- 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

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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

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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, 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

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- 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

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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

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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

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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

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-----

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.

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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

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🌏 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

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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/

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📊 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

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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

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📊 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

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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/

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⏱️ 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

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🇵🇰 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

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⏱️ 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/

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📊 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

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⏱️ 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

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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

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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

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⏱️ 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

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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

-----------------------------------------------------------------------------------

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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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

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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

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⏱️ 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

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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

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📚 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

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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

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⏱️ 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

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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

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⏱️ 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

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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

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⏱️ 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

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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

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⏱️ 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.

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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

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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

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⏱️ 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?

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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

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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

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⏱️ 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

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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

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#indianrailways #inequality #infrastructure #india #accoach #publictransport #passenger

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⏱️ 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

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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

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⏱️ 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

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#IRDAI #insurance #healthinsurance #seniorcitizens #health #policyupdate

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⏱️ 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

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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

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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

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⏱️ 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

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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

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⏱️ 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?

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Join me in analysing and discussing different angles on Bengaluru's water crisis situation.

#bengaluru #watercrisis #bbmp #bangalore #Bengaluruwater #karnataka #bengaluruwatercrisis #watershortage

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⏱️ 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

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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

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⏱️ 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

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#economics #farmers #farmersprotest #agriculture #europe #eu #india #msp #farmlaws #modi #rightwing #leftwing #peasant #inflation #prices

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⏱️ 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

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📚 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)

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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

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⏱️ 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

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📚 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

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#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

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⏱️ 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

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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...

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⏱️ 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

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#finance #sharemarket #economics #indiaeconomy #finfluencer #contentcreator #reality #contentcreator #financepodcast #economicspodcast #podcast #podcasting #podcaster

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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! 💬💡

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⏱️ 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

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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

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📚 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/

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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! 💬💡

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⏱️ 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

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Thanks for tuning in, and I'll catch you next week for more fascinating insights! 🌟💼📈 #brexit #UK #ukeconomy #europe #immigration #ukimmigration #british #dunki

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📚 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

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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

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⏱️ 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

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📚 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

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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

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⏱️ 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

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📚 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

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LinkedIn - / swapkar

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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

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⏱️ 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

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📚 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

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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 

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⏱️ 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

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📚 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

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LinkedIn -   / swapkar  

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