Episodes

  • Why Metal Prices Are SOARING While Vegetable Prices Are DROPPING | October 2025 Finance Wrap

    Why Metal Prices Are SOARING While Vegetable Prices Are DROPPING | October 2025 Finance Wrap
    Oct 31 2025
    In this month’s episode, we look at how global and Indian markets performed in October 2025. - Korea, Japan, and Taiwan led global markets on optimism from a trade deal with the US. - Indian markets gained 5%, driven by Telecom, Realty, and Metals indices. - Q2 FY26 earnings show broad-based growth across Indian corporates. - Cobalt, Copper, and Lithium prices soared due to supply disruptions and rising demand. - Vegetable prices — especially onions — collapsed due to oversupply and export bans, impacting farmers. Don’t miss this crisp monthly analysis connecting markets, policy, and commodities in one concise wrap. 🔔 Subscribe for more insights on India’s economy, markets, and global trends. #Commodities #FinanceNews #IndianEconomy #SwapnilKarkare #MarketUpdate #October2025 #Cobalt #Copper #Lithium #OnionPrices #Nifty #StockMarketIndia #EconomyUpdate #Farmers #Policy #Agriculture #Inflation #Trade #GlobalMarkets #Investing #Earnings #q2fy26 Note: Data updated as on 28th and 29th October 2025. ----------------------------------------------------------------------------------- ⏱️ Time Stamps 00:15: Global Stock Market Snapshot 00:30: Indian Stock Market Snapshot 00:40: India Inc. Q2FY26 Earnings Results - Snapshot 01:45: Why are Cobalt Prices Rising? What's happening in Congo? 02:30: Why did Lithium Prices Rise in Oct? 03:00: Copper Prices Rising Once Again 03:56: Vegetable Prices Have Fallen Since Last Year in India 04:26: Onion Prices Are Falling ----------------------------------------------------------------------------------- 📚 Sources and Further References: 1. Value Research - https://www.valueresearchonline.com/indices/?geo=indian 2. Trading Economics - https://tradingeconomics.com/bonds 3. Dept of Consumers Affairs - Food Prices - https://fcainfoweb.nic.in/Reports/DB/DailySummary.aspx 4. This Week in Earnings Newsletter - https://thisweekindata.indiadatahub.com/p/2q-earnings-banks-commodities-and?utm_source=post-email-title&publication_id=369429&post_id=177187662&utm_campaign=email-post-title&isFreemail=true&r=a3xz7&triedRedirect=true&utm_medium=email 5. Congo Prices News, Bloomberg - https://www.bloomberg.com/news/articles/2025-10-13/congo-s-cobalt-export-shock-spurs-rally-and-doubts-over-supply 6. Lithium Prices News, Bloomberg - https://www.bloomberg.com/news/articles/2025-10-29/lithium-prices-boosted-by-china-s-policy-drive-on-energy-storage 7. Copper Prices News, Reuters - https://www.reuters.com/business/copper-hold-gains-2026-mine-disruptions-fuel-deficit-2025-10-27/ 8. Onion Smuggling Short, Swapnil Karkare, YouTube - https://youtube.com/shorts/KetnbdjHSgY?si=_FxRsv0Vz1C5Tnvw 9. Onion Prices News, Mint - https://www.livemint.com/economy/onion-prices-india-onion-farmers-losses-onion-prices-crash-vegetable-inflation-11761634741957.html 10. Onion Prices News, ET - https://economictimes.indiatimes.com/news/economy/agriculture/better-to-destroy-than-sell-onion-tears-flood-maharashtra-farmers-hopes-dashed/articleshow/124716095.cms?from=mdr ----------------------------------------------------------------------------------- 👉🏼 Follow Me on - LinkedIn - https://www.linkedin.com/in/swapkar Twitter - https://twitter.com/Swap_Kar Instagram - https://www.instagram.com/swap_kar/ Blog - https://econgullyblog.wordpress.com/
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    9 mins
  • Inside India’s Legal Maze: Why Cases Drag on for Decades?

    Inside India’s Legal Maze: Why Cases Drag on for Decades?
    Oct 15 2025
    Tarikh pe Tarikh... The iconic dialogue from Damini (1993) still echoes across Indian courts even 30 years later. Sadly, little has changed. In this episode, we will find the real reason behind 4.6 crore pending cases in Indian courts. Well, the real reason is not just the shortage of judges or money, it is something different! We will touch - ⚖️ How many cases are pending in India’s courts today 📊 Surprising research that tracks real court cases across India ⏳ The hidden bottlenecks in India’s judicial system 🏭 Implications on Ease of Doing Business and Economic Growth No hype. Just the real economics and the path forward. 👉 Subscribe for more economics and finance insights. 👍 Like, share, and comment your thoughts below! #courtcases #courts #courtroomdrama #supremecourtofindia #indianhighcourt #justicedelayedisjusticedenied #legalreform #indiancourts #pendingcases Note: The data pertains to July 2025. Correction: At 02:06, I said that India has 15 judges per million people. However, it is 21 judges per million people. Apologies for the error. ----------------------------------------------------------------------------------- ⏱️ Time Stamps 01:05: Data on pending court cases 01:58: Reasons behind pending court cases (Popular) 02:43: Real reason behind pending court cases 05:19: Case reported in NYT 06:20: Why is it important to understand the real cause? 07:07: Implications on Ease of Doing Business and Economic Growth ----------------------------------------------------------------------------------- 📚 Sources & Further Reading National Judicial Data Grid - https://njdg.ecourts.gov.in/njdg_v3/ Get them to court on time, The Leap Journal - https://blog.theleapjournal.org/2025/06/get-them-to-court-on-time-bumps-in-road.html#gsc.tab=0 A Lifelong Nightmare, NYT - https://www.nytimes.com/2024/01/13/world/asia/india-judicial-backlog.html Justice Delayed Justice Denied: A District Wise Empirical Study on Indian Judiciary - https://www.nls.ac.in/wp-content/uploads/2021/08/Justice-delayed_empirical-study-1.pdf India Justice Report - https://indiajusticereport.org/files/IJR%204_Full%20Report_English_Low.pdf Improving court efficiency can boost economy, World Bank - https://blogs.worldbank.org/en/governance/improving-the-efficiency-of-courts-can-boost-a-country-s-economi ----------------------------------------------------------------------------------- 👉🏼 Follow Me on - LinkedIn - https://www.linkedin.com/in/swapkar Twitter - https://twitter.com/Swap_Kar Instagram - https://www.instagram.com/swap_kar/ Blog - https://econgullyblog.wordpress.com/
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    10 mins
  • Inside India’s Legal Maze: Why Cases Drag on for Decades?

    Inside India’s Legal Maze: Why Cases Drag on for Decades?
    Oct 15 2025
    Tarikh pe Tarikh... The iconic dialogue from Damini (1993) still echoes across Indian courts even 30 years later. Sadly, little has changed. In this episode, we will find the real reason behind 4.6 crore pending cases in Indian courts. Well, the real reason is not just the shortage of judges or money, it is something different! We will touch - ⚖️ How many cases are pending in India’s courts today 📊 Surprising research that tracks real court cases across India ⏳ The hidden bottlenecks in India’s judicial system 🏭 Implications on Ease of Doing Business and Economic Growth No hype. Just the real economics and the path forward. 👉 Subscribe for more economics and finance insights. 👍 Like, share, and comment your thoughts below! #courtcases #courts #courtroomdrama #supremecourtofindia #indianhighcourt #justicedelayedisjusticedenied #legalreform #indiancourts #pendingcases Note: The data pertains to July 2025. Correction: At 02:06, I said that India has 15 judges per million people. However, it is 21 judges per million people. Apologies for the error. ----------------------------------------------------------------------------------- ⏱️ Time Stamps 01:05: Data on pending court cases 01:58: Reasons behind pending court cases (Popular) 02:43: Real reason behind pending court cases 05:19: Case reported in NYT 06:20: Why is it important to understand the real cause? 07:07: Implications on Ease of Doing Business and Economic Growth ----------------------------------------------------------------------------------- 📚 Sources & Further Reading National Judicial Data Grid - https://njdg.ecourts.gov.in/njdg_v3/ Get them to court on time, The Leap Journal - https://blog.theleapjournal.org/2025/06/get-them-to-court-on-time-bumps-in-road.html#gsc.tab=0 A Lifelong Nightmare, NYT - https://www.nytimes.com/2024/01/13/world/asia/india-judicial-backlog.html Justice Delayed Justice Denied: A District Wise Empirical Study on Indian Judiciary - https://www.nls.ac.in/wp-content/uploads/2021/08/Justice-delayed_empirical-study-1.pdf India Justice Report - https://indiajusticereport.org/files/IJR%204_Full%20Report_English_Low.pdf Improving court efficiency can boost economy, World Bank - https://blogs.worldbank.org/en/governance/improving-the-efficiency-of-courts-can-boost-a-country-s-economi ----------------------------------------------------------------------------------- 👉🏼 Follow Me on - LinkedIn - https://www.linkedin.com/in/swapkar Twitter - https://twitter.com/Swap_Kar Instagram - https://www.instagram.com/swap_kar/ Blog - https://econgullyblog.wordpress.com/
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    10 mins
  • Why Are Gold, Silver, Platinum and Copper Prices Rising? September 2025 Market Wrap

    Why Are Gold, Silver, Platinum and Copper Prices Rising? September 2025 Market Wrap
    Oct 2 2025
    In the September 2025 monthly finance wrap, we discussed various markets, issues and updates such as - - Indian markets stayed flat while Southeast Asian markets soared. - IT stocks fell due to H1B Visa fee hike and Durables and FMCG stocks too declined despite GST rate cuts - Global metals prices are rising, pushing stock prices of metal companies too Don't miss this rich mix of markets, policy, and geopolitics in one tight wrap. 🔔 Subscribe for more insights on India’s economy, policy, markets & global linkages. #Markets #IndiaEconomy #Tariffs #metals #ITsector #Trump #September2025 #GlobalEconomy #stockprices #Commodities #StockMarket #Consumer #Copper #Gold #Silver #Platinum #economics #goldprices #silverprices #investing #GST #h1bvisa #grasberg #indonesia #mining ----------------------------------------------------------------------------------- ⏱️ Time Stamps 00:10: Market snapshot 01:10: Impact of GST rate cuts will be low 02:49: Indian metal stocks and global stock markets 04:07: Metals in September 2025 06:47: Impact of H1B Visa Fee Hike on US and Indian Economies ----------------------------------------------------------------------------------- 📚 Sources and Further References: 1. Value Research - https://www.valueresearchonline.com/indices/?geo=indian 2. Trading Economics - https://tradingeconomics.com/bonds 3. Why Gold and Silver Prices Surged: What Happens Next? - CPM Group - https://www.youtube.com/watch?v=e9RC_qIEIME 4. GST 2.0, Axis MF - https://www.axismf.com/cms/sites/default/files/pdf-factsheets/GST%202.0%20-%20a%20strategic%20reset%20to%20India%27s%20consumption.pdf 5. The new H1B fee: Who will it hurt the most?, Trendlyne - https://trendlyne.com/posts/5329587/the-new-h1b-fee-who-will-it-hurt-the-most ----------------------------------------------------------------------------------- 👉🏼 Follow Me on - LinkedIn - https://www.linkedin.com/in/swapkar Twitter - https://twitter.com/Swap_Kar Instagram - https://www.instagram.com/swap_kar/ Blog - https://econgullyblog.wordpress.com/
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    17 mins
  • Why Are Indian Cities So Messy? India's Urban Chaos Explained

    Why Are Indian Cities So Messy? India's Urban Chaos Explained
    Sep 13 2025
    India’s cities are choking. More cars, fewer buses, and killer trains define urban life. Why does public transport fail while private vehicles thrive? In this episode, we unpack the politics, policy biases, and regulatory nightmares behind India’s transportation crisis. From Mumbai’s tragic train deaths to the government blocking private bus innovation — this episode exposes the real reasons, and asks: Who are our cities built for? India’s urban transport is jinxed: private cars get incentives, glamour, and political support, but buses and trains are underfunded, overcrowded, and unsafe. What would it take to make commuting in India safe, comfortable, and aspirational for all? No hype. Just the real economics and the path forward. 👉 Subscribe for more economics and finance insights. 👍 Like, share, and comment your thoughts below! #publictransport #urbantransport #indiancities #automobile #cars #investing #stockmarket #indianrailways #flight #cars #tesla #eknathshinde #mumbaitrains #localtrain #mumbainews #citybus #bustransport #ministryofroadtransportandhighways #nitingadkari #modi #indiangovernment #uber #ola #rapido #cityflo #mumbailocal ----------------------------------------------------------------------------------- ⏱️ Time Stamps ----------------------------------------------------------------------------------- 📚 Sources & Further Reading Refer YouTube Description - https://youtu.be/okvMGFKSGSM ----------------------------------------------------------------------------------- 👉🏼 Follow Me on - LinkedIn - https://www.linkedin.com/in/swapkar Twitter - https://twitter.com/Swap_Kar Instagram - https://www.instagram.com/swap_kar/ Blog - https://econgullyblog.wordpress.com/
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    21 mins
  • India-US Trade Talks Collapsed Over Farmers — Here’s Why

    India-US Trade Talks Collapsed Over Farmers — Here’s Why
    Aug 31 2025
    In this episode of the Swapnil Karkare Podcast – Economic Insights on India, we delve into why agriculture holds vastly different meanings for India and the US, and how this fundamental disparity has hindered crucial trade talks. India’s half a billion farmers depend on agriculture for their survival, while America's farmers, though few in number, are highly efficient and economically powerful. We break down the massive disparities in farm sizes, subsidies, workforce participation, and political stakes behind the scenes. Discover the 8 key reasons India resists agricultural trade compromises, the impact of US farm subsidies and dumping, and how Trump’s farming voter base shapes American trade policy. Plus, the implications this has on future trade deals and global agriculture. No hype. Just the real economics and the path forward. 👉 Subscribe for more economics and finance insights. 👍 Like, share, and comment your thoughts below! #tradewars #agriculture #modi #trump #internationaltrade #trumptariffs #indiausrelations #politicaleconomy ----------------------------------------------------------------------------------- ⏱️ Time Stamps 00:46: Fundamental differences between India and US agriculture 02:49: Top 8 Reasons why India does not want to compromise its farmers 08:15: What is dumping? How does it impact Indian as well as US farmers? 10:15: How are US agricultural systems designed for overproduction? 12:00: Top Reasons why Trump wants to push the agriculture sector in every trade deal 17:17: Passing thoughts ----------------------------------------------------------------------------------- 📚 Sources & Further Reading Indian farmers' land holdings Parliament Q&A - https://tinyurl.com/c23xrdnk USA farmers' land holdings, NASS USDA - https://tinyurl.com/55sekt4e Agriculture Post Covid Migration - https://tinyurl.com/4msp64sx Counting Cost of Agriculture Dumping - https://tinyurl.com/y3t87389 Effects of Subsidies - https://tinyurl.com/mrsjmktd Trump's farmers voterbase - https://tinyurl.com/5d2t8tsj US Agri Trade Deficit - https://tinyurl.com/br7hbndf Make Agriculture Great Again, EconGully by Swapnil Karkare - https://tinyurl.com/mpbyx6wa India's Agricultural Reforms, EconGully by Swapnil Karkare - https://tinyurl.com/5n7r6t8n ----------------------------------------------------------------------------------- 👉🏼 Follow Me on - LinkedIn - https://www.linkedin.com/in/swapkar Twitter - https://twitter.com/Swap_Kar Instagram - https://www.instagram.com/swap_kar/ Blog - https://econgullyblog.wordpress.com/
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    22 mins
  • From Rajasthan Farms to US Oil Rigs – The Untold Guar Gum Economy

    From Rajasthan Farms to US Oil Rigs – The Untold Guar Gum Economy
    Aug 14 2025
    Can India use guar gum against US like China uses rare earths to pressure the US? Sounds powerful… but the truth is far more complicated. In this episode, we break it all down: - How guar gum went from a humble bean to a $4 billion export - Why the US shale industry made Rajasthan farmers rich - How fracking economics, synthetic gels, and cheap competition changed everything - Why India can’t pull a “China Rare Earth” move with guar gum anymore - The hidden business opportunities in guar – from food, pharma & cosmetics to the future of guar protein No hype. Just the real economics and the path forward. #GuarGum #TradeWar #Economics #IndiaUS #ShaleGas #Agriculture #BusinessIdeas #guarprotein #gavar #gavarbhaji #guar #geopolitics #rajasthan #rajasthaneconomy #guarmeal #trump #trumptariffs #trade #tradewar #imports #startups #farmers #makeagriculturegreatagain ----------------------------------------------------------------------------------- ⏱️ Time Stamps 01:55 - Why US needs Indian gavar? 02:06 - What is shale gas? 03:14 - Use of guar gum in shale gas Guar's value chain: 04:16 - Gavar production 05:18 - Processing - Guar splits 06:17 - Guar gum 06:56 - Guar meal - a byproduct 07:56 - Finished products 09:01 - The science behind guar gum 10:35 - History of guar commodity 11:47 - India's guar gum exports and economics of guar gum 15:37 - India cannot play rare-earth strategy against US like China 17:57 - Guar Protein, a new thing that can go viral soon - a business idea ----------------------------------------------------------------------------------- Sources & Further Reading: Reading room's post on Instagram - https://www.instagram.com/p/DM9c26ig2QS/?hl=en&img_index=1 DATA: Guar Gum Prices, Trading View - https://in.tradingview.com/chart/BsS4p0wm/?symbol=NCDEX%3AGUARGUM51%21 Agri Exchange - India Export Data - https://agriexchange.apeda.gov.in/India/GenerateAPEDAProductReport/Index EIA - US Data on Oil & Natural Gas - https://www.eia.gov/naturalgas/data.php Oil Rig Data - https://tinyurl.com/4jfxvrku INFORMATION: Guar, Wikipedia - https://en.wikipedia.org/wiki/Guar Guar gum, Wikipedia - https://en.wikipedia.org/wiki/Guar_gum Introduction to guar gum, Clara - https://www.nexira.com/introduction-to-guar-gum/ Uses of Guar Gum, Justin Dobbs - https://www.guarresources.com/uses-of-guar-gum/ Guar Gum Export Demand - https://tinyurl.com/57hkp2ek History of Guar Gum - https://tinyurl.com/285s7e9c Guar Gum Exports Halves, ET - https://tinyurl.com/3zkrjdne Mixing Guar Gum, Silverson Machines (YouTube) - A clip from this video was used in my video - https://www.youtube.com/watch?v=ZuUQmppezLI How US Shale Gas Brought Wealth in Rajasthan, Quartz - https://tinyurl.com/msysxth6 Halliburton's Decision to Idle Fracking, Bloomberg - https://tinyurl.com/mump4dkt New Rigs Haven't Showed - https://insideclimatenews.org/news/29072025/trump-drilling-boom-promise-stagnant/ Guar Protein - https://agfundernews.com/guar-protein-new-cleaner-tasting-kid-on-the-plant-based-block ----------------------------------------------------------------------------------- 👉🏼 Follow Me on - LinkedIn - https://www.linkedin.com/in/swapkar Twitter - https://twitter.com/Swap_Kar Instagram - https://www.instagram.com/swap_kar/ Blog - https://econgullyblog.wordpress.com/
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    21 mins
  • Zerodha vs 360 ONE: Which Multi-Asset Fund Wins? Best Multi-Asset Mutual Funds in 2025

    Zerodha vs 360 ONE: Which Multi-Asset Fund Wins? Best Multi-Asset Mutual Funds in 2025
    Aug 6 2025
    360 ONE or Zerodha? Choosing the Right Multi-Asset Fund for You ----- DISCLAIMER - THIS IS NOT A SPONSORED VIDEO. THIS IS NOT INVESTMENT ADVICE. THIS IS PURE ANALYTICAL AND ACADEMIC EXERCISE. DO NOT TAKE ANY INVESTMENT DECISION SOLELY BASED ON THIS VIDEO. PLEASE CONSULT YOUR FINANCIAL ADVISOR BEFORE INVESTING. I AM NOT A SEBI REGISTERED OR AMFI REGISTERED ADVISOR OR RESEARCH ANALYST. KINDLY DO YOUR OWN RESEARCH BEFORE TAKING ANY ACTION. PAST PERFORMANCE DOES NOT INDICATE FUTURE RETURNS. DO READ ALL THE INVESTMENT-RELATED DOCUMENTS CAREFULLY BEFORE INVESTING. EVERY PERSON HAS THEIR OWN SET OF RISK APETITE. PLEASE CONSIDER THEM BEFORE INVESTING. PLEASE UNDERSTAND THE RISKS OF ALL THE INVESTMENT INSTRUMENTS AND THEN ONLY INVEST. ----- Thinking of investing in Zerodha or 360 ONE's new multi-asset fund? In this video, I break down how to choose the right multi-asset mutual fund using two simple filters — equity exposure and true diversification. Out of 32 funds, I have shortlisted top 5 funds. Get the full analysis of: ✔️ Top funds with gold and silver exposure ✔️ Funds investing in REITs/INVITs ✔️ Overseas equity exposure, and ✔️ Why 360 ONE might be a better bet than Zerodha 🔔 Subscribe for more deep dives into Indian markets, mutual funds, and policy trends. #multiassetmutualfund #investing #stockmarket #mutualfunds #diversification #personalfinance #zerodha #360one #dspmutualfund #sbimutualfund #mahindramanulife #wocmutualfunds #quantmutualfund #quantummutualfund #bankofindiamutualfund #invesco #motilaloswal #samco #mutualfundsindia #mutualfundsahihai #commodities #gold #silver #reit #globalinvesting ----------------------------------------------------------------------------------- ⏱️ Time Stamps 00:43: Benefits of Multi-Asset Mutual Funds 01:15: Two-Filter Criteria 02:27: Three Flavours of Diversification 04:16: Conclusion - Top 5 Multi-Asset MFs ----------------------------------------------------------------------------------- Sources: 1. Rupeevest - MF Screener - https://www.rupeevest.com/ 2. Best Multi Asset Mutual Funds 2024, Swapnil Karkare - https://www.youtube.com/watch?v=BzN-eBVQ41o ----------------------------------------------------------------------------------- 👉🏼 Follow Me on - LinkedIn - https://www.linkedin.com/in/swapkar Twitter - https://twitter.com/Swap_Kar Instagram - https://www.instagram.com/swap_kar/ Blog - https://econgullyblog.wordpress.com/
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    8 mins