18:10: Reviewing De Statis, Germany's Statistical Website 18:58: Reviewing Pakistan Bureau of Statistics 19:39: Reviewing Department of Census & Statistics, Srilanka's Statistical Website 20:58: Thoughts about statistical websites, data transparency, user-friendly data and governance ----------------------------------------------------------------------------------- Thanks for tuning in, and I'll catch you next week for more fascinating insights! 🌟💼📈 #StatisticalWebsites #GDPData #DataTransparency #UserExperience #UI #UX #Webdesigning #India #MOSPI #BEA #statistics #economics #userfriendly #datavisualization #google #seo #China #Russia #UK #Germany #Mexico #Brazil #Pakistan #Srilanka #USA #SouthAfrica ----------------------------------------------------------------------------------- 📚 Sources and Further References: India [MOSPI] - https://www.mospi.gov.in/ USA [BEA] - https://www.bea.gov/ UK [ONS] - https://www.ons.gov.uk/ Germany [DE Statis] - https://www.destatis.de/EN/ China [NBSC] - https://www.stats.gov.cn/ Brazil [IBGE] - https://www.ibge.gov.br/ Russia [FSSS] - https://eng.rosstat.gov.ru/ South Africa [Stats SA] - https://www.statssa.gov.za/ Mexico [INEGI] - https://en.www.inegi.org.mx/ Pakistan [Pakistan Bureau of Statistics] - https://www.pbs.gov.pk/ Srilanka [Department of Census & Statistics] - http://www.statistics.gov.lk/ ----------------------------------------------------------------------------------- 👉🏼 Follow Me on - LinkedIn - / swapkar Twitter - / swap_kar Instagram - / swap_kar Blog - https://econgullyblog.wordpress.com/ Support the channel - https://donate.stripe.com/3cs2aD26u4bB5UYeUU

Which are the richest and the poorest districts in Maharashtra? How rich will Maharashtra be if we remove Mumbai's income? How is Maharashtra's economy performing? Have we recovered from Covid? Let me walk you through Maharashtra's economic analysis with the latest data. Seldom do we talk about the State's Economy in India. This is my first attempt to uncover the economic data of my birth state - Maharashtra. This is a special episode as I have also created a video in the Marathi language. Recommend your friends and colleagues to watch it here - • Maharashtra Economy [In Marathi] | Ri... In case you don't know, I host the econGully Marathi Podcast, the first podcast about economics and finance in the Marathi language. Link here - https://econgullyblog.wordpress.com/p... 👍 Don't Forget to LIKE, SHARE, and SUBSCRIBE for More Insights! 🔔✨ 🗣️ Share Your Thoughts on which state or district-related information you would like to watch next in the Comments Below! 💬💡 ----------------------------------------------------------------------------------- ⏱️ Time Stamps 00:57: Maharashtra Economic Size 01:07: Maharashtra Economy If Mumbai Removed from it 01:39: Sector Wise Contribution to Maharashtra's Economy 03:28: Maharashtra Economy Post Covid 05:40: Data issues about States in India 06:50: Maharashtra Economic Growth in the last 10 years 08:49: Analysis of District Per Capita Income for Maharashtra 13:05: Analysis of District Wise Electricity Consumption in Maharashtra 15:14: District Wise Growth of Per Capita Income in Maharashtra 16:26: Questions to ask in the upcoming elections ----------------------------------------------------------------------------------- Thanks for tuning in, and I'll catch you next week for more fascinating insights! 🌟💼📈 #maharashtra #maharashtranews #devendrafadnavis #eknathshinde #uddhavthackeray #ajitpawar #sharadpawar #maharashtrapolitics #maharashtraeconomy #mumbai #pune #thane #raigad #navimumbai #nagpur #hingoli #washim #solapur #osmanabad #districtsinfo #knowledge #aurangabad #sambhajinagar #covid19 #economy ----------------------------------------------------------------------------------- 📚 Sources and Further References: State GDP Data (pdf) - http://tinyurl.com/mrxsvedz District GDP Data (pdf) - http://tinyurl.com/4uzss3s5 Economic Survey of Maharashtra FY23 (pdf) - http://tinyurl.com/yk6juduj Infrastructure Statistics of Maharashtra FY21 (pdf) - http://tinyurl.com/ksxw2dm8 Maps created from Datawrapper All images are from sources like Pixabay and contain content licenses. ----------------------------------------------------------------------------------- 👉🏼 Follow Me on - LinkedIn - / swapkar Twitter - / swap_kar Instagram - / swap_kar Blog - https://econgullyblog.wordpress.com/ Support the channel - https://donate.stripe.com/3cs2aD26u4bB5UYeUU

The SRK-starrer movie, Dunki is about migration. It has become a central point in the United Kingdom currently. Reason? Because the UK has opened up its labour market to foreigners. But why did it open up if Brexit's main agenda was to cut it down? Yes, you are right. But the economy is going through many problems and the labour shortage is one of them. Ok. So what sort of problems? And Why? All these questions are answered in this video. This is an economic, social and political roller coaster ride. So, brace yourself and join me in unravelling the journey of the UK. By the way, the romance of UK and EU is pretty much like Bollywood movie DDLJ. 🎬 ICYMI here's the link to my YT short on 'Why did British or European powers come to India in the first place before colonising it?' 🌶️ • #History #British #India #spices #eur... 👍 Don't Forget to LIKE, SHARE, and SUBSCRIBE for More Insights! 🔔✨ 🗣️ Share Your Thoughts on Diwalinomics in the Comments Below! 💬💡 ----------------------------------------------------------------------------------- ⏱️ Time Stamps 0:46: Why did the UK join the EU? 1:18: Marshall Plan and Team Work within Europe 1:51: Difference between Customs Union and Free Trade Area 3:09: UK's romance and resemblance with another SRK-starrer movie Dilwale Dulhaniya Le Jayenge (DDLJ) 4:30: Events before UK's membership in EU 7:18: Did the UK benefit from EU membership? 8:28: Immigration issues 9:35: UK politics and Euroscepticism 10:37: Referendum Results 12:21: Impact of Brexit on UK economy 14:41: Social and political issues post-Brexit 16:20: Some good aspects after Brexit ----------------------------------------------------------------------------------- Thanks for tuning in, and I'll catch you next week for more fascinating insights! 🌟💼📈 #brexit #UK #ukeconomy #europe #immigration #ukimmigration #british #dunki ----------------------------------------------------------------------------------- 📚 Sources and Further References: UK Economy Data, UK Govt. - https://www.ons.gov.uk/economy Brexit: What economic impacts does the literature anticipate?, Catherine Mathieu - http://tinyurl.com/yu8v6f9s The economic Impact of EU membership on the UK, Aston University - http://tinyurl.com/3aj4vrmp EU Membership and FDI, UK Govt. - http://tinyurl.com/mr42spxa North & South by Henry Overman and Alan Winters, CentrePiece Winter 2004 -http://tinyurl.com/a965dzab The Growth Effects of EU Membership for the UK: Review of the evidence, NICHOLAS CRAFTS, SMF - http://tinyurl.com/yx57nwsj THE COST OF BREXIT TO JUNE 2022, Centre for European Reform - http://tinyurl.com/4k5y4xcz The impact of Brexit, in charts, The Economist - http://tinyurl.com/2573js5t What's Really Driving the Labour Shortage in the UK?, Personio - http://tinyurl.com/2z947akm Skilled Worker visa: shortage occupations, UK Govt. - http://tinyurl.com/4m9n8dcb How much do countries benefit from membership in the European Union?, CEPR - http://tinyurl.com/mvwhfey9 EU membership has many benefits, but economic growth is not one of them – new findings, Conversation - http://tinyurl.com/48m32xhf Over 440 finance firms move jobs out of UK and £900bn flees to EU, Yahoo Finance - http://tinyurl.com/yu4fx8jt UK trade agreements in effect, UK Govt. - http://tinyurl.com/y8zha6yp UK employment hits record high but the economy is still short 1 million workers, CNN Business - http://tinyurl.com/2s3jwdsy Results of 2016 UK Referendum, Wikipedia - http://tinyurl.com/55d6b4en ----------------------------------------------------------------------------------- 👉🏼 Follow Me on - LinkedIn - / swapkar Twitter - / swap_kar Instagram - / swap_kar Blog - https://econgullyblog.wordpress.com/ Support the channel - https://donate.stripe.com/3cs2aD26u4bB5UYeUU

🌈 Join me in this exciting episode as we unravel the economic mysteries behind Diwali - the festival that lights up our lives and economies! 🪔💰 From vehicles to digital transactions, and from stock markets to online shopping - find out how Indians celebrated this festival. Will this boost the economy? If yes, by how much? Sit back, grab a cup of coffee, and immerse yourself in the fascinating world of Diwalinomics. In this video, I have analysed the current situation only. I have said something about GDP growth as well. But it should be taken only to gauge direction, rather than accuracy of the same. 🎬 Missed My Multi-Asset Mutual Funds Video? Check It Out Now! 📊💹 • How to Diversify Your Portfolio? | Be... 👍 Don't Forget to LIKE, SHARE, and SUBSCRIBE for More Insights! 🔔✨ 🗣️ Share Your Thoughts on Diwalinomics in the Comments Below! 💬💡 ----------------------------------------------------------------------------------- ⏱️ Time Stamps 0:28: Sweets and Weight gains 1:06: Plug: Best Multi-Asset Mutual Funds - • How to Diversify Your Portfolio? | Be... 1:44: Vehicles 2:24: Toll 3:10: UPI 3:56: Credit Cards 4:14: Debit Cards 4:33: Electricity 6:19: Stock Markets 6:45: Currency in Circulation 7:27: Retail Trade 8:02: Online Shopping 9:32: Overall Consumer Demand 11:30: Excess Inventory 12:40: Shrinkflation 13:10: Summary of all problems and conclusion ----------------------------------------------------------------------------------- Thanks for tuning in, and I'll catch you next week for more fascinating insights! 🌟💼📈 #Diwalinomics #EconomicTrends #FestivalofLights #EconomicAnalysis #Finance101 #economics #indiaeconomy #diwali 🚀💡 ----------------------------------------------------------------------------------- 📚 Sources and Further References: FMCG Distributors Stuck With Excess Stock On Muted Diwali Demand, NDTV Profit - http://tinyurl.com/3uakuz23 How this year’s festive season sales fared: “decent; not great, but decent”, The Mint- http://tinyurl.com/muk3x3w3 Diwali 2023 season: Sales at retail & online stores clock all-time high, 65% of online sales outside Tier-1 cities, CNBC TV18 - http://tinyurl.com/bk5vexch E-commerce order volumes up 37% this festival season: Unicommerce, BS - http://tinyurl.com/345wyt5v ----------------------------------------------------------------------------------- 👉🏼 Follow Me on - LinkedIn - / swapkar Twitter - / swap_kar Instagram - / swap_kar Blog - https://econgullyblog.wordpress.com/ Support the channel - https://donate.stripe.com/3cs2aD26u4bB5UYeUU

Markets are at an all-time high. The global economy is at a bit uncertain stage. What to do in such a situation? The answer is diversification. Grab equity, debt, commodities and other assets, as much as possible. But what is the best way to diversify? I think Multi Asset Mutual Funds are one of the best ways to build a diverse portfolio. In this episode, I compare all the multi-asset mutual funds in India - their portfolios and various ratios. Following is the link to the Excel sheet where you will find all the data needed - https://1drv.ms/x/s!AomTIYVfAKcIlpIRK... 🔔 *Don't forget to subscribe and hit the notification bell for more thought-provoking content!* #diversification #portfoliomanagement #portfolio #multiassetmutualfunds #mutualfunds #finance #investing #equity #debt #gold #commodities ----------------------------------------------------------------------------------- ⏱️ Time Stamps 00:37: Disclaimer 01:05: What is Diversification? 01:34: 100-Age Rule 02:17: Diversification within each category 04:04: Multi-Asset Mutual Funds 04:14: Why should we invest in these funds now? 04:51: Screening multi-asset mutual funds 05:55: Diversification % 07:31: Excel Sheet 21:27: Top 5 Multi-Asset Mutual Funds ----------------------------------------------------------------------------------- 📚 Sources and Further References: What Is Diversification?, Investopedia - https://tinyurl.com/475j6pkz Turnover ratios and fund quality, Investopedia - https://tinyurl.com/4c2k6a5w What is the Sharpe Ratio?, IndMoney - https://tinyurl.com/yc68azbs Expense Ratio, Groww - https://groww.in/p/expense-ratio Should one consider P/B and P/E ratios while selecting a mutual fund?, Value Research - https://tinyurl.com/3rns3hcu What is Yield to Maturity?, ET Money - https://tinyurl.com/2r5yv2rt ----------------------------------------------------------------------------------- 👉🏼 Follow Me on - LinkedIn - / swapkar Twitter - / swap_kar Instagram - / swap_kar Blog - https://econgullyblog.wordpress.com/ Support the channel - https://donate.stripe.com/3cs2aD26u4bB5UYeUU

There was a time when we worked for more than 70 hours. Now, we shouldn't. But is Narayana Murthy wrong in proposing a 70-hour work week? Should we work for 70 hours a week? What does history tell us about working hours? What can we learn from history? Indians are one of the most hard-working populations in the world. But get one of the lowest pays in the world. How should we solve this problem? What can India learn from other countries? I discuss it in this video. Blog link of this episode: https://wp.me/p8aKIW-YI 🤔 *Join the Conversation* Share your thoughts in the comments below! What's your perspective on the 70-hour workweek proposal? What do you think our new work pattern should be like? 🔔 *Don't forget to subscribe and hit the notification bell for more thought-provoking content!* #WorkWeek #HistoryOfWork #FutureOfWork #DataAnalysis #CareerInsights #narayanamurthy ----------------------------------------------------------------------------------- ⏱️ Time Stamps 1:00: Break up of 70 hours 1:29: Should everyone work for 70 hours? 3:24: Work life of early humans 4:38: Work after industrial revolution 6:19: Journey from 16 hours to 8 hours - World 11:52: Journey from 16 hours to 8 hours - India 13:52: Hours worked vs. Salaries 19:32: Future of Work ----------------------------------------------------------------------------------- 📚 Sources and Further References: Lessons from the foragers, Aeon - https://tinyurl.com/y5aujhvh Why do we work 9 to 5? The history of the eight-hour workday, CNN Business - https://tinyurl.com/ybhh8yw8 Eight-hour day, Wikipedia - https://tinyurl.com/5ab8t3t7 Statistics on working time, ILO - https://tinyurl.com/45cbw7bk Hours Worked vs. Salaries in OECD Countries, Visual Capitalist - https://tinyurl.com/whrt5r27 Work Hours and Office Timing in India, IndiaLawOffices - https://tinyurl.com/ywvuc9eh The History of Work in India, Lazy Eight Blog - https://tinyurl.com/58f4vtea ----------------------------------------------------------------------------------- 👉🏼 Follow Me on - LinkedIn - / swapkar Twitter - / swap_kar Instagram - / swap_kar Blog - https://econgullyblog.wordpress.com/ Support the channel - https://donate.stripe.com/3cs2aD26u4bB5UYeUU

Will you love learning economics from the Badshah of Bollywood? If yes, then I have this video for you. FYI, Shahrukh is an economics graduate. There are undoubtedly, many marketing and business lessons that one can learn from movie production. But within movies, there are some circumstances and events that can teach us something or the other. In Pathaan, I found treasures of moral hazard and information asymmetry. What did you find? In which other movies have you seen these two economic concepts? Mention them in the comments below. Blog link of this episode: https://econgullyblog.wordpress.com/2... #srk #yashrajfilms #pathaan #spy #tiger3 #war2 #shahrukh #economics #econ101 ----------------------------------------------------------------------------------- ⏱️ Time Stamps 00:54: First lesson - Moral Hazard 01:59: Car insurance example 03:36: Bank & Deposit Insurance example 06:06: Second lesson - Information Asymmetry 08:03: Job interview example 10:04: Role of spies ----------------------------------------------------------------------------------- 📚 Sources and Further References: Moral Hazard: Meaning, Examples, and How to Manage, Investopedia - https://tinyurl.com/p43cs8hu Asymmetric Information in Economics Explained, Investopedia - https://tinyurl.com/3f5sy9fa ----------------------------------------------------------------------------------- 👉🏼 Follow Me on - LinkedIn - / swapkar Twitter - / swap_kar Instagram - / swap_kar Blog - https://econgullyblog.wordpress.com/ Support the channel - https://donate.stripe.com/3cs2aD26u4bB5UYeUU

RBI Governor Shaktikanta Das said, "We may have to consider OMO sales." Why Open Market Operations (OMO) sales are considered tactical at this point? What is OMO? What impact do OMOs have on the economy? How does the money supply change due to OMOs? Why do OMOs impact bond yields and exchange rates?  💸 Find answers to these questions in this video. Read the transcript and access the Zoom Whiteboard displayed in this video on my blog. Link - https://wp.me/p8aKIW-XW #RBI #economics #banking #money #liquidity #bondyields #yieldspreads #currency #exchangerate  ----------------------------------------------------------------------------------- ⏱️ Time Stamps 00:58: What is OMO? Explained using non-technical example 03:44: OMO detailed explanation through whiteboard 10:59: Introduction to Yield Spreads - Whiteboard 14:45: Connecting theory to reality 18:03: Changes in yield spreads and USD/INR ----------------------------------------------------------------------------------- 📚 Sources and Further References: Many Faces of OMOs, Tamal Bandyopadhyay - https://tinyurl.com/5n6hn3cn How RBI's Potential OMO Bond Sale Is A Plan To Hit Three Birds With One Stone, Outlook Business - https://tinyurl.com/nhk67p8r Open market operation, Wikipedia - https://en.wikipedia.org/wiki/Open_market_operation ----------------------------------------------------------------------------------- 👉🏼 Follow Me on - LinkedIn -   / swapkar   Twitter -   / swap_kar   Instagram -   / swap_kar   Blog - https://econgullyblog.wordpress.com/ Support the channel - https://donate.stripe.com/3cs2aD26u4bB5UYeUU