Markets by Zerodha
Markets by Zerodha
  • 200
  • 1 435 551
SEBI doesn't like SME IPOs? | The Daily Brief #111
In today's episode of The daily brief, we cover 3 major stories shaping the Indian economy and global markets:
1. SEBI’s Big Move in SME IPOs
SEBI wants to tighten SME IPO rules to curb misuse, ensure funds boost growth, and protect investors. Key steps include stricter OFS rules, longer lock-ins, and better monitoring.
2. Royalty Payments Under SEBI's Lens
SEBI flags ₹10,779 crore in FY23 royalties, often exceeding profits. It proposes linking royalties to earnings, better disclosures, and expiry dates for agreements.
3. India’s Economic Crossroads
India’s economy is uneven: services exports boom, but middle-class consumption struggles, and rural recovery remains weak. Inflation and jobs need focus.
Timestamps:
00:00 Stories Coming Up!
00:20 Intro
00:37 Things might soon change for SME IPOs
07:28 What does SEBI's recent analysis about royalties tell us?
13:11 Is the Indian economy doing well?
19:34 Tidbits
Get smarter every day with our daily newsletter. Subscribe here: thedailybrief.zerodha.com/
Check out our latest newsletter "Aftermarket Report" here: aftermarketreport.substack.com/
Listen to this episode on your preferred podcast platform:
Spotify: open.spotify.com/show/2SJiLdv5LdxN2y2TKzJcdn
Apple Podcasts: podcasts.apple.com/in/podcast/the-daily-brief/id1754694834
Watch this episode in Hindi on @marketsbyzerodhahindi : th-cam.com/video/WpXnnBpiu3M/w-d-xo.html
Disclaimer: Some image(s) may have been created using Al, no copyright infringement is intended.
Note: This content is for informational purposes only. None of the stocks, brands or products mentioned are recommendations or endorsements.
มุมมอง: 7 418

วีดีโอ

Food Prices Explode! Is India Headed for an Economic Crisis? | It's the economy, stupid!
มุมมอง 7K2 ชั่วโมงที่ผ่านมา
In this video we break down the latest trends in India’s economy and what’s happening globally. From inflation puzzles and trade dynamics to the RBI’s moves on FX reserves and what high-frequency indicators reveal, we bring you the key highlights you need to know to stay ahead. 1. Inflation’s Puzzling Trends Headline inflation surged to 6.2%, driven by food prices, but core inflation remains st...
What’s happening with the global economy? | Beyond The Charts
มุมมอง 18K2 ชั่วโมงที่ผ่านมา
In this episode: 1. Global Economic Slowdown We will talk about the global economic slowdown, its causes, and the performance of major economies in 2024. 2. Impact of Changing Tariffs We will look into the impact of changing tariffs, especially under the new US administration, on global trade and emerging markets. 3. Thematic Investing Trend We will explore the increasing popularity of thematic...
Adani is in trouble, again? | The Daily Brief #110
มุมมอง 12K7 ชั่วโมงที่ผ่านมา
In today's episode of The daily brief, we cover 2 major stories shaping the Indian economy and global markets: 1. Adani Group's U.S. Probe The U.S. DOJ accuses Adani Group of bribery, fraud, and obstructing justice to secure solar contracts. Allegations include $250M in bribes and misleading investors, risking fines, funding restrictions, and reputational damage. 2. Falling Health Spending Low-...
Why your city is running out of money? | The Daily Brief #109
มุมมอง 13K9 ชั่วโมงที่ผ่านมา
In today's episode of The daily brief, we cover 2 major stories shaping the Indian economy and global markets: 1. DOJ vs Google: Chrome's Future at Stake We will look into the U.S. Department of Justice’s push to break up Google by potentially forcing it to sell Chrome. This story dives into Google’s alleged monopolistic practices, the complexities of untangling its ecosystem, and what this cou...
What is happening to Mamaearth? | The Daily Brief #108
มุมมอง 35K14 ชั่วโมงที่ผ่านมา
In today's episode of The daily brief, we cover 3 major stories shaping the Indian economy and global markets: 1. Mamaearth reported a 19 crore loss- Mamaearth, once a digital-first success story, is facing the harsh realities of scaling offline. With a ₹19 crore net loss, inventory write-offs, and demand forecasting issues, the company’s operational missteps are proving costly. The challenge n...
India’s Silent Health Crisis: The Diabetes Ticking Time Bomb | The Daily Brief #107
มุมมอง 14K16 ชั่วโมงที่ผ่านมา
In today's episode of The daily brief, we cover 2 major stories shaping the Indian economy and global markets: 1. Diabetes: India’s Silent Health Crisis We discuss India’s rising diabetes crisis, affecting millions and reshaping the economy. The video covers what diabetes is, its growing impact on young people, and the financial burden on families. We highlight challenges in awareness, treatmen...
Is the Indian economy slowing down? | Beyond The Charts
มุมมอง 34K19 ชั่วโมงที่ผ่านมา
In this episode: 1. We’ll discuss the slowdown in India’s auto sector, with weak demand from May to September, though there was a brief festive boost in October. Despite growth in electric two-wheelers, high dealer inventories, and ongoing inflation still weigh on the overall market. 2. We’ll dive into the weak performance of core industries like cement and steel, with industrial growth at just...
The Chip Wars: US vs China | The World, Simplified
มุมมอง 10K19 ชั่วโมงที่ผ่านมา
Welcome to The World, Simplified, where Tharun breaks down the big global issues affecting our money and lives in simple terms. Today's Stories: 1. The Chip War: US vs China We dive into the world of semiconductors-the tiny chips powering everything from smartphones to supercomputers-and explore the intense U.S.-China rivalry over control of this critical technology, its impact on AI, and the g...
Can India become the next major oil refining hub? | The Daily Brief #106
มุมมอง 27Kวันที่ผ่านมา
In today's episode of The daily brief, we cover 3 major stories shaping the Indian economy and global markets: 1. India’s plan to become an Oil refining hub - India's planning to become a major oil refining hub in Asia. Oil Minister Puri says they're expanding their refineries and looking to supply other countries in the region. It's a big deal because India's expected to drive about a third of...
What's going on with Asian Paints? | The Daily Brief #105
มุมมอง 28Kวันที่ผ่านมา
In today's episode of The daily brief, we cover 2 major stories shaping the Indian economy and global markets: 1. Asian Paints fell 9% - We analyse the challenges faced by India's largest paint manufacturer and the broader paints industry 2. Property taxes in India - IMF released a report that focuses on property taxes around the world and India's numbers are surprising Timestamps: 00:00 Storie...
Air India’s big merger vs IndiGo’s bold moves | The Daily Brief #104
มุมมอง 28Kวันที่ผ่านมา
In today's episode of The daily brief, we cover 3 major stories shaping the Indian economy and global markets: 1. IndiGo's new business Class & Air India's merger with Vistara - How the changes in the airline industry are heating up competition and transforming the travel experience. 2. Tata Motors' revenue dip - Analyzing the surprising drop in Tata Motors' second-quarter profits, driven by ch...
Fed Cuts Rate Again: Here's what it means | The Daily Brief
มุมมอง 15K14 วันที่ผ่านมา
In today’s episode, we look at 3 big stories: 00:00 Stories Coming Up! 00:27 Intro 00:43 Why did Fed cut rates? 06:47 How is India's steel industry doing? 13:26 Indian companies turn to exports as domestic demand slow 21:05 Tidbits Checkout our latest newsletter "Aftermarket Report" here: aftermarketreport.substack.com/ You can also watch this episode in Hindi on ‪@marketsbyzerodhahindi : th-ca...
Analysing the Market Crash: Is the Bull Run Over? | Beyond The Charts
มุมมอง 45K14 วันที่ผ่านมา
We will explore the market pullback in October, key technical indicators, and why foreign institutional outflows and corporate earnings are major concerns. Timestamps 00:00 Intro 00:16 What caused markets to fall in October? 07:58 A look at bank credit growth 13:18 Shifting dynamics between public and private markets Prefer reading? You can read the newsletter and deep dive with all the sources...
Trump 2.0: What it means for the global economy? | The Daily Brief
มุมมอง 15K14 วันที่ผ่านมา
In today’s episode, we look at 2 big stories: 00:00 Stories Coming Up! 00:14 Intro 00:44 Trump effect: What a second term means for the world 08:36 How affordable housing is bridging India’s homeownership gap 16:15 Tidbits Checkout our latest newsletter "Aftermarket Report" here: aftermarketreport.substack.com/p/markets-extend-gains-ola-hits-all You can also watch this episode in Hindi on ‪@mar...
100 episodes of The Daily Brief | Small Surprise 🎁
มุมมอง 4.5K14 วันที่ผ่านมา
100 episodes of The Daily Brief | Small Surprise 🎁
HDB Financial’s ₹12,500 Crore IPO: India’s Biggest NBFC Offering | The Daily Brief
มุมมอง 25K14 วันที่ผ่านมา
HDB Financial’s ₹12,500 Crore IPO: India’s Biggest NBFC Offering | The Daily Brief
India’s Real Estate Boom: What’s Driving the Comeback? | The Daily Brief
มุมมอง 16K14 วันที่ผ่านมา
India’s Real Estate Boom: What’s Driving the Comeback? | The Daily Brief
100+ tonnes of Indian gold finally comes home | The Daily Brief
มุมมอง 13K14 วันที่ผ่านมา
100 tonnes of Indian gold finally comes home | The Daily Brief
The Dirty Secrets of Organized Crime | The world, simplified
มุมมอง 6K14 วันที่ผ่านมา
The Dirty Secrets of Organized Crime | The world, simplified
Premiumisation - The next big thing for companies? | The Daily Brief
มุมมอง 13K21 วันที่ผ่านมา
Premiumisation - The next big thing for companies? | The Daily Brief
Silver Booms, Inflation Bites, and Indians Go Global! | Beyond The Charts
มุมมอง 12K21 วันที่ผ่านมา
Silver Booms, Inflation Bites, and Indians Go Global! | Beyond The Charts
Is the rupee at an all time low? | It's the economy, stupid!
มุมมอง 10K21 วันที่ผ่านมา
Is the rupee at an all time low? | It's the economy, stupid!
Rural vs Urban: Why are villages driving growth? | The Daily Brief
มุมมอง 20K21 วันที่ผ่านมา
Rural vs Urban: Why are villages driving growth? | The Daily Brief
Massive crisis in the microfinance sector | The Daily Brief
มุมมอง 32K21 วันที่ผ่านมา
Massive crisis in the microfinance sector | The Daily Brief
Why Did IndiGo post a ₹990 Crore Loss Despite Strong Revenue Growth? | The Daily Brief
มุมมอง 35K21 วันที่ผ่านมา
Why Did IndiGo post a ₹990 Crore Loss Despite Strong Revenue Growth? | The Daily Brief
Can India Beat China in Electronics Manufacturing? | The Daily Brief
มุมมอง 14K28 วันที่ผ่านมา
Can India Beat China in Electronics Manufacturing? | The Daily Brief
Analysing the market crash, FII and MF flows, gold, slowing economy and US elections
มุมมอง 34K28 วันที่ผ่านมา
Analysing the market crash, FII and MF flows, gold, slowing economy and US elections
Is this the end of Google? | The weaponization of the global economy | The world, simplified
มุมมอง 5K28 วันที่ผ่านมา
Is this the end of Google? | The weaponization of the global economy | The world, simplified
₹82,000 Crore Gone! Why Foreign Investors Are Ditching Indian Markets | The Daily Brief
มุมมอง 57Kหลายเดือนก่อน
₹82,000 Crore Gone! Why Foreign Investors Are Ditching Indian Markets | The Daily Brief

ความคิดเห็น

  • @himuyalala1184
    @himuyalala1184 38 นาทีที่ผ่านมา

    What is the regulatory body of India which monitors this statistics of Indian economy in real time Or how can i access a real time data to know about Statics of indian economy

  • @SuhasreddyNaini
    @SuhasreddyNaini 3 ชั่วโมงที่ผ่านมา

    Royalty is paid as a percentage of revenue, and not of profits

  • @sankuM
    @sankuM 4 ชั่วโมงที่ผ่านมา

    so glad Anurag & team listens to our feedback, thank you for being content powerhouse of 2024!! 🔥 also Akshara 😭

  • @Investment_compass_india
    @Investment_compass_india 6 ชั่วโมงที่ผ่านมา

    All ‘modi’ stocks with strong fundamentals, good numbers and attractive valuations will do well. SBI, REC are our top picks

  • @SanjayKumar-hp3rk
    @SanjayKumar-hp3rk 8 ชั่วโมงที่ผ่านมา

    Sir, parent company also will have share holding in Indian subsidiary, so instead of royalty SEBI should not allow royalty payment and let money go as dividend. Thus all investors will get equal treatment.

    • @SaidwhatIsaid-v4y
      @SaidwhatIsaid-v4y 8 ชั่วโมงที่ผ่านมา

      You dream a lot.

    • @Santawithwings
      @Santawithwings 5 ชั่วโมงที่ผ่านมา

      However in such a scenario, there would be nothing to distinguish the parent from ordinary private and institutional investors like us who participate in growth of businesses without contributing actively to it.

  • @mayankprajapati5721
    @mayankprajapati5721 8 ชั่วโมงที่ผ่านมา

    As usual Great analysis by you guys❤

  • @urstezzz
    @urstezzz 9 ชั่วโมงที่ผ่านมา

    Just one thing they raised oil import to 30% bro all will raiseb😂😂

  • @Learnfrommymistake
    @Learnfrommymistake 9 ชั่วโมงที่ผ่านมา

    I just want to say: what an incredible job, team! 🙌 The Daily Brief podcast has become a part of my daily routine - so good, I’ve started skipping my coffee! ☕ The way you break down financial news with such clarity and depth is just phenomenal. Anurag Bansal, your hosting skills are top-notch; you keep it engaging yet to the point. And to the editor: hats off! 🎩 You truly understand what the listeners want to see and hear. The opening line itself sets the tone perfectly: "Daily Brief show by Zerodha, where our aim is to cut through the noise and simplify the biggest news and stories in the financial markets in a way that is easy to understand yet one level deeper compared to traditional news channels." Love it. Keep up the fantastic work! 👏👏

    • @marketsbyzerodha
      @marketsbyzerodha 8 ชั่วโมงที่ผ่านมา

      This made our day! ❤

  • @RaviKumar-bo5nc
    @RaviKumar-bo5nc 9 ชั่วโมงที่ผ่านมา

    Now I can hear, listen, since you stopped going heavy speed. Thanks for the correction.

  • @bhattshivesh9306
    @bhattshivesh9306 10 ชั่วโมงที่ผ่านมา

    I've been following this for quite some time now, and I do not buy any company stock that is working as a subsidy of some global brand...bcs deep down this guys will anyway gonna push funds to HQs and here we play stock stock...I took this decision after HULs shit growth; this people sent so much royalty and says that India's GDP is inflated bcs our FMCG market is consolidating, I mean if you'll not show the real profit, how come investors can believe in you!!

  • @Priyanka_abcd
    @Priyanka_abcd 10 ชั่วโมงที่ผ่านมา

    What are the companies paying royalties for? And who are they paying it to?

    • @georgythomas8451
      @georgythomas8451 10 ชั่วโมงที่ผ่านมา

      Companies pay royalties to the companies that own or provide the technology or "trade secret" for the product they are selling. This is usually the parent company. For Ex : Suzuki Japan for Maruti, Hyundai Korea for Hyundai India etc. They suck up a lot of the actual profits because royalties are usually a fixed amount per item sold. So they get that money irrespective of whether the product is profitable or not. So if the product is sold at a loss, that is born only by the local company and its shareholders

  • @prasannabhat8631
    @prasannabhat8631 11 ชั่วโมงที่ผ่านมา

    Jio quality has gone downhill, I opted for their true 5G services and their coverage is s*it. I have purchased 1 year plan and got bad service

  • @winfredj9820
    @winfredj9820 11 ชั่วโมงที่ผ่านมา

    how long india will talk about UPI 🤣🤡

  • @AX-sq5vm
    @AX-sq5vm 11 ชั่วโมงที่ผ่านมา

    Food prices to sky

  • @prasant427
    @prasant427 11 ชั่วโมงที่ผ่านมา

    Now vested interest have profited... regulations is needed

  • @Aditya_Vyas
    @Aditya_Vyas 11 ชั่วโมงที่ผ่านมา

    Podcast was good. I feel disclaimer should be given first maybe.

  • @rajkumarayyalurajan
    @rajkumarayyalurajan 12 ชั่วโมงที่ผ่านมา

    Huge Loss of subscribers in Jio, Airtel and Vodafone. Marginal increase in BSNL. Where did the people move to? Did they stop using mobile phones?

    • @rokiaafamily499
      @rokiaafamily499 12 ชั่วโมงที่ผ่านมา

      One inference is that ppl cancelled their alternate numbers or it got deactivated if not recharged for more than 3 months in case of jio. Not sure of duration for Airtel.

  • @YTS_Boom
    @YTS_Boom 13 ชั่วโมงที่ผ่านมา

    Productivity of the nation has to go up. We need large public libraries at every corner of the country. The one known way to develop humans is through books! How many kids read books outside the school books? Kids are being taught in English medium without being taught phonetics! We are setting up new generation for failure.

    • @Santawithwings
      @Santawithwings 11 ชั่วโมงที่ผ่านมา

      From where I can see, those who are really eager to learn, such as this show's audience are finding ways to do it anytime and anywhere. So lack of access to information and insight may not be as big a problem as it once was.

    • @aviralgupta393
      @aviralgupta393 6 ชั่วโมงที่ผ่านมา

      ​@@Santawithwingsit is definitely a big problem. If you don't know how to improve, you can't improve. Those who don't have knowledge of resources, can't use those resources.

    • @Santawithwings
      @Santawithwings 5 ชั่วโมงที่ผ่านมา

      @aviralgupta393 Agreed. We need to know what we're or should be looking for in the first place in a world in which conventional education does anything but prepare us for life as adults and social media is designed to promote confirmation bias for greater engagement.

  • @badriias
    @badriias 14 ชั่วโมงที่ผ่านมา

    Hi. I'm almost all of your videos, the legends, labels and values in the charts are very small and not readable. Kindly adjust the don't sizes. Thanks

  • @NEVERGIVEUP-hi3em
    @NEVERGIVEUP-hi3em 16 ชั่วโมงที่ผ่านมา

    The trump administration says to put tarrif on many country and putting more restriction while trading with china so disruption in supply chain lower profits for MNC's lower production the average growth in gdp even more reduced. many of the reaserch never say about the fertility rate and gdp growth rate. i have reserched on it have noticed if a country has higher fertilty >2.1 then after 20-25 years later either the country will fail or prosper. As the then children are now workers. which then after 30 years it will bring a slow down if the fertility droped(research was on china) the worker rate will rise leading to lower demand and lower GDP. CONTRADICTIONS: in 3:33 when you say cutting interest rate in developed countries that is wrong only usa has been able to cut interest rate. Developed countries have an average inflation of 2-3% and the interest rate can also be lowered very little. But developing countires have high inflation with high interest rate. In a sinario of cost-push inflation(supply chain distruption) they can only hike the interest rate. The sentence in 3:33 is very confusing. nice video explaining economics as a stock broker company. I have seen that you have opened channels like versity and many more to educate. keep doing it. Well as a economic ethusiasts i can see them in 2x and understand but i think you should give a whole picture as many won't be able to understand the terms used.

  • @D.2601
    @D.2601 16 ชั่วโมงที่ผ่านมา

    7:19 bro did you mean ‘gauge’ ?

  • @tanmaymehta9696
    @tanmaymehta9696 20 ชั่วโมงที่ผ่านมา

    where can i find all these charts showed in the video? could you please provide source document for this video?

  • @alchemist4216
    @alchemist4216 21 ชั่วโมงที่ผ่านมา

    write it down india will hit its biggest crisis in history very soon if this arrogant gov doe not listen

  • @sankuM
    @sankuM 21 ชั่วโมงที่ผ่านมา

    Zerodha - the content powerhouse of 2024! 🔥

  • @chandubhai9300
    @chandubhai9300 21 ชั่วโมงที่ผ่านมา

    Hey I am Vedant Jhagadiawala ,I am a Cfa student and really impressed with your indetailed studies. I also want to do so on my own. Please contact me by providing your email in comment and reply to same

  • @pavanraju6518
    @pavanraju6518 22 ชั่วโมงที่ผ่านมา

    I wish zerodha one day has a screentime monopoly, through probably a few 100 channels you own for various walks of life. Best use case of compassionate capitalism. Top draw stuff folks, been following from inception. Y'all are freakin pumping out content that's ageing like wine. The team at daily brief is impacting and changing many lives. Kudos folks. More power to y'all.

  • @subaganesh232
    @subaganesh232 22 ชั่วโมงที่ผ่านมา

    If you remove everything then inflation goes to 0 😂🤦

    • @dhruvilghetiya8167
      @dhruvilghetiya8167 ชั่วโมงที่ผ่านมา

      Don't give this idea to RBI 😂

  • @nandusachu
    @nandusachu 23 ชั่วโมงที่ผ่านมา

    Thanks for advance supply of reasons for tomorrows crash.

    • @damodaralluri8988
      @damodaralluri8988 23 ชั่วโมงที่ผ่านมา

      This is new data ? If not the crash or market would already be priced accordingly

  • @siddharthkumar7558
    @siddharthkumar7558 23 ชั่วโมงที่ผ่านมา

    That’s scary 😢

  • @soomjeetsahoo8710
    @soomjeetsahoo8710 23 ชั่วโมงที่ผ่านมา

    First comment!

    • @hdhanu142
      @hdhanu142 23 ชั่วโมงที่ผ่านมา

      🏅

  • @jaideeppyne1880
    @jaideeppyne1880 วันที่ผ่านมา

    Its so pleasing to hear you. Your speaking skills are next level Anurag Bansal. You can try hosting some reality shows or other news platforms maybe

  • @sankuM
    @sankuM วันที่ผ่านมา

    succinctly explained charts, do we have links to the sources also in newsletter? 🤔 also Akshara 😢😭

  • @PrathapA-up3vh
    @PrathapA-up3vh วันที่ผ่านมา

    SUGGESTION: FROM A VIEWER PERSPECTIVE WE DONT LIKE THESE MANY STATS, WE WANT WATS IN FOR US,, SO CRAFT IT ACCORDINGLY AND WAT BENEFITS OR CAUTION FOR ME IS OUR (VALUE) NOT STATS, THANKS!

  • @jayashreeviswanathan6093
    @jayashreeviswanathan6093 วันที่ผ่านมา

    There were times I also felt bad for the Kirana stores but the problem today is their stocking is so limited that you don't get what you want even if you take the trouble to go there. This has become the case with all offline shops, including apparel, medicines, cosmetics, and even kids games. Shopping online gives you variety and convenience.

  • @jayashreeviswanathan6093
    @jayashreeviswanathan6093 วันที่ผ่านมา

    I just love the way the matter is researched and presented.

  • @uf9927
    @uf9927 วันที่ผ่านมา

    US is borrowing/printing like crazy and it will continue to do that. Do you think this growth is debt driven? Once borrowing stopped growth stopped.

    • @umeshkirdat
      @umeshkirdat 11 ชั่วโมงที่ผ่านมา

      There are 2 wars going on right now, stop the war and see if USA still grows at this pace.

  • @chandubhai9300
    @chandubhai9300 วันที่ผ่านมา

    Hey I am Vedant Jhagadiawala ,I am a Cfa student and really impressed with your indetailed studies. I also want to do so on my own. Please contact me by providing your email in comment and reply to same

  • @juno1471
    @juno1471 วันที่ผ่านมา

    Take some breath while talking man....speak a little slower ❤❤

  • @mitheshpatel6806
    @mitheshpatel6806 วันที่ผ่านมา

    Allocating 40 mins every alternative day , on lappy(as it's data heavy) for ur wonderful analysis....love u guys..