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@zerodhamarkets "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 2025-07-25 08:26:16 UTC 70.7K followers, 5623 engagements

"This reinsurance tie-up may be one of the most interesting developments in India's insurance space in years. More competition and capital in reinsurance could mean Indian insurers can underwrite more policies and larger risks knowing they have multiple avenues to hedge bets"
@zerodhamarkets on X 2025-07-25 08:26:15 UTC 70.7K followers, 5800 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 70.5K followers, XXX 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 2025-07-24 07:41:38 UTC 70.7K followers, 5623 engagements

"Your trades never reach an exchange. There's no real counterparty except the platform itself. When you lose they win. They offer 500x or even 1000x leverage meaning a XXX% move against you can wipe out your entire position"
@zerodhamarkets on X 2025-07-23 08:06:10 UTC 70.5K followers, XXX engagements

"Who will win: Reliance or Blinkit Quick commerce in India is no longer a question of whether itll scaleits a question of wholl own it or at least a significant chunk of it"
@zerodhamarkets on X 2025-07-26 11:05:24 UTC 70.7K followers, 63.5K engagements

"By some calculations consumers would pay extra 0.200.50 per kilowatt-hour if every plant installed scrubber. Practically impossible given India's complex electricity rateslong-term contracts regulatory decisions political barriers. NTPC would need regulatory permission"
@zerodhamarkets on X 2025-07-22 07:46:21 UTC 70.2K followers, XXX engagements

"The RBI maintains a public list of unauthorized forex trading platforms that Indians should avoid. Indian residents trading on such platforms violate the Foreign Exchange Management Act (FEMA). OctaFX has been on that list since 2021"
@zerodhamarkets on X 2025-07-23 08:06:04 UTC 70.7K followers, XXX engagements

"Final risks: single factory dependence (Perundurai handles most production - fire/flood/environmental shutdown = no backup) and disloyal distributors who pay upfront maintain coolers share data. If Amul offers better margins they switch immediately. Rebuilding would be incredibly difficult"
@zerodhamarkets on X 2025-07-24 07:41:37 UTC 70.7K followers, 5875 engagements

"This strategy worked. Foreign carmakers like Maruti Suzuki came to India brought expertise and set up factories to escape duties. Post-1991 reforms made entry easier100% foreign equity fewer sourcing rules tax breaksbut the message remained clear: build here to sell here"
@zerodhamarkets on X 2025-07-23 14:04:58 UTC 70.7K followers, 2801 engagements

"The Enforcement Directorate has raided offices and frozen accounts but these platforms are often based in Cyprus or Malta. By the time action is taken money has moved overseas beyond Indian regulators' reach"
@zerodhamarkets on X 2025-07-23 08:06:13 UTC 70.3K followers, XXX engagements

"These platforms became even more attractive after January 2024 when RBI issued new rules: you can only trade currency derivatives if you have genuine underlying exposure. The market became only for hedging real business risks not speculation"
@zerodhamarkets on X 2025-07-23 08:06:06 UTC 70.5K followers, XXX 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 70.6K followers, 2403 engagements

"Tesla's inventory overflows with unsold cars. JPMorgan said they couldn't find a similar stock crash in automotive history. Tesla desperately needs new markets. After China India might be its only hopemaking Tesla more dependent on India than vice versa"
@zerodhamarkets on X 2025-07-23 14:05:14 UTC 70.5K followers, XXX engagements

"Eternal's management on why Blinkit has the largest market share:"
@zerodhamarkets on X 2025-07-21 10:05:25 UTC 70.7K followers, 13.3K 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 70.6K followers, 23.8K 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 70.5K 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 70.5K followers, 2232 engagements

"In a LocalCircles survey XX% of respondents were unhappy with ONDC's support. In contrast if Zomato screws up you just call Zomato. ONDC tries to solve for every use case at once but these use cases are different. In trying to solve everything it optimises for nothing"
@zerodhamarkets on X 2025-07-16 14:54:01 UTC 70.6K followers, XXX engagements

"Their SEBI license was essentially a cover to find clients for an entirely different business that SEBI didn't even govern. Think of a certified dentist using their license to secretly refer clients to an unlicensed neurosurgery practice"
@zerodhamarkets on X 2025-07-23 08:06:00 UTC 70.3K followers, XXX engagements

"Back in 2022 SEBI asked BSE to investigate OctaFX's online trading platform. BSE found unusual activity and flagged it to SEBI in March 2022. SEBI dug deeper and found OctaFX India was promoting illegal forex trading"
@zerodhamarkets on X 2025-07-23 08:06:01 UTC 70.3K 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 70.7K followers, 1716 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 70.7K followers, XXX engagements

"Luxury car sales crossed 50000 units last year growing at 20%double mainstream cars' pace. Mercedes-Benz India hit record sales with average selling prices jumping from XX lakh to XX lakh since 2020. The luxury market has real purchasing power now"
@zerodhamarkets on X 2025-07-23 14:05:09 UTC 70.4K followers, XXX engagements

"Within products capacity varies: yogurt and cheese at 70-90% Bengaluru plant at 80-94% but ice-cream only at 20%. This low ice-cream utilization isn't necessarily bad - demand is seasonal and they have room to grow during summers"
@zerodhamarkets on X 2025-07-24 07:41:32 UTC 70.7K followers, 3698 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 70.6K followers, 1927 engagements

"But the RBI warns: in an increasingly volatile world our ability to soften these blows may be reaching limits. As oil dependency deepens and global markets get more chaotic this insulation's cracks may show. The XXX% thumb-rule may not hold forever"
@zerodhamarkets on X 2025-07-25 14:22:14 UTC 70.7K followers, 4313 engagements

"In 2020 Zerodha's Nithin Kamath wrote how many such platforms approached them to offer CFDs. He refused when customers lose platforms profit. Teachers IT professionals students invest life savings only to end up with nothing"
@zerodhamarkets on X 2025-07-23 08:06:12 UTC 70.5K followers, 2976 engagements

"If you live in South India you probably have Milky Mist in your fridge. They're planning a 2000 crore IPO giving us a perfect chance to understand how dairy companies actually work and what makes this business so challenging.🧵👇"
@zerodhamarkets on X 2025-07-24 07:41:12 UTC 70.7K followers, 148.9K engagements

"To understand what happened you need to know how forex trading is regulated in India. All foreign exchange trading by Indian residents is primarily regulated by RBI. SEBI looks over some forex derivative trading but RBI sets the limits"
@zerodhamarkets on X 2025-07-23 08:06:03 UTC 70.5K followers, XXX engagements

"Oil Marketing Companies like Bharat Petroleum then buy from refiners add their own margins and factor in what consumers can actually pay. They manage inventories to keep prices stable and often smooth out crude price wiggles. Your pump owner gets their cut too"
@zerodhamarkets on X 2025-07-25 14:21:59 UTC 70.7K followers, 2984 engagements

"Why was this happening despite favorable rules Industry experts pointed to capacity constraints. GIC only had so much capital - there were limits to how many policies it could reinsure. Once it hit internal limits insurers had no choice but to look elsewhere"
@zerodhamarkets on X 2025-07-25 08:26:07 UTC 70.7K followers, 5340 engagements

"There were also limits to GIC's expertise. While it excelled in standard areas like motor and health as insurers expanded into specialized areas like cyber risks or catastrophe bonds they gravitated toward global players like Munich Re and Swiss Re"
@zerodhamarkets on X 2025-07-25 08:26:08 UTC 70.7K followers, 4876 engagements

"But PERC is approaching theoretical limits and might quickly disappear too. Next up: TOPCon cells achieving over XX% efficiency maintaining XX% efficiency in low light and losing less efficiency when hotcrucial for India's climate"
@zerodhamarkets on X 2025-07-22 14:30:36 UTC 70.6K 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 70.6K followers, 3681 engagements

"IPO funds (mix of fresh issue and offer-for-sale) will go to four areas: paying off loans expanding production lines with modern tech buying thousands of branded glass-door fridges for kirana stores and operational needs"
@zerodhamarkets on X 2025-07-24 07:41:34 UTC 70.6K followers, 3623 engagements

"India has always wielded some of the world's highest car import tariffseven reaching 110%. The reason Industrial policy. We've consistently kept foreign automakers from capturing our market before domestic players could compete using tariffs to force local investment"
@zerodhamarkets on X 2025-07-23 14:04:57 UTC 70.6K followers, 1106 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 70.5K followers, 1347 engagements

"But why reinsurance of all things Why now To understand this we need to grasp what reinsurance actually is. If insurance is a safety net for regular folks and businesses think of reinsurance as the safety net for insurance companies themselves"
@zerodhamarkets on X 2025-07-25 08:25:56 UTC 70.7K followers, 16.7K engagements

"But globally Tesla is struggling. Its EV market share fell from XX% in 2022 to XX% in 2024 in the US alone. This year brought its biggest sales decline ever first back-to-back yearly drops and profits crashed 71%. Chinese competitors are winning through aggressive pricing"
@zerodhamarkets on X 2025-07-23 14:05:13 UTC 70.5K followers, 1121 engagements

"Big news: Mukesh Ambani's Jio is teaming up with German giant Allianz to shake up yet another industry. Only this time it's something as unglamorous as reinsurance - a sector that hardly ever makes headlines in India.🧵👇"
@zerodhamarkets on X 2025-07-25 08:25:54 UTC 70.7K followers, 198.7K 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 70.5K followers, 2123 engagements

"The 3000 crore IPO primarily aims to repay debt. Emmvee has over 2700 crores outstanding borrowings mostly for TOPCon facilities. IPO will pay off 1600+ crores. Current debt-equity ratio of XXXX is very high"
@zerodhamarkets on X 2025-07-22 14:30:45 UTC 70.6K followers, XXX engagements

"ONDC's core challenge: unbundling adds coordination costs between each function. The more steps/stakeholders in the supply chain the higher these costs become. This creates liability problems - if something goes wrong who do you complain to Who gives you a refund"
@zerodhamarkets on X 2025-07-16 14:54:00 UTC 70.6K followers, XXX engagements

"And theyre backing it up with numbers: 2000 of their 19000 stores are now tied into their quick commerce network reaching over 4000 pin codes. This is what they said in one of their recent earnings call:"
@zerodhamarkets on X 2025-07-26 11:05:26 UTC 70.7K followers, 3328 engagements

"China controls over XX% of global solar manufacturing capacity at each step including XX% of wafer-making. Emmvee bought XXXXX% of raw materials from China in FY25. This dependence creates severe risk from policy changes on either side"
@zerodhamarkets on X 2025-07-22 14:30:43 UTC 70.6K followers, XXX 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 70.5K followers, XXX engagements

"Tesla finally opens its first India showroom in Mumbai's Bandra-Kurla Complex taking orders for the Model Y at XX lakh. But behind this entry lies a 4-year negotiation deadlock and a question: is Tesla too late to India's EV party🧵👇"
@zerodhamarkets on X 2025-07-23 14:04:54 UTC 70.7K followers, 23.9K engagements

"So they reinsure a portion with bigger specialized insurers - reinsurers. Insurance companies cede a portion of premiums they collect so reinsurers pay their share of any big claims. This keeps the entire insurance industry going"
@zerodhamarkets on X 2025-07-25 08:25:58 UTC 70.7K followers, 13.2K engagements

"When prices surged in 2021 the government reversed course. November 2021 saw cuts of X on petrol XX on diesel. Then Russia-Ukraine war sent prices soaring prompting May 2022 cuts of X on petrol X on dieselessentially rolling back COVID-era increases"
@zerodhamarkets on X 2025-07-25 14:22:13 UTC 70.7K followers, 1821 engagements

"Raw milk goes bad incredibly fast - just X hours outside the fridge and it turns sour. Companies need entire cold chain systems: networks of village cooling centers refrigerated trucks working like moving fridges and testing labs at every step"
@zerodhamarkets on X 2025-07-24 07:41:19 UTC 70.7K followers, 6232 engagements

"The government provides crucial insulation through taxes. When crude crashed in 2020 it raised taxes sharply13/litre on petrol XX on diesel. Even with cheap oil the government reaped benefits for emergency spending though people weren't happy about this"
@zerodhamarkets on X 2025-07-25 14:22:12 UTC 70.7K followers, 2020 engagements

"Making solar panels is sophisticated: transforming ordinary sand into electricity-generating technology over five steps. Sand becomes ultra-pure polysilicon through energy-intensive chemical processes then melted and cooled into perfect crystal ingots"
@zerodhamarkets on X 2025-07-22 14:30:28 UTC 70.6K followers, 1417 engagements

"Emmvee Photovoltaic Power Limited just filed papers for a 3000 crore IPO. This created a fantastic window into how those blue panels on rooftops actually get made the drivers and risks of manufacturing them and the financials that come with it.🧵👇"
@zerodhamarkets on X 2025-07-22 14:30:27 UTC 70.7K followers, 27K engagements

"Without reinsurance insurance companies would play it extremely safe refusing to insure anything too big or risky or charging sky-high premiums. An insurer's ability to take risk would be limited by their capital alone - both aren't good for the industry"
@zerodhamarkets on X 2025-07-25 08:26:00 UTC 70.7K followers, 11.2K engagements

"Let's start with the numbers. Max Healthcare saw strong Q4 FY25 growth: 2326 crore revenue (up XX% YoY) XXX crore EBITDA (up XX% YoY) XXX crore PAT (up XX% YoY). Profitability grew in tandem with revenue expansion"
@zerodhamarkets on X 2025-06-25 07:15:48 UTC 70.6K followers, 3608 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 2025-07-25 14:22:15 UTC 70.7K followers, 4200 engagements

"Government's stance: "Revised sulfur dioxide emission policy is not rollback of environmental safeguards but pragmatic scientifically justified shift toward more targeted cost-effective climate-coherent regulation.""
@zerodhamarkets on X 2025-07-22 07:46:18 UTC 70.2K followers, XXX engagements

"HDFC Life Insurance on actively reducing reliance on ULIPs"
@zerodhamarkets on X 2025-07-17 14:39:43 UTC 70.6K followers, 2903 engagements

"Tesla's Indian subsidiary launched in 2021 but talks stalled over a familiar dispute. Tesla wanted lower import duties. India demanded local manufacturing. This detente signals more than just Tesla's entryit reveals India's evolving automotive ambitions"
@zerodhamarkets on X 2025-07-23 14:04:56 UTC 70.5K followers, 1412 engagements

"These Bajaj Allianz JVs were cash cows collecting over 40000 crore in premiums annually. But when foreign ownership rules relaxed Allianz wanted a bigger slice. Bajaj had no reason to cede control of massively profitable ventures so they parted ways"
@zerodhamarkets on X 2025-07-25 08:26:12 UTC 70.7K followers, 3583 engagements

"Within luxury EVs are surging. January-May 2025 saw XX% growth in luxury EV sales capturing XX% of the luxury segment despite heavy import duties. Tesla plans to ride this wave even building charging stations across tier-1 cities with X promised for Mumbai"
@zerodhamarkets on X 2025-07-23 14:05:11 UTC 70.5K followers, XXX engagements

"Manufacturing TOPCon is much harder than PERC requiring more expensive equipment and expertise. But if you master it those very challenges become a moat. Emmvee's Bengaluru facility is one of India's largest TOPCon manufacturing facilities"
@zerodhamarkets on X 2025-07-22 14:30:37 UTC 70.5K followers, XXX engagements

"Indian consumers in the 2000s wanted smaller cars maximum value strong resale potential and vehicles suited for Indian roads. Ford eventually tried India-specific models like the Ikon but expensive maintenance and rare spare parts couldn't compete with Maruti-Suzuki and Hyundai's wider cheaper lineups"
@zerodhamarkets on X 2025-07-23 14:05:02 UTC 70.5K followers, XXX engagements

"Delhi's garment cluster has informal colonies with tens of rooms for workers. Each costs 3000 monthly - half their salary but still cheaper than formal housing. Multiple workers share single rooms with one bathroom covering multiple rooms. Poor access to water or electricity"
@zerodhamarkets on X 2025-07-18 07:39:34 UTC 70.6K followers, 1181 engagements

"Insurance companies often get on the hook for huge risks. They might write too many property policies in earthquake-prone areas only to realize a single bad day could rake up billions in claims. They don't want to shoulder all that risk alone - a single catastrophe could bankrupt them"
@zerodhamarkets on X 2025-07-25 08:25:57 UTC 70.7K followers, 16K engagements

"Processing transforms perishability into shelf-life and margin. Factories pasteurize (kill germs) centrifuge (separate cream) then standardize (mix back in exact proportions). Result: every batch tastes identical whether you buy paneer today or next month"
@zerodhamarkets on X 2025-07-24 07:41:23 UTC 70.7K followers, 4935 engagements

"In one corner youve got Blinkit the market leader moving fast and building for speed. In the other the mammoth Reliancearmed with a 19000+ store offline network and a balance sheet big enough to swallow entire categories. One has operational finesse. The other overwhelming might"
@zerodhamarkets on X 2025-07-26 11:05:25 UTC 70.7K followers, 4357 engagements

"Lets start with Reliance. In one of their recent earnings calls the company made a forceful case that its uniquely positioned to win this game not because its nailed the 10-minute model but because it has the widest and deepest physical footprint in the country"
@zerodhamarkets on X 2025-07-26 11:05:25 UTC 70.7K followers, 4111 engagements

"TCS is getting ready for the appraisal season 🤭"
@zerodhamarkets on X 2025-07-17 14:39:42 UTC 70.6K followers, 2926 engagements

"They're also barred from applying for any SEBI registration for the next five years. In other words SEBI basically shut them down. But that's just one part of the story"
@zerodhamarkets on X 2025-07-23 08:06:02 UTC 70.3K followers, XXX engagements

"Ford exited in 2021 leaving thousands jobless and dealers burned. They joined a long list of failures: General Motors Fiat Daewoo Mitsubishiall unable to crack India's tough hyper-competitive market despite years of trying"
@zerodhamarkets on X 2025-07-23 14:05:03 UTC 70.6K followers, XXX engagements

"Enter the Allianz-Jio partnership. This new reinsurance JV follows the breakup of Bajaj Allianz - one of India's longest-standing insurance joint ventures. For XX years Allianz was a junior partner with just XX% stake in two highly successful companies"
@zerodhamarkets on X 2025-07-25 08:26:11 UTC 70.7K followers, 3861 engagements

"Problem boiled down to economic costs. Retrofitting hundreds of coal units with FGDs: 1.31.8 lakh crore project. Roughly two-thirds would be borne by public sector enterprises like NTPC. Where would money come from Only one way: recouping costs from customers"
@zerodhamarkets on X 2025-07-22 07:46:19 UTC 70.2K followers, XXX engagements

"Barry Callebaut the world's largest chocolate manufacturer just cut its sales volume guidance for the second time this year. The Swiss company processes nearly X million tons of cocoa annually but cited "unprecedented cocoa volatility" as the reason.🧵👇"
@zerodhamarkets on X 2025-07-14 08:23:12 UTC 70.6K followers, 8220 engagements

"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 70.5K followers, 56.1K engagements

"This planning gave them one of the lowest transportation costs in the industry in 2025 meaning extra money to pay farmers better prices. Small efficiency gains create massive competitive advantages in this margin-squeezed business"
@zerodhamarkets on X 2025-07-24 07:41:22 UTC 70.7K followers, 5133 engagements

"Meanwhile India's FAME scheme doubled EV sales to XXX lakh four-wheelers with Tata and Mahindra emerging as major players. Foreign companies like Skoda Volkswagen Hyundai and Kia are now entering under India's evolved EV policy. Does Tesla risk being late to Indias EV gold rush This could well be one of the most important questions for the companys survival"
@zerodhamarkets on X 2025-07-23 14:05:16 UTC 70.7K followers, 3151 engagements

"GIC was like a single pillar holding up the roof instead of a network of pillars supporting each other. With no local competitors to share risks with GIC had to rely on foreign retrocession for very large exposures"
@zerodhamarkets on X 2025-07-25 08:26:10 UTC 70.7K followers, 4137 engagements

"Foreign reinsurers had another advantage: diversification. They could spread risk across products and geographies globally. Even though GIC operated internationally nearly XX% of its business was still domestic limiting its risk diversification capabilities"
@zerodhamarkets on X 2025-07-25 08:26:09 UTC 70.7K followers, 4536 engagements

"Emmvee's story is both exciting and precarious. It's riding powerful tailwindsdomestic policy favoring local manufacturers and technological leadership in TOPCon. But it's bound to policy whims vulnerable to China's dominance and must keep pace with emerging technologies"
@zerodhamarkets on X 2025-07-22 14:30:45 UTC 70.6K followers, XXX engagements

"The effect was immediate. Volumes on NSE and BSE's currency derivative segments dropped sharply. Retail forex trading the legal kind became practically non-existent overnight"
@zerodhamarkets on X 2025-07-23 08:06:06 UTC 70.5K followers, XXX engagements

"Tesla's pricing strategy avoids competition entirely. At XX lakh it's not competing with Indian EVs or even BYD (whose Sealion X costs X lakh less). Industry experts believe Tesla is banking on brand power and anti-China sentiment rather than features"
@zerodhamarkets on X 2025-07-23 14:05:12 UTC 70.4K 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 70.5K followers, 1008 engagements

"For decades reinsurance has been the sleepy domain of a single government-owned player. It's a staid boring business that regularly handles lakhs of crores but where nothing exciting ever happens. That might be changing with this new 50:50 joint venture"
@zerodhamarkets on X 2025-07-25 08:25:55 UTC 70.7K followers, 17K engagements

"Ford's story is telling. Entered in 1995 spun off subsidiary by 1998 but assumed Indians would buy their existing models unchanged. They launched the Ford Escorta large expensive sedan built for right-hand driving. It flopped badly in our market"
@zerodhamarkets on X 2025-07-23 14:05:01 UTC 70.5K followers, XXX engagements

"Multi-crystalline cells virtually disappeared from Indian market dropping from XX% market share in March 2022 to almost nothing by 2025. Now Mono PERC technology dominates with XX% share achieving around XX% efficiency"
@zerodhamarkets on X 2025-07-22 14:30:35 UTC 70.6K followers, XXX engagements

"This was all based on CFDs Contracts for Difference. You're not buying any asset just betting on price direction. These platforms look like legitimate trading interfaces but they're structured like casinos where the house always wins"
@zerodhamarkets on X 2025-07-23 08:06:09 UTC 70.5K followers, XXX engagements

"The whole cold chain system has to work perfectly. If a truck is late picking up milk from a village that entire evening's collection spoils and becomes worthless. This is the first economic moat dairy companies try to build - collection chilling and transport"
@zerodhamarkets on X 2025-07-24 07:41:20 UTC 70.7K followers, 5529 engagements

"So saving just X by using cheaper trucks or closer cold storage is as valuable as selling extra milk worth X. That's precisely where milk companies try to build their advantage - in the supply chain efficiency game"
@zerodhamarkets on X 2025-07-24 07:41:17 UTC 70.7K followers, 6460 engagements

"The "direct channel" works like this: refiners like Reliance don't just pay crude pricesthey manage shipping insurance exchange rates and hedging arrangements. Then they face operational costs and set "ex-refinery prices" that blend all these factors plus their profits"
@zerodhamarkets on X 2025-07-25 14:21:58 UTC 70.7K followers, 3119 engagements

"Oberoi Realty on sustainable growth. They are choosing discipline"
@zerodhamarkets on X 2025-07-03 13:31:16 UTC 70.3K followers, 2629 engagements

"Allianz politely noted it would reinvest sale proceeds into new India opportunities. It was trading up for a partnership with equal footing. That's where Jio Financial Services came in - offering Allianz a XX% stake and equal control this time"
@zerodhamarkets on X 2025-07-25 08:26:14 UTC 70.7K followers, 3416 engagements

"Initially OctaFX India denied any relationship with the unauthorized platform. But eventually they settled. They paid XX lakh in charges surrendered their broker licence and accepted a one-year market ban"
@zerodhamarkets on X 2025-07-23 08:06:02 UTC 70.3K followers, XXX engagements