Markets by Zerodha ✓
@zerodhamarkets · joined 14 Jun 2024
Your go-to place to understand what's happening in the Indian stock market and why. No drama, no nonsense — just insights.
90 035Followers
142Following
19 191Posts total
122.6KViews on collected posts
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@zerodhamarkets lol they import from china and rebrand and sell
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We cover this and one more interesting story in today's edition of The Daily Brief.
Read on Substack: https://t.co/IlX5jICv33
Watch on YouTube: https://t.co/8Pr1FYb0c9
Or listen on Spotify, Apple Podcasts, or wherever you get your podcasts, just search for "The Daily Brief by
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As technology extends into drones, routers, and cloud servers, India's CCTV overhaul marks a broader geopolitical shift toward securing essential technology supply chains.
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While cameras may become more expensive without cheap Chinese components, the goal is not total self-sufficiency, but eliminating critical vulnerabilities in national security infrastructure.
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This regulatory wall creates a major opportunity for domestic camera makers and Indian chip designers like Mindgrove, Netrasemi, and IndieSemiC to build compliant local SoCs.
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Control over firmware and cloud services gives foreign suppliers an ongoing route into sensitive systems, prompting India to join nations like the US, UK, and Australia in restricting Chinese surveillance hardware.
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Concerns stem from both product security—such as a 2021 flaw in Hikvision cameras that allowed remote takeovers—and China's National Intelligence Law, which mandates domestic companies to cooperate with state intelligence. https://t.co/mfjzRRFhOq
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Network cameras connect to the internet, receive remote software updates, and link with broader networks, making compromised devices in military bases, RBI offices, or nuclear plants serious national security risks.
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Because STQC rigorously enforces these origin rules, Chinese CCTV models have largely disappeared from Indian store shelves, raising the broader question of why government cybersecurity focus is so intense. https://t.co/JgIcVC5TX9
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Determining chip origin is complex when a chip is designed in China, fabricated by TSMC in Taiwan, packaged in Malaysia, and imported to India, leaving STQC to examine supply chain documentation and audit traceability.
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While the SoC accounts for roughly 25–35% of a camera's bill of materials, its strategic importance is vastly higher, because a compromised SoC or firmware allows an attacker total hidden control over the device.
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The rule targets the SoC because it acts as the camera's brain, handling video processing, compression, motion and face detection, storage management, encryption, and network communication.
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This means a camera's brand logo or assembly location does not guarantee compliance, as an Indian or Western brand camera will still fail certification if its internal chip or code traces back to China.
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The most critical rule in the new framework is explicit: the System-on-Chip (SoC) and firmware cannot be sourced from any country that shares a land border with India. https://t.co/p7OWUpmS1d
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Under the STQC guidance, security testing focuses on five critical areas: the System-on-Chip (SoC), firmware, circuit-board assembly, network cards, and physical ports like USB. https://t.co/xICOjGgiKN
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Chinese brands and components historically dominated India's CCTV supply chain, but under the new framework administered by the Standardisation Testing and Quality Certification Directorate (STQC) alongside BIS, many struggle to qualify.
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The shift began in 2024 when the government mandated Essential Requirements for Security for central government CCTV procurement, before expanding these cybersecurity rules to cover all commercial CCTV sales across India in April 2025.
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Companies were given a temporary grace period to clear existing inventory and get new models certified, but that window closed on April 1, 2026, making uncertified camera sales illegal across the Indian market.
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From April 1, 2026, CCTV cameras that fail to meet strict new security requirements can no longer be sold in India, triggering a massive shift across the country's ~$2 billion network camera market and sidelining Chinese suppliers.🧵👇
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We have always been good at assembling. https://t.co/ScZpVOXJxB
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We just went through hours of earnings calls & CEO interviews, so you don't have to.
Here are 9 standout quotes from the last 2 editions of our newsletter, The Chatter, handpicked for you.
Let's dive in🧵👇
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We cover this and one more interesting story in today's edition of The Daily Brief.
Read on Substack: https://t.co/QBak1M7MYR
Watch on YouTube: https://t.co/rbRTTxtxO5
Or listen on Spotify, Apple Podcasts, or wherever you get your podcasts, just search for "The Daily Brief by
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ISRO already has a long list of what it wants to work on next. That includes human spaceflight, a space station by 2035, a crewed Moon mission by 2040, reusable rockets and so on. DRDO is trying to do something similar. Its scientists are increasingly focused on newer areas such
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When it comes to defence, a licence to manufacture a missile isn't the same as an order to build one. A 2022 CAG audit found that 119 of the 178 projects it reviewed missed their original deadlines, some by more than five times. The reasons included faults unearthed during
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Delays that long create another problem. A technology can become outdated by the time it finishes testing and reaches the forces. A company could set up a production line for a DRDO missile, only to have it sit idle for years if the military's order gets delayed. Exports need
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Former ISRO chairman G. Madhavan Nair has questioned whether companies are ready to take over critical work such as the final assembly, testing and launch of rockets like the PSLV. In the SSLV transfer, for instance, bidders needed at least seven years in business and annual
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Some companies can even get involved before a technology is ready. Under DRDO's Development-cum-Production Partner programme, a company can help develop a technology and later become one of its manufacturers once it is ready. Large companies bring money, factories and experience,
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Defence is a little different. India already had companies that could make many of the mechanical and electronic parts used in defence systems, so they weren't always starting from scratch. By December 2025, the government said around 2,000 companies were capable of manufacturing
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The other bids show how startups can still participate. Alpha Design, an established aerospace company, teamed up with Agnikul, while government-owned Bharat Dynamics partnered with Skyroot. In both cases, a larger company brought the money and manufacturing capacity, while the
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Face aux comptes de taille comparable
47 posts des 90 derniers jours, à côté de la tranche de 10K–100K abonnés. en dessous de ses pairs à la fois en portée et en engagement.
Vues médianes1 229ce compte924médiane pour 10K–100K
Portée, %1.37%ce compte3.62%médiane pour 10K–100K
Engagement, %0.46%ce compte1.52%médiane pour 10K–100K
| Indicateur | Ce compte | Médiane pour 10K–100K | Rapport |
|---|---|---|---|
| Vues médianes par post | 1 229 | 924 | 1.33× |
| Portée (vues ÷ abonnés) | 1.37% | 3.62% | 0.38× |
| Taux d'engagement | 0.46% | 1.52% | 0.30× |
Autres comptes de cette tranche → Comparer avec un autre compte → Comment ces repères sont établis →
Growth & engagement
How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.
Views per post
1.5K8 Sep
1.4K
1.3K
1.3K
1.2K
1.1K
1.1K
929
909
888
1.9K
2K
445
19
Last 14 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.
Engagement rate per post
0.27%8 Sep
0.21%
0.37%
0.32%
0.33%
0.46%
0.28%
0.32%
0.44%
0.34%
0.16%
0.35%
0.22%
0.00%
Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 1.52%.
What the audience does
Likes61.8%401 in total
Reposts3.9%25 in total
Replies5.2%34 in total
Quotes0.6%4 in total
Bookmarks28.5%185 in total
Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.
The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.
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