The Daily Brief: Indian real estate is back from the dead!
HTML-код
- Опубликовано: 20 июл 2024
- In this episode of, “The Daily Brief by Zerodha,” we look at 4 big stories:
1) Why aren’t Indian companies investing?
2) After a decade of underperformance, both residential and commercial real estate are booming.
3) Shein gets a new lease of life with the Reliance partnership.
4) Exchange-traded currency derivative volumes are down by 90% after RBI’s guidelines
You can also listen to this on:
Spotify: open.spotify.com/show/2SJiLdv...
Apple Podcast: podcasts.apple.com/in/podcast...
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/
00:00 Introduction and overview of the daily brief
00:37 Importance of investment for the Indian economy
01:09 Concerns over low private investment announcements
01:53 Reasons behind the decline in investment in India
02:32 Factors contributing to hesitation in investing in India
03:19 Government policy uncertainty and weak consumption growth
04:03 Low investments and the silent income crisis
04:37 Growth and trends in India's real estate market
05:24 Shift towards premiumization in the real estate market
06:09 Sales trends and unsold inventories in real estate
06:50 Growth in commercial real estate leases and Shein's comeback
08:16 Reliance's partnership with Shein and its implications
Very nice stats and insights. As someone in this sector I have always wondered about how unsold inventories will play out in the growth of this sector. Interesting to know this perspective
SEBI and RBI will liquidity.
Real estate boom
Shein
Allah Hu Akbar!
Stop terrorism