china is china.... world revolves around it while in india, People just want reservations and freebees. China PE ratio of 11(CEIC data ),india PE ratio is at 24(CEIC data). You are getting china at discount . Shifting all my funds (SIP) to Emerging china fund. Will update this post after 1-2 year.
@arihantvakilКүн бұрын
Loved the content. Make more videos like this
@rajamuniyandi5742Күн бұрын
👏👏👏
@mobinjsr1934Күн бұрын
Seems like you played same recording 😅
@vincentpinto1127Күн бұрын
Last weekend's format, duration and content were excellent.
@adarshpandey729Күн бұрын
Full optimistic bhi
@lachninКүн бұрын
Last week's weekly brief was quite disappointing. For the first time, I disliked the speaker's personal agenda-driven approach in the brief.
@vincentpinto1127Күн бұрын
Actually, I thought it was excellent. His analysis was deep and very insightful actually! I could not see any "agenda". What did you see? Please point to the timestamp(s). I would like to be in agreement with you, but if you cannot or will not provide timestamp, then I will stay in a disagreed state with you.
@lachninКүн бұрын
@@vincentpinto1127 Not this one; I meant the one from the previous week
@daji1952Күн бұрын
no hands and leg Hindenburg vs Adani - Round 2! and discussion is out of context
@shd-t6tКүн бұрын
Bhaiyo hindi me bhi chalu kro ye weekly briefs. Yaha rural Maharashtra me jyada angrezi nhi samajhte🙂
@sprime752Күн бұрын
Saturday session is good👍👍 Coz not able to watch daily sessions due to working hours.
@anini234Күн бұрын
Hi, no newsletter today?
@marketsbyzerodhaКүн бұрын
We just published it. Check it out here: open.substack.com/pub/thedailybriefing/p/recap-oil-prices-and-the-world-economy?
@biswarajkarmakar9650Күн бұрын
Honestly I don't connect with his investment psychology...and I find his stock picks bit wierd some times...but his books on investment are great though.
@AmitPatel-121Күн бұрын
Indian consumer mobilise money towards saving and investing. Indian govt took consumer place and making big bets on big project. Fii which earlier pull out money is waiting for correction in the market. All the weight for moving the economic cycle falls on big private projects and MSME. Who is going to take first hit, only god knows
@rajkumarayyalurajanКүн бұрын
NIFTY companies earnings also rose from Rs.535 in 23-Mar-2020 to Rs.1075 now. Doubled in last 4 years. Earnings growth all-round is because of excessive central and state government expenses, leading to INR value erosion, inflation...
@dataexplorerofficial2 күн бұрын
Sala log jamin bech ke ktm kharidta hai aur ye bolta hai Indians spending nehin karte. Spend karne kliye paisa hona chahiye na
@apnabini2 күн бұрын
There has to be cyber crime department with ever increasing online transaction.. using AI and anytics catching outliers
@mrinmoyroy1002 күн бұрын
scammers are good people, greedy and stupid people who just want easy money 💰. then scammer give him a lesson... good job 👍
@ZaphodsSecondHead2 күн бұрын
I found the IPO-related part of this episode quite insightful. Kudos to the team on performing detailed research on all topics. Keep the good stuff coming!
@manfromearth43462 күн бұрын
P2P lending has is thriving in our office. Only thing is it is offline 😆
@harrmangilll73182 күн бұрын
Daily dose of updates
@arnabbhattacharya65792 күн бұрын
I'm following SM since 2014, his Ambit days. Earlier i used to listen to the concept. Now I come to see the comments 😂
@amanjhawar2 күн бұрын
Almost 20 mins for a daily brief? Please keep it in the range of 10-12 mins
@naadanparinda90562 күн бұрын
India should focus on competing with Vietnam (next China). Vietnam also got Communist like Government, somewhat dictatorship. And in Democracy you can't grow at compounding rate, max you can grow is like Simple interest rate, that too is dependent on how well you manage your competing political parties who can only come to power if India falters, or backsliding happens in India. Democracy is MOSTLY anti-Development model. 100 days down the line students will Study India vs China/Vietnam model. P.S. Even South Korea, Japan developed when they had a dictatorial Govt (in non-social media days). Even US was run like a dictatorship by each president pre WW-II era
@Mrpositi2 күн бұрын
Cry about it...if u want dictatorship go to China... india is a democracy and will be a democracy
@SushilMahto-vr8wj2 күн бұрын
Nice information
@apnabini2 күн бұрын
Govt is putting too much onus on grandpa PSU like DRDO and HAL , world is moving to cheap drones and AI based warfares ... Indian laeders need to learn from recent warfares across globe
@subbiahp77713 күн бұрын
Good information thanks
@gowthamtjonah3 күн бұрын
very informative video ❤ thanks a lot 😊
@user-lq9fz4bi1n3 күн бұрын
Many people are spending more money to own a car and are not looking for affordable options that compromise on features. This could be a red flag for Maruti Suzuki.
@VijayakumarHiremani3 күн бұрын
Informative Video likes to listen more and more, Happy teachers day Zerodha (my teacher indirectly)
@ractube263 күн бұрын
A very Happy Teacher’s day to the entire Zerodha team !!
@marketsbyzerodha3 күн бұрын
♥♥
@omkarjagdale13123 күн бұрын
A big thanks for putting these videos each day. I dont miss a single epsiode. Greetings from Germany!
@marketsbyzerodha3 күн бұрын
Super glad you find these videos valuable! :)
@anirudhshirur3 күн бұрын
Happy Teachers Day 🎉❤🎉Sir
@marketsbyzerodha3 күн бұрын
♥♥
@harshitkhandelwal68053 күн бұрын
But don't you think, this increase in private consumption in the last quarter can be attributed to Elections?
@expeditingvineet3 күн бұрын
Always been suspicious of P2P anyway. It's not worth the risk.
@stalinbaskaran57733 күн бұрын
Definitely GST like taxes
@pallavved38883 күн бұрын
Very interesting ❤
@AX-sq5vm4 күн бұрын
No job high tax low salary 😢
@AmitSangwan1234 күн бұрын
repo rate ?
@rajkumarayyalurajan4 күн бұрын
Loans must be through Banks, the rulers of the world. How can someone (P2PL) bypass the King in his Kingdom...😂😂😂
@_Kishore__Aswin_3 күн бұрын
By RBI
@anubhavpawan92594 күн бұрын
Anurag bansal is the best speaker
@aksp994 күн бұрын
The data in the chart and what is being talked out, did not match. Am i making any mistake? Real gdp growth 6.7% he says. But in chart at 40 secs, i don't see that anywhere
@jaiagarwal13434 күн бұрын
Suggestion- add the Brazil (No 1 exporter of sugar) fire part destroying Approximately 80,000 hectares of sugarcane fields, Experts estimate that the fires could lead to a reduction of around 340,000 metric tons in Brazil's sugar output.
@akshaytelang86924 күн бұрын
How idiotic... "All good jobs going to women" Just ask him how many fund managers in Marcellus or outside are women? How may women are in niche high-end tech jobs? Kuch bhi phekta hai🤷♂️🤦♂️
@deadshot61354 күн бұрын
Many people who cannot even afford iPhone, are buying iphone on emi 😂😂
@rahul-ag4 күн бұрын
I am from odisha. Increase in ev is due to cheaper chinese import scooter which cost 65k only.
@rahul-ag4 күн бұрын
Its pleasing to here you. But your statement is not 100% correct. Like reliance is entering jwellery biz like indriya. No reliance is already in traditional jwelery . They actually entering luxury jwellery segment like Zoya by Titan .
@sudip_curiousmind4 күн бұрын
Saurabh has underperformed because most of his picks are low interest rate plays..I don't know how most retailers miss this fact.
@home_edc4 күн бұрын
A good drinking game is every time he mentions HDFC bank