Markets by Zerodha
Markets by Zerodha
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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.
มุมมอง: 2 717

วีดีโอ

Investment Scams have Exploded! | The Daily Brief
มุมมอง 4.7K4 ชั่วโมงที่ผ่านมา
In today’s episode, we look at 4 big stories: 00:00 Intro 00:06 Stories Coming Up! 00:28 Stock market scams 04:48 Is the IPO gold rush over? 08:55 Bangladesh - India textiles 14:32 P2P sector You can also listen to this episode on Spotify, Apple Podcasts or wherever you listen to your podcasts. Spotify: open.spotify.com/episode/1gtUg7OBrX3weebE2nRnZ6?si=Vlke4T9zRMmap_c1lMhKBg Apple Podcasts: po...
India wants to make homemade guns and bullets | The Daily Brief
มุมมอง 2.7K7 ชั่วโมงที่ผ่านมา
In today’s episode, we look at 3 big stories: 00:00 Intro 00:14 Stories Coming Up! 00:27 Desi bullet 05:59 Is oil telling something about the global economy? 08:45 Men are grooming, and FMCG companies are excited! You can also listen to this episode on Spotify, Apple Podcasts or wherever you listen to your podcasts. Spotify: open.spotify.com/episode/7rndWgbaW4CR4k8s6welGm?si=8733d1cb0af74045 Ap...
Are Indians not spending? | The Daily Brief
มุมมอง 7K9 ชั่วโมงที่ผ่านมา
In today’s episode, we look at 4 big stories: 00:00 Intro 00:14 Stories Coming Up! 00:30 Indian consumers are finally starting to spend 05:05 It’s party time for the sugar industry 09:34 It’s sunshine and rose for Indian hospitality sector 13:20 Daikin wants a piece of the red-hot Indian AC market You can also listen to this episode on Spotify, Apple Podcasts or wherever you listen to your podc...
Reliance Industries is trying to transform itself | The Daily Brief
มุมมอง 3.9K12 ชั่วโมงที่ผ่านมา
In today’s episode, we look at 3 big stories: 00:00 Intro 00:31 Stories Coming Up! 00:49 Reliance wants to go green..ish 07:45 Auto manufacturers vs Auto dealers 12:06 The global oil markets need nimbu and mirch You can also listen to this episode on Spotify, Apple Podcasts or wherever you listen to your podcasts. Spotify: open.spotify.com/episode/1wxZhCjWiCCoghWQq1YSXb?si=7413da1ecfa14ade Appl...
What are lab grown diamonds? | The Daily Brief
มุมมอง 3K14 ชั่วโมงที่ผ่านมา
In today’s episode, we look at 3 big stories: 00:00 Intro 00:34 Stories Coming Up! 00:52 Diamonds for everyone 07:26 Will PhonePe and Google start blocking users? 10:47 WazirX drama becomes more dramatic You can also listen to this episode on Spotify, Apple Podcasts or wherever you listen to your podcasts. Spotify: open.spotify.com/episode/3r3BEXNFgAa6iMq9otlcQ9?si=75db85d7087d4489 Apple Podcas...
Here's how Indian businesses are transforming with Saurabh Mukherjea
มุมมอง 11K14 ชั่วโมงที่ผ่านมา
You might have noticed that the Indian business landscape has been going through a lot of ups and downs-companies that once dominated the market have either evolved, disappeared, or been replaced by newer, more agile players. And it’s not just about individual companies; it’s about how the entire economy is shifting and adapting to new realities. In this episode of The Big Perspective, we're ta...
What’s up with India's insurance sector?
มุมมอง 2.8K14 ชั่วโมงที่ผ่านมา
Like all our videos, this one too focuses on everything related to money and the economy. In this episode, we will take a look at the following macroeconomic data that was released in the previous week: - For 50 years, LIC owned the Indian life insurance market. And then, in 2000, the Indian government let the private sector in. What then? - Which states are moving to EVs the fastest? Rich, ind...
Weekly Brief: China's economic history, the early August panic, and are Indian markets overvalued?
มุมมอง 5K16 ชั่วโมงที่ผ่านมา
We publish a new episode of the Daily Brief every day. On the weekend, we would compile the best stories of the week and release a recap for those who didn't have time to listen during the week. However, many of you have shared feedback that you listen to the Daily Brief daily and would prefer not to hear the same stories repeated over the weekend. So we are trying something different. Please l...
Why does Maruti Suzuki not make EVs? | The Daily Brief
มุมมอง 3.6K21 ชั่วโมงที่ผ่านมา
Why does Maruti Suzuki not make EVs? | The Daily Brief
How do changes in captial gains tax affect investors? With Ashish Gupta, CIO, Axis MF
มุมมอง 87221 ชั่วโมงที่ผ่านมา
How do changes in captial gains tax affect investors? With Ashish Gupta, CIO, Axis MF
Will we have our own global desi daaru? | The Daily Brief
มุมมอง 2.8K21 ชั่วโมงที่ผ่านมา
Will we have our own global desi daaru? | The Daily Brief
The name is bond, Indian government bond | The Daily Brief
มุมมอง 4.5Kวันที่ผ่านมา
The name is bond, Indian government bond | The Daily Brief
Jay Powell says, 'Let the party continue' | The Daily Brief
มุมมอง 4.5Kวันที่ผ่านมา
Jay Powell says, 'Let the party continue' | The Daily Brief
Big trends from this results season | The Daily Brief
มุมมอง 3.7Kวันที่ผ่านมา
Big trends from this results season | The Daily Brief
Where is India's employment rate heading? (In Hindi)
มุมมอง 2.2Kวันที่ผ่านมา
Where is India's employment rate heading? (In Hindi)
Recap: Trade wars, bullish private sector, past, present and future of the Indian economy and more
มุมมอง 2.6K14 วันที่ผ่านมา
Recap: Trade wars, bullish private sector, past, present and future of the Indian economy and more
Why promoters are selling and what does that mean for you? Ashish Gupta, CIO, Axis MF explains
มุมมอง 2.1K14 วันที่ผ่านมา
Why promoters are selling and what does that mean for you? Ashish Gupta, CIO, Axis MF explains
People are swiping right on electric vehicles | The Daily Brief
มุมมอง 4.4K14 วันที่ผ่านมา
People are swiping right on electric vehicles | The Daily Brief
Are domestic investors as big as foreign investors? | The Daily Brief
มุมมอง 7K14 วันที่ผ่านมา
Are domestic investors as big as foreign investors? | The Daily Brief
What is with India’s life-long love for gold?
มุมมอง 2.6K14 วันที่ผ่านมา
What is with India’s life-long love for gold?
Why is China dumping everything everywhere? |The Daily Brief
มุมมอง 8K14 วันที่ผ่านมา
Why is China dumping everything everywhere? |The Daily Brief
Is this the end for peer-to-peer lending platforms? | The Daily Brief
มุมมอง 5K14 วันที่ผ่านมา
Is this the end for peer-to-peer lending platforms? | The Daily Brief
Who will win the quick commerce wars? | The Daily Brief
มุมมอง 3.2K14 วันที่ผ่านมา
Who will win the quick commerce wars? | The Daily Brief
RBI highlights three major risks to India's monetary stability (In Hindi)
มุมมอง 2.4K14 วันที่ผ่านมา
RBI highlights three major risks to India's monetary stability (In Hindi)
What's happening with inflation, interest rates and bond yields?
มุมมอง 2.1K21 วันที่ผ่านมา
What's happening with inflation, interest rates and bond yields?
Recap: RBI's concerns, cash floods mutual funds, inflation, and housing push
มุมมอง 2.5K21 วันที่ผ่านมา
Recap: RBI's concerns, cash floods mutual funds, inflation, and housing push
The government wants to make housing affordable for all | The Daily Brief
มุมมอง 3K21 วันที่ผ่านมา
The government wants to make housing affordable for all | The Daily Brief
Introducing: The Big Perspective and Please help me understand!
มุมมอง 2.1K21 วันที่ผ่านมา
Introducing: The Big Perspective and Please help me understand!
Did inflation really fall? | The Daily Brief
มุมมอง 3.5K21 วันที่ผ่านมา
Did inflation really fall? | The Daily Brief

ความคิดเห็น

  • @adityapatnaik7078
    @adityapatnaik7078 4 ชั่วโมงที่ผ่านมา

    i wont buy a car

  • @fitboy867
    @fitboy867 7 ชั่วโมงที่ผ่านมา

    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.

  • @arihantvakil
    @arihantvakil 11 ชั่วโมงที่ผ่านมา

    Loved the content. Make more videos like this

  • @rajamuniyandi5742
    @rajamuniyandi5742 13 ชั่วโมงที่ผ่านมา

    👏👏👏

  • @mobinjsr1934
    @mobinjsr1934 16 ชั่วโมงที่ผ่านมา

    Seems like you played same recording 😅

  • @vincentpinto1127
    @vincentpinto1127 16 ชั่วโมงที่ผ่านมา

    Last weekend's format, duration and content were excellent.

  • @adarshpandey729
    @adarshpandey729 17 ชั่วโมงที่ผ่านมา

    Full optimistic bhi

  • @lachnin
    @lachnin 19 ชั่วโมงที่ผ่านมา

    Last week's weekly brief was quite disappointing. For the first time, I disliked the speaker's personal agenda-driven approach in the brief.

    • @vincentpinto1127
      @vincentpinto1127 16 ชั่วโมงที่ผ่านมา

      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.

    • @lachnin
      @lachnin 16 ชั่วโมงที่ผ่านมา

      @@vincentpinto1127 Not this one; I meant the one from the previous week

  • @daji1952
    @daji1952 21 ชั่วโมงที่ผ่านมา

    no hands and leg Hindenburg vs Adani - Round 2! and discussion is out of context

  • @shd-t6t
    @shd-t6t 21 ชั่วโมงที่ผ่านมา

    Bhaiyo hindi me bhi chalu kro ye weekly briefs. Yaha rural Maharashtra me jyada angrezi nhi samajhte🙂

  • @sprime752
    @sprime752 22 ชั่วโมงที่ผ่านมา

    Saturday session is good👍👍 Coz not able to watch daily sessions due to working hours.

  • @anini234
    @anini234 วันที่ผ่านมา

    Hi, no newsletter today?

    • @marketsbyzerodha
      @marketsbyzerodha 21 ชั่วโมงที่ผ่านมา

      We just published it. Check it out here: open.substack.com/pub/thedailybriefing/p/recap-oil-prices-and-the-world-economy?

  • @biswarajkarmakar9650
    @biswarajkarmakar9650 วันที่ผ่านมา

    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.

  • @AmitPatel-121
    @AmitPatel-121 วันที่ผ่านมา

    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

  • @rajkumarayyalurajan
    @rajkumarayyalurajan วันที่ผ่านมา

    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...

  • @dataexplorerofficial
    @dataexplorerofficial วันที่ผ่านมา

    Sala log jamin bech ke ktm kharidta hai aur ye bolta hai Indians spending nehin karte. Spend karne kliye paisa hona chahiye na

  • @apnabini
    @apnabini วันที่ผ่านมา

    There has to be cyber crime department with ever increasing online transaction.. using AI and anytics catching outliers

  • @mrinmoyroy100
    @mrinmoyroy100 วันที่ผ่านมา

    scammers are good people, greedy and stupid people who just want easy money 💰. then scammer give him a lesson... good job 👍

  • @ZaphodsSecondHead
    @ZaphodsSecondHead วันที่ผ่านมา

    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!

  • @manfromearth4346
    @manfromearth4346 วันที่ผ่านมา

    P2P lending has is thriving in our office. Only thing is it is offline 😆

  • @harrmangilll7318
    @harrmangilll7318 2 วันที่ผ่านมา

    Daily dose of updates

  • @arnabbhattacharya6579
    @arnabbhattacharya6579 2 วันที่ผ่านมา

    I'm following SM since 2014, his Ambit days. Earlier i used to listen to the concept. Now I come to see the comments 😂

  • @amanjhawar
    @amanjhawar 2 วันที่ผ่านมา

    Almost 20 mins for a daily brief? Please keep it in the range of 10-12 mins

  • @naadanparinda9056
    @naadanparinda9056 2 วันที่ผ่านมา

    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

    • @Mrpositi
      @Mrpositi 2 วันที่ผ่านมา

      Cry about it...if u want dictatorship go to China... india is a democracy and will be a democracy

  • @SushilMahto-vr8wj
    @SushilMahto-vr8wj 2 วันที่ผ่านมา

    Nice information

  • @apnabini
    @apnabini 2 วันที่ผ่านมา

    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

  • @subbiahp7771
    @subbiahp7771 2 วันที่ผ่านมา

    Good information thanks

  • @gowthamtjonah
    @gowthamtjonah 2 วันที่ผ่านมา

    very informative video ❤ thanks a lot 😊

  • @user-lq9fz4bi1n
    @user-lq9fz4bi1n 2 วันที่ผ่านมา

    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.

  • @VijayakumarHiremani
    @VijayakumarHiremani 2 วันที่ผ่านมา

    Informative Video likes to listen more and more, Happy teachers day Zerodha (my teacher indirectly)

  • @ractube26
    @ractube26 2 วันที่ผ่านมา

    A very Happy Teacher’s day to the entire Zerodha team !!

  • @omkarjagdale1312
    @omkarjagdale1312 2 วันที่ผ่านมา

    A big thanks for putting these videos each day. I dont miss a single epsiode. Greetings from Germany!

    • @marketsbyzerodha
      @marketsbyzerodha 2 วันที่ผ่านมา

      Super glad you find these videos valuable! :)

  • @anirudhshirur
    @anirudhshirur 2 วันที่ผ่านมา

    Happy Teachers Day 🎉❤🎉Sir

  • @harshitkhandelwal6805
    @harshitkhandelwal6805 2 วันที่ผ่านมา

    But don't you think, this increase in private consumption in the last quarter can be attributed to Elections?

  • @expeditingvineet
    @expeditingvineet 3 วันที่ผ่านมา

    Always been suspicious of P2P anyway. It's not worth the risk.

  • @stalinbaskaran5773
    @stalinbaskaran5773 3 วันที่ผ่านมา

    Definitely GST like taxes

  • @pallavved3888
    @pallavved3888 3 วันที่ผ่านมา

    Very interesting ❤

  • @AX-sq5vm
    @AX-sq5vm 3 วันที่ผ่านมา

    No job high tax low salary 😢

  • @AmitSangwan123
    @AmitSangwan123 3 วันที่ผ่านมา

    repo rate ?

  • @rajkumarayyalurajan
    @rajkumarayyalurajan 3 วันที่ผ่านมา

    Loans must be through Banks, the rulers of the world. How can someone (P2PL) bypass the King in his Kingdom...😂😂😂

  • @anubhavpawan9259
    @anubhavpawan9259 3 วันที่ผ่านมา

    Anurag bansal is the best speaker

  • @aksp99
    @aksp99 3 วันที่ผ่านมา

    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

  • @jaiagarwal1343
    @jaiagarwal1343 3 วันที่ผ่านมา

    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.

  • @akshaytelang8692
    @akshaytelang8692 3 วันที่ผ่านมา

    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🤷‍♂️🤦‍♂️

  • @deadshot6135
    @deadshot6135 3 วันที่ผ่านมา

    Many people who cannot even afford iPhone, are buying iphone on emi 😂😂

  • @rahul-ag
    @rahul-ag 3 วันที่ผ่านมา

    I am from odisha. Increase in ev is due to cheaper chinese import scooter which cost 65k only.

  • @rahul-ag
    @rahul-ag 3 วันที่ผ่านมา

    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 .

  • @sudip_curiousmind
    @sudip_curiousmind 3 วันที่ผ่านมา

    Saurabh has underperformed because most of his picks are low interest rate plays..I don't know how most retailers miss this fact.

  • @home_edc
    @home_edc 3 วันที่ผ่านมา

    A good drinking game is every time he mentions HDFC bank