The last quarter was a busy one for us at Zerodha, and we launched several cool features. We have collated all these updates in this post in case you missed any.
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No alarms and no surprises last week. Inflation stayed sticky, rural wages saw mild real growth, and merchandise trade remained steady. India’s forex reserves zoomed. US inflation refused to budge lower, while Indonesia is in trouble.
In the final instalment of our China series, we trace the journey of the country’s real estate industry – from its heady rise to its sudden crash – and how China is trying to emerge from the ashes.
Momentum investing has been around for decades. It was first formalized by Jegadeesh and Titman in their ground-breaking work on momentum: Returns to Buying Winners and Selling Losers: Implications for Stock Market Efficiency (pdf) in 1993. Since then, there have been hundreds of variants of the same underlying strategy that strike a slightly different balance […]
Have we moved the needle on the ‘women and money’ issue? And what is the women and money issue anyway? Perhaps we are mixing up completely disparate issues. Perhaps we need to first understand what the issues are before attempting to address them. Perhaps we are addressing symptoms when we need to get to the underlying causes.
When you hear about markets making new highs or the “nifty” went up 100 points, it typically refers to the NIFTY 50 index. An index is an aggregate measure – a shorthand to convey information. For example, the NIFTY 50 reflects the price returns of 50 of the largest stocks (+ their DVRs). So, instead […]
We’re in a leap year; February was stretched by a day, and so are its numbers. Meanwhile, January saw the first current account surplus in forever, while money gushes into Indian mutual funds.
We spoke about DD a few times earlier in the previous blogs. But what does DD really mean in the context of venture capital? This is quite important to understand given that, in most cases, there isn’t much data on financials and other metrics available in early-stage companies compared to mature companies. So, what do […]
Invest in the National Pension Scheme (NPS) on Coin. NPS is a brilliant option for saving for your retirement as it forces you to invest in a diversified portfolio of equities and debt by default. It’s also one of the cheapest investment options out there and tax-efficient.
This week, we turn to the single defining characteristic of the Chinese economy in the eyes of the world – its status as the factory of the world. We’ll see why exports are no longer the engine for GDP growth they once were, and ask whether China’s own domestic markets could be its answer.
Yes. Indian taxpayers can avail of the tax exemption under section 54F of the Income-tax Act against gains earned from selling foreign shares or ETFs if the money is utilised to buy or build a new residential house, provided the house is located in India. This means they won’t have to pay capital gain tax […]
Unless you live under a rock, you would have probably heard the term – SIP (systematic investment plan) – in mutual funds. Using SIPs, one can conveniently invest a fixed amount in mutual funds periodically, usually monthly. Unlike lump-sum investments, where a large amount of money is invested at once, SIPs involve spreading the investment […]
How fast did we grow last quarter? Could be 8.4% or 6.5%, depending on who you ask. Meanwhile, tax collections rise, less affluent Indians save more, and Europe finally reigns in inflation. And more.
When reading up last year about how six commodities have shaped human civilisation, I remember feeling guilty about the fact that most of us don’t have a clue about how things are made. I vaguely knew that semiconductors are made of silicon which in turn is derived from sand, but I had never read up […]
Welcome to the first edition of ‘Z-Connect this Week’, a newsletter where we wrap up everything we publish on Z-Connect, Varsity, Rainmatter, and TradingQnA. Those explainers, podcasts, updates, and every other experiment we cook up to help you understand the annoying and needlessly mysterious world of finance. On Subtext Big Trouble in Brittle China I: […]
In February 2024, Japan’s benchmark index reached an all-time high, marking a significant milestone after a prolonged interval of 34 years. The stock market in the Land of Rising Sun is in stark contrast to India’s in terms of reaching all-time highs (ATHs) – we witnessed multiple ATHs within a single year. Many investors worry […]
In this week’s edition of fintech and health, we look at the rise of corporate venture capital in India, ponder about the future about neobanks and then chuckle at the absurdity of the self optimization culture in health and the absurdity of biohacking fads.
You have created an excellent option strategy, and backtesting shows that it can be profitable. However, the strategy didn’t hold when you applied it in the real market. What could have gone wrong? Did you use the Last Traded Prices (LTP) in your backtest? Most option backtesting tools design trading strategies using the last traded […]
All is not well with China’s economy. Its problems come from the very strategies that brought it 40 years of growth. In our first post on China, we examine its addiction to investment-led growth.
After a long decline, fixedline connections are up. Aviation is still reeling from the pandemic. FDI is leaving the country, as is money under the LRS scheme. And more.
We are launching The Climate Conversations podcast series, in which we will have conversations with founders and other stakeholders about climate action in India.
Our focus on health at Rainmatter started because of the core team’s focus on living a healthy life. The result of this passion was endless questions about the quality of common food items we eat every day, like vegetables, fruits, dairy, grains, etc. So we started interacting with experts in the domain, such as doctors, […]
This week on Its the economy, stupid, lower CPI and WPI inflation, trade balance, and more.
Imagine finding yourself in a situation where you cannot manage your investments due to illness or accident. Suddenly, the need for cash arises, but you’re incapacitated, unable to initiate transactions. Even worse, your nominee, typically designated to handle such matters in your absence, finds themselves powerless. Thankfully, the Securities and Exchange Board of India (SEBI) […]
“Investing is a problem that has been solved.” Dave Nadig, a veteran of the US ETF industry, said this on a podcast, and it has been stuck in my head ever since. I remembered this quote because I saw this poll on Twitter (Umm… X. What sort of name is that?). I’ve been thinking and […]
