Swapnil Karkare
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US Bond Buyback Will Not Lower Yields | The Reason Why
US Treasury buybacks can influence bond yields temporarily, but inflation, heavy borrowing, AI investment and geopolitical shifts may keep interest rates elevated.
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Foundations That Matter To India | The Week In Whys
The foundations that quietly shape India's future often lie beyond the headlines.
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India-Pakistan Fighting For Same Textile Market — And Trade Deals Are Changing It | The Reason Why
India's large-scale, integrated production and skilled workforce allow it to make higher-value products that many quality-conscious Western buyers are willing to pay for.
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Tukaram Mundhe Is Not The Problem. Our Love For Heroes Is | The Reason Why
India has a long history of putting its faith in exceptional individuals when institutions fall short — but real reform begins when citizens learn to trust the institution, not just the hero.
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Let's Dump The Idea Of A BRICS Currency | The Reason Why
India's stance on a BRICS currency comes as members face major differences in exchange rates, economic structures, capital flows and political trust.
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We Need More Hostels For Working Women | The Reason Why
Safe and affordable housing remains a key barrier for working women, with India's Sakhi Niwas scheme facing low funding and limited hostel capacity.
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India's Next Strategic Opportunity Lies Beneath The Ocean | The Reason Why
The next geopolitical contest won't just be about who controls data or who builds AI models. It will also be about who builds, owns and protects the infrastructure that carries it.
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US Record Oil Production, Economists Debate On China Growth & The New Fed Plan | The Week In Whys
This week's stories are about what happens when someone keeps pursuing a long-term objective despite short-term criticism, setbacks or changing circumstances.
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Trump Didn't Get The Rate Cuts He Wanted, But Got His Fed Chair | The Reason Why
Kevin Warsh has not delivered the rate cuts Donald Trump once demanded, but the Fed chair's plans to reshape policymaking, communication and the central bank's role suggest Trump may have secured something more consequential.
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US Oil Output Is Near A Record Even As Rig Count Tumbles | The Reason Why
US crude production has climbed to nearly 14 million barrels per day despite the number of active oil rigs falling to 451. Longer horizontal wells, shorter drilling times and policy changes have allowed producers to extract more oil with fewer rigs.
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Economists Are Arguing About China's Surplus. Beijing Has Other Priorities | The Reason Why
China produces more than it consumes and runs a persistent trade surplus. Economists agree on the imbalance, but a stronger yuan versus structural reform has opened a deeper debate over how Beijing should respond.
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What Holds Us Back? | The Week In Whys
This week's newsletter examines India's labour market, women's employment, informal businesses, inequality and the untapped potential shaping economic growth.
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We Need Both, Philosophers & Entrepreneurs | The Reason Why
As AI takes over more of the coding, humans need to develop reasoning and judgment, and ask better questions.
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Let's Keep One-Handed Economists Away | The Reason Why
When experts, influencers or economists simplify, take a side, and avoid nuance, the collective output is bad for everyone, and the quality of economic discourse collapses.
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You Pass More Than Trauma To Next Generation | The Reason Why
An unstable household teaches the body a different lesson. Constant conflict, social isolation, poverty or unsafe neighbourhoods keep stress hormones high.
