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Markets by Zerodha
เข้าร่วมเมื่อ 17 พ.ค. 2024
Your go-to place to understand India's markets and economy, and the forces driving them. No drama, no nonsense - just insights.
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.
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
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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
Royalty is paid as a percentage of revenue, and not of profits
so glad Anurag & team listens to our feedback, thank you for being content powerhouse of 2024!! 🔥 also Akshara 😭
All ‘modi’ stocks with strong fundamentals, good numbers and attractive valuations will do well. SBI, REC are our top picks
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.
You dream a lot.
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.
As usual Great analysis by you guys❤
Just one thing they raised oil import to 30% bro all will raiseb😂😂
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! 👏👏
This made our day! ❤
Now I can hear, listen, since you stopped going heavy speed. Thanks for the correction.
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!!
What are the companies paying royalties for? And who are they paying it to?
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
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
how long india will talk about UPI 🤣🤡
Food prices to sky
Now vested interest have profited... regulations is needed
Podcast was good. I feel disclaimer should be given first maybe.
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?
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.
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.
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.
@@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.
@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.
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
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.
7:19 bro did you mean ‘gauge’ ?
where can i find all these charts showed in the video? could you please provide source document for this video?
write it down india will hit its biggest crisis in history very soon if this arrogant gov doe not listen
Zerodha - the content powerhouse of 2024! 🔥
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
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.
If you remove everything then inflation goes to 0 😂🤦
Don't give this idea to RBI 😂
Thanks for advance supply of reasons for tomorrows crash.
This is new data ? If not the crash or market would already be priced accordingly
That’s scary 😢
First comment!
🏅
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
succinctly explained charts, do we have links to the sources also in newsletter? 🤔 also Akshara 😢😭
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!
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.
I just love the way the matter is researched and presented.
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.
There are 2 wars going on right now, stop the war and see if USA still grows at this pace.
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
Take some breath while talking man....speak a little slower ❤❤
Allocating 40 mins every alternative day , on lappy(as it's data heavy) for ur wonderful analysis....love u guys..