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/

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