15 Comments
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Abhigyan Mandal's avatar

This is really an amazing initiative

Keep up the good work team!

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Rishan's avatar

Fanatastic article. Thanks to the entire team!

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Zerodha's avatar

Thanks, Rishan :)

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aaqib bashir's avatar

Kindly include interviews and editorials of different finance world personalities to make it convenient for us to find at once place

Put it in chatter or aftermarket by zerodha weekly please

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Ketan Doshi's avatar

Excellent summaries. Keep it up.

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Soheb Hussain's avatar

Thanks Team!! Keep going!!💐💐💐

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Pooran's avatar

A lot of errors exist in the italics portions. Maybe use a better AI for proofreading.

Good article otherwise

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Pooran's avatar

A lot of errors exist in the italics portions. Maybe use a better AI for proofreading.

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Ashveen Kaur's avatar

Very well compiled. Can you share the basis of selecting these companies

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Zerodha's avatar

Thanks Ashveen, these are all companies that had their earnings calls since the last issue.

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bloodxhonour's avatar

Wonderful article with loads of precise facts.....thanks a lot

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Walterkohn's avatar

Piaggio's approach to the Chinese and Indian markets shows a nuanced understanding of local market dynamics. Their strategy of developing China-specific electric vehicles while taking a more cautious approach in India's low-margin electric mobility sector is interesting.

I'm particularly interested in their planned June evaluation for new two-wheeler models in India. Do you think their timing aligns well with the expected growth in Indian consumer purchasing power?

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Beltmarkku's avatar

Bayer AG's pivot from generic to high-value innovative products is a significant strategic shift. As someone working in the agricultural sector, I find their analysis of Asian overcapacity and its impact on generic product prices particularly insightful.

I wonder how this transition will affect their market position in emerging markets like India, where generic products still play a crucial role. What do you think about their timing for this strategic change?

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Jackey Haddix's avatar

The BSE's strategic moves, particularly their co-location infrastructure expansion to 500 racks, shows their commitment to capturing more market share in algorithmic trading. I've been following their progress, and this aggressive expansion could significantly impact market liquidity.

I'm curious about how the common contract note implementation will affect the balance between BSE and NSE. Do you think this could lead to a more competitive derivatives market in India?

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kaniamutan's avatar

This and with help of notebooklm gets me easier to go through all,

Thank you for this

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