Swapnil Karkare
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India Has No North-South Divide In Fertility | The Reason Why
The common belief that the northern states are lagging is misleading. The data shows that these states have one of the highest declines in fertility rates in India in the last two decades.
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The World Doesn't Need Prediction Markets | The Reason Why
Prediction markets promise to turn opinions into probabilities. But as they expand into everything from politics to culture, a deeper question emerges — what do they actually add?
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Iran-US War: Hormuz Disruption Driven By Insurance Costs, Not Military Blockade | The Reason Why
The impact of the West Asia conflict is now showing up in an unexpected place — the systems that keep global trade moving. A hidden layer of risk is quietly reshaping shipping activity.
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KBC Tells Us Why Listing A Company Is Important | The Reason Why
In markets, stock prices are the barometer. Thousands of investors buy and sell on their own, using their own information and gut feelings. The price arrived at in the process speaks more about the company than what one person could figure out. In the long term, it often represents the company's intrinsic value.
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Economics Of AI Depends On Nuclear Power | The Reason Why
Even if AI does not scale as rapidly as expected or becomes more energy efficient over time, a secure nuclear power supply will remain valuable.
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Global Markets Reshape In 10 Days To Log Fastest Repricing In Modern History | The Reason Why
If oil prices remain above $100, many countries could face a macroeconomic shock. Energy and transport costs will rise, pushing inflation higher.
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Europe's Climate Change Agenda Is Derailing | The Reason Why
EU is now preparing to introduce ETS2, a separate carbon market for road transport and buildings.
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Trump Tariffs Are Like Guns | The Reason Why
Are tariffs inherently bad, or are they misjudged through the free-trade lens? The answer, as economic theory and historical evidence suggest, is more nuanced than either side admits.
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Iran's Hormuz Gamble: How The Geopolitical Chokepoint Is Fueling A New Global Oil Shock
India is among the most exposed major economies. Roughly 50% of crude imports, about 60% of LNG and nearly all LPG transit Strait of Hormuz.
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India-UAE-Russia: New Geopolitical Triangle In The Making | The Reason Why
None of the three countries believes energy alone can sustain a long-term partnership. That is why they have all moved into non-energy areas.
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India's Arctic Policy Needs More Character | The Reason Why
The Arctic is reshaping climate, trade routes and geopolitics faster than expected. India has a presence—but does it have a coherent long-term strategy to convert access into influence?
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India's EV Policy Isn't Converting Buyers Yet | The Reason Why
While policy incentives favour electric vehicles, consumer surveys show stronger preference for hybrids. India's mobility shift remains uneven.
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China To Decide Fate Of Silver Prices | The Reason Why
Over the past fifteen years, China has moved to the centre of the global silver market. It became the world's second-largest silver fabricator as early as 2011 and drove much of the growth in industrial demand again in 2024.
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Banks Getting It All Wrong About Deposit Growth | The Reason Why
Between FY23 and FY25, credit to the government boosted deposits as bank lending or bond purchases led to higher spending. Now, this support has diminished, contributing to lower deposit growth.
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Beyond GDP: Better Measurement Needed To Measure Real Costs Of Growth — The Reason Why
In recent years, international institutions have started working on better measures of welfare.
