Shows
The Daily Brief HindiUnsecured loans ka tezi se badhta craze!Aaj ke The Daily Brief episode mein, hum cover karenge 2 major stories jo Indian economy aur global markets ko shape kar rahi hain:00:04 Stories Coming Up00:15 Intro00:38 India’s Unsecured Loan Boom: A Risky Trend?05:57 Why Zomato’s Profits Took a Hit10:56 TidbitsWe 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: https://thedailybriefing.substack.com/You can also listen to this episode in English: https://markets-by-zerodha.simplecast.com/Note: This content i...2025-01-2213 min
Side Notes by Zerodha VarsityWhy is RBI selling Dollars? The USD-INR StruggleThe RBI sold more than 50 billion dollars between September and December of 2024. Was it a planned course of action? Why would the bank reduce its forex reserves?Zerodha Varsity on Social Media:
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Disclaimer: The stocks or financial instruments discussed in this
podcast are meant for educational purposes only. Please do not consider
them recommendations or financial advice of any form.2025-01-2105 minThe Daily Brief HindiRupee kyu gir raha hai ?Aaj ke The Daily Brief episode mein, hum cover karenge 2 major stories jo Indian economy aur global markets ko shape kar rahi hain:00:04 Stories Coming Up00:15 Intro00:37 SEBI Brings Transparency to Mutual Funds04:37 The Rupee Drop Story Simplified10:10 TidbitsWe 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: https://thedailybriefing.substack.com/You can also listen to this episode in English: https://markets-by-zerodha.simplecast.com/Note: This content is for informational purpos...2025-01-2111 minThe Daily Brief HindiQ3 Mein Reliance Ka Performance Kaise Raha?Aaj ke The Daily Brief episode mein, hum cover karenge 2 major stories jo Indian economy aur global markets ko shape kar rahi hain:00:04 Stories coming up00:18 Intro00:38 Reliance Results: Growth Engines in Action07:40 World Bank’s Economic Outlook: Gloom & Hope14:37 TidbitsWe 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: https://thedailybriefing.substack.com/You can also listen to this episode in English: https://markets-by-zerodha.simplecast.com/Note: This content is for inf...2025-01-2016 minSide Notes by Zerodha VarsityIL&FS, Essel, and Others - Why NBFCs were failing in 2018-19NBFCs borrow money from banks and the public to give out loans. They make money by keeping the difference between the interest rate they receive from their customers and the interest rate they pay to their lenders. But something went awry in this arrangement in 2018-19.
Zerodha Varsity on Social Media:Instagram: https://www.instagram.com/zerodhavarsity/X: https://x.com/ZerodhaVarsityYouTube: https://www.youtube.com/@varsitybyzerodhaDisclaimer: The stocks or financial instruments discussed in this podcast are meant for educational purposes only. Please do not consider...2025-01-1706 minThe Daily Brief HindiIndia ne dhoondh liya apna white gold?Aaj ke The Daily Brief episode mein, hum cover karenge 2 major stories jo Indian economy aur global markets ko shape kar rahi hain:00:04 Stories Coming up00:18 Intro00:39 The metal of the century?06:43 Is Europe in deep trouble?12:45 TidbitsWe 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: https://thedailybriefing.substack.com/You can also listen to this episode in English: https://markets-by-zerodha.simplecast.com/Note: This content is for informational purposes only...2025-01-1714 minThe Daily Brief HindiGlobal Politics vs India ki Oil DealsAaj ke The Daily Brief episode mein, hum cover karenge 2 major stories jo Indian economy aur global markets ko shape kar rahi hain:00:04 Stories Coming Up00:18 Intro00:39 US vs Russia but India has to suffer05:12 Is Argentina making a comeback?09:55 TidbitsWe 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: https://thedailybriefing.substack.com/You can also listen to this episode in English: https://markets-by-zerodha.simplecast.com/Note: This content is for i...2025-01-1611 minThe Daily Brief HindiInflation Gira, Par Kahani Khatam Nahi Hui!Aaj ke The Daily Brief episode mein, hum cover karenge 2 major stories jo Indian economy aur global markets ko shape kar rahi hain:00:04 Stories Coming Up00:18 Intro00:39 Breaking down the headline inflation of 5.22%05:26 It's the dollar's world, we just live in it09:51 TIdbitsWe 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: https://thedailybriefing.substack.com/You can also listen to this episode in English: https://markets-by-zerodha.simplecast.com/Note: This conte...2025-01-1511 minSide Notes by Zerodha VarsityAmber Enterprises, Taj, Ultratech Cement - What's common among them?Amber's revenues are the strongest in the March quarter and the weakest in the June quarter. Taj Hotels sees the weakest quarter in September and the strongest in December. Ultratech Cement witnesses a strong March quarter and the weakest September quarter.Seasonality has got something to do with it, maybe.
Zerodha Varsity on Social Media:Instagram: https://www.instagram.com/zerodhavarsity/X: https://x.com/ZerodhaVarsityYouTube: https://www.youtube.com/@varsitybyzerodhaDisclaimer: The stocks or financial instruments discussed in this podcast ar...2025-01-1404 minThe Daily Brief HindiKya DMart apna magic lose kar raha hai?Aaj ke The Daily Brief episode mein, hum cover karenge 2 major stories jo Indian economy aur global markets ko shape kar rahi hain:00:04 Stories coming up00:14 Intro00:36 Is DMart doing well?05:53 Is India bad at being China?11:13 TidbitsWe 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: https://thedailybriefing.substack.com/You can also listen to this episode in English: https://markets-by-zerodha.simplecast.com/Note: This content is for informational purposes only...2025-01-1412 minThe Daily Brief HindiTCS Ke Quarterly Results Ka Sach!Aaj ke The Daily Brief episode mein, hum cover karenge 3 major stories jo Indian economy aur global markets ko shape kar rahi hain:- TCS Quarterly Results: A Mixed Bag- India’s Villages on the Rise: SBI Report Insights- Who Will Guide India’s Growing Investors?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: https://thedailybriefing.substack.com/You can also listen to this episode in English: https://markets-by-zerodha.simplecast.com/No...2025-01-1317 minSide Notes by Zerodha VarsityBricks, Nuts and Bolts, Zips and Buttons - businesses without brandsDo you know the brand of bricks in your house? Do you know the brand of zips or buttons on your denims? Do we really care for the nuts and bolts used in our cars? How can one be successful in running such a no-brands business?
Zerodha Varsity on Social Media:Instagram: https://www.instagram.com/zerodhavarsity/X: https://x.com/ZerodhaVarsityYouTube: https://www.youtube.com/@varsitybyzerodhaDisclaimer: The stocks or financial instruments discussed in this podcast are meant for educational purposes only. Please do not consider...2025-01-1004 minThe Daily Brief HindiLog Shehron Se Door, Pardes Ke Karib – Migration StoryAaj ke The Daily Brief episode mein, hum cover karenge 1 major story jo Indian economy aur global markets ko shape kar rahi hain:00:04 Intro00:46 Why Indians Prefer Abroad Over Cities07:14 TidbitsWe 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: https://thedailybriefing.substack.com/You can also listen to this episode in English: https://markets-by-zerodha.simplecast.com/Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned...2025-01-1008 minThe Daily Brief HindiIndia ke Hotels Mein Paisa Hi Paisa!Aaj ke The Daily Brief episode mein, hum cover karenge 2 major stories jo Indian economy aur global markets ko shape kar rahi hain:00:04 Stories Coming up00:18 Intro00:39 Hotels in India Set for Decade-High Earnings05:29 Mixed Signals in India’s Economic Growth Story10:12 TidbitsWe 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: https://thedailybriefing.substack.com/You can also listen to this episode in English: https://markets-by-zerodha.simplecast.com/Note: This co...2025-01-0911 minThe Daily Brief HindiGreen Hydrogen: Energy Ka Naya FutureAaj ke The Daily Brief episode mein, hum cover karenge 2 major stories jo Indian economy aur global markets ko shape kar rahi hain:00:04 Stories Coming Up00:20 Intro00:43 Why Green Hydrogen Matters in the Energy Transition06:20 From Setback to Strategy: Adani’s Petrochemical Journey11:02 TidbitsWe 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: https://thedailybriefing.substack.com/You can also listen to this episode in English: https://markets-by-zerodha.simplecast.com/Note: This co...2025-01-0812 minSide Notes by Zerodha VarsityBajaj Auto Vs TVS Motor and Return on AssetsTVS Motor and Bajaj Auto are similar in terms of the size of their revenues and assets. However, TVS has a return on assets of 4%, while Bajaj’s return on assets is almost 20%. Why this difference?
Zerodha Varsity on Social Media:Instagram: https://www.instagram.com/zerodhavarsity/X: https://x.com/ZerodhaVarsityYouTube: https://www.youtube.com/@varsitybyzerodhaDisclaimer: The stocks or financial instruments discussed in this podcast are meant for educational purposes only. Please do not consider them recommendations or financial advice of any form.2025-01-0704 minThe Daily Brief HindiTariffs Ka Sach: Kya Aap Tayaar Hain?Aaj ke The Daily Brief episode mein, hum cover karenge 2 major stories jo Indian economy aur global markets ko shape kar rahi hain:00:04 Stories Coming Up00:18 Intro00:39 Tariffs: A Double-Edged Sword for the Economy04:43 Why India Leads the GCC Boom09:02 TidbitsWe 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: https://thedailybriefing.substack.com/You can also listen to this episode in English: https://markets-by-zerodha.simplecast.com/Note: This content is for i...2025-01-0710 minThe Daily Brief HindiKetan Parekh Ka ₹65 Crore Fraud: Inside The Biggest Market Scandal!Aaj ke The Daily Brief episode mein, hum cover karenge 2 major stories jo Indian economy aur global markets ko shape kar rahi hain:00:04 Stories Coming up!00:18 Intro00:40 Ketan Parekh Strikes Again06:18 India's Critical Minerals Roadblock10:50 TidbitsWe 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: https://thedailybriefing.substack.com/You can also listen to this episode in English: https://markets-by-zerodha.simplecast.com/Note: This content is for informational purposes only. None of th...2025-01-0613 minSide Notes by Zerodha VarsityVedanta paid dividends in excess of earningsVedanta Limited has been paying dividends that are in excess of its earnings over the past two years. Why is it doing so? And how can it pay such high dividends?
Zerodha Varsity on Social Media:Instagram: https://www.instagram.com/zerodhavarsity/X: https://x.com/ZerodhaVarsityYouTube: https://www.youtube.com/@varsitybyzerodhaDisclaimer: The stocks or financial instruments discussed in this podcast are meant for educational purposes only. Please do not consider them recommendations or financial advice of any form.2025-01-0306 minThe Daily Brief HindiKaise Co-Working Badal Raha Hai India Ka Office CultureAaj ke The Daily Brief episode mein, hum cover karenge 2 major stories jo Indian economy aur global markets ko shape kar rahi hain:00:04 Stories Coming Up00:19 Intro00:40 How Co-Working is Transforming Office Real Estate05:14 HUL’s New Supply Chain Strategy09:24 TidbitsWe 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: https://thedailybriefing.substack.com/You can also listen to this episode in English: https://markets-by-zerodha.simplecast.com/Note: This content is for inf...2025-01-0311 minThe Daily Brief HindiKya India ki Economy Ko Lekar Hum Overconfident Hai?Aaj ke The Daily Brief episode mein, hum cover karenge 2 major stories jo Indian economy aur global markets ko shape kar rahi hain:00:04 Stories Coming up!00:21 Intro00:41 Is India’s Economy as Strong as It Looks?06:24 Green Steel: India’s Game Plan for Sustainable Growth09:50 TidbitsWe 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: https://thedailybriefing.substack.com/You can also listen to this episode in English: https://markets-by-zerodha.simplecast.com/Note: This c...2025-01-0211 minThe Daily Brief HindiIndia Se AI Tak : 2024 Ke Sabse Badi Learning MomentsAaj ke The Daily Brief episode mein, hum cover karenge 2024 ke hamare 4 sabse badi learning moments: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: https://thedailybriefing.substack.com/You can also listen to this episode in English: https://markets-by-zerodha.simplecast.com/Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
2025-01-0119 minSide Notes by Zerodha VarsityParachute Oil, Colgate Toothpaste, & Velvette Shampoo - Packaging InnovationsVelvette's shampoo sachets, Colgate toothpaste tubes with wider openings, and the rounded Parachute oil bottles were all revolutionary innovations in product packaging. These cases show how packaging can solve for affordability, convenience, and even business profitability.
Zerodha Varsity on Social Media:Instagram: https://www.instagram.com/zerodhavarsity/X: https://x.com/ZerodhaVarsityYouTube: https://www.youtube.com/@varsitybyzerodhaDisclaimer: The stocks or financial instruments discussed in this podcast are meant for educational purposes only. Please do not consider them recommendations or financial advice of any form.2024-12-3105 minThe Daily Brief HindiIndian Banks Ki FY24 Journey: Profit, Loans Aur Bad Loans Ki KahaniAaj ke The Daily Brief episode mein, hum cover karenge 2 major stories jo Indian economy aur global markets ko shape kar rahi hain:00:04 Stories Coming up00:18 Intro00:39 How Indian Banks Thrived in 2023-2406:22 The Role of Credit in Economic Growth12:48 TidbitsWe 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: https://thedailybriefing.substack.com/You can also listen to this episode in English: https://markets-by-zerodha.simplecast.com/Note: This content is for i...2024-12-3114 minThe Daily Brief Hindi1991 Reforms: Manmohan Singh Ka VisionAaj ke The Daily Brief episode mein, hum cover karenge 2 major stories jo Indian economy aur global markets ko shape kar rahi hain:00:04 Stories Coming up00:19 Intro00:43 Manmohan Singh: The Visionary Behind India’s Economic Reforms08:44 India’s Growth Engines in Trouble: The MSME Story15:30 TidbitsWe 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: https://thedailybriefing.substack.com/You can also listen to this episode in English: https://markets-by-zerodha.simplecast.com/No...2024-12-3017 minSide Notes by Zerodha VarsityIndia and China - Electric heating vs sun drying - Population densityChina is the second-most populous country on earth but has a significantly low population density. How is this causing the same sector to behave differently in India and China?
Zerodha Varsity on Social Media:Instagram: https://www.instagram.com/zerodhavarsity/X: https://x.com/ZerodhaVarsityYouTube: https://www.youtube.com/@varsitybyzerodhaDisclaimer: The stocks or financial instruments discussed in this podcast are meant for educational purposes only. Please do not consider them recommendations or financial advice of any form.2024-12-2704 minThe Daily Brief HindiCoal Ne Economy Ko Kaise Control Kiya?Aaj ke The Daily Brief episode mein, hum cover karenge 2 major stories jo Indian economy aur global markets ko shape kar rahi hain:00:04 Stories Coming Up00:17 Intro00:40 The Unexpected Coal Boom05:42 How Greed Fooled Investors10:42 TidbitsWe 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: https://thedailybriefing.substack.com/You can also listen to this episode in English: https://markets-by-zerodha.simplecast.com/Note: This content is for informational purposes only. None of th...2024-12-2712 minThe Daily Brief HindiIndian States Ka Financial Health Report Card!Aaj ke The Daily Brief episode mein, hum cover karenge 3 major stories jo Indian economy aur global markets ko shape kar rahi hain:00:04 Stories Coming Up!00:24 Intro00:44 How Are Indian States Doing?07:28 Insider Trading in HDFC Merger Uncovered12:22 Credit Card Storm: Higher Costs Ahead16:54 TidbitsWe 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: https://thedailybriefing.substack.com/You can also listen to this episode in English: https://markets-by-zerodha.simplecast.com/Note...2024-12-2618 minSide Notes by Zerodha VarsitySamsung, Apple, TSMC, Nvidia, and their PE RatiosApple, TSMC, and Nvidia have much higher PE ratios than Samsung despite Samsung competing directly with these players in the global markets. Samsung's revenues and operations are at comparable levels with the others. So, what is holding its PE Ratio back?
Zerodha Varsity on Social Media:Instagram: https://www.instagram.com/zerodhavarsity/X: https://x.com/ZerodhaVarsityYouTube: https://www.youtube.com/@varsitybyzerodhaDisclaimer: The stocks or financial instruments discussed in this podcast are meant for educational purposes only. Please do not consider them recommendations or financial advice...2024-12-2405 minThe Daily Brief HindiIndia Ke 2025 Ka Financial Outlook Kaisa Rahega?Aaj ke The Daily Brief episode mein, hum cover karenge 2 major stories jo Indian economy aur global markets ko shape kar rahi hain:00:04 Stories Coming Up!00:19 Intro00:42 India’s Fiscal Deficit Story: Survival, Strategy, and Growth06:20 India in 2025: Growth, Risks, and Investment Opportunities12:55 TidbitsWe 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: https://thedailybriefing.substack.com/You can also listen to this episode in English: https://markets-by-zerodha.simplecast.com/Note: This co...2024-12-2415 minThe Daily Brief HindiGaribi Se Ubharna Itna Mushkil Kyun Hai?Aaj ke The Daily Brief episode mein, hum cover karenge 2 major stories jo Indian economy aur global markets ko shape kar rahi hain:00:04 Stories Coming Up!00:24 Intro 00:49 The Poverty Trap: Why Nations Can’t Escape06:52 $1 Trillion in FDI? The Story of India’s Growth12:54 TidbitsWe 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: https://thedailybriefing.substack.com/You can also listen to this episode in English: https://markets-by-zerodha.simplecast.com/Note: This...2024-12-2314 minSide Notes by Zerodha VarsityArgentina's 287% inflation rate - Cheap money and freebiesIn 2024, people in Argentina carried bags or even suitcases filled with money for simple transactions. Inflation was as high as 287%. What structural issues pushed Argentina into a spiral of hyperinflation? What is the country doing now to correct its course?
Zerodha Varsity on Social Media:Instagram: https://www.instagram.com/zerodhavarsity/X: https://x.com/ZerodhaVarsityYouTube: https://www.youtube.com/@varsitybyzerodhaDisclaimer: The stocks or financial instruments discussed in this podcast are meant for educational purposes only. Please do not consider them recommendations or financial advice of...2024-12-2005 minThe Daily Brief HindiRate Cut Ke Baad Markets Mein Hungama!Aaj ke The Daily Brief episode mein, hum cover karenge 2 major stories jo Indian economy aur global markets ko shape kar rahi hain:00:04 Stories Coming Up!00:18 Intro00:42 Fed Surprises with Cautious Rate Cut06:01 New SEBI Reforms to Protect Investors13:17 TidbitsWe 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: https://thedailybriefing.substack.com/You can also listen to this episode in English: https://markets-by-zerodha.simplecast.com/Note: This content is for infor...2024-12-2014 minThe Daily Brief HindiITC Hotels Split: Kya Ye Value Unlock Karega?Aaj ke The Daily Brief episode mein, hum cover karenge 2 major stories jo Indian economy aur global markets ko shape kar rahi hain:00:04 Stories Coming Up!00:19 Intro00:44 The ITC Split Everyone Was Waiting For06:11 The Silent War: US vs China12:10 TidbitsWe 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: https://thedailybriefing.substack.com/You can also listen to this episode in English: https://markets-by-zerodha.simplecast.com/Note: This content is for i...2024-12-1913 minThe Daily Brief HindiSatellite ke liye Europe ka Starlink pe bada vaar!Aaj ke The Daily Brief episode mein, hum cover karenge 2 major stories jo Indian economy aur global markets ko shape kar rahi hain:- Europe wants to build Starlink's rival - What will happen with commodities next yearWe 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: https://thedailybriefing.substack.com/You can also listen to this episode in English: https://markets-by-zerodha.simplecast.com/Note: This content is for informational purposes only. None of t...2024-12-1815 minSide Notes by Zerodha VarsityWas Adani Power charging a country risk premium to Bangladesh?Risk attracts a premium. A higher price is quoted if there is doubt about a customer's ability to pay up in time. The higher price is because the business wants a premium for assuming the risk. What if there is doubt about a country's ability to pay up? Perhaps that is what Adani Power was concerned about in its power supply deal with Bangladesh.
Zerodha Varsity on Social Media:Instagram: https://www.instagram.com/zerodhavarsity/X: https://x.com/ZerodhaVarsityYouTube: https://www.youtube.com/@varsitybyzerodhaDisclaimer: The...2024-12-1705 minThe Daily Brief HindiSEBI ka Naya Algo Trading Rule! Aapko Kya Janna Zaroori Hai?Aaj ke The Daily Brief episode mein, hum cover karenge 2 major stories jo Indian economy aur global markets ko shape kar rahi hain:- SEBI wants to protect retail investors- Is debt good or bad?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: https://thedailybriefing.substack.com/You can also listen to this episode in English: https://markets-by-zerodha.simplecast.com/Note: This content is for informational purposes only. None of the stocks...2024-12-1711 minThe Daily Brief HindiBad Loans Ko Maar, PSU Banks Ne Kaise Li Comeback?Aaj ke The Daily Brief episode mein, hum cover karenge 2 major stories jo Indian economy aur global markets ko shape kar rahi hain:00:04 Stories Coming Up!00:20 Intro 00:42 Once Broken, Now Thriving: The PSU Bank Miracle06:19 India’s Energy Future: Inside Reliance’s Big Oil Deal11:45 TidbitsWe 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: https://thedailybriefing.substack.com/You can also listen to this episode in English: https://markets-by-zerodha.simplecast.com/Note: Th...2024-12-1613 minSide Notes by Zerodha VarsityCuba, China, Middle East, and Concentration RiskCuba is called the sugar bowl of the world, but Brazil and India have overtaken it as the largest sugar producers. Why did Cuba fall back? It seems the Middle East might be taking lessons from such mistakes that Cuba and many other countries have made.
Zerodha Varsity on Social Media:Instagram: https://www.instagram.com/zerodhavarsity/X: https://x.com/ZerodhaVarsityYouTube: https://www.youtube.com/@varsitybyzerodhaDisclaimer: The stocks or financial instruments discussed in this podcast are meant for educational purposes only. Please do not consider...2024-12-1406 minThe Daily Brief HindiGhar Lena Itna Mushkil Kyun Ho Gaya Hai?Aaj ke The Daily Brief episode mein, hum cover karenge 2 major stories jo Indian economy aur global markets ko shape kar rahi hain:00:04 Stories Coming Up!00:21 Intro 00:47 Houses around the world are becoming impossible to afford06:01 What's happening with oil11:50 TidbitsWe 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: https://thedailybriefing.substack.com/You can also listen to this episode in English: https://markets-by-zerodha.simplecast.com/Note: This content is for in...2024-12-1313 minThe Daily Brief HindiSpending Revolution: Kaise Change Ho Rahe Hain Desi Budgets?Aaj ke The Daily Brief episode mein, hum cover karenge 3 major stories jo Indian economy aur global markets ko shape kar rahi hain:00:04 Intro 00:32 Stories Coming Up!00:51 Analysing India's consumption patterns08:11 Adani Ports withdraws from $553 million US loan deal11:32 Google launched Willow16:30 TidbitsWe 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: https://thedailybriefing.substack.com/You can also listen to this episode in English: https://markets-by-zerodha.simplecast.com/Note: This co...2024-12-1217 minThe Daily Brief HindiUnlisted Shares Mein Paise Lagane Se Pehle Yeh Warning Zaroor Dekho!Aaj ke The Daily Brief episode mein, hum cover karenge 3 major stories jo Indian economy aur global markets ko shape kar rahi hain:00:04 Intro 00:33 Stories Coming Up!00:49 SEBI's warning to investors against unlisted shares05:22 India doesn’t want chinese solar cells10:11 US and China are fighting again15:42 TidbitsWe 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: https://thedailybriefing.substack.com/You can also listen to this episode in English: https://markets-by-zerodha.simplecas...2024-12-1116 minSide Notes by Zerodha VarsityAdani Power, Palantir - Nationalization of BusinessesWhen Bangladesh struggled to pay power bills, Adani Power cut power power supply to the country by half. Adani could do this because its power generation was being done in India. What would the Bangladesh government have done if Adani Power had a power generation unit in Bangladesh?
Zerodha Varsity on Social Media:Instagram: https://www.instagram.com/zerodhavarsity/X: https://x.com/ZerodhaVarsityYouTube: https://www.youtube.com/@varsitybyzerodhaDisclaimer: The stocks or financial instruments discussed in this podcast are meant for educational purposes only. Please do...2024-12-1004 minThe Daily Brief HindiLG India Ka IPO: Yeh Khel Abhi Baaki Hai!Aaj ke The Daily Brief episode mein, hum cover karenge 2 major stories jo Indian economy aur global markets ko shape kar rahi hain:00:04 Intro00:37 Stories Coming Up!00:48 LG India’s ₹15,000 Crore IPO: What’s the Big Deal?05:08 Why China’s Economy Is Slowing Down Again10:51 TidbitsWe 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: https://thedailybriefing.substack.com/You can also listen to this episode in English: https://markets-by-zerodha.simplecast.com/Note: This...2024-12-1012 minThe Daily Brief HindiRBI Ne Rate Cut Kyun Avoid Kiya?Aaj ke The Daily Brief episode mein, hum cover karenge 2 major stories jo Indian economy aur global markets ko shape kar rahi hain:00:04 Intro00:37 Stories Coming Up!00:56 RBI's latest MPC meeting05:53 What's happening in the steel industry11:29 TidbitsWe 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: https://thedailybriefing.substack.com/You can also listen to this episode in English: https://markets-by-zerodha.simplecast.com/Note: This content is for informational purposes only.2024-12-0913 minSide Notes by Zerodha VarsityPalantir, TSMC, Apple, and their Concentration RiskPalantir makes about 55% of its revenues from government contracts. That seems to be a lot of dependency on just one customer. Apple also apparently depends heavily on TSMC for semiconductor chips. That seems to be a lot of dependency on just one vendor. Is that a risk?
Zerodha Varsity on Social Media:Instagram: https://www.instagram.com/zerodhavarsity/X: https://x.com/ZerodhaVarsityYouTube: https://www.youtube.com/@varsitybyzerodhaDisclaimer: The stocks or financial instruments discussed in this podcast are meant for educational purposes only. Please do not...2024-12-0605 minThe Daily Brief HindiBanking Crisis Ka The End?Aaj ke The Daily Brief episode mein, hum cover karenge 2 major stories jo Indian economy aur global markets ko shape kar rahi hain:00:04 Intro00:36 Stories Coming Up!00:46 Did banks finally make RBI happy?05:16 Why is everyone hot for quick commerce?10:12 TidbitsWe 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: https://thedailybriefing.substack.com/You can also listen to this episode in English: https://markets-by-zerodha.simplecast.com/Note: This content is for i...2024-12-0611 minThe Daily Brief HindiStock Market Scam: Kya Aapka Paisa Bhi Risk Mein Hai?Aaj ke The Daily Brief episode mein, hum cover karenge 2 major stories jo Indian economy aur global markets ko shape kar rahi hain:00:04 Intro00:38 Stories Coming Up!00:50 Two new scams in the stock market05:40 A cure for obesity, alcoholism, diabetes, gambling and everything else10:36 TidbitsWe 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: https://thedailybriefing.substack.com/You can also listen to this episode in English: https://markets-by-zerodha.simplecast.com/Note...2024-12-0512 minThe Daily Brief HindiIndia Ka GDP Growth: Sab Kuch Galat Hain!Aaj ke The Daily Brief episode mein, hum cover karenge 3 major stories jo Indian economy aur global markets ko shape kar rahi hain:00:04 Intro00:36 Stories Coming Up!00:52 Are India’s GDP numbers misleading us?05:47 ₹297 crore subsidy fraud: Three EV makers raided11:48 How US restrictions are shaping the global semiconductor battle16:33 TidbitsWe 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: https://thedailybriefing.substack.com/You can also listen to this episode in English: h...2024-12-0417 minSide Notes by Zerodha VarsityTorrent Pharma's Constant Currency GrowthTorrent Pharma's Q2FY25 revenues from Brazil were up 4%, but in constant currency terms, the same revenues were up 17%. The concept of constant currency comes up only when the business has operations in multiple countries. But what is the concept of constant currency?
Zerodha Varsity on Social Media:Instagram: https://www.instagram.com/zerodhavarsity/X: https://x.com/ZerodhaVarsityYouTube: https://www.youtube.com/@varsitybyzerodhaDisclaimer: The stocks or financial instruments discussed in this podcast are meant for educational purposes only. Please do not consider them recommendations or...2024-12-0305 minThe Daily Brief HindiInvestors Ne Green Bonds Ko Kyu Kiya Reject?Aaj ke The Daily Brief episode mein, hum cover karenge 2 major stories jo Indian economy aur global markets ko shape kar rahi hain:00:00 Intro00:37 Stories Coming Up!00:48 India’s green bonds are in the red06:22 Is Bajaj finance exiting the co-branded credit card business?11:26 TidbitsWe 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: https://thedailybriefing.substack.com/You can also listen to this episode in English: https://markets-by-zerodha.simplecast.com/Note: T...2024-12-0313 minThe Daily Brief HindiAb Stock Market Kabhi Nahi Soega!Aaj ke The Daily Brief episode mein, hum cover karenge 2 major stories jo Indian economy aur global markets ko shape kar rahi hain:00:04 Intro00:30 Stories Coming Up!00:43 Why 24/7 stock markets will keep you awake?06:40 The tug-of-war on interest rates 12:26 TidbitsWe 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: https://thedailybriefing.substack.com/You can also listen to this episode in English: https://markets-by-zerodha.simplecast.com/Note: This content is for informati...2024-12-0214 minSide Notes by Zerodha VarsityQuality of earnings Vs. Quality of reportingBad quality of earnings or reporting may not be unlawful, but is that enough? Why is it important to have good-quality earnings? As an investor, why is transparency in reporting important? And why does it make business sense to have the best quality of earnings?
Zerodha Varsity on Social Media:Instagram: https://www.instagram.com/zerodhavarsity/X: https://x.com/ZerodhaVarsityYouTube: https://www.youtube.com/@varsitybyzerodhaDisclaimer: The stocks or financial instruments discussed in this podcast are meant for educational purposes only. Please do not consider them...2024-11-2904 minThe Daily Brief HindiSri Lanka Debt Crisis: Restructuring ke Baad Kya Aayega Naya Daur?Aaj ke The Daily Brief episode mein, hum cover karenge 2 major stories jo Indian economy aur global markets ko shape kar rahi hain:00:04 Intro00:37 Stories Coming Up!00:50 Sri Lanka’s Redemption: Is Debt Restructuring Enough?04:51 India’s Fertilizer Puzzle: Imports, Subsidies, and Struggles09:06 TidbitsWe 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: https://thedailybriefing.substack.com/You can also listen to this episode in English: https://markets-by-zerodha.simplecast.com/Note: This cont...2024-11-2910 minThe Daily Brief HindiSaudi Mein Copper Ka King Banega Vedanta?Aaj ke The Daily Brief episode mein, hum cover karenge 2 major stories jo Indian economy aur global markets ko shape kar rahi hain:00:04 Intro00:31 Stories Coming Up!00:42 Vedanta wants to get back in the copper game06:54 India plans to increase FDI limit in the insurance space11:49 TidbitsWe 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: https://thedailybriefing.substack.com/You can also listen to this episode in English: https://markets-by-zerodha.simplecast.com/...2024-11-2813 minThe Daily Brief HindiVodafone Idea Ki Badi Bachaat! ₹24,700 Crore Ka Gamechanger Waiver!Aaj ke The Daily Brief episode mein, hum cover karenge 2 major stories jo Indian economy aur global markets ko shape kar rahi hain:00:04 Stories Coming Up!00:22 Intro00:35 Union cabinet approved Vodafone's bank guarantee issue07:01 Trump doesn't want to do business with Mexico and Canada?12:04 TidbitsWe 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: https://thedailybriefing.substack.com/You can also listen to this episode in English: https://markets-by-zerodha.simplecast.com/Note...2024-11-2713 minSide Notes by Zerodha VarsityDmart, L&T, and their Trade ReceivablesDmart's trade receivables are small, but those of L&T are huge. Is it because of the difference in the nature of their business or the difference in their management?
Zerodha Varsity on Social Media:Instagram: https://www.instagram.com/zerodhavarsity/X: https://x.com/ZerodhaVarsityYouTube: https://www.youtube.com/@varsitybyzerodhaDisclaimer: The stocks or financial instruments discussed in this podcast are meant for educational purposes only. Please do not consider them recommendations or financial advice of any form.2024-11-2604 minThe Daily Brief HindiBharat ne $300 Billion Climate Fund kyun reject kiya?Aaj ke The Daily Brief episode mein, hum cover karenge 2 major stories jo Indian economy aur global markets ko shape kar rahi hain:00:04 Intro00:30 Stories Coming Up!00:40 Why is India unhappy with the COP29 deal?07:08 Why is RBI letting India's forex reserve fall?12:45 TidbitsWe 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: https://thedailybriefing.substack.com/You can also listen to this episode in English: https://markets-by-zerodha.simplecast.com/Note: This...2024-11-2614 minThe Daily Brief HindiChhote IPO, Bade Dhoke? SEBI Ne Kholi Pole!Aaj ke The Daily Brief episode mein, hum cover karenge 3 major stories jo Indian economy aur global markets ko shape kar rahi hain:1. SME IPO ReformsSEBI ne SME IPO ke rules tighten kiye hai taaki misuse roka ja sake aur investors ka protection ho. Key steps mein stricter OFS rules, longer lock-ins aur better monitoring shamil hai.2. Royalty PaymentsSEBI ne ₹10,779 crore ki FY23 royalties par dikkat uthai hai, jo profits se zyada hoti hai. Proposal hai ki royalties earnings se link ho, disclosures better bane aur agreements ke expiry da...2024-11-2518 min
The Daily BriefSEBI doesn't like SME IPOs?In today's episode of The Daily Brief, we cover 3 major stories shaping the Indian economy and global markets:1. SEBI’s Big Move in SME IPOsSEBI tightens SME IPO rules to curb misuse, ensure funds boost growth, and protect investors. Key steps include stricter OFS rules, longer lock-ins, and better monitoring.2. Royalty Payments Under SEBI's LensSEBI flags ₹10,779 crore in FY23 royalties, often exceeding profits. It proposes linking royalties to earnings, better disclosures, and expiry dates for agreements.3. India’s Economic CrossroadsIndia’s economy is uneven: services...2024-11-2521 minSide Notes by Zerodha VarsityWarren Buffett's moats and Nestle, Dmart, IRCTCAccording to Warren Buffett, Coca-Cola and Apple enjoy economic moats. Coca-Cola’s brand identity is a moat, and Apple’s brand and product design are both moats. Any feature that makes it difficult for the competition to break into an existing business’s market share is called a moat.
Zerodha Varsity on Social Media:Instagram: https://www.instagram.com/zerodhavarsity/X: https://x.com/ZerodhaVarsityYouTube: https://www.youtube.com/@varsitybyzerodhaDisclaimer: The stocks or financial instruments discussed in this podcast are meant for educational purposes only. Please do not...2024-11-2205 minThe Daily Brief HindiAdani Group Par Bribery Ke Aarop - Full Story!In today's episode of The daily brief, we cover 2 major stories shaping the Indian economy and global markets:00:04 Intro00:30 Stories Coming Up!00:42 Why is Adani in trouble?05:50 Is the government not spending on health?12:10 TidbitsWe 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: https://thedailybriefing.substack.com/You can also listen to this episode in English: https://markets-by-zerodha.simplecast.com/Note: This content is for informational purposes only. None of the s...2024-11-2213 minThe Daily Brief HindiIndia’s Cities: Potholes, Floods aur Paison ki Kami!Aaj ke The Daily Brief ke episode mein hum Indian economy aur global markets ko shape karne wali 2 badi stories cover kar rahe hain:00:04 Intro00:30 Stories Coming Up!00:38 Is this the end for Google?05:13 Who pays to fix your city?12:21 TidbitsWe 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: https://thedailybriefing.substack.com/You can also listen to this episode in English: https://markets-by-zerodha.simplecast.com/Note: This content is for i...2024-11-2113 minThe Daily BriefThe Daily Brief Special: The Chip Wars - US vs ChinaWe don’t have The Daily Brief episode today as the markets are closed. So we're uploading an episode from one of our other shows "The world, simplified", where we break down the big global issues affecting our money and lives in simple terms.In this episode, we cover:1. The Chip War: US vs ChinaWe dive into the world of semiconductors—the tiny chips powering everything from smartphones to supercomputers—and explore the intense U.S.-China rivalry over control of this critical technology, its impact on AI, and the global stakes in the...2024-11-2024 minSide Notes by Zerodha VarsityTSMC's business continuity plan in the face of Covid and water shortageCybersecurity is mission-critical for TCS and Infosys, tech infrastructure and delivery agents are mission-critical for Zomato and Swiggy, and coal mining is mission-critical for Coal India. Any impact on the mission-critical factors can seriously hamper or even suspend the business. What are the mission-critical elements for TSMC?
Zerodha Varsity on Social Media:Instagram: https://www.instagram.com/zerodhavarsity/X: https://x.com/ZerodhaVarsityYouTube: https://www.youtube.com/@varsitybyzerodhaDisclaimer: The stocks or financial instruments discussed in this podcast are meant for educational purposes only. Please do not...2024-11-1906 minThe Daily Brief HindiMamaearth: Profit Se Crash, Kya Galat Hua?In today's episode of The Daily Brief, we cover 3 major stories shaping the Indian economy and global markets:- Stories Coming Up!- Intro- Mamaearth reported a 19 crore loss- what happened?- What’s driving the gold price rally?- How Campus, Bata, and Metro are Reshaping India's Footwear Industry- TidbitsWe 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: https://thedailybriefing.substack.com/You can also listen to this episode...2024-11-1917 minSide Notes by Zerodha VarsityLoss leaders of Reliance Mart, Zepto, BlinkitRetailers, both online and offline, sell many products at a loss. Have you ever come across potatoes or sugar being sold for just 1 rupee per kilo? How do retailers make money if they offer such steep discounts?
Zerodha Varsity on Social Media:Instagram: https://www.instagram.com/zerodhavarsity/X: https://x.com/ZerodhaVarsityYouTube: https://www.youtube.com/@varsitybyzerodhaDisclaimer: The stocks or financial instruments discussed in this podcast are meant for educational purposes only. Please do not consider them recommendations or financial advice of any form.2024-11-1504 minThe Daily Brief HindiEnergy Strategy Decoded: Kya Fossil Fuels Se Door Hogi India?In today's episode of The Daily Brief, we cover 3 major stories shaping the Indian economy and global markets:00:00 Stories Coming Up!- Intro- India wants to use fossil fuels but also wants to go green- Is India's inflation rate too high?- How do changes in commodity prices affect our daily lives- TidbitsWe 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: https://thedailybriefing.substack.com/You can also l...2024-11-1411 minThe Daily Brief HindiPaint Market Ki Nayi Kahani: Monsoon Aur Price War!In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04 Intro00:36 Stories Coming Up!00:47 Why did profits fall by 40% this quarter for Asian Paints07:11 Is India collecting less property tax?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: https://thedailybriefing.substack.com/You can also listen to this episode in English: https://markets-by-zerodha.simplecast.com/Note: This content is for informational purposes only. None...2024-11-1314 minSide Notes by Zerodha VarsityM&M and Tech Mahindra - Rules of Thumb and ExceptionsThe gross margins of tech companies are inherently different from those of most manufacturing companies. It is their different nature of business. But come to think of it, what really are the input costs for a technology company? Rules of thumb are good, but there always are "Side Notes."
Zerodha Varsity on Social Media:Instagram: https://www.instagram.com/zerodhavarsity/X: https://x.com/ZerodhaVarsityYouTube: https://www.youtube.com/@varsitybyzerodhaDisclaimer: The stocks or financial instruments discussed in this podcast are meant for educational purposes only. Please...2024-11-1204 minThe Daily Brief HindiIndiGo ki Budget Strategy vs Air India ka Mega Merger: Kaun Jeetega?In today’s episode, we look at 3 big stories:- Intro - Stories Coming Up!- Did Tata Motors have a bad quarter?- How IndiGo and Air India are Shaping the Future of Flying - Dr. Reddy's wants people to lose weight - TidbitsWe 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: https://thedailybriefing.substack.com/You can also listen to this episode in English: https://markets-by-zerodha.simplecast.com/Note...2024-11-1221 minThe Daily Brief HindiUS Fed Ne Rate Ghataya, India Par Kya Impact Hoga?In today’s episode, we look at 2 big stories:00:04 Intro00:37 Stories Coming Up!00:56 Why did Fed cut rates?05:23 How is India's steel industry doing?13:01 Indian companies turn to exports as domestic demand slow19:27 TidbitsWe 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: https://thedailybriefing.substack.com/You can also listen to this episode in English: https://markets-by-zerodha.simplecast.com/Note: This content is for informational purposes...2024-11-1121 minSide Notes by Zerodha VarsityYes Bank - How its market cap has grown despite a decline in stock price?Yes Bank's investors have lost a little over 70% since a little before the Covid pandemic began. However, its market capitalization has been up 300% since then. Tune in to check out how stock price and the number of outstanding shares influence a stock's market cap.
Zerodha Varsity on Social Media:Instagram: https://www.instagram.com/zerodhavarsity/X: https://x.com/ZerodhaVarsityYouTube: https://www.youtube.com/@varsitybyzerodhaDisclaimer: The stocks or financial instruments discussed in this podcast are meant for educational purposes only. Please do not consider them recommendations...2024-11-0803 minThe Daily Brief HindiTrump Ki Comeback Se Global Economy Ka Kya Hoga?In today’s episode, we look at 2 big stories:- Stories Coming Up!- Intro- Trump effect: What a second term means for the world- How affordable housing is bridging India’s homeownership gap- TidbitsWe 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: https://thedailybriefing.substack.com/You can also listen to this episode in English: https://markets-by-zerodha.simplecast.com/Note: This content is for informational purposes only...2024-11-0816 minThe Daily Brief HindiHDB Financial Ka IPO Kaise Badlega Bharat Ka Lending Market?In today’s episode, we look at 3 big stories:00:04 Intro00:37 Stories Coming Up!00:59 One of the largest NBFC IPOs07:25 India’s auto sector: A September crash, followed by an October comeback13:11 Titan’s Revenue is up but profits are down, why?18:06 TidbitsWe 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: https://thedailybriefing.substack.com/You can also listen to this episode in English: https://markets-by-zerodha.simplecast.com/Note: This content is f...2024-11-0719 minThe Daily Brief HindiLuxury Homes Ka Craze! Real Estate Market Ka Naya FaceIn today’s episode, we look at 3 big stories:- Stories Coming Up!- Intro- India’s Real Estate Boom: What’s Driving the Comeback?- SEBI kicks out Embassy REIT CEO- SEBI pushes mutual funds to invest NFO money faster- TidbitsWe 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: https://thedailybriefing.substack.com/You can also listen to this episode in English: https://markets-by-zerodha.simplecast.com/Note: This...2024-11-0619 minSide Notes by Zerodha VarsityZero Promoter Companies - HDFC Bank, ICICI Bank, L&T, and ITCSeveral listed companies do not have promoters. How do they work? Is there an advantage to being family-run or professionally run? Isn't it difficult to imagine Reliance Industries without the Ambani family or the Adani group without the Adani family? Is there an investment case here?
Zerodha Varsity on Social Media:Instagram: https://www.instagram.com/zerodhavarsity/X: https://x.com/ZerodhaVarsityYouTube: https://www.youtube.com/@varsitybyzerodhaDisclaimer: The stocks or financial instruments discussed in this podcast are meant for educational purposes only. Please do not consider t...2024-11-0506 minThe Daily Brief Hindi100+ Tonne Gold Wapas Bharat – RBI Ka Bada Faisla!In today’s episode, we look at 3 big stories:- Stories Coming Up!- Intro- Announcement- Ghar wapsi for gold- Temporary bullishness for oil- Indian corporate earnings are seriously disappointing- TidbitsWe 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: https://thedailybriefing.substack.com/You can also listen to this episode in English: https://markets-by-zerodha.simplecast.com/Note: This content is for informational purposes on...2024-11-0515 minThe Daily Brief HindiKyun Indians Ab Premium Products Ko Prefer Kar Rahe Hain?In today’s episode, we look at 2 big stories:- Intro - Stories Coming Up!- Are Indian consumers ditching affordable products for premium? - Big Tech’s trillion-dollar AI race- TidbitsWe 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: https://thedailybriefing.substack.com/You can also listen to this episode in English: https://markets-by-zerodha.simplecast.com/Note: This content is for informational purposes only. None of the stocks, b...2024-11-0412 minSide Notes by Zerodha VarsityInfosys weighs heavier than TCS in the Nifty 50 indexInfosys’s market capitalization is about half of TCS’s. However, it has a larger weightage than TCS in the Nifty 50 index. The answer is in the free-float market capitalization of the two IT giants. But what makes their free-float market cap different?
Zerodha Varsity on Social Media:Instagram: https://www.instagram.com/zerodhavarsity/X: https://x.com/ZerodhaVarsityYouTube: https://www.youtube.com/@varsitybyzerodhaDisclaimer: The stocks or financial instruments discussed in this podcast are meant for educational purposes only. Please do not consider them recommendations or fina...2024-11-0104 minThe Daily Brief HindiMicrofinance ka khel bigad gaya: Borrowers default, RBI AlertIn today’s episode, we look at 2 big stories:00:04 Intro00:32 Stories Coming Up! 00:52 How bad is the crisis in microfinance?07:32 Why Is Burger King India Struggling?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: https://thedailybriefing.substack.com/You can also listen to this episode in English: https://markets-by-zerodha.simplecast.com/Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
2024-10-3011 minSide Notes by Zerodha VarsityVodafone and Facebook - Why companies pay in equity?Vodafone Idea paid some dues for spectrum charges to the government in equity. In its early days, Facebook paid an artist to decorate its headquarters in equity. Why do companies pay in equity? And what sets the respective equity payments of Vodafone and Facebook apart?
Zerodha Varsity on Social Media:Instagram: https://www.instagram.com/zerodhavarsity/X: https://x.com/ZerodhaVarsityYouTube: https://www.youtube.com/@varsitybyzerodhaDisclaimer: The stocks or financial instruments discussed in this podcast are meant for educational purposes only. Please do not consider them...2024-10-2905 minThe Daily Brief HindiIndiGo Ki ₹990 Crore Ki Crash Landing: Galti Kahan Hui?In today’s episode, we look at 3 big stories:00:00 - Stories Coming Up! 00:30 - Intro00:48 - Why Did IndiGo post a ₹990 Crore Loss Despite Strong Revenue Growth?10:42 - What is happening in the alcohol industry?16:25 - Why did Oil Prices Drop After Israel Struck Iran?20:58 - TidbitsWe 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: https://thedailybriefing.substack.com/You can also listen to this episode in English: https://markets-by-zerodha.simplecast.com/2024-10-2922 minThe Daily Brief HindiIndia vs China: Electronics manufacturing mein kiski chalegi?In today’s episode, we look at 3 big stories:00:00 - Intro 00:37 - Stories Coming Up! 01:05 - Can India's Electronics Journey Go From Importer to Exporter?10:19 - Can India Break China's Critical Minerals Monopoly?16:55 - Inside ITC's Latest Quarter 24:41 - TidbitsWe 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: https://thedailybriefing.substack.com/You can also listen to this episode in English: https://markets-by-zerodha.simplecast.com/Note: This content is for in...2024-10-2826 minThe Daily Brief HindiBada FII Sell-Off! Kya Market Bachayenge Domestic Investors?In today’s episode, we look at 3 big stories: - Foreign investors have been on a selling spree- Is rural India powering India's economic growth? - Can TVS lead India's electric two-wheeler race? - TidbitsWe 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: https://thedailybriefing.substack.com/You can also listen to this episode in English: https://markets-by-zerodha.simplecast.com/Note: This content is for informational purposes only. None of the s...2024-10-2518 minSide Notes by Zerodha VarsityTata Steel's captive mines and power plants - Backward IntegrationTata Steel's coal mines are captive, but Coal India's are not. What is the difference? Backward integration is suitable for Tata Steel but not for Tata Motors. What is the difference? This episode discusses how strategies must be tailored to industries.
Zerodha Varsity on Social Media:Instagram: https://www.instagram.com/zerodhavarsity/X: https://x.com/ZerodhaVarsityYouTube: https://www.youtube.com/@varsitybyzerodhaDisclaimer: The stocks or financial instruments discussed in this podcast are meant for educational purposes only. Please do not consider them recommendations or financial advice...2024-10-2405 minSide Notes by Zerodha VarsityToyota - Just In Time - Demerits uncovered by the semiconductor industryToyota is credited with popularizing the just-in-time inventory management system, which helps save costs and improve efficiencies. However, the semiconductor shortage during the COVID-19 pandemic threw open some cracks in this approach.
Zerodha Varsity on Social Media:Instagram: https://www.instagram.com/zerodhavarsity/X: https://x.com/ZerodhaVarsityYouTube: https://www.youtube.com/@varsitybyzerodhaDisclaimer: The stocks or financial instruments discussed in this podcast are meant for educational purposes only. Please do not consider them recommendations or financial advice of any form.2024-10-2405 minSide Notes by Zerodha VarsityColgate & Nestle - eponym brands and marketing spendsColgate, Maggi, and Cadbury have become eponym brands or category-definers. Almost everyone knows these brands, but they still continue to spend heavily on advertisements. In fact, marketing is one of the biggest expenditures for consumer companies. This episode details the business case behind it.
Zerodha Varsity on Social Media:Instagram: https://www.instagram.com/zerodhavarsity/X: https://x.com/ZerodhaVarsityYouTube: https://www.youtube.com/@varsitybyzerodhaDisclaimer: The stocks or financial instruments discussed in this podcast are meant for educational purposes only. Please do not consider them recommendations...2024-10-2406 minSide Notes by Zerodha VarsityHindustan Aeronautics - High leverage but zero debtWith defense stocks all the rage this year, we came across Hindustan Aeronautics. It has a high leverage, but no debt. Tune in to explore how that is possible.
Zerodha Varsity on Social Media:Instagram: https://www.instagram.com/zerodhavarsity/X: https://x.com/ZerodhaVarsityYouTube: https://www.youtube.com/@varsitybyzerodhaDisclaimer: The stocks or financial instruments discussed in this podcast are meant for educational purposes only. Please do not consider them recommendations or financial advice of any form.2024-10-2404 minThe Daily Brief HindiZomato vs Zomato: Blinkit ka Dhamaka!In today’s episode, we look at 3 big stories: - Zomato's Big Shift: Blinkit and Beyond - Something’s Brewing in the Silver Market- The Global Economy in 2024 – Outlook & Risks- TidbitsWe 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: https://thedailybriefing.substack.com/You can also listen to this episode in English: https://markets-by-zerodha.simplecast.com/Note: This content is for informational purposes only. None of the stocks, brands, or produ...2024-10-2419 minThe Daily Brief HindiRBI vs Paytm: Banking ban ke baad ka bada comeback!In today’s episode, we look at 3 big stories:- Paytm’s Rollercoaster Quarter - Can Rural India Rely on Farming as Expenses Keep Rising?- The markets, according to Stanley Druckenmiller- TidbitsWe 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: https://thedailybriefing.substack.com/You can also listen to this episode in English: https://markets-by-zerodha.simplecast.com/Note: This content is for informational purposes only. None of the stocks, brand...2024-10-2317 minThe Daily Brief HindiKya HDFC Bank Muskil Mein Hai? Loan Growth Ki KahaniIn today’s episode, we look at 3 big stories:- HDFC Bank Growth is Slowing but Investors are not Disappointed - Quick Commerce vs The Government- Corporate Bonds made Easier- TidbitsWe 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: https://thedailybriefing.substack.com/You can also listen to this episode in English: https://markets-by-zerodha.simplecast.com/Note: This content is for informational purposes only. None of the stocks, brands, or...2024-10-2220 minThe Daily Brief Hindi22 Billion Se Zero Tak: Byju’s Ki Kahani Jo Sabko Hila GayiIn today’s episode, we look at 3 big stories:- Byjus without juice - Another one bites the dust ft. Navi - Rising Rubber Prices May Erase Gains for Investors - TidbitsWe 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: https://thedailybriefing.substack.com/You can also listen to this episode in English: https://markets-by-zerodha.simplecast.com/Note: This content is for informational purposes only. None of the stocks, brands, or products menti...2024-10-2115 minThe Daily Brief HindiEU ka Carbon Tax vs India ki Steel IndustryIn today’s episode, we look at 3 big stories:- India- EU- CBAM- Big Trends in Energy - Will Bajaj overtake OLA?- TidbitsWe 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: https://thedailybriefing.substack.com/You can also listen to this episode in English: https://markets-by-zerodha.simplecast.com/Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
2024-10-1821 minThe Daily Brief HindiElon Musk vs Mukesh Ambani: India ka Satellite WarIn today’s episode, we look at 3 big stories:- Elon Musk vs Mukesh Ambani. Who’ll win India’s internet wars? - Oil Prices Amid Middle East Tensions- Why are vegetable prices rising?- Tidbits 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: https://thedailybriefing.substack.com/You can also listen to this episode in English: https://markets-by-zerodha.simplecast.com/Note: This content is for informati...2024-10-1716 minThe Daily Brief HindiOil Rush ya Clean Power? India ki High-Stakes Energy GambleIn today’s episode, we look at 3 big stories: 1. India's cautious FDI balancing act2. Energy transition 3. India’s growth story4. TidbitsWe 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: https://thedailybriefing.substack.com/You can also listen to this episode in English: https://markets-by-zerodha.simplecast.com/Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
2024-10-1116 minThe Daily BriefIntroducing: The Big Perspective and Please help me understand!Happy Independence Day to you, and a very happy Birthday to us. Zerodha turns 14 today. There will be no new episodes today. Instead, let me introduce you to two of our new shows: The Big Perspective and Please Help Me Understand.
On the big perspective we sit down with some of the brightest minds in the financial world. These experts have been in the game for decades, and we’re here to pick their brains. Whether you are an experienced investor or just starting out, this show will help you make sense of the markets.
We go beyond the headlines an...2024-08-1502 minThe Daily BriefWill Reliance Kill Decathlon?In this episode of, “The Daily Brief by Zerodha,” we look at 3 big stories:
1) Will Reliance kill Decathlon?
2) Yes bank says “Nonsense”
3) India’s largest stock exchange will IPO?
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: https://thedailybriefing.substack.com/2024-07-1009 min
The Daily BriefIndian real estate is back from the deadIn 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 Reliance partnership.
4) Exchange-traded currency derivative volumes down by 90% after RBI’s guidelines
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: https://thedailybriefing.substack.com/2024-07-0913 min
The Ashish Sinha ShowKailash Of Zerodha On Zerodha's Way Of Making Technical Decisions | #ShortcastsKailash Of Zerodha On Zerodha's Way Of Making Technical Decisions | #Shortcasts
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