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@zerodhamarkets Markets by Zerodha

Markets by Zerodha posts on X about india, china, $6758t, sony the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.

Engagements: XXXXXX #

• X Week XXXXXXX -XX%
• X Month XXXXXXXXX -XX%
• X Months XXXXXXXXX +3.20%
• X Year XXXXXXXXXX +70,761%

Mentions: XX #

• X Week XXX +7.80%
• X Month XXX +60%
• X Months XXXXX +50%
• X Year XXXXX +100,700%

Followers: XXXXXX #

• X Week XXXXXX +0.53%
• X Month XXXXXX +3.70%
• X Months XXXXXX +57%
• X Year XXXXXX +14,673%

CreatorRank: XXXXXXX #

Social Influence #

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Social category influence finance XXXXX% countries XXXX% stocks XXXX% technology brands XXX% social networks XXXX% currencies XXXX% nfl XXXX%

Social topic influence india 7.43%, china 2.7%, $6758t 2.03%, sony 2.03%, money 2.03%, $hsbc 2.03%, stocks 2.03%, Sentiment 1.35%, reliance 1.35%, insurance XXXX%

Top accounts mentioned or mentioned by @mufgamericas @hsbc @apolloglobal @tlbetancourt @fustbariclation @jpmorgan @viceroyresearch @thekenweb @nawaz18_here @vbsimply @investwithankit @marketkasafar @desaimeeth @expressway4tn @nithin0dha @bakkar_pro_max @indiatripping @gauravt00007 @trustscore_1 @itsurprem

Top assets mentioned HSBC Holdings PLC (HSBC) Spotify Technology (SPOT)

Top Social Posts #

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Top posts by engagements in the last XX hours

"Running a hospital is more complex than it looks. Behind revenue and profit metrics are thousands of moving parts: bed counts surgeries patient stays doctor attraction patient trust. This business is capital-intensive hyperlocal and deeply dependent on operational chops.🧵👇"
@zerodhamarkets on X 2025-06-25 07:15:46 UTC 69.7K followers, 56K engagements

"We're halfway through 2025 and the global economy is facing a new set of challenges. From shifting US trade policy to changing capital flows and investor sentiment heres a snapshot of whats shaping markets in 2025 so far. 🧵👇"
@zerodhamarkets on X 2025-07-13 06:31:02 UTC 69.6K followers, 18.9K engagements

"When demand is high and supply is tight cocoa prices rise dramatically. Futures contracts reached wild highs of $12931 per metric ton in December 2024 more than four times from typical levels of $2000-$3000 per ton"
@zerodhamarkets on X 2025-07-14 08:23:17 UTC 69.6K followers, XXX engagements

"Eventually windfall taxes were scrapped in December 2024. But the damage was done. The episode confirmed what global investors already knew: India's energy sector remained unpredictable and risky. The system was too opaque filled with too much red tape"
@zerodhamarkets on X 2025-07-17 08:44:07 UTC 69.6K followers, 1101 engagements

"For decades India's oil and gas sector followed strict laws from 1948 and 1959. Now triggered by key challenges and shifting global context India is rewriting its laws completely. This March the government changed how oilfields are regulated. Here's what we're doing.🧵👇"
@zerodhamarkets on X 2025-07-17 08:43:57 UTC 69.7K followers, 26.3K engagements

"Vedanta is a "Ponzi scheme". Thats the allegation from short seller Viceroy Research who say the entire group is being propped up by just one thing: Vedanta Ltd. Their report claims the parent Vedanta Resources has no real income and is just draining its listed subsidiary to stay alive"
@zerodhamarkets on X 2025-07-12 05:09:21 UTC 69.7K followers, 1318 engagements

"Competition got serious. Mahindra launched "born electric" BE X and XEV 9e models in March 2025 with 542-683 km range significantly exceeding Tata's offerings. Customers bought 10000 units in just XX days"
@zerodhamarkets on X 2025-07-04 13:30:26 UTC 69.6K followers, 2218 engagements

"Japan's Sumitomo Mitsui Banking Corporation (SMBC) is acquiring a significant XX% stake in Yes Bank for 13483 crore ($1.6 billion) purchasing shares from the bank's 2020 rescue investors. This rare substantial foreign stake in an Indian private bank sent Yes Bank shares up X% on Monday.🧵👇"
@zerodhamarkets on X 2025-05-13 05:42:57 UTC 69.7K followers, 216.9K engagements

"Tata's biggest challenger came from nowhere. When GM exited India in 2017 they sold their factory to Chinese SAIC Motor. After Galwan tensions JSW consortium picked up XX% creating JSW MG Motor with innovative Battery-as-a-Service model"
@zerodhamarkets on X 2025-07-04 13:30:28 UTC 69.7K followers, 2159 engagements

"After intense legal battles things cooled down. The $XX billion Sony merger seemed like a solution - it would create India's second largest entertainment network with Zee shareholders owning 47.07%. Even Invesco backed the deal by March 2022"
@zerodhamarkets on X 2025-07-16 08:47:54 UTC 69.7K followers, XXX engagements

"How do products reach dark stores Companies use detailed analytics and historical data to decide inventory - considering local consumption patterns purchase frequency seasonality and profitability"
@zerodhamarkets on X 2025-07-18 14:08:06 UTC 69.7K followers, 1674 engagements

"HDFC Life Insurance on actively reducing reliance on ULIPs"
@zerodhamarkets on X 2025-07-17 14:39:43 UTC 69.7K followers, 2777 engagements

"Under this act we adopted the Petroleum Concession Rules 1949 laying down basic procedures for companies to explore and extract oil and gas. Companies would get "concessions"broad long-term rights over their oil resources with little government oversight"
@zerodhamarkets on X 2025-07-17 08:43:59 UTC 69.6K followers, 1448 engagements

"That flipped the power equation. Foxconn is now hugely dependent on China for supply chains. Apple CEO Tim Cook called its Chinese workforce "irreplaceable." If we want to make phones in India we need Chinese workers to tell us how"
@zerodhamarkets on X 2025-07-11 08:52:44 UTC 69.7K followers, XXX engagements

"At the same time the US unveiled a large fiscal package combining tax cuts with spending reductions. Estimates suggest this could add $X trillion to the national debt over the next decade. This could push the US debt-to-GDP ratio to XXX% by 2034. Image: @apolloglobal"
@zerodhamarkets on X 2025-07-13 06:31:04 UTC 69.7K followers, XXX engagements

"But in 2024 Sony cancelled the deal claiming Zee failed to meet merger conditions and demanding a $XX million penalty. Sony's 62-page termination notice cited unmet "financial conditions" and "ongoing investigation" as concerns"
@zerodhamarkets on X 2025-07-16 08:47:55 UTC 69.6K followers, XXX engagements

"The Oilfields (Regulation and Development) Act 1948 gave our central government broad powers over India's oil and gas sector. The government got responsibility for regulating inspecting operations and supervising exploration and productionwith serious teeth"
@zerodhamarkets on X 2025-07-17 08:43:58 UTC 69.6K followers, 1541 engagements

"We cover this and one more interesting story in today's edition of The Daily Brief. Watch on YouTube read on Substack or listen on Spotify Apple Podcasts or wherever you get your podcasts. All links"
@zerodhamarkets on X 2025-07-18 07:39:44 UTC 69.7K followers, 2747 engagements

"HAL is building satellites and 3-ton drones. Defense Space Monopoly energy"
@zerodhamarkets on X 2025-07-10 14:08:54 UTC 69.6K followers, 3612 engagements

"This week on Who Said What We break down three sharp and serious comments from Viceroy Research Lu Feng and Rajiv Memani. Follow along🧵"
@zerodhamarkets on X 2025-07-12 05:09:20 UTC 69.7K followers, 15.4K engagements

"It's been a stormy time for ONDC India's public infrastructure for e-commerce. Monthly retail orders fell XX% to XX lakh between Oct 2024-Feb 2025. The CEO CBO and non-executive chairperson have all resigned this year. Yet ONDC just announced a new XXX crore subsidy plan.🧵👇"
@zerodhamarkets on X 2025-07-16 14:53:49 UTC 69.7K followers, 23.7K engagements

"And perhaps the biggest sign of change money is moving. European and Asian stock markets are seeing their biggest inflows in years. With all this happening its only natural to ask: Is the era of U.S. exceptionalism coming to an end Image: @HSBC"
@zerodhamarkets on X 2025-07-13 06:31:12 UTC 69.7K followers, XXX engagements

"This frequent ordering behavior aligns perfectly with quick commerce designed for multiple small orders rather than large bulk purchases. Initially focused on milk and groceries platforms now act like malls - offering everything from apples to air conditioners"
@zerodhamarkets on X 2025-07-18 14:08:01 UTC 69.7K followers, 2868 engagements

"Even rising bond yields havent supported the dollar. HSBC notes a key disconnect: bond yields are rising but the dollar is falling. This suggests investors are growing cautious about long-term US risks. Image @HSBC"
@zerodhamarkets on X 2025-07-13 06:31:06 UTC 69.7K followers, XXX engagements

"Fast-moving consumer goods form the bulk: groceries dairy snacks beverages. But high-margin items like personal care and household essentials are prominently featured to improve store margins"
@zerodhamarkets on X 2025-07-18 14:08:07 UTC 69.7K followers, 1630 engagements

"The "ongoing investigations" were SEBI probes into possible fund diversion. The Goenkas had given Yes Bank a "letter of comfort" for Essel Group loans without board consent making Zee responsible for loans that didn't benefit the company"
@zerodhamarkets on X 2025-07-16 08:47:56 UTC 69.7K followers, XXX engagements

"The first generation of Indian politicians wanted to ensure India's resources would benefit Indians as a people. They couldn't be locked away behind private ownership. Inspired by global socialism we believed the Indian government should be the rightful steward of resources"
@zerodhamarkets on X 2025-07-17 08:43:58 UTC 69.6K followers, 1701 engagements

""Make in India" needs a place to sleep. Last week we covered Foxconn's trials in India. Mountains were moved to ease their entry - land grants legal waivers geopolitical maneuvering. But there's one aspect we haven't touched: where do 18000 workers sleep🧵👇"
@zerodhamarkets on X 2025-07-18 07:39:28 UTC 69.7K followers, 22.8K engagements

"In India the RBIs June 2025 Financial Stability Report paints a more resilient picture. Growth is expected at XXX% in FY26 matching the pace from the previous year"
@zerodhamarkets on X 2025-07-13 06:31:14 UTC 69.7K followers, XXX engagements

"Real estate in India is terribly fragmented. Housing stock hasn't kept up with how quickly we're urbanizing. Cities face a shortage of more than XX million homes. People with low incomes - factory workers included - naturally find it hardest to afford one"
@zerodhamarkets on X 2025-07-18 07:39:35 UTC 69.7K followers, XXX engagements

"TCS is getting ready for the appraisal season 🤭"
@zerodhamarkets on X 2025-07-17 14:39:42 UTC 69.7K followers, 2850 engagements

"In September 2021 Invesco and OFI Global China Fund holding XX% of shares called for an Extraordinary General Meeting to remove Punit Goenka as Managing Director and CEO. They claimed the board approved a Sony merger without informing shareholders"
@zerodhamarkets on X 2025-07-16 08:47:54 UTC 69.7K followers, XXX engagements

"When those companies defaulted Yes Bank took XXX crore from Zee's fixed deposits. The supposed "repayment" was financial jugglery - money from Zee passed through 13+ shell companies and returned creating an illusion of repayment"
@zerodhamarkets on X 2025-07-16 08:47:57 UTC 69.7K followers, XXX engagements

"Much of this control dates back to the nationalisation wave of the 1970s. The government passed special laws to forcibly take over private oil companies like Esso Burmah Shell and Caltex turning them into public-sector firms like HPCL and BPCL"
@zerodhamarkets on X 2025-07-17 08:44:03 UTC 69.6K followers, 1249 engagements

"Successful projects involve coordination between private and public entities plus clarity in central and state government roles. NITI Aayog names examples: Foxconn's $230m project Tiruppur garment cluster PPP Gujarat's Sanand industrial cluster hostel - all involve public-private partnerships"
@zerodhamarkets on X 2025-07-18 07:39:41 UTC 69.7K followers, XXX engagements

"Equities have been volatile. US stocks declined after the April tariff announcement but recovered quickly. Though global markets have outperformed US benchmarks. Image: @MUFGAmericas"
@zerodhamarkets on X 2025-07-13 06:31:10 UTC 69.6K followers, XXX engagements

"But the US dollar has seen a significant decline down XXXX% in H1 2025. Thats its worst first-half performance since 1973. Whats driving the fall - Softer US economic data - Rising debt concerns - A shift in global sentiment toward US policy Image: @MUFGAmericas"
@zerodhamarkets on X 2025-07-13 06:31:06 UTC 69.7K followers, XXX engagements

"ONDC wants to fundamentally change how e-commerce works. Think about your last Amazon order - you searched bought through their payment gateway got it from their warehouse via their delivery driver. Amazon owns this entire process and extracts value at every step"
@zerodhamarkets on X 2025-07-16 14:53:50 UTC 69.7K followers, 1902 engagements

"For good worker housing you need coordination between government private manufacturing companies and property developers. India has very little on offer. Take the Affordable Rental Housing Complex (ARHC) scheme - meant to give migrant workers dorm-style homes near job sites"
@zerodhamarkets on X 2025-07-18 07:39:36 UTC 69.7K followers, XXX engagements

"The government is taking suggestions and feedback on the new rules until July XX. To wrap up this major reform process Urja Varta 2025 will be held at Bharat Mandapam where the final version of the rules will be unveiled. The real test lies ahead. Will foreign companies actually invest Will domestic production increase And most importantly will India finally achieve the energy independence it desperately seeks The stakes couldn't be higher. But the early signs are promising"
@zerodhamarkets on X 2025-07-17 08:44:10 UTC 69.7K followers, 3620 engagements

"As Reliance pointed out in 2006: "When we were issued license to market petrol and diesel in March 2002 we were promised market determined pricing. But when the Government keeps prices artificially lower at XX per cent of outlets there is no question of competition surviving.""
@zerodhamarkets on X 2025-07-17 08:44:03 UTC 69.6K followers, 3843 engagements

"But China is trying to stop this train. Despite being Taiwanese XX% of Foxconn's revenue comes from China operations. China aggressively courted Foxconn two decades ago creating not just skilled workforce but world-beating industrial base"
@zerodhamarkets on X 2025-07-11 08:52:43 UTC 69.7K followers, XXX engagements

"Many manufacturing powerhouses built entire towns for workers. Bournville chocolate Originally a village by Cadbury. Bata built townships wherever it set up shop including Batanagar in West Bengal. But the idea really picked up in East Asia over the latter half of the 20th century"
@zerodhamarkets on X 2025-07-18 07:39:30 UTC 69.7K followers, 2196 engagements

"India's life insurers had a mixed Q4FY25. LIC saw sales and profits decline. HDFC Life achieved balanced growth. SBI Life converted modest X% sales growth into XX% profit surge. ICICI Prudential managed to increase profits despite falling sales. Why such divergence🧵👇"
@zerodhamarkets on X 2025-06-04 12:42:45 UTC 69.7K followers, 17.5K engagements

"That's why there's so much discussion around the Draft Petroleum & Natural Gas Rules 2025. They change the government's focus from regulation to governance. They make leasing processes clearer and define timelines for approvals. They also expand on the "stabilisation clause"effectively crystallising how it shall work"
@zerodhamarkets on X 2025-07-17 08:44:10 UTC 69.7K followers, 1321 engagements

"Copper again We know we've spoken about copper before but there's no escaping it. India's XXX GW renewable energy target by 2030 and XX% EV adoption mean copper will be everywhere wind turbines solar panels EV batteries charging stations.🧵👇"
@zerodhamarkets on X 2025-07-08 14:36:56 UTC 69.7K followers, 27.4K engagements

"The magic starts with dark stores - small hyper-local warehouses designed solely for online orders. Typically 2500-4000 sq. ft. they accept no walk-ins just pickers and packers moving through narrow aisles stacked with products"
@zerodhamarkets on X 2025-07-18 14:08:02 UTC 69.7K followers, 2331 engagements

"This policy shift has led to rising uncertainty. Businesses are delaying investments and households are holding off on major purchases. One early signal: a sharp decline in containers moving from China to the US. Image: @apolloglobal"
@zerodhamarkets on X 2025-07-13 06:31:03 UTC 69.7K followers, XXX engagements

"The crown jewel of the new law is a "stabilization" clause. This makes an extremely important promise: that the government shall not change the terms of a petroleum lease in a way that hurts the lessee. If they do the lessee would be compensated. This was practically a tacit admission of our old mistakes and a promise they would not be repeated"
@zerodhamarkets on X 2025-07-17 08:44:09 UTC 69.6K followers, 1389 engagements

"You can't build tall buildings housing many workers; you must buy more land. Projects often come with mandatory parking requirements even for low-income workers. The entire approval process can take as long as X years. India's rental yields at XXX% are among Asia's lowest"
@zerodhamarkets on X 2025-07-18 07:39:41 UTC 69.7K followers, XXX engagements

"Direct inventory ownership helps negotiate better supplier terms and secure higher margins. If Blinkit buys Maggi for all its operations across India how much cheaper could they get it This could turn into more profits and greater competitive advantage"
@zerodhamarkets on X 2025-07-18 14:08:10 UTC 69.7K followers, 1186 engagements

"Unlike traditional retail where inventory sits on shelves for extended periods quick commerce stocks fewer items and replenishes frequently. The faster inventory moves the less capital is tied up at any one time"
@zerodhamarkets on X 2025-07-18 14:08:10 UTC 69.7K followers, 1251 engagements

"A NITI Aayog report echoed this need for worker housing and India's shortfall. What's stopping us from building more worker housing The answer lies in how Indian real estate is organized regulations that hinder construction and ultimately money"
@zerodhamarkets on X 2025-07-18 07:39:29 UTC 69.7K followers, 2099 engagements

"If India is serious about "Make in India" we cannot treat housing as an afterthought. Every new factory draws migrant labour; every wave needs somewhere safe dignified and affordable to sleep. The next Foxconn-style mega-plant will test whether we've learned the lesson"
@zerodhamarkets on X 2025-07-18 07:39:43 UTC 69.7K followers, 2797 engagements

"Rainbow Children's Medicare saw healthy but not astronomical growth: XXX crore revenue (up XXX% YoY) XXXXX crore EBITDA (up XXX% YoY) XXXX crore PAT (up XXXX% YoY). Consistent moderate growth across all metrics"
@zerodhamarkets on X 2025-06-25 07:15:49 UTC 69.7K followers, 2362 engagements

"Fifteen years ago mutual funds in India were a footnote in most people's portfolios. Your neighbourhood LIC agent was the closest thing you had to a financial advisor. ULIPs seemed like excellent savings products "insurance with stock market returns."🧵👇"
@zerodhamarkets on X 2025-07-15 09:05:28 UTC 69.6K followers, 29.3K engagements

"For a country chronically insecure about its energy needs our oil and gas sector has practically stagnated. India's refining capacity grew by just X% over the last seven years. Oil production actually declined falling over XX% from XXXXX million metric tonnes in 2019 to XXXXX million metric tonnes by 2024"
@zerodhamarkets on X 2025-07-17 08:44:07 UTC 69.6K followers, 1164 engagements

"At its peak a kilogram of cocoa became more valuable than precious metals of the same weight. For two years back-to-back cocoa prices have risen far more than every major commodity. While gold rose XX% in 2025 cocoa's meteoric rise was the standout performer"
@zerodhamarkets on X 2025-07-14 08:23:18 UTC 69.7K followers, XXX engagements

"Why isn't there something better Little incentive for informal players to improve settlements. Workers can't pay premiums for good housing and they treat their situation as temporary. But that's only part of the problem"
@zerodhamarkets on X 2025-07-18 07:39:35 UTC 69.7K followers, 1009 engagements

"Foreign investors are starting to pull back or hedge their bets on the U.S. as U.S. stocks look expensive. Image: @HSBC"
@zerodhamarkets on X 2025-07-13 06:31:11 UTC 69.7K followers, XXX engagements

"Union Telco Minister on Indias long-running public telecom's (BSNL) plot twist and fighting dominance"
@zerodhamarkets on X 2025-07-10 14:08:55 UTC 69.6K followers, 3336 engagements

"Inflation is also softening. The headline consumer price index (CPI) hit a six-year low of XXX% in May 2025 and food inflation dropped to just XXX% easing pressure on households"
@zerodhamarkets on X 2025-07-13 06:31:15 UTC 69.7K followers, XXX engagements

"Between 2018 and 2020 their stake dropped from XX% to just X% as they sold shares to pay off group debts. But beyond financial problems they also bled away credibility with shareholders through governance issues"
@zerodhamarkets on X 2025-07-16 08:47:53 UTC 69.7K followers, XXX engagements