@@himansh4812 stats are lies, lies and more lies 😂 Only 8% indulge in mutual funds keeping that in mind and doubling for FDers it will be only 30 crores, presume rest have no saveable income. Market is a plaything for fund houses and HNIz and for the middle class, a high risk survival. The Govt is the Shylock in the scheme watching like a vulture the last throes of the middle class for its share. PS the actual market is black, that's where the money lies, of those who matter.
If oil demands goes down, the oil prices will also go down, thus increasing the margin of oil based chemicals, then how come the profit margin of reliance fall.?
While it’s true that lower oil prices reduce raw material costs for Reliance’s petrochemical operations, the company’s profit margins can still fall if its refining business is hit by shrinking Gross Refining Margins (GRMs). GRM reflects the difference between the cost of crude oil and the price of refined products like gasoline and diesel. If oil prices drop but the demand for these refined products also weakens, the selling prices for these products fall, squeezing the GRM. So even though the cost of crude oil is lower, the profitability of refining operations may suffer, leading to lower overall profit margins. The relationship between oil prices and Reliance’s margins is more complex than it might seem. When oil prices decline, it can benefit the company’s petrochemical business due to cheaper raw materials. However, Reliance’s refining business relies heavily on GRM (Gross Refining Margin), which can shrink if the prices of refined products like diesel or gasoline drop along with oil prices. If the demand for these products weakens, their prices can fall faster than crude oil costs, reducing the profitability of refining operations and dragging down the company’s overall profit margins.
Why Nations Fail was a book published in 2013 authored by Acemoglu. There he discussed that same points. Why it took 11 years for Nobel to read his book ?
ON CNBCTV18 they showed Reliance's consolidated revenue as 2.35 lakh core, while you are showing the consolidated revenue as 2.65 lakh crore. can you please explain why the discrepancy?
The reported revenue for Reliance is ₹258,027 crore; you can check it out here in their recent results: nsearchives.nseindia.com/corporate/RELIANCE_14102024213242_Presentation.pdf
What about china?. The power is vested with only a group of people. Didn't it grow to become world's 2nd economy in 2 decades?. While countries like India having powers shared down to gram panchayats didn't fair well. Shared power either make a country rich or poor only based on the mentality of people in discharging that given power. Corruption is high when selfish leaders get the power as in our country for the several decades. Our GDP was higher than China in 80s.. While Pakistan's GDP was much higher than India & China in 70s... Look where all these countries stand now. In essence, if the government is good any country can prosper as it is the biggest institution that make all other institutions...
Beginning to like this podcast - good start to the day with the morning coffee.
Morning coffee at 12 o clock😂
haan bhai mera 80 percent investment reliance aur jio ke share me hi hai. fd se jada return aa jata hai bahut khoosh hoon.
Well explained 😊❤. Please make more videos like this .
Awesome Podcast ❤
Informative
Interesting episode!
Can you link the research paper of Nobel winners you mentioned ? Or sources referred in this video. Really informative.
We've added some links here thedailybriefing.substack.com/p/jio-retail-and-renewables-how-reliance
Where do we stand? Power, money getting concentrated and equal chances decreasing?
There should be money first to get accumulated. 😂 4 T USD for a 1.4 B population. 🤣
@@himansh4812 stats are lies, lies and more lies 😂
Only 8% indulge in mutual funds keeping that in mind and doubling for FDers it will be only 30 crores, presume rest have no saveable income. Market is a plaything for fund houses and HNIz and for the middle class, a high risk survival. The Govt is the Shylock in the scheme watching like a vulture the last throes of the middle class for its share.
PS the actual market is black, that's where the money lies, of those who matter.
India's wealth is much higher than 4t usd. The problem is that the lion's share is concentrated in few people.
As always love to this show❤❤
Well analysed and presented. Thanks
I am working in FnL of Reliance Retail. There will be layoffs next month
Hey Himanshu, is the business doing that badly?
@@marketsbyzerodha after acquiring central and coming of Zudio we are in loss
Zara getting added to AJIO sounds crazy
?
Very informative...
There are almost 3 dozen company's already in Solar panels ans cells, it has become very competitive means reduced margins.
If oil demands goes down, the oil prices will also go down, thus increasing the margin of oil based chemicals, then how come the profit margin of reliance fall.?
GRM goes down which depends on crude per bbl .
While it’s true that lower oil prices reduce raw material costs for Reliance’s petrochemical operations, the company’s profit margins can still fall if its refining business is hit by shrinking Gross Refining Margins (GRMs). GRM reflects the difference between the cost of crude oil and the price of refined products like gasoline and diesel. If oil prices drop but the demand for these refined products also weakens, the selling prices for these products fall, squeezing the GRM. So even though the cost of crude oil is lower, the profitability of refining operations may suffer, leading to lower overall profit margins.
The relationship between oil prices and Reliance’s margins is more complex than it might seem. When oil prices decline, it can benefit the company’s petrochemical business due to cheaper raw materials. However, Reliance’s refining business relies heavily on GRM (Gross Refining Margin), which can shrink if the prices of refined products like diesel or gasoline drop along with oil prices. If the demand for these products weakens, their prices can fall faster than crude oil costs, reducing the profitability of refining operations and dragging down the company’s overall profit margins.
infinite profit is not sustainable
Why Nations Fail was a book published in 2013 authored by Acemoglu. There he discussed that same points. Why it took 11 years for Nobel to read his book ?
It's takes a long time for economic theories to be formulated, critiqued, rebutted and for them to be accepted.
ON CNBCTV18 they showed Reliance's consolidated revenue as 2.35 lakh core, while you are showing the consolidated revenue as 2.65 lakh crore. can you please explain why the discrepancy?
The reported revenue for Reliance is ₹258,027 crore; you can check it out here in their recent results: nsearchives.nseindia.com/corporate/RELIANCE_14102024213242_Presentation.pdf
Idk wh but, the reliance part could be presented in better manner
Why did such a simple theory get a Noble prize
Because it not as independent or unbiased as we assume it to be
There is no Nobel prize for economics
All the Simple and Obvious things we know need to be emperically proved. Establishing the causal link is what take researchers decades.
When a common person says that it's a hypothesis, you have to prove it scientifically.
Maybe because hey supported the current materialistic lifestyle system.
What about china?. The power is vested with only a group of people. Didn't it grow to become world's 2nd economy in 2 decades?. While countries like India having powers shared down to gram panchayats didn't fair well. Shared power either make a country rich or poor only based on the mentality of people in discharging that given power. Corruption is high when selfish leaders get the power as in our country for the several decades. Our GDP was higher than China in 80s.. While Pakistan's GDP was much higher than India & China in 70s... Look where all these countries stand now.
In essence, if the government is good any country can prosper as it is the biggest institution that make all other institutions...
Spot on. This is one criticism of their work. Arvind Subramanian pointed this out recently: x.com/arvindsubraman/status/1846525915750404489?s=46
The first one ❤