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Markets by Zerodha
Индия
Добавлен 17 май 2024
Your go-to place to understand India's markets and economy, and the forces driving them. No drama, no nonsense - just insights.
What 2025 Holds for India’s Economy and Markets | The Daily Brief #132
In today's episode of The daily brief, we cover 2 major stories shaping the Indian economy and global markets:
1. Understanding India’s Fiscal Deficit
Explore how India’s fiscal deficit surged to 9.2% of GDP during the pandemic and why it wasn’t all bad news. We’ll discuss how the government balanced relief measures with long-term investments and why this didn’t lead to a debt crisis.
2. Investment Outlook for India in 2025
Dive into predictions from global financial giants about India’s economic growth, corporate earnings, and market trends in 2025. From GDP forecasts to sectoral opportunities and global risks, we’ll break down the key insights shaping the year ahead.
Timestamps:
00:00 Stories...
1. Understanding India’s Fiscal Deficit
Explore how India’s fiscal deficit surged to 9.2% of GDP during the pandemic and why it wasn’t all bad news. We’ll discuss how the government balanced relief measures with long-term investments and why this didn’t lead to a debt crisis.
2. Investment Outlook for India in 2025
Dive into predictions from global financial giants about India’s economic growth, corporate earnings, and market trends in 2025. From GDP forecasts to sectoral opportunities and global risks, we’ll break down the key insights shaping the year ahead.
Timestamps:
00:00 Stories...
Просмотров: 13 488
Видео
The Hidden Barriers Keeping Poor Nations Poor | The Daily Brief #131
Просмотров 10 тыс.4 часа назад
In today's episode of The daily brief, we cover 2 major stories shaping the Indian economy and global markets: 1. Why the Poorest Nations Are Falling Behind The world's poorest countries are struggling to escape poverty, with only a handful expected to improve by 2050. Discover the challenges they face and the untapped opportunities that could turn the tide. 2. India’s $1 Trillion FDI Milestone...
Mutual fund industry trends: What are the November numbers telling? | Beyond The Charts
Просмотров 10 тыс.7 часов назад
In this episode of Beyond the Charts, 1. Mutual Fund Trends We'll dive into AMFI data showing equity inflows, SIP trends, and the growing interest in thematic funds amid market uncertainties. 2. Inflation Update We'll explore how November inflation dropped to 5.5% while food price hikes continue to affect low-income households. 3. Consumer Sentiment We'll dive into RBI’s survey revealing weak c...
Who said what about EMS sector hype, reality of EVs, Trump's $200 billion deal and more | #3
Просмотров 9 тыс.7 часов назад
Have you ever wondered what industry leaders or policymakers really mean when they say something? Their words often carry hidden layers of context and implications, revealing much more than meets the eye. That’s exactly what we want to do here on "Who Said What." In today’s episode, we look at the why S. Naren compared EMS sector to the 2007 infrastructure bubble and explore what this means for...
RBI's CRR Cut: Smart Move or Big Gamble? | It's the economy, stupid!
Просмотров 12 тыс.9 часов назад
In this video we break down the latest trends in India’s economy and what’s happening globally. 1. RBI’s Liquidity Fix The RBI has cut the CRR by 50 basis points to ease liquidity in the banking system while keeping interest rates unchanged. Can this move tackle the liquidity crunch without risking inflation or growth? 2. India’s GDP Slowdown GDP growth slowed to 5.4%, its weakest in nearly two...
Markets in Turmoil After Fed’s Rate Cut! | The Daily Brief #130
Просмотров 20 тыс.12 часов назад
In today's episode of The daily brief, we cover 2 major stories shaping the Indian economy and global markets: 1. Fed’s Cautious Rate Cut The US Federal Reserve cut rates by 0.25%, signaling caution due to inflation and economic growth. Markets reacted with volatility as Chair Powell emphasized restraint in future decisions. 2. SEBI’s New Rules for Safer Markets SEBI announced stricter rules fo...
ITC’s Most-Anticipated Move Finally Happens | The Daily Brief #129
Просмотров 27 тыс.14 часов назад
In today's episode of The daily brief, we cover 2 major stories shaping the Indian economy and global markets: 1. ITC’s Hotel Demerger ITC is spinning off its hotel business starting January 2025. This long-awaited move aims to boost shareholder value by separating its low-return hotel division from its high-profit core businesses like cigarettes and FMCG. 2. US-China Economic Showdown The US a...
Nifty Slips Near Key Support as Fed Policy Looms | Aftermarket Report
Просмотров 5 тыс.14 часов назад
We recently started a newsletter called "The Aftermarket Report" with the goal of summarizing the key events in the markets at the close of each trading day. The newsletter aims to give you a quick summary of market events in under 5 minutes. The newsletter has been live for a few weeks, and now we're finally turning it into a video format with this first episode. Please watch it and let us kno...
Europe wants to cut ties with Elon Musk | The Daily Brief #128
Просмотров 11 тыс.16 часов назад
In today's episode of The daily brief, we cover 2 major stories shaping the Indian economy and global markets: 1. Europe Challenges Starlink The EU’s Iris² satellite project is set to compete with Elon Musk’s Starlink by 2030. While Europe aims for secure, independent satellite internet, Starlink's strong market lead will make this an uphill battle. 2. Oil and Gold Outlook for 2025 Oil prices a...
SEBI has something to say about algo trading | The Daily Brief #127
Просмотров 15 тыс.19 часов назад
In today's episode of The daily brief, we cover 2 major stories shaping the Indian economy and global markets: 1. SEBI’s New Algo Trading Rules SEBI has introduced a framework to regulate algo trading for retail investors, addressing risks from unregulated platforms and poorly designed algorithms. The rules focus on pre-approvals, stricter oversight, and transparency to ensure market stability....
Are PSU Banks Making A Comeback? | The Daily Brief #126
Просмотров 11 тыс.21 час назад
In today's episode of The daily brief, we cover 2 major stories shaping the Indian economy and global markets: 1. PSU Banks: A Comeback Story Public sector banks are recovering more and writing off fewer bad loans, showing improved asset quality after years of reforms like the IBC and PSB consolidation. However, the growing reliance on unsecured retail loans may create future risks. 2. Reliance...
Tata Power's big ambitions, quick commerce, no BRICS currency and more | Who said what? #2
Просмотров 15 тыс.День назад
Have you ever wondered what industry leaders or policymakers really mean when they say something? Their words often carry hidden layers of context and implications, revealing much more than meets the eye. That’s exactly what we want to do here on "Who Said What." In this series, we'll pick fascinating comments from notable figures, break them down, and explore the broader stories behind it. Sin...
Is it getting harder to afford a house? | The Daily Brief #125
Просмотров 15 тыс.День назад
In today's episode of The daily brief, we cover 2 major stories shaping the Indian economy and global markets: 1. Housing Crisis We explore the global housing affordability crisis, examining how high prices, limited supply, and rising interest rates are pushing home ownership out of reach for many. With insights from the IMF and a spotlight on India, we reveal the structural challenges and pote...
Here's how Indian spending has changed in the last decade | The Daily Brief #124
Просмотров 16 тыс.День назад
In today's episode of The daily brief, we cover 3 major stories shaping the Indian economy and global markets: 1. Indian Household Spending: A Decade in Review Analysis of Indian household expenditure from 2012-2023, highlighting stable food spending, dietary shifts, and evolving consumption patterns influenced by economic changes and the COVID-19 pandemic. 2. Adani's Colombo Port Project Withd...
Before You Invest in Unlisted Shares, Watch This! | The Daily Brief #123
Просмотров 15 тыс.14 дней назад
In today's episode of The daily brief, we cover 3 major stories shaping the Indian economy and global markets: 1. SEBI’s Warning on Unlisted Shares We explore SEBI’s advisory cautioning investors about trading unlisted shares. These transactions lack transparency and regulation, making them risky despite their growing popularity. 2. India’s Push for Domestic Solar Cells India is expanding its s...
Why LG India’s IPO is Making Headlines! | The Daily Brief #122
Просмотров 13 тыс.14 дней назад
Why LG India’s IPO is Making Headlines! | The Daily Brief #122
Is nobody happy with RBI? | The Daily Brief #121
Просмотров 10 тыс.14 дней назад
Is nobody happy with RBI? | The Daily Brief #121
What’s in store for the global economy in 2025? | Beyond The Charts
Просмотров 12 тыс.14 дней назад
What’s in store for the global economy in 2025? | Beyond The Charts
Fake diamonds, bad EV scooters, future of ChatGPT and more | Who said what?
Просмотров 12 тыс.14 дней назад
Fake diamonds, bad EV scooters, future of ChatGPT and more | Who said what?
Sharp slowdown in bank lending | The Daily Brief #120
Просмотров 20 тыс.14 дней назад
Sharp slowdown in bank lending | The Daily Brief #120
Scam alert: How investors are getting fooled everyday | The Daily Brief #119
Просмотров 12 тыс.14 дней назад
Scam alert: How investors are getting fooled everyday | The Daily Brief #119
Are India's GDP numbers giving us the real picture? | The Daily Brief #118
Просмотров 16 тыс.21 день назад
Are India's GDP numbers giving us the real picture? | The Daily Brief #118
Are RBI’s Green Bonds a flop? | The Daily Brief #117
Просмотров 10 тыс.21 день назад
Are RBI’s Green Bonds a flop? | The Daily Brief #117
Stock Market 24/7: The Future of Trading is Here! | The Daily Brief #116
Просмотров 15 тыс.21 день назад
Stock Market 24/7: The Future of Trading is Here! | The Daily Brief #116
BSNL’s Comeback Shocks Jio! | It's the economy, stupid!
Просмотров 14 тыс.21 день назад
BSNL’s Comeback Shocks Jio! | It's the economy, stupid!
Eurozone’s Road to Recovery Remains Bumpy | Beyond The Charts
Просмотров 7 тыс.21 день назад
Eurozone’s Road to Recovery Remains Bumpy | Beyond The Charts
Sri Lanka’s Last Chance: Debt Restructuring or Total Collapse? | The Daily Brief #115
Просмотров 9 тыс.21 день назад
Sri Lanka’s Last Chance: Debt Restructuring or Total Collapse? | The Daily Brief #115
Why is Vedanta investing $2 billion in Saudi Arabia? | The Daily Brief #114
Просмотров 18 тыс.21 день назад
Why is Vedanta investing $2 billion in Saudi Arabia? | The Daily Brief #114
₹24,700 crore waiver for Vodafone Idea- What does it mean? | The Daily Brief #113
Просмотров 29 тыс.28 дней назад
₹24,700 crore waiver for Vodafone Idea- What does it mean? | The Daily Brief #113
India rejects $300 Billion climate deal | The Daily Brief #112
Просмотров 16 тыс.28 дней назад
India rejects $300 Billion climate deal | The Daily Brief #112
We have the tallest statue now. Deficit aur inflation sey hume kya matlab 🤡
India recession
Way to gooo Krishnaa🥳
Nothing on jobs and capex investments
GST rates will kill demand
SC credit card rate capping
Microfinance collapsed
Really funny! Without data only copy paste from books. Do you know the actual picture?
Can we please get links to these reports or just tell us where can we find please team
Information se bharpur btw where’s kashish Kapoor?
why India is still giving covid reason ? how other countries are doing well
I love the positivity in your content.
That Axis report is pure B$! Simply distributing money to spend that too 0.6% of the country's GDP is a Terrible idea! During covid its understandable that free food was reqd to support lower economic starta. But continously increasing free cash transfers to win elections is not going to serve well for the country's economy. The so called "consumption boost" is only going to be transient and its going to last as long as govt keeps transferring money. Those people will not exit poverty and enter the middle class because of such schemes, instead more money could have been allocated to skill development schemes targetted at the low income groups. That has the potential to increase consumption in a more sustainable way.
Amazingly explained anurag broo!
Half baked information
Market will go sideways in 2025
2:01 You forgot freebees😅😝
He discussed it around 9:40 but without using the word freebies 😂
Government must lower taxes and reduce subsidies to give a new boost for consumption led growth. Current tax rates are too high - which is killing consumption!
My man kinda sounds like the Govts mouthpiece only a softer version 😂 one level deeper indeed 😂😂
Please make videos in Hindi and with some example ..
Check the description... They make videos in Hindi as well
Nobody went hungry during pandemic? Be more sensitive please.
I see your videos almost everyday but I feel you only show positive side instead of giving a full picture. But still doing a great job.
He does post but those videos get pulled off 8 minutes after uploading
Start of multi year Real estate boom! What are the analysts smoking
Thanks a lot for valuable information Sir 👏
Loved the video 🎉🎉🎉
Show a single politician who's wealth creation is proposinate to their actual income....just 1
Great Research
do you really think...... middlers make fortune after paying all the taxes.... Can you please name 5 good deed that eased the life of people of India in last 12 year.....not for politicians or government authorities or the rich
New ,new kinds of taxes keeps on sprouting evey month.....various kinds like custom , excise, stamp, toll , GST, short and long term, road tax, luxury tax, education cess, corporation tax, entertainment tax, vat , dividend tax, entry tax, service tax....and so on
Now we also have popcorn tax!
you can go around the globe and find an example of any country which does not have these taxes? on global standards India still doesn't have a progressive taxation as only 2% people pay income tax in India, which is really low.
@@mohsinkalanjiam To become a $5 Trillion Dollar economy, India needs a progressive tax policies, but our current FM Nirmala Sitaram is on a mission to create the most complex tax policy
You pay tax , and your next generation pay tax,,,, but the country will always remain poor, only the politicians and government authorities will grow wealthy.....jai tax scam namaha, jai godi namaha
Laagaan tax before independence = godi tax after independence
Are you Bullish on India?
It's hard to be not
If one is investing in Indian equities, that's the bet right?
@@marketsbyzerodha my rational is that we are a somewhat stable country with a matured democracy and institutions. Also the population is also growing my main concern is our unstable neighbourhood.
Hum 1st hai...❤
🙌
Still they are choosing to have more kids.
Manufacturing powerhouse is not going to happen out of the water. It is not going to happen just by PLI and capacity increase in factories. It can only happen if we change our education and training system very quickly and in a large way. Without original patents in technology (not software only) we will not be a economic superpower in our lifetime.
There is something that I can't exactly pinpoint about the video quality. But it doesn't feel very premium. I don't know what is off, maybe the lighting or the camera itself but many podcasts today feel much more cleaner(in video quality) than the daily brief. Can you guys please try to figure it out if you understand what I'm saying 😅
Good to have you back Anurag, got to learn alot from this video!
While talking about FDI, you said that net FDI is less because of the corresponding FDI outflow. How exactly does the outflow happen.
Very interesting stories. Whats you name bro, would like to follow you
Excellent 👌
Where do we get the charts for food items like tomato, rice , wheat & so on shown in the video?
This is available on IndiaDataHub: analytics.indiadatahub.com/InflationAtGlance
We're not trading partners, we're net importers. the use of "partners" may not be accurate since a partnership is between equals.
So you mean the rise the dollars index which is due to statement of fed rhat don t except us to keep cutting interest after right ?
While responding to comments, always keep in mind that you are representing loved & respected brands like Zerodha, Nitin & Nikhil Kamath.
great video, always learning something!
Is 🌟, Someday if possible i would love to meet and greet the team behind such heavy researched and informative vids 🙇🏻♂️
We'll host regular meet-ups in the future. Hope to see you there!
good analysis bro. Traps & gaps in the way of progress can be summarized 1. Science , general education. who ever developed first had improved their university and general education & intellectual properties 2. Healthcare, nutrition, child care for healthy generations 3. Strong Infra structure & finance. 4. End of descrimination against women , religion & cast. Egalitarian society with good social system is required for development.. India is far below in this area.. Totally around 80-90% of people are suffering from some sort of descrimination. Real elephant in the room. 5. Stable government, administration.
Any aid to LIC's would be wasted like a drop of freshwater on an Ocean.. Take our own Bihar for example 😢
Even the water crisis is a hindrance to the growth.
Good video but can u cut the length to under 10 min?
No
Heavily influenced by shorts and reels 😂😂😂😂
We need the length for good quality analysis and discussion. 15-20 mins is good. Don't cut.
😂😂😂 Increase your attention span
@@marketsbyzerodha😂😂
Excellent Analysis Sir!