Swapnil Karkare Podcast: Economic Insights on India
Swapnil Karkare
48 episodes
1 week ago
Welcome to the Swapnil Karkare Podcast, your go-to source for in-depth insights on economics and finance. Hosted by Swapnil Karkare — a Chartered Accountant, Economist, Researcher, and Podcaster — this podcast delivers fresh perspectives on India's state economies, key sectors, economic policies, and emerging trends shaping the nation’s financial future.
Through engaging discussions, we break down complex economic concepts and offer thought-provoking analysis, making it easier for listeners to understand critical topics in Indian economics and global finance. Whether you're a student, professional, or simply curious about the world of economics, this podcast is for you!
You can listen to or watch episodes on all leading podcasting apps and YouTube. For episodes featuring infographics, charts, or screen recordings, we recommend watching the video version for a more comprehensive experience.
Thank you for tuning in — stay informed, stay curious!
👉🏼 Follow Me on -
LinkedIn - / swapkar
Twitter - / swap_kar
Instagram - / swap_kar
Blog - https://econgullyblog.wordpress.com/
Support the channel - https://donate.stripe.com/3cs2aD26u4bB5UYeUU
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Welcome to the Swapnil Karkare Podcast, your go-to source for in-depth insights on economics and finance. Hosted by Swapnil Karkare — a Chartered Accountant, Economist, Researcher, and Podcaster — this podcast delivers fresh perspectives on India's state economies, key sectors, economic policies, and emerging trends shaping the nation’s financial future.
Through engaging discussions, we break down complex economic concepts and offer thought-provoking analysis, making it easier for listeners to understand critical topics in Indian economics and global finance. Whether you're a student, professional, or simply curious about the world of economics, this podcast is for you!
You can listen to or watch episodes on all leading podcasting apps and YouTube. For episodes featuring infographics, charts, or screen recordings, we recommend watching the video version for a more comprehensive experience.
Thank you for tuning in — stay informed, stay curious!
👉🏼 Follow Me on -
LinkedIn - / swapkar
Twitter - / swap_kar
Instagram - / swap_kar
Blog - https://econgullyblog.wordpress.com/
Support the channel - https://donate.stripe.com/3cs2aD26u4bB5UYeUU
Why is the Indian Market Falling? Impact of Rising Dollar, US Bond Yields & China's DeepSeek
Swapnil Karkare Podcast: Economic Insights on India
30 minutes
5 months ago
Why is the Indian Market Falling? Impact of Rising Dollar, US Bond Yields & China's DeepSeek
📉 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
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⏱️ 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
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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
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👉🏼 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
Swapnil Karkare Podcast: Economic Insights on India
Welcome to the Swapnil Karkare Podcast, your go-to source for in-depth insights on economics and finance. Hosted by Swapnil Karkare — a Chartered Accountant, Economist, Researcher, and Podcaster — this podcast delivers fresh perspectives on India's state economies, key sectors, economic policies, and emerging trends shaping the nation’s financial future.
Through engaging discussions, we break down complex economic concepts and offer thought-provoking analysis, making it easier for listeners to understand critical topics in Indian economics and global finance. Whether you're a student, professional, or simply curious about the world of economics, this podcast is for you!
You can listen to or watch episodes on all leading podcasting apps and YouTube. For episodes featuring infographics, charts, or screen recordings, we recommend watching the video version for a more comprehensive experience.
Thank you for tuning in — stay informed, stay curious!
👉🏼 Follow Me on -
LinkedIn - / swapkar
Twitter - / swap_kar
Instagram - / swap_kar
Blog - https://econgullyblog.wordpress.com/
Support the channel - https://donate.stripe.com/3cs2aD26u4bB5UYeUU