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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.
What's going on with Asian Paints? | The Daily Brief #105
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 Stories Coming Up!
00:19 Intro
00:36 Why did profits fall by 40% this quarter for Asian Paints
06:31 Is India collecting less property tax?
13:02 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/p2AyFuEy2I0/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. 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 Stories Coming Up!
00:19 Intro
00:36 Why did profits fall by 40% this quarter for Asian Paints
06:31 Is India collecting less property tax?
13:02 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/p2AyFuEy2I0/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.
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The most imp reason is the constant pestering by shareholders, which makes them stay private.
Brilliant narration with incredible research
Amazing research!
Anurag was dearly missed but so will be Akshara 😢😿
Wait-&-Watch↗
Petition to not fire Anurag, we like him.
Why you people are giving idea to Government stating that property tax is low. If government finds out they will increase the property tax here also.
i came to see what's happening to Asian Paints and ended up listening "Aur Property Tax Do"
@@Ashualpha-w2m agenda spread karna toh banta hai bro
Effective tax collection aside, there needs to be effective and accountable spending as well. Tax money is not to be plundered by our political overlords.
Already Tax terrorism by the central and state govts prevail in India.The burden on tax and tariffs on water,power,communication,logistics or travel has been increasing steadily.Common people are put to grave hardships by taxation on all fronts. But the revenue collected by local bodies or state govt are wasted in corruption or ill fated projects incomplete for decades. So don't compare Indian state of affairs on local bodies with other countries.
ladki lao isko hatao
Read many comments abt property tax, no one realizes tht most of properties are unauthorized in ours cities, whch means they are not in record as they cant be registered so no tax, instead govt has to provide facilities free of cost. Who gain most of it is govt. Babus and politicians
Anurag bhai govt ko naye ideas mat do! 😅 I personally don't have any problem paying higher property taxes IF Property Rights in India are made at par with Developed economies and the money collected is Actually used for improving the locality's infrastructre (especially garbage collection and treatment), instead of going into politicians' pockets or used for other wasteful expenditure and freebies. 😊
He forgot that we pay more than 200% taxes on Petrol. That is way less in developed countries. Comparison : US petrol prices are 68.62 rupee per liter. How much we pay?
Us is self reliant on petrol
just one question arise which can you deep drive into each every sector of the economy through the daily news?. It will help to understand the entire economy for India as well as global.
Hey was jusT curious which website is that at 1:18 which shows the results
Screener
www.tijorifinance.com/
I do hope Mrs. Sitharaman doesn't watch your channel😂😂
Bahar Ghar paint karne se extra tax lagata h gov.
Bro, shut about the property tax, shut up about the property tax
It's a video. How to shut up?
Much helpful content, as always, folks. Is it possible to mention the previous daily brief episode number when you talk about the same to check it out? Assuming here that you guys maintain a database of topics covered in each episode. Cheers!
We'll start doing that going ahead. But if you are looking for the episode we referenced in the video, check it out here: th-cam.com/video/lxmGu3xrsDg/w-d-xo.html
Bhaiya talking about Asian paints i see few finfluencer did shuttle batting analysis on the ground they ask to distributed directly, why Asian paints is suffering, the distribution said it is a quality + technological advancement to its peer.
Please make a video on the recent stock move down by Cochin shipyard
In India, direct taxpayers are in single digit percent of our population, and the whole burden of tax is shared by them. Then, they pay GST. In property sector, majorily black transaction are done. If a taxpayer go on to buy a property, he is again exploited by various charges and all, which is after paying direct tax and LTCG. I think the solution can be widening our tax population so that tax burden divides. This can only be achieved when people voluntarily want to pay taxes.
Can you please share the link of the old episode where the rural urban demand topic was covered?
Here you go: th-cam.com/video/lxmGu3xrsDg/w-d-xo.htmlfeature=shared
Luckily I exited both Asian and Berger paints few days back😲
Apply animation and some graphics. It is boring now. It can be more than shorts duration but boring then the channel not grow as much as you expect
No
Thankyou
i think most of the tax money goes to support freebies and rest for reservation. only people who pay tax they are suffering
Stop comparing the taxes in Developed Countries with India. Per Capita Income of USA ($80,000) , Singapore ($1,00,000), China ($13,000) and India only ($2,500) . At such low per capita, if we keep on increasing various taxes, it will be hell for Middle Class. Not sure what's wrong with FM. India is lucky to be a domestic consumption led economy. Lets not mess with the purchasing power of its citizens with rising taxes and inflation. We all understand that Govt need money to fund various initatives. Increase the tax base not the tax for now. When we will slowly reach a high level of per capita then we can think of increasing the tax which inevitably will.
Her boss is tea vendor of Adani. That's what's wrong.
Yeah I thought that was really weird too, why would you compare India to developed countries for taxes???
I just don't understand one thing while people don't want comparison between taxes why they compare between facilities both go hand in hand.. more tax means more money to invest for facilities and more facilities means more reason to collect tax..
@@rishavraj55 More tax should come from increasing the tax base not by increasing the tax on existing taxpayers. Not by reducing corporate tax to benefit the likes of Adani. India is lucky that its a domestic consumption led economy. However Increasing inflation and taxes will destroy the purchasing power of its citizens. We are already seeing that slowdown in consumption. That's recipe for disaster.
@jeljojose true even if you see the major economies they are feeling the pain of inflation and slow down while India doesn't... Imo the main problem with Indian people is they want the cream of every country.. I mean one side people say help poora other side increase business then increase facilities then reduce tax that's no possible
They just increased my property tax by 4 times ...yeah 4 times. They are not collecting less, they are not managing the taxes well and misusing it.
The previous calculations may have been inaccurate, which is why the amount seemed lower. With the new computerized system, calculations are more precise, so it may feel like you’re paying more. However, there have been no recent changes in property tax rates.
Ours too, lol. 4x recovery where the road adjoining it is exactly the same it was 10 years ago. Zero development in 10 years.
exactly, problem is not with tax collection but utilisation
problem is corruption - we are paying taxes but babus are stealing it
we already pay almost 30%tax on buying prperty - - while selling also again tax on profit - - we are already overburdened with taxes
Exactly and here he is suggesting to tax some more
30% ? Where did you get this data ?
Thank you for this podcast
Excellent Analysis Sir!
❤
Can you include the topics that are going to be discussed in the thumbnail?
Will become noisy. Which is why we don't.
@ can you make a poll so that the subscribers can decide on functionality or noisiness?
@@marketsbyzerodhathen why irrelevant thumbnail for other news .. for instance if the first news is about paint then same paint thumbnails for all six other stories ??
When people can just go by a bike to check location why satellite is needed?
What about High GST, multiple other tariffs, road tax on vehicle etc. government collects taxes in various other ways. Reduce GST. Stop bureaucracy inefficiency. Stop red tapism. Stop corruption.
we already pay almost 30%tax on buying prperty - - while selling also again tax on profit - - we are already overburdened with taxes
If property tax will increase then decrease income tax😏😏😏...especially auto drivers and dosa sellers who earn 2.5 lakhs a month send their children to international schools but don't pay taxes!!
how are they able to avoid tax if they are earning that much ? I dont think its possible
we already pay almost 30%tax on buying prperty - - while selling also again tax on profit - - we are already overburdened with taxes
They insist on cash. Cash is not traceable and even if they have UPI , it is registered in some relative's bank account @@pushpendrahpx
@@SalmanOptionsTrading the government is trying to even things out to rich and poor...they don't want a middle class category that can stand up, is educated and can run away from india. Also they are controlling population growth in their own twisted way.
Lmao why don't you then start driving autos😂
He is simply the best narrator.
Totally agree very simple way of explaining even a 5 year old will understand ❤
First comment
waah👏
Detail ❤
A nilkamal plastic chair feels more comfortable than an Indigo's cheap blue economy seat.
Your voice is very much soothing. I was doing my office work while listening to your video and it didn't felt like I was putting any extra time while multitasking. Keep up the good work!
Bro this is really good. But can you slow down a bit... Those who find this slow can watch the video in 1.25. But slowing this down to .75 elongates your voice.
finest video
Quick fix is what has led our country where we are ! Long term solution is the only sustainable solution
Ozempic the Miracle drug!😄 Dr.Zoe Harcombe PhD: "I've never see a drug pushed as much as Ozempic. Claims for weight, T2D, heart disease and now ageing. Meanwhile lawsuits continue for stomach paralysis, intestinal blockages, vision loss & death". Dr. Reddys has been pushing their sugar overload supplement powder (Celevida) for Cancer & diabetes patients for years.
thanls buddy sounds interesting..
I am really fascinated by the way you explain things Is there a way I can join you Really wanna work with people of high intellect
Super glad! Please write to us at markets@zerodha.com with your details