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Explore every episode of the podcast Swapnil Karkare Podcast: Economic Insights on India

Dive into the complete episode list for Swapnil Karkare Podcast: Economic Insights on India. Each episode is cataloged with detailed descriptions, making it easy to find and explore specific topics. Keep track of all episodes from your favorite podcast and never miss a moment of insightful content.

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TitlePub. DateDuration
Never Underestimate the Magic of Coalition | State of Politics in India07 Apr 202500:19:47
BJP has to deal with the whims and fancies of Chandrababu Naidu and Nitish Kumar for the next five years. "Ohh, that's gonna slow economic reforms!", exclaimed many people. Some expressed through writings, comments and interviews while some crashed the stock market. Well, it seems they do not understand how the country - its politics, bureaucracy, politicians and economy - works. This video is a reminder to everyone that we have seen better reforms and economic growth under coalition governments than a majority. So, no, reforms are not going anywhere. Yes, the pace might slow down a bit and that's the function of democracy, right? I would say, a healthy function. Also, the increased role of coalition and opposition is necessary for the country like India, where institutions are less developed. I believe there will be slew of reforms under this government. I would add another layer to it. I believe that this government can (if it wants to) bring some of the toughest economic reforms like land and labour if it keeps its eyes, ears and arms open. Let us wait and watch. #india #government #politics #institutions #coalition #nda #bjp #modi #amitshah #chandrababu #nitishkumar #tdp #jdu #congress #manmohansingh #vajpayee #devegowda ----------------------------------------------------------------------------------- โฑ๏ธ Time Stamps 00:30: History of reforms under coalition governments 01:37: Vajpayee's response highlights the essence of 'continuity with change' 03:30: Modi's biggest failures with reforms in the last 10 years 04:38: Coalition dharma & parliamentary debates will bring more reforms 07:40: How does India maintain checks and balances? Politics over institutions 11:10: Modi 3.0 will be more of the same 11:51: Targetted welfarism 12:24: Inflation management 13:47: Focus on capital expenditure 14:45: Fiscal discipline 17:20: Modi failed to bring many reforms despite the majority ----------------------------------------------------------------------------------- Sources: Whoโ€™s afraid of coalition governments?, Deccan Herald - https://tinyurl.com/3bav4hks Why Indiaโ€™s Political Reset Isnโ€™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 ----------------------------------------------------------------------------------- ๐Ÿ‘‰๐Ÿผ Follow Me on - LinkedIn - https://www.linkedin.com/in/swapkar Twitter - https://twitter.com/Swap_Kar Instagram - https://www.instagram.com/swap_kar/ Blog - https://econgullyblog.wordpress.com/ Support the channel - https://donate.stripe.com/3cs2aD26u4bB5UYeUUhttps://tinyurl.com/3bav4hks
More AC Coaches in Indian Railways07 Apr 202500:15:58
Indian Railways are amping up AC coaches, but is it a sure-shot passenger pleaser? This video dives deep into the potential drawbacks of this move. We analyze the demand for AC coaches and highlight potential inequalities for non-AC travellers. Is this the right track for Indian Railways? Watch to find out! #indianrailways #inequality #infrastructure #india #accoach #publictransport #passenger ----------------------------------------------------------------------------------- โฑ๏ธ 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 ----------------------------------------------------------------------------------- ๐Ÿ‘‰๐Ÿผ Follow Me on - LinkedIn - https://www.linkedin.com/in/swapkar Twitter - https://twitter.com/Swap_Kar Instagram - https://www.instagram.com/swap_kar/ Blog - https://econgullyblog.wordpress.com/ Support the channel - https://donate.stripe.com/3cs2aD26u4bB5UYeUU
White Paper Analysed: Myths vs. Reality | UPA vs NDA07 Apr 202500:29:22
Is Nirmala Sitharaman's white paper painting a true picture of economic progress? Join us as we dive deep into the data and uncover the myths and realities behind the government's narrative. Key questions we answer: Are previous government's criticisms fair? See, there is no denying rampant corruption and macroeconomic mismanagement. But, was everything awful? What exactly are the current government's solutions? Does the data tell the full story? Get ready for: Data-driven insights: Charts, graphs, and compelling evidence to support our findings. A balanced perspective: We'll challenge both sides of the story and encourage critical thinking. I take the help of an Excel sheet in this video. If you want this Excel sheet, follow me on one of the social media platforms, preferably, LinkedIn, DM me by replying 'I need the Excel file' and then you will get the copy. #modi #manmohansingh #congress #bjp #nirmalasitharaman #economics #india #indianeconomics #data #vajpayee #demonetisation ----------------------------------------------------------------------------------- โฑ๏ธ 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 ----------------------------------------------------------------------------------- ๐Ÿ“š 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 ----------------------------------------------------------------------------------- ๐Ÿ‘‰๐Ÿผ Follow Me on - LinkedIn - https://www.linkedin.com/in/swapkar Twitter - https://twitter.com/Swap_Kar Instagram - https://www.instagram.com/swap_kar/ Blog - https://econgullyblog.wordpress.com/ Support the channel - https://donate.stripe.com/3cs2aD26u4bB5UYeUU
Beginner's Guide to Interim Budget 2024 Analysis | Unbiased Budget Analysis06 Apr 202500:21:16
Presenting my budget analysis in the most unbiased way. #budget #interimbudget #budget2024 #nirmalasitharaman #modi #bjp #economics #policy #politics #fiscaldeficit Links to different materials used in the video - Budget 2024: Focussed But Deducting 2 Marks, Swapnil Karkare - https://econgullyblog.wordpress.com/2024/02/01/budget-2024-focussed-but-deducting-2-marks/ (Links to many databases and images in this blog) MSME 2023 Review, MSME Talk Podcast - https://msmetalk.com/podcast/msme-segment-review-2023/ Diwalinomics, Swapnil Karkare - https://youtu.be/41pIC5h_hZw?feature=shared -------------------------------------------------------------------------------- โฑ๏ธ 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 -------------------------------------------------------------------------------- ๐Ÿ‘‰๐Ÿผ Follow Me on - LinkedIn - https://www.linkedin.com/in/swapkar Twitter - https://twitter.com/Swap_Kar Instagram - https://www.instagram.com/swap_kar/ Blog - https://econgullyblog.wordpress.com/ Support the channel - https://donate.stripe.com/3cs2aD26u4bB5UYeUU
Is Pushpa Free Market Lover? | EconBolly | Pushpa Loves Competition04 Apr 202500:10:08
Pushpa wants to rule. But he wants the syndicate members around the Seshachalam Hills to become rich too. So, what's a syndicate? Richer - what do you mean by that? And what are these hills? What the hell are you talking about? Are you feeling like that? Well, first things first - spoiler alerts (lots!). You probably have to watch the movie (or a few minutes which I mentioned on Prime Video) to understand the context - although I have explained it quite well at the beginning. The movie revolves around the red sandalwood's illegal trade and how Pushpa moves up the ranks in the smuggling group. But the economist in me found out the hidden forms of competition and markets in it and how it technically fits the storyline as well. However, although the movie buff in me wants to know what happens in the second part, the economist is worried about a couple of technical concepts. What is this all about? You have to watch the entire video to understand why monopolies are bad and competition is good and how Pushpa is, therefore, the free market advocate. This is the second such episode on movies. ICYMI, watch the similar video on Pathan here - โ€ข Economics Lessons from Pathaan | Mark... #economics #pushpa #pushparaj #pushpamovie #pushpa2 #alluarjun #rashmikamandanna #fahadhfaasil #markets #freemarket #finance #economics101 #competition #monopoly #oligopoly #hindimovies #telugumovies #tamilmovies ----------------------------------------------------------------------------------- โฑ๏ธ Time Stamps 01:03: Red Sandalwood's Monopoly Market 02:57: The Middleman Monopoly 04:54: Syndicate - Oligopoly 05:31: A Monopsony in Chennai 06:50: Different Types of Markets Discussed - Revision 07:59: Cues from Pathan in the Pushpa sequel ----------------------------------------------------------------------------------- ๐Ÿ“š Sources and Further References: Market Structure, CFI - https://corporatefinanceinstitute.com... ----------------------------------------------------------------------------------- ๐Ÿ‘‰๐Ÿผ Follow Me on - LinkedIn - / swapkar Twitter - / swap_kar Instagram - / swap_kar Blog - https://econgullyblog.wordpress.com/ Support the channel - https://donate.stripe.com/3cs2aD26u4bB5UYeUU
Choosing The Right Finfluencer ft. Saumya Bader | Journey of Finance Content Creator04 Apr 202500:29:11
This is the collab episode between Saumya Bader, a Chartered Accountant and the host of the Economic Charcha Podcast, and Me. Saumya and I discussed how we started our content creation journey. We also talked a lot about the good, bad and ugly sides of finfluencer or finance influencer marketing. We believe professionals must separate the chaff from the wheat in this finance-creator economy - which is the need of the hour. ๐Ÿ—ฃ๏ธ 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! ๐Ÿ’ฌ๐Ÿ’ก 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... ----------------------------------------------------------------------------------- โฑ๏ธ Time Stamps: 02:17: How did Swapnil start his content creation journey? 03:58: How did Saumya start her content creation journey? 05:17: How and Why did Swapnil start making YouTube videos and IG reels? 06:52: We share how practice and consistency make things look great 11:17: Thoughts about Finfluencers - Good, Bad & Ugly 14:21: Our favs 15:59: What's a good finance podcast or content or finfluencer? 21:13: Responsibility of CAs and other experts to talk about or create good content 22:42: A Message to Finance Content Creators 27:42: Collaborate with us and let us grow together ----------------------------------------------------------------------------------- #finance #sharemarket #economics #indiaeconomy #finfluencer #contentcreator #reality #contentcreator #financepodcast #economicspodcast #podcast #podcasting #podcaster ----------------------------------------------------------------------------------- ๐Ÿ‘‰๐Ÿผ Follow Me on - LinkedIn - / swapkar Twitter - / swap_kar Instagram - / swap_kar Blog - https://econgullyblog.wordpress.com/ Support the channel - https://donate.stripe.com/3cs2aD26u4bB5UYeUU
Best Statistical Websites | Review | MOSPI Needs Revamp | Web Designing04 Apr 202500:24:45
๐ŸŒ Exploring Statistical Websites: Which One's The Best -- It's not India's ๐Ÿ“Š 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 - ๐Ÿ” 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. โฐ 2. Time to Get the Data: We analyze and compare the speed at which each website provides the latest GDP data. ๐Ÿ“‚ 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. ๐Ÿ–ฅ๏ธ 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. ๐ŸŒ 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! ๐Ÿ’ก๐Ÿ“ˆ ๐Ÿ—ฃ๏ธ Share your experiences of using these websites in the comments below! ๐Ÿ’ฌ๐Ÿ’ก ----------------------------------------------------------------------------------- โฑ๏ธ Time Stamps: 00:39: Why official statistical websites matter? 01:10: Challenges while accessing statistical websites 02:03: 4 parameters to review official statistical websites 03:15: Reviewing MOSPI, India's Statistical Website 09:16: Reviewing NBSC, China's Statistical Website 09:49: Reviewing FSSS, Russia's Statistical Website 11:03: Reviewing IBGE, Brazil's Statistical Website 12:48: Reviewing Stats SA, South Africa's Statistical Website 14:43: Reviewing INEGI, Mexico's Statistical Website 16:23: Reviewing ONS, UK's Statistical Website 17:09: Reviewing BEA, USA's Statistical Website 18:10: Reviewing De Statis, Germany's Statistical Website 18:58: Reviewing Pakistan Bureau of Statistics 19:39: Reviewing Department of Census & Statistics, Srilanka's Statistical Website 20:58: Thoughts about statistical websites, data transparency, user-friendly data and governance ----------------------------------------------------------------------------------- Thanks for tuning in, and I'll catch you next week for more fascinating insights! ๐ŸŒŸ๐Ÿ’ผ๐Ÿ“ˆ #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 ----------------------------------------------------------------------------------- ๐Ÿ“š 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/ ----------------------------------------------------------------------------------- ๐Ÿ‘‰๐Ÿผ Follow Me on - LinkedIn - / swapkar Twitter - / swap_kar Instagram - / swap_kar Blog - https://econgullyblog.wordpress.com/ Support the channel - https://donate.stripe.com/3cs2aD26u4bB5UYeUU
Maharashtra Economy | Rich & Poor Districts of Maharashtra | Know Your State03 Apr 202500:17:08
Which are the richest and the poorest districts in Maharashtra? How rich will Maharashtra be if we remove Mumbai's income? How is Maharashtra's economy performing? Have we recovered from Covid? Let me walk you through Maharashtra's economic analysis with the latest data. Seldom do we talk about the State's Economy in India. This is my first attempt to uncover the economic data of my birth state - Maharashtra. This is a special episode as I have also created a video in the Marathi language. Recommend your friends and colleagues to watch it here - โ€ข Maharashtra Economy [In Marathi] | Ri... In case you don't know, I host the econGully Marathi Podcast, the first podcast about economics and finance in the Marathi language. Link here - https://econgullyblog.wordpress.com/p... ๐Ÿ‘ Don't Forget to LIKE, SHARE, and SUBSCRIBE for More Insights! ๐Ÿ””โœจ ๐Ÿ—ฃ๏ธ Share Your Thoughts on which state or district-related information you would like to watch next in the Comments Below! ๐Ÿ’ฌ๐Ÿ’ก ----------------------------------------------------------------------------------- โฑ๏ธ Time Stamps 00:57: Maharashtra Economic Size 01:07: Maharashtra Economy If Mumbai Removed from it 01:39: Sector Wise Contribution to Maharashtra's Economy 03:28: Maharashtra Economy Post Covid 05:40: Data issues about States in India 06:50: Maharashtra Economic Growth in the last 10 years 08:49: Analysis of District Per Capita Income for Maharashtra 13:05: Analysis of District Wise Electricity Consumption in Maharashtra 15:14: District Wise Growth of Per Capita Income in Maharashtra 16:26: Questions to ask in the upcoming elections ----------------------------------------------------------------------------------- Thanks for tuning in, and I'll catch you next week for more fascinating insights! ๐ŸŒŸ๐Ÿ’ผ๐Ÿ“ˆ #maharashtra #maharashtranews #devendrafadnavis #eknathshinde #uddhavthackeray #ajitpawar #sharadpawar #maharashtrapolitics #maharashtraeconomy #mumbai #pune #thane #raigad #navimumbai #nagpur #hingoli #washim #solapur #osmanabad #districtsinfo #knowledge #aurangabad #sambhajinagar #covid19 #economy ----------------------------------------------------------------------------------- ๐Ÿ“š Sources and Further References: State GDP Data (pdf) - http://tinyurl.com/mrxsvedz District GDP Data (pdf) - http://tinyurl.com/4uzss3s5 Economic Survey of Maharashtra FY23 (pdf) - http://tinyurl.com/yk6juduj Infrastructure Statistics of Maharashtra FY21 (pdf) - http://tinyurl.com/ksxw2dm8 Maps created from Datawrapper All images are from sources like Pixabay and contain content licenses. ----------------------------------------------------------------------------------- ๐Ÿ‘‰๐Ÿผ Follow Me on - LinkedIn - / swapkar Twitter - / swap_kar Instagram - / swap_kar Blog - https://econgullyblog.wordpress.com/ Support the channel - https://donate.stripe.com/3cs2aD26u4bB5UYeUU
Brexit & UK Economy: The Past & Present | Brexit Chronicles03 Apr 202500:17:33
The SRK-starrer movie, Dunki is about migration. It has become a central point in the United Kingdom currently. Reason? Because the UK has opened up its labour market to foreigners. But why did it open up if Brexit's main agenda was to cut it down? Yes, you are right. But the economy is going through many problems and the labour shortage is one of them. Ok. So what sort of problems? And Why? All these questions are answered in this video. This is an economic, social and political roller coaster ride. So, brace yourself and join me in unravelling the journey of the UK. By the way, the romance of UK and EU is pretty much like Bollywood movie DDLJ. ๐ŸŽฌ 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?' ๐ŸŒถ๏ธ โ€ข #History #British #India #spices #eur... ๐Ÿ‘ Don't Forget to LIKE, SHARE, and SUBSCRIBE for More Insights! ๐Ÿ””โœจ ๐Ÿ—ฃ๏ธ Share Your Thoughts on Diwalinomics in the Comments Below! ๐Ÿ’ฌ๐Ÿ’ก ----------------------------------------------------------------------------------- โฑ๏ธ Time Stamps 0:46: Why did the UK join the EU? 1:18: Marshall Plan and Team Work within Europe 1:51: Difference between Customs Union and Free Trade Area 3:09: UK's romance and resemblance with another SRK-starrer movie Dilwale Dulhaniya Le Jayenge (DDLJ) 4:30: Events before UK's membership in EU 7:18: Did the UK benefit from EU membership? 8:28: Immigration issues 9:35: UK politics and Euroscepticism 10:37: Referendum Results 12:21: Impact of Brexit on UK economy 14:41: Social and political issues post-Brexit 16:20: Some good aspects after Brexit ----------------------------------------------------------------------------------- Thanks for tuning in, and I'll catch you next week for more fascinating insights! ๐ŸŒŸ๐Ÿ’ผ๐Ÿ“ˆ #brexit #UK #ukeconomy #europe #immigration #ukimmigration #british #dunki ----------------------------------------------------------------------------------- ๐Ÿ“š 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 โ€“ new findings, Conversation - http://tinyurl.com/48m32xhf Over 440 finance firms move jobs out of UK and ยฃ900bn 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 ----------------------------------------------------------------------------------- ๐Ÿ‘‰๐Ÿผ Follow Me on - LinkedIn - / swapkar Twitter - / swap_kar Instagram - / swap_kar Blog - https://econgullyblog.wordpress.com/ Support the channel - https://donate.stripe.com/3cs2aD26u4bB5UYeUU
Diwali Economics Explained | 3QFY24 India Economy | Analysis & Insights03 Apr 202500:14:16
๐ŸŒˆ Join me in this exciting episode as we unravel the economic mysteries behind Diwali - the festival that lights up our lives and economies! ๐Ÿช”๐Ÿ’ฐ From vehicles to digital transactions, and from stock markets to online shopping - find out how Indians celebrated this festival. Will this boost the economy? If yes, by how much? Sit back, grab a cup of coffee, and immerse yourself in the fascinating world of Diwalinomics. In this video, I have analysed the current situation only. I have said something about GDP growth as well. But it should be taken only to gauge direction, rather than accuracy of the same. ๐ŸŽฌ Missed My Multi-Asset Mutual Funds Video? Check It Out Now! ๐Ÿ“Š๐Ÿ’น โ€ข How to Diversify Your Portfolio? | Be... ๐Ÿ‘ Don't Forget to LIKE, SHARE, and SUBSCRIBE for More Insights! ๐Ÿ””โœจ ๐Ÿ—ฃ๏ธ Share Your Thoughts on Diwalinomics in the Comments Below! ๐Ÿ’ฌ๐Ÿ’ก ----------------------------------------------------------------------------------- โฑ๏ธ Time Stamps 0:28: Sweets and Weight gains 1:06: Plug: Best Multi-Asset Mutual Funds - โ€ข How to Diversify Your Portfolio? | Be... 1:44: Vehicles 2:24: Toll 3:10: UPI 3:56: Credit Cards 4:14: Debit Cards 4:33: Electricity 6:19: Stock Markets 6:45: Currency in Circulation 7:27: Retail Trade 8:02: Online Shopping 9:32: Overall Consumer Demand 11:30: Excess Inventory 12:40: Shrinkflation 13:10: Summary of all problems and conclusion ----------------------------------------------------------------------------------- Thanks for tuning in, and I'll catch you next week for more fascinating insights! ๐ŸŒŸ๐Ÿ’ผ๐Ÿ“ˆ #Diwalinomics #EconomicTrends #FestivalofLights #EconomicAnalysis #Finance101 #economics #indiaeconomy #diwali ๐Ÿš€๐Ÿ’ก ----------------------------------------------------------------------------------- ๐Ÿ“š Sources and Further References: FMCG Distributors Stuck With Excess Stock On Muted Diwali Demand, NDTV Profit - http://tinyurl.com/3uakuz23 How this yearโ€™s festive season sales fared: โ€œdecent; not great, but decentโ€, The Mint- http://tinyurl.com/muk3x3w3 Diwali 2023 season: Sales at retail & online stores clock all-time high, 65% of online sales outside Tier-1 cities, CNBC TV18 - http://tinyurl.com/bk5vexch E-commerce order volumes up 37% this festival season: Unicommerce, BS - http://tinyurl.com/345wyt5v ----------------------------------------------------------------------------------- ๐Ÿ‘‰๐Ÿผ Follow Me on - LinkedIn - / swapkar Twitter - / swap_kar Instagram - / swap_kar Blog - https://econgullyblog.wordpress.com/ Support the channel - https://donate.stripe.com/3cs2aD26u4bB5UYeUU
How to Diversify Your Portfolio? | Best Multi-Asset Mutual Funds in India03 Apr 202500:23:10
Markets are at an all-time high. The global economy is at a bit uncertain stage. What to do in such a situation? The answer is diversification. Grab equity, debt, commodities and other assets, as much as possible. But what is the best way to diversify? I think Multi Asset Mutual Funds are one of the best ways to build a diverse portfolio. In this episode, I compare all the multi-asset mutual funds in India - their portfolios and various ratios. Following is the link to the Excel sheet where you will find all the data needed - https://1drv.ms/x/s!AomTIYVfAKcIlpIRK... ๐Ÿ”” *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 ----------------------------------------------------------------------------------- โฑ๏ธ 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 ----------------------------------------------------------------------------------- ๐Ÿ“š 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 ----------------------------------------------------------------------------------- ๐Ÿ‘‰๐Ÿผ Follow Me on - LinkedIn - / swapkar Twitter - / swap_kar Instagram - / swap_kar Blog - https://econgullyblog.wordpress.com/ Support the channel - https://donate.stripe.com/3cs2aD26u4bB5UYeUU
70 Hours Work Busted | Evolution of Work | All Work & No Play03 Apr 202500:21:44
There was a time when we worked for more than 70 hours. Now, we shouldn't. But is Narayana Murthy wrong in proposing a 70-hour work week? Should we work for 70 hours a week? What does history tell us about working hours? What can we learn from history? Indians are one of the most hard-working populations in the world. But get one of the lowest pays in the world. How should we solve this problem? What can India learn from other countries? I discuss it in this video. Blog link of this episode: https://wp.me/p8aKIW-YI ๐Ÿค” *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? ๐Ÿ”” *Don't forget to subscribe and hit the notification bell for more thought-provoking content!* #WorkWeek #HistoryOfWork #FutureOfWork #DataAnalysis #CareerInsights #narayanamurthy ----------------------------------------------------------------------------------- โฑ๏ธ 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 ----------------------------------------------------------------------------------- ๐Ÿ“š 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 ----------------------------------------------------------------------------------- ๐Ÿ‘‰๐Ÿผ Follow Me on - LinkedIn - / swapkar Twitter - / swap_kar Instagram - / swap_kar Blog - https://econgullyblog.wordpress.com/ Support the channel - https://donate.stripe.com/3cs2aD26u4bB5UYeUU
Narratives, Fake News & Side Effects - Drishyam's Insights | EconBolly07 Apr 202500:10:01
What can we learn from Vijay Salgaonkar's life? Today, in EconBolly segment, we are analysing the movie 'Drishyam' (Hindi version). Movies are made for entertainment or information. But not to educate on hiding murders. Right? ๐Ÿ”ช ๐ŸŽฌ We will learn about an economics concept called 'externalities' from this movie. ๐Ÿง‘๐Ÿผโ€๐Ÿซ 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. ๐Ÿ‘€ #drishyam #economics #externalities #narratives #criminalpsychology #ajaydevgan #tabu ----------------------------------------------------------------------------------- โฑ๏ธ 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 ----------------------------------------------------------------------------------- ๐Ÿ‘‰๐Ÿผ Follow Me on - LinkedIn - https://www.linkedin.com/in/swapkar Twitter - https://twitter.com/Swap_Kar Instagram - https://www.instagram.com/swap_kar/ Blog - https://econgullyblog.wordpress.com/ Support the channel - https://donate.stripe.com/3cs2aD26u4bB5UYeUU
Economics Lessons from Pathaan | Market Failure | econBolly03 Apr 202500:11:36
Will you love learning economics from the Badshah of Bollywood? If yes, then I have this video for you. FYI, Shahrukh is an economics graduate. There are undoubtedly, many marketing and business lessons that one can learn from movie production. But within movies, there are some circumstances and events that can teach us something or the other. In Pathaan, I found treasures of moral hazard and information asymmetry. What did you find? In which other movies have you seen these two economic concepts? Mention them in the comments below. Blog link of this episode: https://econgullyblog.wordpress.com/2... #srk #yashrajfilms #pathaan #spy #tiger3 #war2 #shahrukh #economics #econ101 ----------------------------------------------------------------------------------- โฑ๏ธ 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 ----------------------------------------------------------------------------------- ๐Ÿ“š 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 ----------------------------------------------------------------------------------- ๐Ÿ‘‰๐Ÿผ Follow Me on - LinkedIn - / swapkar Twitter - / swap_kar Instagram - / swap_kar Blog - https://econgullyblog.wordpress.com/ Support the channel - https://donate.stripe.com/3cs2aD26u4bB5UYeUU
Decoding RBI's Recent Move | Open Market Operations | Theory Meets Reality03 Apr 202500:20:07
RBI Governor Shaktikanta Das said, "We may have to consider OMO sales." Why Open Market Operations (OMO) sales are considered tactical at this point? What is OMO? What impact do OMOs have on the economy? How does the money supply change due to OMOs? Why do OMOs impact bond yields and exchange rates?ย  ๐Ÿ’ธ 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 #exchangerateย  ----------------------------------------------------------------------------------- โฑ๏ธ 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 ----------------------------------------------------------------------------------- ๐Ÿ“š 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 ----------------------------------------------------------------------------------- ๐Ÿ‘‰๐Ÿผ Follow Me on - LinkedIn - ย  / swapkarย ย  Twitter - ย  / swap_karย ย  Instagram - ย  / swap_karย ย  Blog - https://econgullyblog.wordpress.com/ Support the channel - https://donate.stripe.com/3cs2aD26u4bB5UYeUU
Truth of Health Insurance to Senior Citizens | Regulation Update07 Apr 202500:08:32
'Now senior citizens can get health insurance policy', that's what everyone said. But that is not the truth. Senior citizens were allowed to buy health insurance policies even before the new regulation. Then, what is this new regulation? I clarify it in this video. #IRDAI #insurance #healthinsurance #seniorcitizens #health #policyupdate ----------------------------------------------------------------------------------- โฑ๏ธ Time Stamps 00:50: Entry and Exit Age Clause removed in new regulation 01:22: Clarifying senior citizen clause 02:12: Meaning of new regulation 02:42: Effect of removal of age-clause 04:22: Health insurance is costlier for senior citizens 06:30: Relation to the new trends and macro-level realities ----------------------------------------------------------------------------------- Sources and Further References: Old regulation (PDF) - https://tinyurl.com/3k9pdsen New regulation (PDF) - https://tinyurl.com/t7435tvm Money Control Article - https://tinyurl.com/39hyx7sc Financial Express Article - https://tinyurl.com/amw48ys8 ----------------------------------------------------------------------------------- ๐Ÿ‘‰๐Ÿผ Follow Me on - LinkedIn - https://www.linkedin.com/in/swapkar Twitter - https://twitter.com/Swap_Kar Instagram - https://www.instagram.com/swap_kar/ Blog - https://econgullyblog.wordpress.com/ Support the channel - https://donate.stripe.com/3cs2aD26u4bB5UYeUU
India Semiconductor Mission | Chips Policies Explained07 Apr 202500:19:16
This is the third part of the semiconductor series. In the first part, I have analysed the global semiconductor industry. In the second part, I have analysed the US Chips Act. In this part, I have analysed Indian policies on attracting semiconductor manufacturing. This is a detailed policy explanation. Criticism and other angles about this policy are not part of this episode. JOIN us in unravelling this dynamic industry. Correction: At 11:38, I have mentioned $200 mn+. It has to be $2 billion. But the conclusion remains the same as total cost of making a chip plant ranges between $3bn to $40 bn. #India #semiconductor #chipsmaking #indaisemiconductormission #indiatechade #policy #policyanalysis #PLIscheme ----------------------------------------------------------------------------------- โฑ๏ธ 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 ----------------------------------------------------------------------------------- ๐Ÿ‘‰๐Ÿผ Follow Me on - LinkedIn - https://www.linkedin.com/in/swapkar Twitter - https://twitter.com/Swap_Kar Instagram - https://www.instagram.com/swap_kar/ Blog - https://econgullyblog.wordpress.com/ Support the channel - https://donate.stripe.com/3cs2aD26u4bB5UYeUU
CHIPS Act FLOP? Did it Fail American Tech?07 Apr 202500:14:03
The CHIPS Act promised to reignite US chip production, but is it all smoke and mirrors? We dive deep into the act's progress (or lack thereof) and explore if it's doomed from the start. Will American tech ever reclaim chip dominance? Join us as we explore the objectives of the CHIPS Act, its implementation progress, and the impact it has had on the semiconductor landscape. #CHIPSAct #ustech #semiconductors #manufacturing #futureoftech #USA #useconomy #biden #bidenomics #technology #chipsdesign ----------------------------------------------------------------------------------- โฑ๏ธ 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? ----------------------------------------------------------------------------------- ๐Ÿ‘‰๐Ÿผ Follow Me on - LinkedIn - https://www.linkedin.com/in/swapkar Twitter - https://twitter.com/Swap_Kar Instagram - https://www.instagram.com/swap_kar/ Blog - https://econgullyblog.wordpress.com/ Support the channel - https://donate.stripe.com/3cs2aD26u4bB5UYeUU
Beginner's Guide to Understanding Global Semiconductor Industry | Industry Analysis07 Apr 202500:07:36
What is a semiconductor? Where is it manufactured? What are the different types of chips? Which country is expert in producing what type of chip? If you want to know the answers to these questions, then, this episode is for you. Highly recommended for everyone who wants to understand the industry. Consider it as Semiconductor 101. #semiconductor #chips #computer #industryanalysis #industry #supplychain #USA #China #Taiwan #fabrication #fabless #foundry ----------------------------------------------------------------------------------- โฑ๏ธ Time Stamps 00:57: Global Semiconductor Revenue 01:42: Fabs vs. Fabless vs. Foundries vs. IDMs 03:36: Top Semiconductor Companies 04:12: Types of Semiconductor Chips 05:26: Automotive Chips - Rise in Demand 05:57: End-Use of Semiconductors 06:18: Process of Semiconductor Manufacturing & Countries That Expertise in Different Processes ----------------------------------------------------------------------------------- ๐Ÿ‘‰๐Ÿผ Follow Me on - LinkedIn - https://www.linkedin.com/in/swapkar Twitter - https://twitter.com/Swap_Kar Instagram - https://www.instagram.com/swap_kar/ Blog - https://econgullyblog.wordpress.com/ Support the channel - https://donate.stripe.com/3cs2aD26u4bB5UYeUU
Bengaluru's Water Crisis Explained | Solutions for Bengaluru's Water Shortage07 Apr 202500:25:23
Why is Bengaluru facing a water crisis? What can be done? What is the government doing? Can we solve this issue permanently? Join me in analysing and discussing different angles on Bengaluru's water crisis situation. #bengaluru #watercrisis #bbmp #bangalore #Bengaluruwater #karnataka #bengaluruwatercrisis #watershortage ----------------------------------------------------------------------------------- โฑ๏ธ 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 ----------------------------------------------------------------------------------- ๐Ÿ‘‰๐Ÿผ Follow Me on - LinkedIn - https://www.linkedin.com/in/swapkar Twitter - https://twitter.com/Swap_Kar Instagram - https://www.instagram.com/swap_kar/ Blog - https://econgullyblog.wordpress.com/ Support the channel - https://donate.stripe.com/3cs2aD26u4bB5UYeUU
How Do Indians Spend? Ft. Sushant Hede | Household Consumption Expenditure Survey 2022-23 Analysis07 Apr 202500:46:53
The Indian government released a factsheet on the Household Consumption Expenditure Survey conducted in 2022-23. I analysed it with Sushant Hede, a former Economist at Care Ratings and a Chartered Accountant. We discussed the good as well as bad aspects of it. We also brainstormed what lessons one can draw from this year's household consumption expenditure survey for policy-making and business strategies. Join us in the most in-depth and detailed video on consumption expenditure survey 2022-23. ๐Ÿ‘‰๐Ÿผ 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 ----------------------------------------------------------------------------------- โฑ๏ธ 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 ----------------------------------------------------------------------------------- ๐Ÿ‘‰๐Ÿผ Follow Me on - LinkedIn - https://www.linkedin.com/in/swapkar Twitter - https://twitter.com/Swap_Kar Instagram - https://www.instagram.com/swap_kar/ Blog - https://econgullyblog.wordpress.com/ Support the channel - https://donate.stripe.com/3cs2aD26u4bB5UYeUU
Explained: Why Farmers Are Protesting Everywhere? | EU Farmer Protest | India Farmer Protest07 Apr 202500:14:38
Farmers around the world are protesting. Why are they protesting? Does it signal something? What are farmers' demands? Are farmers really struggling? What political and economic implications will it have? In this episode, I talk about protests in Europe and India. #economics #farmers #farmersprotest #agriculture #europe #eu #india #msp #farmlaws #modi #rightwing #leftwing #peasant #inflation #prices ----------------------------------------------------------------------------------- โฑ๏ธ 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 ----------------------------------------------------------------------------------- ๐Ÿ“š 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) ----------------------------------------------------------------------------------- ๐Ÿ‘‰๐Ÿผ Follow Me on - LinkedIn - https://www.linkedin.com/in/swapkar Twitter - https://twitter.com/Swap_Kar Instagram - https://www.instagram.com/swap_kar/ Blog - https://econgullyblog.wordpress.com/ Support the channel - https://donate.stripe.com/3cs2aD26u4bB5UYeUU
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