Markets by Zerodha
Markets by Zerodha
  • Видео 230
  • Просмотров 1 914 261
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...
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

Комментарии

  • @abcdabcdoops
    @abcdabcdoops 4 часа назад

    We have the tallest statue now. Deficit aur inflation sey hume kya matlab 🤡

  • @NAIRGOPANVKUMARGopz
    @NAIRGOPANVKUMARGopz 6 часов назад

    India recession

  • @yogeshwarijain3062
    @yogeshwarijain3062 9 часов назад

    Way to gooo Krishnaa🥳

  • @ukuk179
    @ukuk179 12 часов назад

    Nothing on jobs and capex investments

  • @ukuk179
    @ukuk179 12 часов назад

    GST rates will kill demand

  • @ukuk179
    @ukuk179 12 часов назад

    SC credit card rate capping

  • @ukuk179
    @ukuk179 12 часов назад

    Microfinance collapsed

  • @B.Tan_
    @B.Tan_ 14 часов назад

    Really funny! Without data only copy paste from books. Do you know the actual picture?

  • @ganapathyaiyappa3327
    @ganapathyaiyappa3327 14 часов назад

    Can we please get links to these reports or just tell us where can we find please team

  • @swapnilsrivastava6856
    @swapnilsrivastava6856 19 часов назад

    Information se bharpur btw where’s kashish Kapoor?

  • @rgrm104
    @rgrm104 20 часов назад

    why India is still giving covid reason ? how other countries are doing well

  • @tiamoabimopectore
    @tiamoabimopectore 20 часов назад

    I love the positivity in your content.

  • @drstrange404
    @drstrange404 22 часа назад

    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.

  • @mayankprajapati5721
    @mayankprajapati5721 22 часа назад

    Amazingly explained anurag broo!

  • @skhustler
    @skhustler 23 часа назад

    Half baked information

  • @skhustler
    @skhustler 23 часа назад

    Market will go sideways in 2025

  • @deepankarpant4048
    @deepankarpant4048 День назад

    2:01 You forgot freebees😅😝

    • @drstrange404
      @drstrange404 23 часа назад

      He discussed it around 9:40 but without using the word freebies 😂

  • @arunkottolli
    @arunkottolli День назад

    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!

  • @Sahilisonline
    @Sahilisonline День назад

    My man kinda sounds like the Govts mouthpiece only a softer version 😂 one level deeper indeed 😂😂

  • @sagarjain4967
    @sagarjain4967 День назад

    Please make videos in Hindi and with some example ..

    • @rajibulislam9829
      @rajibulislam9829 19 часов назад

      Check the description... They make videos in Hindi as well

  • @johnja5002
    @johnja5002 День назад

    Nobody went hungry during pandemic? Be more sensitive please.

  • @jeevankumararepally
    @jeevankumararepally День назад

    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.

    • @ajaysaraf0312
      @ajaysaraf0312 4 часа назад

      He does post but those videos get pulled off 8 minutes after uploading

  • @rum81
    @rum81 День назад

    Start of multi year Real estate boom! What are the analysts smoking

  • @shreenidhihegde7411
    @shreenidhihegde7411 День назад

    Thanks a lot for valuable information Sir 👏

  • @DemonSlayer-vh8uy
    @DemonSlayer-vh8uy День назад

    Loved the video 🎉🎉🎉

  • @mohsinkalanjiam
    @mohsinkalanjiam День назад

    Show a single politician who's wealth creation is proposinate to their actual income....just 1

  • @Ombhavsar26
    @Ombhavsar26 День назад

    Great Research

  • @mohsinkalanjiam
    @mohsinkalanjiam День назад

    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

  • @mohsinkalanjiam
    @mohsinkalanjiam День назад

    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

    • @arunkottolli
      @arunkottolli День назад

      Now we also have popcorn tax!

    • @SumitKumar-yw3pb
      @SumitKumar-yw3pb 11 часов назад

      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.

    • @arunkottolli
      @arunkottolli 3 часа назад

      @@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

  • @mohsinkalanjiam
    @mohsinkalanjiam День назад

    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

  • @mohsinkalanjiam
    @mohsinkalanjiam День назад

    Laagaan tax before independence = godi tax after independence

  • @onlydhaval
    @onlydhaval День назад

    Are you Bullish on India?

    • @iridiumman3087
      @iridiumman3087 День назад

      It's hard to be not

    • @marketsbyzerodha
      @marketsbyzerodha День назад

      If one is investing in Indian equities, that's the bet right?

    • @iridiumman3087
      @iridiumman3087 День назад

      @@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.

  • @hrushikeshbargaje2159
    @hrushikeshbargaje2159 День назад

    Hum 1st hai...❤

  • @Prashant_Pandey4
    @Prashant_Pandey4 День назад

    Still they are choosing to have more kids.

  • @Sayanmondalncbs
    @Sayanmondalncbs День назад

    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.

  • @AjaySingh-s6b3f
    @AjaySingh-s6b3f День назад

    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 😅

  • @ariyaagarwal478
    @ariyaagarwal478 День назад

    Good to have you back Anurag, got to learn alot from this video!

  • @jayashreeviswanathan6093
    @jayashreeviswanathan6093 День назад

    While talking about FDI, you said that net FDI is less because of the corresponding FDI outflow. How exactly does the outflow happen.

  • @prateekgupta7845
    @prateekgupta7845 День назад

    Very interesting stories. Whats you name bro, would like to follow you

  • @mohitchaudhary9865
    @mohitchaudhary9865 День назад

    Excellent 👌

  • @sonaleed4229
    @sonaleed4229 День назад

    Where do we get the charts for food items like tomato, rice , wheat & so on shown in the video?

    • @marketsbyzerodha
      @marketsbyzerodha День назад

      This is available on IndiaDataHub: analytics.indiadatahub.com/InflationAtGlance

  • @sormazi
    @sormazi 2 дня назад

    We're not trading partners, we're net importers. the use of "partners" may not be accurate since a partnership is between equals.

  • @nancypinancypi
    @nancypinancypi 2 дня назад

    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 ?

  • @vikramshetty824
    @vikramshetty824 2 дня назад

    While responding to comments, always keep in mind that you are representing loved & respected brands like Zerodha, Nitin & Nikhil Kamath.

  • @poojagupta5448
    @poojagupta5448 2 дня назад

    great video, always learning something!

  • @bhattshivesh9306
    @bhattshivesh9306 2 дня назад

    Is 🌟, Someday if possible i would love to meet and greet the team behind such heavy researched and informative vids 🙇🏻‍♂️

    • @marketsbyzerodha
      @marketsbyzerodha День назад

      We'll host regular meet-ups in the future. Hope to see you there!

  • @nandusachu
    @nandusachu 2 дня назад

    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.

  • @jpsamy_inthezone
    @jpsamy_inthezone 2 дня назад

    Any aid to LIC's would be wasted like a drop of freshwater on an Ocean.. Take our own Bihar for example 😢

    • @saratprabhug
      @saratprabhug День назад

      Even the water crisis is a hindrance to the growth.

  • @nidhishshetty3636
    @nidhishshetty3636 2 дня назад

    Good video but can u cut the length to under 10 min?

  • @yakshsharma1952
    @yakshsharma1952 2 дня назад

    Excellent Analysis Sir!