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# ![@zerodhamarkets Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1801544199277264896.png) @zerodhamarkets Markets by Zerodha

Markets by Zerodha posts on X about india, debt, money, china the most. They currently have XXXXXX followers and 2018 posts still getting attention that total XXXXXX engagements in the last XX hours.

### Engagements: XXXXXX [#](/creator/twitter::1801544199277264896/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1801544199277264896/c:line/m:interactions.svg)

- X Week XXXXXXX -XX%
- X Month XXXXXXXXX +8.50%
- X Months XXXXXXXXX +5.80%
- X Year XXXXXXXXXX +93,303%

### Mentions: XX [#](/creator/twitter::1801544199277264896/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1801544199277264896/c:line/m:posts_active.svg)

- X Week XX -XX%
- X Month XXX +34%
- X Months XXXXX +47%
- X Year XXXXX +95,200%

### Followers: XXXXXX [#](/creator/twitter::1801544199277264896/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1801544199277264896/c:line/m:followers.svg)

- X Week XXXXXX +0.47%
- X Month XXXXXX +4.30%
- X Months XXXXXX +59%
- X Year XXXXXX +14,641%

### CreatorRank: XXXXXXX [#](/creator/twitter::1801544199277264896/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1801544199277264896/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1801544199277264896/influence)
---

**Social category influence**
[finance](/list/finance)  [countries](/list/countries)  [stocks](/list/stocks)  [technology brands](/list/technology-brands)  [nfl](/list/nfl)  [currencies](/list/currencies)  [social networks](/list/social-networks) 

**Social topic influence**
[india](/topic/india) #3070, [debt](/topic/debt), [money](/topic/money), [china](/topic/china), [stocks](/topic/stocks), [$hsbc](/topic/$hsbc), [ecommerce](/topic/ecommerce), [$6758t](/topic/$6758t), [sony](/topic/sony), [$6753t](/topic/$6753t)

**Top assets mentioned**
[HSBC Holdings PLC (HSBC)](/topic/$hsbc) [Spotify Technology (SPOT)](/topic/$spot)
### Top Social Posts [#](/creator/twitter::1801544199277264896/posts)
---
Top posts by engagements in the last XX hours

"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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1946112601618059613) 2025-07-18 07:39:35 UTC 69.6K followers, XXX engagements


"We're looking at three major hospital chains - Max Healthcare Narayana Health and Rainbow Children's Medicare - and how they performed last quarter. All go by different playbooks making them a good sample to understand the broader sector"  
![@zerodhamarkets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1937771688877523235) 2025-06-25 07:15:47 UTC 69.6K followers, 3852 engagements


"This demand surge follows India's GDP journey through two distinct phases. From 2024-2030 copper demand has an elasticity of XXX to XXX relative to GDP growth. This "greater than 1" elasticity means copper demand is growing faster than the economy"  
![@zerodhamarkets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1942593764297695482) 2025-07-08 14:36:59 UTC 69.5K followers, 1639 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1946210391958401474) 2025-07-18 14:08:10 UTC 69.6K followers, XXX engagements


"This isn't just theory. The superiority of UPI is clear from how people took to it. When demonetisation hit in November 2016 people flocked to both UPI and closed-loop wallet apps. But once cash came back the closed-loop systems plateaued. UPI tripled in size"  
![@zerodhamarkets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1945116252994961852) 2025-07-15 13:40:27 UTC 69.6K followers, XXX engagements


"69.4% of India's household debt is held by borrowers rated prime and above people with strong credit scores and repayment capacity. While debt is increasing it's going to people who can handle it"  
![@zerodhamarkets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1942958220005519361) 2025-07-09 14:45:12 UTC 69.6K followers, 1508 engagements


"These were complex problems. Yet they were all solved. The Pradhan Mantri Jan Dhan Yojana brought bank accounts to millions who were previously just used cash. Aadhar solved authentication. And Jio brought rock-bottom mobile data to everyone"  
![@zerodhamarkets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1945116210326073451) 2025-07-15 13:40:17 UTC 69.5K followers, 1425 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1946112626381168722) 2025-07-18 07:39:41 UTC 69.6K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1946210357254799581) 2025-07-18 14:08:02 UTC 69.6K followers, 1155 engagements


"Each of these interventions has been good for mutual fund investors. But if you're evaluating an AMC itself as an investment this is a variable you have to account for. Over the last five years passive investing has exploded in India"  
![@zerodhamarkets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1945047095339343944) 2025-07-15 09:05:39 UTC 69.6K followers, XXX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1944283447482270028) 2025-07-13 06:31:11 UTC 69.6K followers, XXX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1941127465889570896) 2025-07-04 13:30:26 UTC 69.6K followers, 2217 engagements


"ICICI Pru AMC's upcoming IPO is a snapshot of an industry at an inflection point. With high profitability and strong digital distribution it looks like a cash-generating machine today. But the mutual fund business is changing rapidly as rules returns and retail expectations continue to change"  
![@zerodhamarkets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1945047108417151118) 2025-07-15 09:05:42 UTC 69.6K followers, 3111 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1945497102869823861) 2025-07-16 14:53:49 UTC 69.6K followers, 23.6K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1945405015729782801) 2025-07-16 08:47:54 UTC 69.6K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1944283443988508977) 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1944283424111702317) 2025-07-13 06:31:06 UTC 69.6K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1946112577764999638) 2025-07-18 07:39:30 UTC 69.6K followers, 1835 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1945497152878485944) 2025-07-16 14:54:01 UTC 69.6K followers, XXX engagements


"The Ministry of Mines' Vision Document shows demand will explode. By 2030 copper demand will nearly double to over X million tonnes. By 2047 when India celebrates XXX years of independence the country will need almost XX million tonnes annually"  
![@zerodhamarkets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1942593760153518304) 2025-07-08 14:36:58 UTC 69.5K followers, 2004 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1946210371892826115) 2025-07-18 14:08:06 UTC 69.6K followers, XXX engagements


"Today we're diving into India's shrimp sector - one of those rare industries where India is vying for global leadership. We're looking at Q4 results of Avanti Feeds (largest shrimp feed manufacturer) and Apex Frozen Foods (major exporter). But first the fascinating backstory.🧵👇"  
![@zerodhamarkets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1932422231914869096) 2025-06-10 12:58:57 UTC 69.6K followers, 59.2K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1946112603857752450) 2025-07-18 07:39:36 UTC 69.6K followers, XXX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1942593749282086978) 2025-07-08 14:36:56 UTC 69.6K followers, 27.4K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1944674044466565295) 2025-07-14 08:23:17 UTC 69.6K followers, XXX engagements


"Foxconn is both a massive cause and beneficiary of this growth. Its India operations have grown rapidly in the last X years and it is only expanding further with plans to produce Airpods and even semiconductors. Nothing seemed to stop this train"  
![@zerodhamarkets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1943594286123270402) 2025-07-11 08:52:42 UTC 69.6K followers, XXX engagements


"HAL is building satellites and 3-ton drones. Defense Space Monopoly energy"  
![@zerodhamarkets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1943311471569703308) 2025-07-10 14:08:54 UTC 69.5K followers, 3459 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1945497105789030557) 2025-07-16 14:53:50 UTC 69.6K followers, 1891 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1944283414510940563) 2025-07-13 06:31:03 UTC 69.6K followers, XXX engagements


"This is in recognition of a wider problem: to India oil is a national pressure point. Oil shocks are a threat we have to hedge on every possible front. We're buying more oil from more countries than ever before. We're letting private traders co-invest in our oil reserves"  
![@zerodhamarkets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1942231997835100348) 2025-07-07 14:39:27 UTC 69.5K followers, 3603 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1945405023694786575) 2025-07-16 08:47:56 UTC 69.6K followers, XXX engagements


"Where Zomato charges 18-25% commission players competing on ONDC could give something closer to 10%. It might also ensure that the results you get are more relevant. At least in theory this has inherent benefits over an Amazon-style "closed loop" model"  
![@zerodhamarkets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1945497135866343760) 2025-07-16 14:53:57 UTC 69.6K followers, XXX engagements


"This concentration makes India vulnerable to policy changes in distant nations. When Indonesia recently banned copper concentrate exports to boost its domestic industry India had to scramble for alternative sources"  
![@zerodhamarkets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1942593808224358597) 2025-07-08 14:37:10 UTC 69.5K followers, 2313 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1945766466508423594) 2025-07-17 08:44:10 UTC 69.6K followers, 3534 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1945766464251953632) 2025-07-17 08:44:10 UTC 69.6K followers, 1282 engagements


"There's one final link to our oil independence strategy. Petroleum Minister Puri believes India could have "several Guyana-sized reserves" of oil near the Andaman islands. These could add up to XXXX billion barrels of crude oil. Last year ONGC drilled XXX wells in FY24 the highest in XX years"  
![@zerodhamarkets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1942232052994380042) 2025-07-07 14:39:41 UTC 69.6K followers, 2273 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1945047049696895474) 2025-07-15 09:05:28 UTC 69.6K followers, 29.2K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1941127471363178559) 2025-07-04 13:30:28 UTC 69.6K followers, 2157 engagements


"The AMC business at its bare bones is this: you take other people's money invest it for them and charge them a small fee each year. As of Q4 FY25 ICICI Prudential AMC's average mutual fund AUM stood at XXXX lakh crore"  
![@zerodhamarkets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1945047060849291483) 2025-07-15 09:05:31 UTC 69.6K followers, 1871 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1945766415866143018) 2025-07-17 08:43:58 UTC 69.6K followers, 1505 engagements


"Whaaat🤯@viceroyresearch Vedanta is "financially unsustainable operationally compromised" and also it's debt managements "resembles a Ponzi scheme.""  
![@zerodhamarkets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1942844146013839581) 2025-07-09 07:11:55 UTC 69.6K followers, 37K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1945405027591270487) 2025-07-16 08:47:57 UTC 69.6K followers, XXX engagements


"It's been a year since we started Markets by Zerodha. Thank you for watching reading and listening to us everyday❤"  
![@zerodhamarkets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1940669038839181640) 2025-07-03 07:08:49 UTC 69.6K followers, 28K engagements


"How do countries become rich Economists frame this as climbing a "development ladder." At the bottom are countries making simple things like metal sheets or cloth. At the top are those making complex products like smartphones and pharmaceuticals.🧵👇"  
![@zerodhamarkets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1943678276364333275) 2025-07-11 14:26:27 UTC 69.6K followers, 19.1K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1946112574845825123) 2025-07-18 07:39:29 UTC 69.6K followers, 1747 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1945497147107156016) 2025-07-16 14:54:00 UTC 69.6K followers, XXX engagements


"Other vulnerabilities include market-linked revenue when markets fall AUM shrinks and revenue drops while costs stay the same. There's also talent churn risk in an industry that relies on hiring a few very bright people who are in high demand"  
![@zerodhamarkets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1945047105510248791) 2025-07-15 09:05:41 UTC 69.6K followers, XXX engagements


"A lot of the world is trying to crack digital payments. If you're reading this there's a good chance you've seen the benefits first hand. UPI made it infinitely easier to work with digital apps. Transaction costs almost disappeared. You no longer need to carry cash around"  
![@zerodhamarkets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1945116193397907857) 2025-07-15 13:40:13 UTC 69.5K followers, 1533 engagements


"Until then nobody knew what Jane Street was doing in India. The fact they felt compelled to sue over a "secret" strategy worth billions involving Indian index options - something SEBI regulates - made it impossible for the regulator to ignore"  
![@zerodhamarkets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1942125714414915804) 2025-07-07 07:37:07 UTC 69.5K followers, 2165 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1945405018200268823) 2025-07-16 08:47:54 UTC 69.6K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1945405020855255182) 2025-07-16 08:47:55 UTC 69.6K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1946210354171875450) 2025-07-18 14:08:01 UTC 69.6K followers, 1495 engagements


"If you're using ONDC you interact with these entities not ONDC itself. In essence ONDC allows you to separate the various cogs of e-commerce - search discovery fulfilment - from each other. This creates more competition at every step of a transaction"  
![@zerodhamarkets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1945497133336895628) 2025-07-16 14:53:56 UTC 69.6K followers, 1023 engagements


"Beyond direct benefits came indirect ones. It forced everyone to up their game. If users can abandon your app tomorrow you can't get complacent. The IMF found that top apps dramatically reduced their failure rates even as transaction volumes exploded. New players could enter by targeting specific niches"  
![@zerodhamarkets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1945116248427389027) 2025-07-15 13:40:26 UTC 69.5K followers, XXX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1943594289780629946) 2025-07-11 08:52:43 UTC 69.6K followers, XXX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1946112623730385239) 2025-07-18 07:39:41 UTC 69.6K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1946112599168565586) 2025-07-18 07:39:35 UTC 69.6K followers, XXX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1944283409410666687) 2025-07-13 06:31:02 UTC 69.6K followers, 18.8K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1922165649780179134) 2025-05-13 05:42:57 UTC 69.6K followers, 216.9K engagements


"The government is now building six additional strategic petroleum reserves to surpass the 90-day requirement. But there's another creative solution: getting storage to pay for itself through Public-Private Partnership models where companies like Trafigura BP and Shell can store their inventory"  
![@zerodhamarkets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1942232046845489232) 2025-07-07 14:39:39 UTC 69.5K followers, 2125 engagements


"We spend a lot of time talking about parts of our economy that don't work. But there are pockets of excellence where we're world-class or even lead the world. A recent IMF paper gave us the chance to look deeply into one: UPI.🧵👇"  
![@zerodhamarkets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1945116190730293663) 2025-07-15 13:40:13 UTC 69.6K followers, 25.3K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1937771693940085075) 2025-06-25 07:15:48 UTC 69.6K followers, 3607 engagements


"HDFC Life Insurance on actively reducing reliance on ULIPs"  
![@zerodhamarkets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1945855942287102277) 2025-07-17 14:39:43 UTC 69.6K followers, 2694 engagements


"Of course ease-of-use alone wasn't enough to create a system of the sheer scale of UPI. At the beginning there were serious barriers. Indians needed bank accounts and smartphones. And there had to be a way of verifying identity to avoid fraud without individual verification each time"  
![@zerodhamarkets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1945116207709106400) 2025-07-15 13:40:17 UTC 69.5K followers, 1561 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1945766460930003390) 2025-07-17 08:44:09 UTC 69.6K followers, 1369 engagements


"Union Telco Minister on Indias long-running public telecom's (BSNL) plot twist and fighting dominance"  
![@zerodhamarkets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1943311474560241830) 2025-07-10 14:08:55 UTC 69.6K followers, 3324 engagements


"There's one major risk to such a business: this is an industry that lives and dies on SEBI's word. Over the last XX years SEBI has reshaped the business. In 2009 it scrapped entry loads. In 2013 it mandated 'Direct Plans'. In 2018-19 it rationalised expense ratios"  
![@zerodhamarkets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1945047092302315720) 2025-07-15 09:05:38 UTC 69.6K followers, XXX engagements


"For every Indian the industry has reached there are another XX it hasn't. That's the context in which ICICI Prudential AMC one of India's largest mutual fund houses has decided to IPO. This comes when the business model of active fund management is being reshaped by regulation"  
![@zerodhamarkets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1945047057611600225) 2025-07-15 09:05:30 UTC 69.6K followers, 2165 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1943594292800610479) 2025-07-11 08:52:44 UTC 69.6K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1944283417811837109) 2025-07-13 06:31:04 UTC 69.6K followers, XXX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1943900463046558206) 2025-07-12 05:09:20 UTC 69.6K followers, 15.4K engagements


"India's copper trade deficit has ballooned from $XXX million in 2017 to a staggering $X billion in 2023. Every time copper prices spike on international markets India feels the pressure in its foreign exchange reserves"  
![@zerodhamarkets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1942593812624289980) 2025-07-08 14:37:11 UTC 69.5K followers, 1067 engagements


"Distribution hasn't been smooth-sailing either. Many distributors struggled with supply delays and limited stock. Stores ask for Campa fridges like Coke-Pepsi but that's not Reliance's game yet. Competitors are responding - Varun Beverages increasing capacity XX% others boosting ad spends 18-25%"  
![@zerodhamarkets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1938492907717333010) 2025-06-27 07:01:39 UTC 69.5K followers, 1358 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1945766418126934042) 2025-07-17 08:43:59 UTC 69.6K followers, 1415 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1945766413672628378) 2025-07-17 08:43:58 UTC 69.6K followers, 1661 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1944283460153303256) 2025-07-13 06:31:14 UTC 69.6K followers, XXX engagements


"Today mutual funds have become a strong pillar of the Indian retail investing ecosystem. Yet there are miles to go. Of more than XX crore PAN holders in the country just around X crore are mutual fund investors. The actual number is closer to XXX crore barely X% of our population"  
![@zerodhamarkets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1945047054205772192) 2025-07-15 09:05:29 UTC 69.6K followers, 2246 engagements


"TCS is getting ready for the appraisal season 🤭"  
![@zerodhamarkets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1945855938931687922) 2025-07-17 14:39:42 UTC 69.6K followers, 2775 engagements


"To put that into perspective it's basically equivalent to losing the yearly cocoa output of Ecuador the world's third-largest producer. The production collapse was most severe in Ghana and Ivory Coast which produce XX% of all cocoa"  
![@zerodhamarkets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1944674031799799859) 2025-07-14 08:23:14 UTC 69.6K followers, 3181 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1946210389508935981) 2025-07-18 14:08:10 UTC 69.6K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1944674024686223633) 2025-07-14 08:23:12 UTC 69.6K followers, 8176 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1937771686549737513) 2025-06-25 07:15:46 UTC 69.6K followers, 56K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1945766436854763797) 2025-07-17 08:44:03 UTC 69.6K followers, 1237 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1930243829728457153) 2025-06-04 12:42:45 UTC 69.6K followers, 17.5K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1945766454001021003) 2025-07-17 08:44:07 UTC 69.6K followers, 1138 engagements


"Max Healthcare dominates NCR but is growing its footprint. Narayana is more spread out focused on affordability and scale. Rainbow is a focused pediatric and maternity chain with very different customer profile from general hospitals. Together they show where the sector is heading"  
![@zerodhamarkets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1937771691423465885) 2025-06-25 07:15:47 UTC 69.6K followers, 4175 engagements


"This created the base conditions which made it possible for the network to grow. But it needed a catalyst. That catalyst was demonetisation. In one stroke overnight most of the currency people held became worthless. As hour-long queues sprung up around ATMs that would routinely run out of cash people needed an alternative immediately"  
![@zerodhamarkets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1945116213191041063) 2025-07-15 13:40:18 UTC 69.5K followers, 1400 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1945766450813370574) 2025-07-17 08:44:07 UTC 69.6K followers, 1073 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1943900465424740522) 2025-07-12 05:09:21 UTC 69.6K followers, 1305 engagements


"If the world's oil supply is suddenly cut off and we land up with a national oil shortage the government can release some oil from these stockpiles. That will keep our economy running for an extra XX days enough breathing room to think through our options and find alternatives"  
![@zerodhamarkets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1942231994525724925) 2025-07-07 14:39:27 UTC 69.5K followers, 3901 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1946112570353742113) 2025-07-18 07:39:28 UTC 69.6K followers, 18.7K engagements


"Amazon Flipkart Zomato Swiggy don't control the entire stack only for power but also to synchronise functions and optimise at scale. Their centralisation permits tight operational choreography. ONDC breaks this integration. Openness can come at the cost of operational reliability"  
![@zerodhamarkets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1945497156334600693) 2025-07-16 14:54:02 UTC 69.6K followers, XXX engagements


"For a country that ran on cash suddenly people were willing to try whatever option was available. Millions tried digital payments for the first time. And it was smooth. UPI stuck. Today UPI is practically omnipresent in India. It covers 600+ banks. More than XXX apps run on the system processing 18+ billion transactions every month"  
![@zerodhamarkets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1945116217473425424) 2025-07-15 13:40:19 UTC 69.6K followers, 1401 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1944674048405131318) 2025-07-14 08:23:18 UTC 69.6K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1945405013016088976) 2025-07-16 08:47:53 UTC 69.6K followers, XXX engagements


"These strategic approaches show that aggressive expansion doesn't mean being profligate. These companies have been extremely sharp about capital investment. The hospital business has fundamentally changed how it thinks about spending money"  
![@zerodhamarkets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1937771718170603944) 2025-06-25 07:15:54 UTC 69.6K followers, 1677 engagements


"Today we manufacture XX% of all iPhones in the world. Foxconn's plants are creating clusters - Sriperumbudur in Tamil Nadu is becoming "India's electronics capital" and drawing businesses from various sectors"  
![@zerodhamarkets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1943594281564033164) 2025-07-11 08:52:41 UTC 69.5K followers, XXX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1946112633071194328) 2025-07-18 07:39:43 UTC 69.6K followers, 2444 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1945766409189102075) 2025-07-17 08:43:57 UTC 69.6K followers, 25.8K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1946112635591885273) 2025-07-18 07:39:44 UTC 69.6K followers, 2420 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1944283450380619967) 2025-07-13 06:31:12 UTC 69.6K followers, XXX 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1944283427559420021) 2025-07-13 06:31:06 UTC 69.6K 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1946210376158519440) 2025-07-18 14:08:07 UTC 69.6K followers, XXX engagements


"The IMF looks at a specific closed-loop provider that was forced to join UPI. In districts where the app was popular as soon as it moved to UPI the entire district saw digital payments jump up by X rupees per person per month. The freedom to choose leaves everyone better off"  
![@zerodhamarkets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1945116256572727356) 2025-07-15 13:40:28 UTC 69.6K followers, XXX engagements


"That number is rising though. Individual borrower debt grew from XXX lakh in March 2023 to XXX lakh in March 2025. But this isn't necessarily bad news. The increase has been mainly driven by higher-rated borrowers"  
![@zerodhamarkets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1942958216197165519) 2025-07-09 14:45:11 UTC 69.6K followers, 1553 engagements


"Oberoi Realty on sustainable growth. They are choosing discipline"  
![@zerodhamarkets Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1940765287403737414) 2025-07-03 13:31:16 UTC 69.6K followers, 2627 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1945766434849866199) 2025-07-17 08:44:03 UTC 69.6K followers, 3761 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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1801544199277264896.png) [@zerodhamarkets](/creator/x/zerodhamarkets) on [X](/post/tweet/1944283463718514834) 2025-07-13 06:31:15 UTC 69.6K followers, XXX engagements