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Markets by Zerodha
เข้าร่วมเมื่อ 17 พ.ค. 2024
Your go-to place to understand what's happening in the world of business and finance.
Recap: Oil prices and the world economy, Indians spending less, Auto makers vs dealers and more
This is the tenth weekly brief. We publish a new episode every day to help you understand the biggest stories in the Indian markets. But we understand that you may be busy and don't have the time to listen to the daily episodes. So don't worry; we've got you covered.
00:00 Intro
00:21 Is oil telling something about the global economy?
03:05 Indian consumers are finally starting to spend
07:40 Auto manufacturers vs Auto dealers
12:00 Reliance wants to go green..ish
18:54 Is the IPO gold rush over?
You can also listen to this episode on Spotify, Apple Podcasts or wherever you listen to your podcasts.
Spotify: open.spotify.com/episode/6oy3Gx5uQjcePJC0MEmHKe?si=d2a906f8c6e24b4d
Apple Podcasts: podcasts.apple.com/in/podcast/recap-oil-prices-and-the-world-economy-indians/id1754694834?i=1000668685714
We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: thedailybriefing.substack.com/
Disclaimer: Some image(s) may have been created using AI, no copyright infringement is intended.
00:00 Intro
00:21 Is oil telling something about the global economy?
03:05 Indian consumers are finally starting to spend
07:40 Auto manufacturers vs Auto dealers
12:00 Reliance wants to go green..ish
18:54 Is the IPO gold rush over?
You can also listen to this episode on Spotify, Apple Podcasts or wherever you listen to your podcasts.
Spotify: open.spotify.com/episode/6oy3Gx5uQjcePJC0MEmHKe?si=d2a906f8c6e24b4d
Apple Podcasts: podcasts.apple.com/in/podcast/recap-oil-prices-and-the-world-economy-indians/id1754694834?i=1000668685714
We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: thedailybriefing.substack.com/
Disclaimer: Some image(s) may have been created using AI, no copyright infringement is intended.
มุมมอง: 2 717
วีดีโอ
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Here's how Indian businesses are transforming with Saurabh Mukherjea
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What’s up with India's insurance sector?
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RBI highlights three major risks to India's monetary stability (In Hindi)
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What's happening with inflation, interest rates and bond yields?
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What's happening with inflation, interest rates and bond yields?
Recap: RBI's concerns, cash floods mutual funds, inflation, and housing push
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Introducing: The Big Perspective and Please help me understand!
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Did inflation really fall? | The Daily Brief
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i wont buy a car
china is china.... world revolves around it while in india, People just want reservations and freebees. China PE ratio of 11(CEIC data ),india PE ratio is at 24(CEIC data). You are getting china at discount . Shifting all my funds (SIP) to Emerging china fund. Will update this post after 1-2 year.
Loved the content. Make more videos like this
👏👏👏
Seems like you played same recording 😅
Last weekend's format, duration and content were excellent.
Full optimistic bhi
Last week's weekly brief was quite disappointing. For the first time, I disliked the speaker's personal agenda-driven approach in the brief.
Actually, I thought it was excellent. His analysis was deep and very insightful actually! I could not see any "agenda". What did you see? Please point to the timestamp(s). I would like to be in agreement with you, but if you cannot or will not provide timestamp, then I will stay in a disagreed state with you.
@@vincentpinto1127 Not this one; I meant the one from the previous week
no hands and leg Hindenburg vs Adani - Round 2! and discussion is out of context
Bhaiyo hindi me bhi chalu kro ye weekly briefs. Yaha rural Maharashtra me jyada angrezi nhi samajhte🙂
Saturday session is good👍👍 Coz not able to watch daily sessions due to working hours.
Hi, no newsletter today?
We just published it. Check it out here: open.substack.com/pub/thedailybriefing/p/recap-oil-prices-and-the-world-economy?
Honestly I don't connect with his investment psychology...and I find his stock picks bit wierd some times...but his books on investment are great though.
Indian consumer mobilise money towards saving and investing. Indian govt took consumer place and making big bets on big project. Fii which earlier pull out money is waiting for correction in the market. All the weight for moving the economic cycle falls on big private projects and MSME. Who is going to take first hit, only god knows
NIFTY companies earnings also rose from Rs.535 in 23-Mar-2020 to Rs.1075 now. Doubled in last 4 years. Earnings growth all-round is because of excessive central and state government expenses, leading to INR value erosion, inflation...
Sala log jamin bech ke ktm kharidta hai aur ye bolta hai Indians spending nehin karte. Spend karne kliye paisa hona chahiye na
There has to be cyber crime department with ever increasing online transaction.. using AI and anytics catching outliers
scammers are good people, greedy and stupid people who just want easy money 💰. then scammer give him a lesson... good job 👍
I found the IPO-related part of this episode quite insightful. Kudos to the team on performing detailed research on all topics. Keep the good stuff coming!
P2P lending has is thriving in our office. Only thing is it is offline 😆
Daily dose of updates
I'm following SM since 2014, his Ambit days. Earlier i used to listen to the concept. Now I come to see the comments 😂
Almost 20 mins for a daily brief? Please keep it in the range of 10-12 mins
India should focus on competing with Vietnam (next China). Vietnam also got Communist like Government, somewhat dictatorship. And in Democracy you can't grow at compounding rate, max you can grow is like Simple interest rate, that too is dependent on how well you manage your competing political parties who can only come to power if India falters, or backsliding happens in India. Democracy is MOSTLY anti-Development model. 100 days down the line students will Study India vs China/Vietnam model. P.S. Even South Korea, Japan developed when they had a dictatorial Govt (in non-social media days). Even US was run like a dictatorship by each president pre WW-II era
Cry about it...if u want dictatorship go to China... india is a democracy and will be a democracy
Nice information
Govt is putting too much onus on grandpa PSU like DRDO and HAL , world is moving to cheap drones and AI based warfares ... Indian laeders need to learn from recent warfares across globe
Good information thanks
very informative video ❤ thanks a lot 😊
Many people are spending more money to own a car and are not looking for affordable options that compromise on features. This could be a red flag for Maruti Suzuki.
Informative Video likes to listen more and more, Happy teachers day Zerodha (my teacher indirectly)
A very Happy Teacher’s day to the entire Zerodha team !!
♥♥
A big thanks for putting these videos each day. I dont miss a single epsiode. Greetings from Germany!
Super glad you find these videos valuable! :)
Happy Teachers Day 🎉❤🎉Sir
♥♥
But don't you think, this increase in private consumption in the last quarter can be attributed to Elections?
Always been suspicious of P2P anyway. It's not worth the risk.
Definitely GST like taxes
Very interesting ❤
No job high tax low salary 😢
repo rate ?
Loans must be through Banks, the rulers of the world. How can someone (P2PL) bypass the King in his Kingdom...😂😂😂
By RBI
Anurag bansal is the best speaker
The data in the chart and what is being talked out, did not match. Am i making any mistake? Real gdp growth 6.7% he says. But in chart at 40 secs, i don't see that anywhere
Suggestion- add the Brazil (No 1 exporter of sugar) fire part destroying Approximately 80,000 hectares of sugarcane fields, Experts estimate that the fires could lead to a reduction of around 340,000 metric tons in Brazil's sugar output.
How idiotic... "All good jobs going to women" Just ask him how many fund managers in Marcellus or outside are women? How may women are in niche high-end tech jobs? Kuch bhi phekta hai🤷♂️🤦♂️
Many people who cannot even afford iPhone, are buying iphone on emi 😂😂
I am from odisha. Increase in ev is due to cheaper chinese import scooter which cost 65k only.
Its pleasing to here you. But your statement is not 100% correct. Like reliance is entering jwellery biz like indriya. No reliance is already in traditional jwelery . They actually entering luxury jwellery segment like Zoya by Titan .
Saurabh has underperformed because most of his picks are low interest rate plays..I don't know how most retailers miss this fact.
A good drinking game is every time he mentions HDFC bank