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...

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...

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...

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,...

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...

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...

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...

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 YOU...

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...

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 competitiv...

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...

📦 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 alw...

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:...

🎙️ 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 i...

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: Fr...

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 manufac...

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 🔹 Tu...

📉 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 I...

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 sp...

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 ro...

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...

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 #maha...

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 #india...

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...

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...