▲ 17 r/marketsbyzerodha
More spending power, changing food habits, convenience or cheaper ration grain, what’s driving rural India’s spending shift towards drinks, snacks and purchased meals? What do you think?
u/shahid_barmare — 7 days ago
Weekly Tidbits #6
Welcome to Weekly Tidbits.
This is where we drop the short but interesting stories that didn’t make it into a full article.
Read here: https://thedailybrief.zerodha.com/p/weekly-tidbits-6
u/shahid_barmare — 17 days ago
6 months into the West Asia crisis and here's how food and energy commodities have moved
u/shahid_barmare — 1 month ago
Welcome to Weekly Tidbits. This is where we drop the short but interesting stories that didn't make it into a full article.
u/shahid_barmare — 2 months ago
▲ 10 r/marketsbyzerodha
There's more Vietnamese content in AI training data than Hindi, Urdu, Telugu, Tamil, Kannada and other Indian languages. Shocking!🙁
Source: World Bank Group
u/shahid_barmare — 2 months ago
India's factory economy is not spread evenly, and the states leading in job creation are not necessarily the ones leading in total output.
Read the full story here: https://pointsandfigures.substack.com/p/india-does-not-have-one-factory-economy
u/shahid_barmare — 2 months ago
India's registered factories are adding more jobs and generating more value than before, but the growing reliance on contract labor tells a more complex story.
Check out the full edition here: https://pointsandfigures.substack.com/p/what-indias-factories-tell-us
u/shahid_barmare — 2 months ago
India's goods trade deficit hit a record high in 2024-25, but that's only half the story.
Read the full story here: https://pointsandfigures.substack.com/p/indias-trade-story
u/shahid_barmare — 2 months ago
▲ 10 r/marketsbyzerodha
SBI Funds IPO: Largest AMC, Size Tells Only Half the Story.
SBI Funds is going public as India's largest AMC, but "largest" hides more than it reveals.
Here's what's really behind the ₹29.5 lakh crore number — and why size hasn't translated to the best margins.
u/shahid_barmare — 3 months ago
Why Amazon is Chasing the Quick Commerce Pie
Why is Amazon suddenly shifting its focus to ultra-fast deliveries? Because quick commerce has stopped being just a grocery business. With platforms expanding their catalogues to over 80,000 items, premium urban shoppers have slowly migrated their routine household spending away from traditional e-commerce platforms. Here is how Amazon and Flipkart plan to win those customers back, and what it means for the retail landscape.
u/shahid_barmare — 3 months ago
India still saves more in physical assets than financial ones.
u/shahid_barmare — 4 months ago
▲ 12 r/marketsbyzerodha
Companies in India are raising more money from the stock market than ever
u/shahid_barmare — 4 months ago
How should India think of oil sourcing in the midst of geopolitical conflict and sanctions?
India imports 90% of the oil it consumes. Of that, 50% comes from West Asia, which is now at war. Another 35% came from Russia last year, which is under American sanctions. That is 85% of our oil supply from places that are either in conflict or politically contested.
We are already feeling the effects of the Iran war on Indian streets. And we are not even a party to it.
Ajay Srivastava spent 25 years as a senior trade official in the Indian government. He has a pretty direct view on how India got here and what we should have done differently.
u/shahid_barmare — 4 months ago