The Daily Brief

Can the pharmacy of the world test its own medicine?

social@zerodha.com (Zerodha) — Fri, 10 Apr 2026 01:42:04 +0000

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:

00:04 Intro
00:28 Why India lags in drug innovation
11:33 What plastic really is?
22:56 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

The world’s energy transition meets a historical crisis

social@zerodha.com (Zerodha) — Thu, 9 Apr 2026 01:43:46 +0000

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:

00:04 Intro
01:20 Global energy shift gets complicated
12:57 Inside India’s gold pricing maze
23:32 Tidbits

We’ve started a new project—Subtext by Zerodha. Our work at The Daily Brief and across Markets doesn’t often involve speaking directly to the experts and scholars we refer to, and Subtext is our way of engaging with them more closely. It will feature conversations with entrepreneurs, policymakers, academics, and industry experts. Our first episode is with Manoj Kewalramani, , a China Studies Research Fellow at the Takshashila Institution.—a scintillating, myth-busting chat with someone who has lived in China, studied it deeply, and speaks the language.

You can watch this episode on YouTube, or listen to it on Spotify or Apple Podcasts, or read the transcript on Substack.

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

What's the point of a Whoop?

social@zerodha.com (Zerodha) — Wed, 8 Apr 2026 01:37:15 +0000

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:

00:04 Intro
00:26 What's the point of a Whoop?
11:22 Fixing systems, not just policies
21:36 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

How India’s PSUs are classified

social@zerodha.com (Zerodha) — Tue, 7 Apr 2026 01:28:30 +0000

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:

00:04 Intro
00:27 Inside India’s PSU Ratna System
11:58 Why the GST can’t police itself
23:04 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Should CSR be compulsory for companies?

social@zerodha.com (Zerodha) — Mon, 6 Apr 2026 01:30:00 +0000

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:

00:04 Intro
00:38 Should CSR be compulsory for companies?
12:45 When competition forces smart innovation
20:54 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Behind India’s poor property tax collection

social@zerodha.com (Zerodha) — Thu, 2 Apr 2026 02:15:09 +0000

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:

00:04 Intro
00:27 India’s property tax problem
10:40 The world runs on a metal it can't mine
22:04 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

India wants to switch from LPG to PNG

social@zerodha.com (Zerodha) — Wed, 1 Apr 2026 01:25:00 +0000

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:

00:04 Intro
00:26 The shift from cylinders to pipes
11:34 Can the WTO survive the wilderness?
23:22 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Social media's new legal problem

social@zerodha.com (Zerodha) — Mon, 30 Mar 2026 01:28:23 +0000

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:

00:04 Intro
00:35 The social media trials
10:45 Why the rupee is sliding fast
18:51 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Is Iran charging a toll at the Strait of Hormuz?

social@zerodha.com (Zerodha) — Fri, 27 Mar 2026 01:32:41 +0000

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:

00:04 Intro
00:26 Is Iran charging ships at Hormuz?
11:52 India’s ₹4,000 Cr port upgrade
19:54 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Amidst the ruins of Jaypee Group

social@zerodha.com (Zerodha) — Wed, 25 Mar 2026 01:36:02 +0000

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:

00:04 Intro
00:28 Amidst the ruins of Jaypee Group
12:38 Mastercard’s $1.8B crypto move
24:16 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

The dance of oil and the US dollar

social@zerodha.com (Zerodha) — Tue, 24 Mar 2026 01:36:43 +0000

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:

00:04 Intro
00:26 The dance of oil and the US dollar
11:27 The price of free water
21:55 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

A little boy comes for India’s monsoons

social@zerodha.com (Zerodha) — Mon, 23 Mar 2026 01:25:00 +0000

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:

00:04 Intro
00:38 El Niño & India’s economy
12:00 Auto industry vs CAFE norms
21:00 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Rob Hanna: Finding Market Edges with Data | In The Money by Zerodha

social@zerodha.com (Zerodha) — Sun, 22 Mar 2026 09:32:12 +0000

Welcome to the In The Money Podcast by Zerodha, where we bring you the sharpest minds from around the world in trading, markets, and active investing.

In this episode, we sit down with Rob Hanna, founder of Quantifiable Edges and a widely respected researcher in systematic trading, known for his work on market seasonality, quantitative edges, and rules-based strategies. Rob managed his own private investment fund from 2001 to 2019 and today serves as a portfolio manager and investment advisor at Capital Advisors 360, where he continues to apply data-driven research to systematic investment strategies.

In this conversation, Rob shares how his trading evolved from pattern-based discretionary setups to largely systematic models, how traders can discover edges through observation and statistical testing, and why robustness matters when designing trading systems. We also discuss mean reversion strategies, overnight edges, market breadth, seasonality, and how he manages a diversified portfolio of systematic models while emphasizing risk management, position sizing, and adaptability in changing market environments.

Whither India’s pilots?

social@zerodha.com (Zerodha) — Fri, 20 Mar 2026 01:30:00 +0000

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:

00:04 Intro
00:26 A scramble for pilots?
11:06 Coal India's Brain Goes Public
21:15 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

What FSSAI's new licensing rules actually change

social@zerodha.com (Zerodha) — Thu, 19 Mar 2026 01:41:18 +0000

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:

00:04 Intro
00:30 FSSAI eases rules for food businesses
10:33 The Aluminium supply crunch
22:09 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

The new rules of paying for electricity

social@zerodha.com (Zerodha) — Wed, 18 Mar 2026 01:27:21 +0000

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:

00:04 Intro
00:26 The new rules of paying for electricity
11:39 A gas the world cannot live without
22:16 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

India’s SEZ policy

social@zerodha.com (Zerodha) — Tue, 17 Mar 2026 01:38:06 +0000

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:

00:04 Intro
00:36 SEZ 2.0: Can India fix its export zones?
13:54 The return of section 301 tariffs
25:09 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Trimming the Chinese Wall

social@zerodha.com (Zerodha) — Mon, 16 Mar 2026 01:37:04 +0000

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:

00:04 Intro
00:38 India eases its border investment wall
11:09 The new economics of India’s defence sector
22:30 Tidbit

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Niels Kaastrup-Larsen: Discipline, Drawdown and Trend Following | In The Money by Zerodha Podcast

social@zerodha.com (Zerodha) — Sun, 15 Mar 2026 06:06:12 +0000

Welcome to the In The Money Podcast by Zerodha - where we bring you the sharpest minds from around the world in trading, markets, and active investing.

In this episode, we sit down with Niels Kaastrup-Larsen, one of the most respected voices in systematic and trend-following investing. Known as the host of Top Traders Unplugged, Niels brings decades of experience studying how professional traders think about risk, drawdowns, and long-term survival. In this conversation, we discuss why drawdowns are often misunderstood, how real edges endure long periods of underperformance, and why discipline and robustness matter more than short-term results.

This episode is less about signals and more about mindset, process, and staying in the game when markets test your patience.

You can check out our newsletter here: https://inthemoneybyzerodha.substack.com/

What is oil, actually?

social@zerodha.com (Zerodha) — Fri, 13 Mar 2026 01:52:18 +0000

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:

00:04 Intro
00:26 The many lives of crude oil
10:27 Maruti’s tryst with EVs
20:44 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

The Iran war and India's fertilizer problem

social@zerodha.com (Zerodha) — Thu, 12 Mar 2026 01:29:45 +0000

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:

00:04 Intro
00:27 Hormuz crisis & fertilizer prices
11:42 Inside Apple’s India ecosystem
23:29 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Pentagon, Anthropic, and the promise of Military AI

social@zerodha.com (Zerodha) — Wed, 11 Mar 2026 01:30:45 +0000

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:

00:04 Intro
00:27 Anthropic vs the Pentagon
12:24 Why governments keep borrowing
22:48 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Inside India's Largest Highway InvIT IPO

social@zerodha.com (Zerodha) — Tue, 10 Mar 2026 01:41:31 +0000

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:

00:04 Intro
00:27 Inside the ₹6,000 Cr Raajmarg InvIT IPO
11:38 India’s inflation targeting explained
24:06 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

What's up with tobacco consumption in India?

social@zerodha.com (Zerodha) — Mon, 9 Mar 2026 01:50:02 +0000

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:

00:04 Intro
00:36 The Smoking Paradox
12:57 Who lends to the Indian government?
23:51 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Robert Carver: Robustness, Risk, and Systematic Trading | In The Money by Zerodha Podcast

social@zerodha.com (Zerodha) — Sun, 8 Mar 2026 05:30:00 +0000

Welcome to the In The Money Podcast by Zerodha, where we bring you the sharpest minds from around the world in trading, markets, and active investing.

In this episode, we sit down with Rob Carver, systematic futures trader, former hedge fund manager, and one of the most practical voices in quantitative and rules-based investing.

Rob spent years building and managing systematic macro and fixed income strategies at AHL, one of the world’s largest systematic hedge funds, after earlier roles in derivatives trading at Barclays and economic research at CEPR. Today, he trades his own capital, writes extensively on systematic investing, and teaches systematic trading strategies to finance students.

In this wide-ranging conversation, Rob shares how real market understanding develops slowly over time, why trading your own money feels very different from managing institutional capital, and why starting simple is still the best advice for most traders. We dive deep into trend following, mean reversion, risk management, diversification, drawdowns, and the dangers of over-optimizing systems.

We also discuss how the post-GFC world changed trend behavior, how to evaluate strategy performance beyond simple metrics, and Rob’s strong views on AI, LLMs, and automation in trading systems.

You can check out our newsletter here: https://inthemoneybyzerodha.substack.com/

Why did global trade come to a halt?

social@zerodha.com (Zerodha) — Fri, 6 Mar 2026 01:59:07 +0000

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:

00:04 Intro
00:28 When insurance stops trade
11:29 Why banks ignore rate hikes
21:22 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

India prepares to invest in US stocks

social@zerodha.com (Zerodha) — Thu, 5 Mar 2026 01:39:32 +0000

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:

00:04 Intro
00:26 India’s new route to US stocks
09:49 Fixing India’s rail freight
18:55 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

A fifth of the world’s oil is in danger

social@zerodha.com (Zerodha) — Wed, 4 Mar 2026 01:43:24 +0000

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:

00:04 Intro
00:27 Middle East tensions and oil prices
11:34 Small models, big economics
23:16 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

The conjurings of data center finance

social@zerodha.com (Zerodha) — Mon, 2 Mar 2026 01:30:00 +0000

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:

00:04 Intro
00:38 How Data Centers Get Financed
12:00 SEBI’s new fund rules
23:52 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Keytruda: The clone wars

social@zerodha.com (Zerodha) — Fri, 27 Feb 2026 01:41:50 +0000

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:

00:04 Intro
00:27 The race to replicate Keytruda
13:21 How CBAM hits Indian steel
22:22 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

India's metro ridership problem

social@zerodha.com (Zerodha) — Thu, 26 Feb 2026 01:34:02 +0000

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:

00:04 Intro
00:25 The metro ridership gap
09:56 NBFC growth isn’t uniform
21:12 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

What’s behind the Great Nicobar Megaproject?

social@zerodha.com (Zerodha) — Wed, 25 Feb 2026 02:09:38 +0000

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:

00:04 Intro
00:31 Behind the Great Nicobar megaproject
12:29 Pax Silica: The new chip bloc
24:43 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

How the US Supreme Court killed Liberation Day

social@zerodha.com (Zerodha) — Tue, 24 Feb 2026 01:32:09 +0000

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:

00:04 Intro
00:34 US court stops tariffs
12:49 A banking scandal unfolds
23:09 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

What it takes to move a city

social@zerodha.com (Zerodha) — Mon, 23 Feb 2026 01:26:14 +0000

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:

00:04 Intro
00:37 India’s growing metro network
10:35 The business of wood panels
22:50 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Why is global waste trade going down?

social@zerodha.com (Zerodha) — Fri, 20 Feb 2026 01:34:23 +0000

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:

00:04 Intro
00:26 Why is global waste trade going down?
11:32 A world in need of better jobs
23:19 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Can India’s small businesses be paid on time?

social@zerodha.com (Zerodha) — Thu, 19 Feb 2026 01:38:53 +0000

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:

00:04 Intro
00:28 The MSME cash crunch story
12:01 Record sales in India’s tyre sector
20:32 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Why Is AC ownership so low in India?

social@zerodha.com (Zerodha) — Wed, 18 Feb 2026 01:50:08 +0000

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:

00:04 Intro
00:26 Rare conditioning
11:49 The business of beauty
21:56 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

India's DISCOMs posted a profit. How real is it?

social@zerodha.com (Zerodha) — Tue, 17 Feb 2026 01:36:20 +0000

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:

00:04 Intro
00:41 How DISCOMs turned profitable
12:30 India prices banking risk
23:43 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Understanding Shipbuilding Industry from scratch ft. Ishmohit Arora

social@zerodha.com (Zerodha) — Mon, 16 Feb 2026 14:25:53 +0000

We've spoken about shipbuilding a couple of times on The Daily Brief and we now got a chance to sit down with Ishmohit from SOIC, who's spent a lot of time thinking about this sector; it felt like the right moment to do a proper deep dive. You see, shipbuilding sounds industrial and boring until you look at the numbers. Nearly 95% of India's trade by volume moves through the sea, and most of it moves on ships we don't own. In FY20, India paid about $85 billion in sea freight, roughly $75 billion of which went to foreign shipping companies. That's not a one-time cost—that's a recurring forex outflow. Meanwhile, China, South Korea, and Japan produce about 95% of global shipbuilding output, with China alone crossing 50% of world capacity for the first time in 2024. When a country can build and deploy ships at that scale, shipbuilding stops being a sector and starts being strategic leverage. So in this episode, we broke the whole thing down. What a shipyard actually does and why it's not one business but several — factory, fleet-owner, niche builder, maritime services. Why commercial and defence shipbuilding run on completely different contract logics. What indigenization actually looks like when you move past the slogans — the shift from importing and operating to becoming a system integrator, and which parts of that staircase are doable and which are deep-tech hard. How to read shipbuilding financials without getting hypnotized by peak margins on long-cycle contracts. And the idea of proxy plays — buying suppliers instead of yards — and why that only works if shipbuilding is actually a meaningful chunk of their revenue. The big takeaway is that shipbuilding is a bet on whether India can build a real maritime industrial base — yards, suppliers, skills, financing — so we're not permanently outsourcing the pipes of our own trade. The world isn't getting calmer, and in that world, this capability is less about pride and more about resilience. If you have made it this far, you will enjoy the full conversation for sure. And if you prefer video, check it out here: https://youtu.be/tmt5UAWb0bo?si=880lSL7a7PU1L0MI

The age of electricity

social@zerodha.com (Zerodha) — Mon, 16 Feb 2026 01:37:54 +0000

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:

00:04 Intro
00:26 The age of electricity
12:02 How are roads built in india?
22:14 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Between industrial policy and trade imbalances

social@zerodha.com (Zerodha) — Fri, 13 Feb 2026 01:30:00 +0000

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:

00:04 Intro
00:28 The hidden costs of industrial policy
11:57 Can RBI fix India’s bond market?
23:21 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

What’s behind record PSU Bank profits?

social@zerodha.com (Zerodha) — Thu, 12 Feb 2026 01:38:52 +0000

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:

00:04 Intro
00:29 PSU banks in top gear
11:24 Wires & Cables break records
22:05 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Heads, US wins, tails, India loses?

social@zerodha.com (Zerodha) — Wed, 11 Feb 2026 01:41:36 +0000

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:

00:04 Intro
00:29 A deal under pressure
12:05 Fixing India’s bond market
23:50 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

The three forces shaping Indian autos this quarter

social@zerodha.com (Zerodha) — Tue, 10 Feb 2026 01:37:54 +0000

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:

00:04 Intro
00:29 Auto demand up, supply strains
09:58 Inside a ₹4 crore stock manipulation
19:45 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Another robust quarter for India’s midcap IT firms

social@zerodha.com (Zerodha) — Mon, 9 Feb 2026 01:33:32 +0000

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:

00:04 Intro
00:29 Midcap IT’s AI led growth streak
11:25 The dollar comes in waves
22:17 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Is AI cannibalizing smartphones and laptops?

social@zerodha.com (Zerodha) — Fri, 6 Feb 2026 01:26:10 +0000

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:

00:04 Intro
00:29 AI boom, costlier devices
12:23 Inside Fractal’s AI business model
23:50 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

There isn’t enough copper in the world

social@zerodha.com (Zerodha) — Thu, 5 Feb 2026 01:33:41 +0000

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:

00:04 Intro
00:52 Copper is the new oil
10:50 How India splits tax money
21:01 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Murali Srinivasa on how PCBs are made and why India lags

social@zerodha.com (Zerodha) — Wed, 4 Feb 2026 12:00:53 +0000

As you all know, at The Daily Brief, we have been writing about electronic components like semiconductors, PCBs, and a lot more for some time now. When we wrote about the manufacturing of printed circuit boards (PCBs), Murali Srinivasa from Lion Circuits replied. We thought it would be nice to learn from him about how PCBs work. See, everyone talks about chips, but every chip needs something to sit on, something to connect it to other components, something to carry electrical signals from one place to another. That something is a printed circuit board. Everything from your phone to your laptop, to your TV remote, and even the engine control unit in your car, has at least one PCB. The simplest way Murali explained it was through an analogy with a building's electrical system. You have a main control panel, bulbs on different floors, and you have wires running from the panel to each bulb. A PCB does essentially the same thing, except it shrinks the whole setup by a factor of a thousand or more. The wires become copper tracks etched onto a surface, the bulbs become LEDs or sensors, and the control panel becomes a semiconductor chip. But here's what surprised us. The PCB inside your phone is less a flat board with some tracks running across it, and more a skyscraper. Murali said that a typical smartphone PCB is about one millimetre thick, roughly the thickness of a credit card. But inside that one millimetre, there are fifty to sixty layers stacked on top of each other. Each layer is like a floor in a building, with its own copper tracks, its own electrical connections. A signal can start at the bottom and travel to the top through tiny plated holes that act like staircases between floors. So when you're holding your phone, you're holding a sixty-floor building compressed into the thickness of a credit card. Not all PCBs are sixty-layer skyscrapers, of course. There's a whole spectrum. Your TV remote has a simple single-layer board. Some devices use double-layer boards, with tracks on top and bottom. Then there are multi-layer boards with four, six, eight, or twelve layers, the kind you find in car engine control units. And at the extreme end, you have phones and smartwatches with fifty or sixty layers. The more layers you have, the harder it is to make. When you're making a multi-layer board, you manufacture each inner layer separately, then press them all together like a sandwich. After that, you drill holes through the stack to connect the different floors. The problem is that once you've pressed all the layers together, you can't see the inner ones anymore. You're drilling blind, trusting that everything aligned perfectly. And how perfect does it need to be? He told me that if a layer shifts by just fifty microns during pressing, the entire board becomes scrap. Fifty microns is half the thickness of a human hair. You're building something with sixty floors, compressing it into one millimetre, and if any floor is off by half a hair's width, the board goes in the bin. This kind of precision is why PCB manufacturing isn't just about having the right machines. He used a phrase that stuck with me: tribal knowledge. It's the knowledge that exists only within people who do the work, year after year. It's not in any manual, it's not taught in college, and it can't be bought from a consultant. It lives in the hands of people who've spent years figuring out why the same machine, same chemical, same process produces different results on different days. He said if someone gave him ten thousand crore rupees today and asked him to build a jet engine in six months, the same timeline Boeing uses, it would be impossible. Not because of the money, but because that kind of knowledge doesn't transfer through bank accounts. It transfers through people, slowly, over the years. This is also why China is so far ahead of us in PCBs. In the early 2000s, American companies didn't just move orders to China. They moved engineers who taught Chinese factories how to build things. The tribal knowledge that had accumulated over decades got transferred, person by person. India, focused on IT and services, missed that transfer almost entirely. There's a lot more in our conversation - how India was actually ahead of China in the 1980s, why we became a net importer of copper, what it takes to go from making 150-micron tracks to 25-micron tracks, and what needs to happen for India to build a real PCB industry. If you have made it this far, you will enjoy the full conversation for sure. Check out the newsletter here: thedailybrief.zerodha.com If you prefer a video format, check it out here: https://youtu.be/z4ppHtHR4fg?si=7A0LxPesOCGE1jmk Disclaimer: Some image(s) may have been created using AI, no copyright infringement is intended. Note: This content is for informational purposes only. None of the stocks, brands or products mentioned are recommendations or endorsements.

India’s biggest challenges, according to the Economic Survey

social@zerodha.com (Zerodha) — Wed, 4 Feb 2026 01:33:07 +0000

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:

00:04 Intro
00:29 India’s Biggest Economic Fault Lines
12:36 Liquor companies bet on premium
24:01 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Can PhonePe build a profitable payments business?

social@zerodha.com (Zerodha) — Tue, 3 Feb 2026 05:28:18 +0000

In today's episode of The Daily Brief, we cover a major story shaping the Indian economy and global markets: 00:04 Intro 00:28 PhonePe IPO: Scale vs Profits 11:09 Fast Delivery, Slow Profits? 20:10 Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Everything you need to know about the budget

social@zerodha.com (Zerodha) — Mon, 2 Feb 2026 01:44:13 +0000

In today's episode of The Daily Brief, we cover a major story shaping the Indian economy and global markets:

00:04 Intro
00:23 The Daily Brief budget breakdown

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

India, Europe, and the art of the deal

social@zerodha.com (Zerodha) — Fri, 30 Jan 2026 02:12:56 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:30 India–EU trade pact
12:30 E-Waste to critical minerals
24:45 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

In mining, uncertainty rules over all else

social@zerodha.com (Zerodha) — Thu, 29 Jan 2026 01:42:24 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:31 The risky math behind mining
10:54 What this quarter reveals about banks
21:05 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

India’s new electricity policy tries to switch lanes

social@zerodha.com (Zerodha) — Wed, 28 Jan 2026 01:47:45 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:31 India’s big power sector overhaul
11:48 Digital India’s manufacturing problem
20:25 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

The world hunts for copper

social@zerodha.com (Zerodha) — Tue, 27 Jan 2026 01:27:51 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:29 Why copper prices are surging
11:19 A nightmare quarter for Indigo
20:43 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

The cycle of capital goods twists and turns

social@zerodha.com (Zerodha) — Fri, 23 Jan 2026 02:30:51 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:29 Machines That Move the Economy
12:28 The Limits of Central Bank Power
23:07 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

How the Indian Railways became electrified

social@zerodha.com (Zerodha) — Thu, 22 Jan 2026 01:50:12 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:29 The electrification of Indian Railways
11:39 Inside Reliance’s latest results
19:39 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Indian IT tries to fight the rising tide of uncertainty

social@zerodha.com (Zerodha) — Wed, 21 Jan 2026 01:46:42 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:31 Taking the Pulse of Indian IT
11:54 Why India’s solar manufacturing is stuck
23:19 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Can Shadowfax deliver?

social@zerodha.com (Zerodha) — Tue, 20 Jan 2026 01:51:15 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:30 Shadowfax’s Unusual Journey
11:11 The end of the Mauritius tax route
22:36 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Just (can’t) do it?

social@zerodha.com (Zerodha) — Mon, 19 Jan 2026 01:34:28 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:28 Just (can’t) do it?
12:03 India’s drug quality problem
23:18 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Why Venezuelan oil needs Indian refineries

social@zerodha.com (Zerodha) — Fri, 16 Jan 2026 01:54:56 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:27 Will India refine Venezuelan oil?
11:50 India’s Urban Funding Gap Explained
22:55 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Inside Amagi Media Labs IPO

social@zerodha.com (Zerodha) — Wed, 14 Jan 2026 01:44:47 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:28 Inside Amagi’s Curious Media Model
11:56 Financing the AI boom
21:56 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

No middle ground in the EMS business

social@zerodha.com (Zerodha) — Tue, 13 Jan 2026 02:25:21 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:30 Why EMS is a tough business
12:52 AI round-up: Jan 2026
23:23 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Indian Banking in 2025: the year in review

social@zerodha.com (Zerodha) — Mon, 12 Jan 2026 01:43:13 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:32 Unpacking India’s Banking 2025
12:29 When inflation falls, Indians play it safe
21:24 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Why are prices for lab monkeys suddenly rising?

social@zerodha.com (Zerodha) — Fri, 9 Jan 2026 01:50:50 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:29 Monkey business
12:01 India’s foreign worker visa problem
23:38 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Is 10-Minute delivery just an Indian story?

social@zerodha.com (Zerodha) — Thu, 8 Jan 2026 02:27:10 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:31 India’s Quick Commerce Edge
11:18 How quality rules control global markets
22:52 Tidbits

We shy away from advertising things. But this time, we’ll be making an exception for an event that we truly believe in.

This Saturday (Jan 10), Zerodha’s Rainmatter Fund and FITTR are hosting the peakst8 festival. Peakst8 is a celebration of those who are willing to show up everyday for their wellbeing and put in any kind of effort, even on hard days. The one-day event will host a variety of activities that you can choose from, like Pilates, cardio, kung-fu, and the intense Hyrox mini challenge. There will also be discussion panels where the speakers include PV Sindhu, Jonty Rhodes, and both our founders Nithin and Nikhil Kamath.

We have a special discount for readers and listeners of Markets by Zerodha — please use this unique link to avail the same 🙂

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

A new IPO lays out India’s coal puzzle

social@zerodha.com (Zerodha) — Wed, 7 Jan 2026 01:55:00 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
01:16 BCCL’s IPO Puzzle
12:44 What AI means to our economy
22:44 Tidbits

We shy away from advertising things. But this time, we’ll be making an exception for an event that we truly believe in.

We have a special discount for readers and listeners of Markets by Zerodha — please use this unique link to avail the same 🙂

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

The unlikely choke-point for green steel

social@zerodha.com (Zerodha) — Tue, 6 Jan 2026 01:55:23 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:27 The New Gatekeepers of Steel
11:32 Inside India’s Changing Risk Appetite
22:16 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Can two struggling businesses make a strong one together?

social@zerodha.com (Zerodha) — Mon, 5 Jan 2026 01:36:01 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro

00:30 The anatomy of a QSR marriage

10:29 Quiet Shifts in India’s Insurance Business

20:25 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

The rumblings and fires that shaped India's mineral deposits

social@zerodha.com (Zerodha) — Fri, 2 Jan 2026 02:28:16 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:30 The Long Story of Mining
12:17 Inside India’s Trade Blitz
24:32 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Ten Questions for 2026

social@zerodha.com (Zerodha) — Thu, 1 Jan 2026 02:06:11 +0000

In today's episode of The Daily Brief, we've 10 questions for 2026:

00:04 Intro
00:36 US–China Slowdown Risk
02:55 Can Quick Commerce Become Profitable?
05:02 Where Are Interest Rates Headed?
07:08 Will Reforms Transform India’s Economy?
08:53 Natural vs Lab-Grown Diamonds
10:51 Can India Replace the US in Trade?
13:10 Microfinance: At the Bottom or Bounce-Back?
15:47 If AI Is a Bubble, Who Gets Hurt?
18:25 Can Indian IT Survive the AI Shift?
20:36 What Comes After Solar for India?
23:04 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Meet The Writers ft. Pranav Agarwal

social@zerodha.com (Zerodha) — Wed, 31 Dec 2025 01:41:32 +0000

The Daily Brief is on break till January 1. In the meantime, allow us to introduce the writing team.

Today, we’re talking to Pranav Agarwal.

Pranav is the only person on the team who truly deserves to be called a writer. He takes crude first drafts and, somehow, turns them into pieces people actually love reading.

Meet The Writers ft. Kashish Kapoor

social@zerodha.com (Zerodha) — Tue, 30 Dec 2025 02:41:12 +0000

The Daily Brief is on break till January 1. In the meanwhile, allow us to introduce the writing team.

Today, we’re talking to Kashish Kapoor.

Kashish is the only one even slightly qualified to do this job, which is to say, he's finished CFA level 1.

Meet The Writers ft. Krishna Lohia

social@zerodha.com (Zerodha) — Mon, 29 Dec 2025 01:55:40 +0000

The Daily Brief is on break till January 1. In the meanwhile, allow us to introduce the writing team.

Today, we’re talking to Krishna Lohia.

Krishna has been working on the Daily Brief since the very first episode, and the only reason we still have jobs is that he wakes up at 6 AM every day.

Meet The Writers ft. Pranav Manie

social@zerodha.com (Zerodha) — Fri, 26 Dec 2025 01:56:19 +0000

The Daily Brief is on break till January 1. In the meanwhile, allow us to introduce the writing team.

Today, we’re talking to Pranav Manie.

Pranav Manie, aka DJ Easy Money Sniper. Manie is Zerodha’s resident DJ, and one of India’s most popular business nerds on the internet.

The stitch that doesn't hold

social@zerodha.com (Zerodha) — Wed, 24 Dec 2025 02:11:19 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
01:06 Your friendly neighbourhood “Tailor"
11:42 Why India’s GDP Needs Updating
24:38 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Indian banks court some suitors from Japan

social@zerodha.com (Zerodha) — Tue, 23 Dec 2025 01:40:18 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:59 Japanese money finds India
12:42 A Big Shift in India’s Nuclear Policy
24:34 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

India's new insurance playbook

social@zerodha.com (Zerodha) — Mon, 22 Dec 2025 02:02:48 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:28 India’s new insurance playbook
12:18 The Debate Over Central Bank Power
23:38 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

India's 5G ambitions: fast rollout, slow revolution?

social@zerodha.com (Zerodha) — Fri, 19 Dec 2025 01:38:46 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:30 Is India really using 5G yet?
13:22 Coal is headed for retirement
24:24 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

India’s state discoms are at the cusp of a big change

social@zerodha.com (Zerodha) — Thu, 18 Dec 2025 01:43:57 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:30 India’s Discom Crisis
12:47 The new age of trade
24:09 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Pedal to the metal for India’s auto ancillaries

social@zerodha.com (Zerodha) — Wed, 17 Dec 2025 01:39:27 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:30 India’s Auto Parts Boom
11:48 Is Shiprocket a platform or a broker?
22:02 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Where is the US-China tech race headed?

social@zerodha.com (Zerodha) — Tue, 16 Dec 2025 01:34:23 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:29 Can Tech Wars Create Winners?
12:29 The Rise of Digital Finance
24:47 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

India bets on interest rate derivatives

social@zerodha.com (Zerodha) — Mon, 15 Dec 2025 01:41:22 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:28 Inside India’s interest rate bets
12:21 Why car makers rely on suppliers
23:58 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Why are so many malls in India so empty?

social@zerodha.com (Zerodha) — Fri, 12 Dec 2025 01:41:07 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:29 India’s ghost malls need a revival
10:14 Inside the CV sector’s big rebound
20:50 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Some strange things are taking over Hollywood

social@zerodha.com (Zerodha) — Thu, 11 Dec 2025 03:00:39 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:30 Hollywood gets rumbled by Silicon Valley
13:20 Too much solar, too little storage for India
23:07 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

When Cloudflare sneezes, the internet catches a cold

social@zerodha.com (Zerodha) — Wed, 10 Dec 2025 01:42:21 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:29 How to break the entire internet, twice
12:36 Growth without pollution
23:12 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

The stationery industry has plenty of ink left in it

social@zerodha.com (Zerodha) — Tue, 9 Dec 2025 01:55:26 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:29 Inside India’s stationery business
11:46 Inside the quarterly numbers of Oil PSUs
22:57 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

SEBI skins a notorious finfluencer

social@zerodha.com (Zerodha) — Mon, 8 Dec 2025 01:26:36 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:31 SEBI skins a notorious finfluencer
09:47 Don’t fear the exchange rate
21:19 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

India’s airport industry fights to stick the landing

social@zerodha.com (Zerodha) — Fri, 5 Dec 2025 01:45:53 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:30 India’s Airport business explained
12:29 Inside the credit rating business
23:58 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

The Wakefit IPO: new dog, old tricks?

social@zerodha.com (Zerodha) — Thu, 4 Dec 2025 02:08:17 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:32 Wakefit’s shift to Home Solutions
12:21 The global transformer crunch
21:49 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

The race to remember

social@zerodha.com (Zerodha) — Wed, 3 Dec 2025 02:00:00 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:30 Memory Chips: Hype vs Truth
13:25 Inside Affordable Housing’s Q3
22:15 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Diwali, discounts and disposable income: The value retail story

social@zerodha.com (Zerodha) — Tue, 2 Dec 2025 02:49:31 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:30 Value retail’s incredible quarter
12:42 DroneAcharya crashes into SEBI’s net
23:33 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Indian hotels: a quarter of repairs

social@zerodha.com (Zerodha) — Mon, 1 Dec 2025 02:09:17 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:29 India’s hotel report card
09:23 How firms really deploy cash
20:23 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

From iPhones to AI servers

social@zerodha.com (Zerodha) — Fri, 28 Nov 2025 01:42:47 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:31 From iPhones to AI servers
12:36 Is India’s phone boom real?
23:50 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

The economics of amusement

social@zerodha.com (Zerodha) — Thu, 27 Nov 2025 02:05:29 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:31 India’s amusement park puzzle
10:03 Our economy moves in seasons
21:08 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

India has a new labour law regime

social@zerodha.com (Zerodha) — Wed, 26 Nov 2025 02:02:16 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:30 India has a new labour law regime
13:14 How stable is the AI boom?
26:40 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Diagnosing the Diagnostic Business

social@zerodha.com (Zerodha) — Tue, 25 Nov 2025 01:54:58 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:30 Diagnosing the Diagnostic Business
10:40 QSR demand is cooling off
21:39 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

India’s 2-wheeler EVs: between high-speed and speed-breakers

social@zerodha.com (Zerodha) — Mon, 24 Nov 2025 01:29:07 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:30 The changing road for EV scooters
11:49 India reconsiders its QCO strategy
22:19 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

A new bill could sink India’s drones from the sky

social@zerodha.com (Zerodha) — Fri, 21 Nov 2025 01:37:27 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:29 India’s drone rules under fire
10:56 The tariffs are beginning to bite
22:18 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

India’s biggest carmakers switch gears — both up and down

social@zerodha.com (Zerodha) — Thu, 20 Nov 2025 01:47:14 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:30 Two opposite auto stories
10:10 Big changes to your app privacy
22:04 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

What's the story behind India's near-zero inflation rates?

social@zerodha.com (Zerodha) — Wed, 19 Nov 2025 01:59:41 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:31 Decoding India’s near-zero inflation
12:38 Inside India's steel growth story
24:51 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Indian banks: a little cleaner, a little meaner

social@zerodha.com (Zerodha) — Tue, 18 Nov 2025 01:44:03 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:30 This quarter in banking
10:03 Chipmaking’s harsh reality
24:03 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

The world's new energy order, in five stories

social@zerodha.com (Zerodha) — Mon, 17 Nov 2025 01:20:00 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:31 Energy Demand Surge
13:08 Rethinking EV Strategy
25:10 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Quick commerce feels the need for speed

social@zerodha.com (Zerodha) — Fri, 14 Nov 2025 01:38:35 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:30 India’s quick commerce shake-up
10:06 A golden quarter for jewellers
22:02 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

A glass half full for Indian dairy

social@zerodha.com (Zerodha) — Thu, 13 Nov 2025 01:51:26 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:31 Tough season for India’s dairies
11:52 Financing India’s green future
26:20 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

SEBI isn't a big fan of digital gold

social@zerodha.com (Zerodha) — Wed, 12 Nov 2025 01:46:36 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:35 SEBI’s alert on digital gold
07:47 From coal to clean(er) fuel
21:56 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

The wires & cables industry is all charged up

social@zerodha.com (Zerodha) — Tue, 11 Nov 2025 01:40:57 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:30 The electric rise of W&C players
12:42 Inside IndiGo’s transformation
23:05 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

India's alcohol market gets hit with a curveball

social@zerodha.com (Zerodha) — Mon, 10 Nov 2025 01:27:02 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:55 India’s split liquor story
11:56 States under financial pressure
22:07 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Rock-solid quarter for the cement sector

social@zerodha.com (Zerodha) — Fri, 7 Nov 2025 01:38:51 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:42 How did Indian cement do this quarter?
11:11 Trouble brewing in global insurance
23:23 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

The literal building blocks of the future are here

social@zerodha.com (Zerodha) — Thu, 6 Nov 2025 01:37:50 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:27 Factory made buildings rise
10:17 How Russia still sells oil
22:48 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

The rise of premiumisation ft. SOIC

social@zerodha.com (Zerodha) — Wed, 5 Nov 2025 10:44:44 +0000

Premiumisation is one of those words you hear everywhere now — in management interviews, on earnings calls, and investor presentations. But behind the jargon lies something far more human: the quiet evolution of Indian aspiration. In this conversation with Ishmohit and Siddhant from SOIC , we unpack what’s really happening beneath the surface. From hatchbacks turning into SUVs, and plain curd becoming Greek yogurt, to families trading budget hotels for four-star stays — the pattern isn’t just about spending more. It’s about a mindset shift: from necessity to comfort, from function to feeling. We explore how confidence is driving this change. When people feel wealthier, not just in income but in outlook, they begin to demand better design, better experiences, better quality. It’s the wealth effect meeting a cultural moment. But there’s also a twist. Alongside this wave of premiumisation, a quiet countertrend is taking shape — what you might call smart value. Brands like Zudio or products like lab-grown diamonds are challenging old hierarchies of price and prestige. Both trends come from the same place — aspiration, expressed differently. One climbs the ladder; the other redraws it. And for investors and business builders, that duality might just be the most interesting part of India’s consumption story. We hope you enjoy this conversation :) If you prefer to read, check it out here: https://open.substack.com/pub/thedailybriefing/p/the-rise-of-premiumisation-ft-soic You can also watch this in the video format here: https://youtu.be/omi9_zfF1sA

SEBI takes down another case of stock manipulation

social@zerodha.com (Zerodha) — Tue, 4 Nov 2025 01:30:41 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
01:03 SEBI busts a stock manipulation ring
10:20 IEA Warns of a Gas Glut by 2030
21:15 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Can boAt stay afloat?

social@zerodha.com (Zerodha) — Mon, 3 Nov 2025 01:30:00 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:26 Can boAt stay afloat?
12:44 What is the role of coal in India’s energy transition?
21:36 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

India’s push to get the aam aadmi to fly

social@zerodha.com (Zerodha) — Fri, 31 Oct 2025 01:41:34 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:33 India’s regional aviation takeoff
11:57 The new stars of Indian IT
27:00 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Reliance takes big swings this quarter

social@zerodha.com (Zerodha) — Thu, 30 Oct 2025 01:37:48 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:20 Inside Reliance’s Q2 performance
14:16 Big changes for mutual funds
25:36 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

A household name in your kitchen is going public

social@zerodha.com (Zerodha) — Wed, 29 Oct 2025 01:34:21 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:30 MTR takes to the bourses
12:17 A brighter quarter for Indian IT
27:30 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Inside Meesho’s IPO

social@zerodha.com (Zerodha) — Tue, 28 Oct 2025 02:25:37 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:32 Meesho’s big IPO push
14:39 ₹2 crore trading scam exposed
21:48 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Why EVs are actually depreciating faster than gasoline cars

social@zerodha.com (Zerodha) — Mon, 27 Oct 2025 03:17:01 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:31 EV Resale Problem
11:59 Delhi’s Artificial Rain
25:17 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

India's huge bet on smart electricity meters

social@zerodha.com (Zerodha) — Fri, 24 Oct 2025 01:44:51 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:30 India's huge bet on smart meters
13:13 How corporate India survived COVID
24:18 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

A new front opens in the chip wars

social@zerodha.com (Zerodha) — Thu, 23 Oct 2025 01:22:30 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:28 The battle for Nexperia
11:40 China's $800 billion question
24:48 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

The 2025 Nobel Prize in Economics: a breakdown

social@zerodha.com (Zerodha) — Mon, 20 Oct 2025 01:37:38 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
01:11 Inside the 2025 Nobel for Economics
14:16 Inside the Aircraft Leasing Maze
24:15 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

SEBI unearths a ₹173 crore insider trading scam

social@zerodha.com (Zerodha) — Fri, 17 Oct 2025 01:35:21 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:31 Inside the ₹173 Cr Scam
09:45 One Grid to Rule ASEAN?
22:07 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

A small rule change by the RBI, a big leap for Indian banks

social@zerodha.com (Zerodha) — Thu, 16 Oct 2025 03:12:34 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:31 RBI’s new rule to tackle bad loans
11:19 IMF flags risks in global markets
22:17 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

India has a new plan for hydropower

social@zerodha.com (Zerodha) — Wed, 15 Oct 2025 01:36:37 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:29 India has a new plan for hydropower
12:11 The Cost of India's Steel Ambition
21:46 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Is there a private capex crisis in India?

social@zerodha.com (Zerodha) — Tue, 14 Oct 2025 02:15:20 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:29 India’s Growth Engine Slows Down 12:16 The Uncertain Future of Indian Tea 23:40 Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybrief.zerodha.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

India’s biggest state telecom operator tries a comeback

social@zerodha.com (Zerodha) — Mon, 13 Oct 2025 01:35:55 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:28 Inside BSNL’s Comeback Plan
11:58 The Race to Mine the Ocean Floor
24:04 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

The sky’s the limit — for only two aircraft makers

social@zerodha.com (Zerodha) — Fri, 10 Oct 2025 02:06:02 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:29 Behind the duopoly of passenger aircraft
13:23 India’s plan to mine the future
23:58 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

GIFT City: India’s high-stakes gamble

social@zerodha.com (Zerodha) — Thu, 9 Oct 2025 02:50:14 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:30 GIFT City’s Grand Gamble
13:07 Renewables are moving fast
23:53 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

India wants to insure against climate change

social@zerodha.com (Zerodha) — Wed, 8 Oct 2025 01:29:25 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:29 A new way to fund disaster recovery
11:00 Inside India’s unlisted share frenzy
19:53 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

How UPI is Changing Cash Use in India

social@zerodha.com (Zerodha) — Tue, 7 Oct 2025 01:33:33 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:28 Is India going cashless?
12:02 Changing Tides of Global Trade
28:52 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Inside India’s biggest NBFC IPO yet

social@zerodha.com (Zerodha) — Mon, 6 Oct 2025 01:41:15 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:27 Tata Capital's IPO
10:10 India's Health Labor Market
25:23 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

The RBI just silently made some huge moves

social@zerodha.com (Zerodha) — Fri, 3 Oct 2025 01:34:32 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:27 The big moves RBI made recently
12:32 Microfinance at Crossroads
22:52 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

A cruise through the shipbuilding industry

social@zerodha.com (Zerodha) — Wed, 1 Oct 2025 01:35:33 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:26 How shipbuilding works
11:39 SEBI’s order against Man Industries
20:36 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Can WeWork sell India on premium offices?

social@zerodha.com (Zerodha) — Tue, 30 Sep 2025 01:33:51 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:29 WeWork India and the Office boom
12:15 India’s E-commerce rule shift
24:24 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Indian pharma wants to conquer cancer

social@zerodha.com (Zerodha) — Mon, 29 Sep 2025 01:30:19 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:27 Breaking barriers in cancer care
12:47 RBI pulls the plug on Simpl
20:49 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

India plugs into China’s batteries

social@zerodha.com (Zerodha) — Fri, 26 Sep 2025 02:17:23 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:28 Plugging into China’s batteries
11:21 The fictional revenues of Seacoast
21:22 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

India makes its first moves in the global chip market

social@zerodha.com (Zerodha) — Thu, 25 Sep 2025 01:33:28 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:29 Unravelling India’s chip play
12:29 Money printing limits
22:05 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

The chip wars get wilder, twistier, and more intense

social@zerodha.com (Zerodha) — Wed, 24 Sep 2025 01:39:22 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:29 The rising heat in Chip wars
13:37 India's Data Center Gold Rush
23:48 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

The new H1B rules take a hit at Indian IT

social@zerodha.com (Zerodha) — Tue, 23 Sep 2025 01:39:56 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:28 Indian IT’s Visa Challenge
11:15 France’s Debt Spiral
25:00 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

India's deadlock on pricing internet from satellites

social@zerodha.com (Zerodha) — Mon, 22 Sep 2025 01:41:31 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:29 India’s Satellite Spectrum Deadlock
12:28 India’s Energy Transition Shortcut
21:36 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

The puzzle of why rural India is consuming more

social@zerodha.com (Zerodha) — Fri, 19 Sep 2025 01:39:36 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:28 The rural spending puzzle
07:57 What’s new in AI?
19:59 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Another Indian steelmaker wants a big piece of Europe

social@zerodha.com (Zerodha) — Thu, 18 Sep 2025 02:07:07 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:31 Jindal Steel’s big European bet
10:26 China’s Hyper-Competition Trap
23:01 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

The Supreme Court wants to fix India’s real estate

social@zerodha.com (Zerodha) — Wed, 17 Sep 2025 01:42:33 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:30 Supreme Court’s Push for Homebuyers
10:12 Hydrogen Hype vs Harsh Reality
21:22 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

The oil markets are in a weird place right now

social@zerodha.com (Zerodha) — Tue, 16 Sep 2025 01:36:19 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:28 Oil’s Strange Moment
08:08 Trade and Currency Wars
17:14 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Indian banks want a shot at funding business takeovers

social@zerodha.com (Zerodha) — Mon, 15 Sep 2025 01:29:53 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:30 How India Finances Takeovers
11:12 The Future of World Trade
21:34 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

The part of the electronics puzzle no one's talking about

social@zerodha.com (Zerodha) — Fri, 12 Sep 2025 01:41:48 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:31 The PCB supply battle
13:41 Power of Industrial Gases
21:13 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

When economics needs a (battery) chemistry lesson

social@zerodha.com (Zerodha) — Thu, 11 Sep 2025 01:58:38 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:30 Battery Chemistry and the Future
11:16 US Tariffs Hit Indian Textiles
22:45 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Your internet comes from the bottom of the ocean

social@zerodha.com (Zerodha) — Wed, 10 Sep 2025 01:32:23 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:30 Cables That Connect the World
10:44 India and China’s Balancing Act
21:14 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

From a YouTube channel for physics to a hot IPO

social@zerodha.com (Zerodha) — Tue, 9 Sep 2025 01:36:15 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:32 PhysicsWallah’s IPO Journey
13:45 Companies and Cash Reserves
23:04 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

The detours and contours of India's credit story

social@zerodha.com (Zerodha) — Mon, 8 Sep 2025 01:30:00 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:29 India’s Lending Trends
08:28 India’s Borrowing Crunch
16:24 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

And here comes GST 2.0

social@zerodha.com (Zerodha) — Fri, 5 Sep 2025 01:35:25 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:30 GST 2.0 Explained
11:14 India vs China Railways
22:54 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

India's building materials sector needs a roof over its head

social@zerodha.com (Zerodha) — Thu, 4 Sep 2025 01:42:23 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:28 Tough quarter for building materials
09:05 How India’s suitcases changed
19:48 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Why your vegetables matter more than you think

social@zerodha.com (Zerodha) — Wed, 3 Sep 2025 01:30:27 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:28 Fruits & Veggies powering growth
11:20 Behind India's Mutual Fund Boom
20:50 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

How power prices work in India

social@zerodha.com (Zerodha) — Tue, 2 Sep 2025 01:43:18 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:28 Why DISCOMs Keep Losing Money
09:18 The Great Convergence Question
18:40 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

From coastlines to assembly lines: The Andhra experiment

social@zerodha.com (Zerodha) — Mon, 1 Sep 2025 01:36:09 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:27 The industrial dreams of Andhra Pradesh
11:19 The world's twin energy crises
20:04 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

How does one score the RBI?

social@zerodha.com (Zerodha) — Fri, 29 Aug 2025 01:45:03 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:28 RBI’s report card review
11:20 Why China beat India
22:49 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

The greatest corporate failure in history

social@zerodha.com (Zerodha) — Thu, 28 Aug 2025 02:24:05 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:28 The Evergrande collapse 12:24 CDMOs: The next IT sector? 23:03 Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybrief.zerodha.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Japan and the future of an ageing world

social@zerodha.com (Zerodha) — Tue, 26 Aug 2025 01:34:38 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:30 Japan’s demographic challenge
12:48 Night-shifts and Women’s jobs
22:35 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

The trade chaos behind your cooking oil

social@zerodha.com (Zerodha) — Mon, 25 Aug 2025 02:04:31 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:27 India’s Cooking Oil Dependency
10:43 India’s Solar Success
20:40 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

In India, all (online) bets are off

social@zerodha.com (Zerodha) — Fri, 22 Aug 2025 01:55:34 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:28 India bans Real-Money gaming
10:54 GST 2.0 on the way
23:02 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

From smartphones to steering wheels : Xiaomi

social@zerodha.com (Zerodha) — Thu, 21 Aug 2025 01:49:52 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:28 Xiaomi drives ahead
10:29 The attack of the Zombie Firms
20:28 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

What does 50% tariffs even mean?

social@zerodha.com (Zerodha) — Wed, 20 Aug 2025 01:51:35 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:27 Trying to understand the tariffs
11:25 Fast food, faster business
25:10 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Sizing up the GLP race

social@zerodha.com (Zerodha) — Tue, 19 Aug 2025 01:49:56 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:30 India Eyes the Next Big Drug Market
12:06 Is India’s Manufacturing Undercounted?
22:41 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

From AAA to ashes: The DHFL story

social@zerodha.com (Zerodha) — Mon, 18 Aug 2025 01:50:03 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:28 DHFL’s ₹22,000 crore hoax
09:40 India’s Big Realty Players
21:02 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

How much are Indians buying: A story told through con-calls

social@zerodha.com (Zerodha) — Thu, 14 Aug 2025 01:36:36 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:29 Have Indians stopped buying?
11:29 India’s factories need women
19:56 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Concrete, cash, and confidence: Decoding residential real estate

social@zerodha.com (Zerodha) — Wed, 13 Aug 2025 01:36:35 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:28 Inside India's Real Estate Machine
14:24 India, intoxicated
25:21 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Android on trial

social@zerodha.com (Zerodha) — Tue, 12 Aug 2025 01:44:29 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:30 Google’s Battle Over Android Payments
11:56 Heatwave Hits Rural India Hard
20:04 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Tata-Shapoorji Palonji Talks Resume

social@zerodha.com (Zerodha) — Mon, 11 Aug 2025 02:04:19 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:27 Tata–SP Talks Resume
09:35 E20 Target Achieved
19:46 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

What's going on with banks?

social@zerodha.com (Zerodha) — Fri, 8 Aug 2025 01:41:07 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:29 Indian banks hit a slow lane
08:51 Batteries: The new energy trade
18:51 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

The industry that keeps India's lights on

social@zerodha.com (Zerodha) — Thu, 7 Aug 2025 01:49:55 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:34 The Wire Industry Heats Up
13:12 The Parcel Business Playbook
22:52 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Can JSW craft a slag-to-riches story?

social@zerodha.com (Zerodha) — Wed, 6 Aug 2025 01:34:59 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:27 JSW Cement eyes expansion
12:08 The renewables round-up
22:27 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Nothing is forever: The De Beers story

social@zerodha.com (Zerodha) — Tue, 5 Aug 2025 01:51:47 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:27 The fall of De Beers
10:42 The many streams of gold demand
20:23 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Can bad eyes make for a good business?

social@zerodha.com (Zerodha) — Mon, 4 Aug 2025 01:33:40 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:27 Lenskart hits the public markets
11:22 Inside India’s Largest REIT IPO
20:56 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Nayara is under the pump

social@zerodha.com (Zerodha) — Fri, 1 Aug 2025 01:36:09 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:26 Sanctions hit Nayara
09:19 Headwinds for Indigo
17:59 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

A report card for Indian IT companies

social@zerodha.com (Zerodha) — Thu, 31 Jul 2025 01:36:46 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:28 What’s ailing Indian IT?
11:07 Hyatt now has to pay tax in India
19:46 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Will Tata Communications end up like Vodafone?

social@zerodha.com (Zerodha) — Wed, 30 Jul 2025 01:41:35 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:28 Tata Comm dragged into AGR mess
10:58 Television, speculation, manipulation
18:58 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

NSDL's IPO: Understanding the depository duopoly

social@zerodha.com (Zerodha) — Tue, 29 Jul 2025 02:05:24 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:28 CDSL vs NSDL: Who’s winning?
12:19 One Nation, One Power Price?
22:59 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

From ‘Men Will Be Men’ to ‘Money Will Be Made'

social@zerodha.com (Zerodha) — Mon, 28 Jul 2025 01:45:37 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:25 More blues for Pernod Ricard
09:30 Behind Reliance's record profit
20:58 An update on Jio-Allianz story
22:39 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

A new pillar for Indian insurance

social@zerodha.com (Zerodha) — Fri, 25 Jul 2025 01:38:10 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:28 Jio and Allianz dive into reinsurance
10:15 How Oil Drives India’s Inflation
20:25 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Milky Mist is going Public - Here’s what you should know

social@zerodha.com (Zerodha) — Thu, 24 Jul 2025 02:10:08 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:27 Milky Mist’s ₹2000 Cr IPO bid 10:47 Mutual Funds get a makeover 22:08 Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Trading Apps or Online Casinos?

social@zerodha.com (Zerodha) — Wed, 23 Jul 2025 02:00:18 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:27 SEBI shuts down OctaFX India 08:22 Is Tesla too late for India? 18:21 Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

A Costly Compromise on Clean Air?

social@zerodha.com (Zerodha) — Tue, 22 Jul 2025 01:10:50 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:26 Sulfur Rules Rolled Back 11:28 ₹3,000 Cr Solar IPO Explained 20:55 Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Why Businesses react to every Rate Hike

social@zerodha.com (Zerodha) — Mon, 21 Jul 2025 02:06:36 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:39 Why Repo Rate matters 09:27 The Economics of Air Pollution 19:43 Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

To build factories, build homes

social@zerodha.com (Zerodha) — Fri, 18 Jul 2025 01:40:12 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:41 “Make in India” needs a place to sleep 10:23 Inside the 10-Minute Delivery Machine 18:39 Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

India's oil laws enter the 21st century

social@zerodha.com (Zerodha) — Thu, 17 Jul 2025 01:52:53 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:42 India Rewrites Oil Rules
11:01 Asian Paints vs Birla Opus
19:20 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

How Zee lost trust in its founders

social@zerodha.com (Zerodha) — Wed, 16 Jul 2025 01:35:05 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:44 The Goenkas lose Zee
09:45 ONDC’s tough road
19:43 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

ICICI Pru AMC's IPO: A window Into India’s MF boom

social@zerodha.com (Zerodha) — Tue, 15 Jul 2025 01:49:21 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:41 IPO Spotlight: ICICI AMC
12:14 UPI and the magic of interoperability
21:42 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Is this the End of Cheap Chocolate?

social@zerodha.com (Zerodha) — Mon, 14 Jul 2025 01:39:33 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:45 Chocolate vs Climate change
11:26 Unravelling a stock market scam
18:11 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Can India build iPhones without China?

social@zerodha.com (Zerodha) — Fri, 11 Jul 2025 02:08:58 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:39 The Foxconn stress test
09:16 The dark side of global trade
20:13 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

A Greek tragedy

social@zerodha.com (Zerodha) — Thu, 10 Jul 2025 01:54:15 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:45 Has Greece left all its problems behind?
11:59 A New Market for Electricity
20:09 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Bike taxis get a policy nod

social@zerodha.com (Zerodha) — Wed, 9 Jul 2025 01:58:47 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:40 Green Light for Bike Taxis?
09:59 India’s Financial Health Check
21:47 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Why Pakistan’s Solar Revolution Backfired

social@zerodha.com (Zerodha) — Tue, 8 Jul 2025 01:40:50 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:45 Pakistan’s colossal solar mess
10:39 The new vision for copper
21:01 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Inside SEBI’s crackdown on Jane Street

social@zerodha.com (Zerodha) — Mon, 7 Jul 2025 01:35:08 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:36 SEBI (temporarily) bans Jane Street
10:49 India’s bid for energy security
22:17 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Lounge Access: Revoked?

social@zerodha.com (Zerodha) — Fri, 4 Jul 2025 01:35:37 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:26 Lounge Wars
09:57 Is Tata Motors losing its crown?
22:08 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Another fintech giant is going public

social@zerodha.com (Zerodha) — Thu, 3 Jul 2025 01:51:53 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Thanksgiving
02:58 Intro
03:22 Behind the Pine Labs IPO
12:21 The New Age of Industrial Policy
25:02 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

We’re entering a New Era of Global Finance

social@zerodha.com (Zerodha) — Wed, 2 Jul 2025 01:37:38 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:29 The Great Financial Transformation
12:04 Pipes, Profits & Progress
23:16 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Why India's job market is broken

social@zerodha.com (Zerodha) — Tue, 1 Jul 2025 01:58:02 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:28 Decoding India's employment puzzle
11:53 CDs are the New signal for Liquidity
21:27 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

The story of trash

social@zerodha.com (Zerodha) — Mon, 30 Jun 2025 01:38:57 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:26 The 7 steps of waste management
12:24 BIS’s Vision for Future Finance
22:32 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Reliance's soft drink shake-up

social@zerodha.com (Zerodha) — Fri, 27 Jun 2025 01:24:38 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:27 Reliance vs Coke-Pepsi
12:44 Carbon Pricing is going mainstream
23:03 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Everything you need to know about AI

social@zerodha.com (Zerodha) — Thu, 26 Jun 2025 02:02:00 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:26 AI round-up: June edition
16:04 RBI eases SFB rules
21:13 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

India's hospitals are avoiding the expansion trap

social@zerodha.com (Zerodha) — Wed, 25 Jun 2025 01:50:57 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:27 India’s Hospitals are getting smarter
13:48 India’s illegal cotton seeds problem
25:27 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

India’s fight to save its Steel Industry

social@zerodha.com (Zerodha) — Tue, 24 Jun 2025 02:11:08 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:26 India vs Imported Steel
11:37 India’s VPPA Push
21:12 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

What SEBI found in the Sanjiv Bhasin case

social@zerodha.com (Zerodha) — Mon, 23 Jun 2025 01:59:36 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:27 Why SEBI is after Sanjiv Bhasin
09:59 India’s Logistics Backbone
23:37 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Why the US and China are watching Panama closely

social@zerodha.com (Zerodha) — Fri, 20 Jun 2025 01:35:31 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:41 Panama Ports in the Crossfire
08:24 India's New Port Strategy
20:09 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

All you need to know about Ports

social@zerodha.com (Zerodha) — Thu, 19 Jun 2025 01:44:33 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:40 How do ports actually work?
09:14 Public Wi-Fi vs Telecom Giants
18:01 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Can China compete with the World’s Top Chipmakers?

social@zerodha.com (Zerodha) — Wed, 18 Jun 2025 02:10:53 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:40 How Strong is China’s Chip Game?
15:28 Global FDI Down, Can India Rise?
25:58 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

The Game of Influencing Doctors

social@zerodha.com (Zerodha) — Tue, 17 Jun 2025 01:41:31 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:44 Behind the Pharma Rep Ban Saga
13:18 Tyre Giants at a Crossroads
21:47 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Has Japan lost the auto race?

social@zerodha.com (Zerodha) — Mon, 16 Jun 2025 02:03:41 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro

00:27 End of Japan’s Auto dominance?

14:16 How War hits your Wallet

24:12 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

How Chinese magnets are crushing Indian motors

social@zerodha.com (Zerodha) — Fri, 13 Jun 2025 02:16:38 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro

00:27 China Chokes Auto Supply Chains

13:01 New Rules for Building Rights

23:49 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Is Apple Losing Its Magic?

social@zerodha.com (Zerodha) — Thu, 12 Jun 2025 02:35:20 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:25 The Apple of my AI
13:26 The Tax-Free Exit That Wasn't
29:26 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

What’s driving Oil Giants back to India?

social@zerodha.com (Zerodha) — Wed, 11 Jun 2025 01:59:30 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:29 Private Oil Giants come back home
10:48 RBI’s New Gold Loan Rulebook
21:18 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

A 2005 deal could cost India big today

social@zerodha.com (Zerodha) — Tue, 10 Jun 2025 02:02:37 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:43 $1.5 Billion Satellite Dispute Heats Up
10:22 Understanding India’s shrimp industry
20:45 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

The one thing holding back clean energy

social@zerodha.com (Zerodha) — Mon, 9 Jun 2025 02:06:23 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:26 We are gridlocked on grids
14:05 RBI's Bold Move
25:47 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Digging through the RBI annual report

social@zerodha.com (Zerodha) — Fri, 6 Jun 2025 02:19:59 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:25 Inside RBI’s Annual Report 2025
11:30 Climate crisis hits South Asia
23:34 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Can India break this Pharma Monopoly?

social@zerodha.com (Zerodha) — Thu, 5 Jun 2025 02:47:06 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:23 Can Novo Nordisk defend its turf?
12:01 What exactly are “water stocks”?
23:13 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Two scooter giants, Two very different stories

social@zerodha.com (Zerodha) — Wed, 4 Jun 2025 01:52:47 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:39 Ather vs Ola: Two roads to EV success
09:35 Decoding Life Insurer results
16:07 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

India’s Hotels are playing the long game

social@zerodha.com (Zerodha) — Tue, 3 Jun 2025 01:50:40 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:39 How Indian Hotels are planning ahead
11:31 New TRAI plan could boost 5G rollout
18:32 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Inside India’s complicated Liquor game

social@zerodha.com (Zerodha) — Mon, 2 Jun 2025 01:50:25 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:42 Liquor, Laws & Premium plans
10:47 When the sun makes electricity free
21:29 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

India’s CDMO surge: The business behind the Drugs

social@zerodha.com (Zerodha) — Fri, 30 May 2025 01:52:51 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:38 Behind the Drugs: India’s CDMO Boom
12:17 What’s holding back Indian Factories?
22:57 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Why Sun Pharma Is Betting on New Drugs

social@zerodha.com (Zerodha) — Thu, 29 May 2025 01:53:25 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:45 Sun Pharma’s big pivot
11:57 India's oil sector results
21:40 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

India’s Infra projects were Broken—Until Now

social@zerodha.com (Zerodha) — Wed, 28 May 2025 02:01:24 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:40 The sector that is building India
10:09 Bajaj eyes KTM control
19:27 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Why the Paint Industry is under stress

social@zerodha.com (Zerodha) — Tue, 27 May 2025 01:45:13 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:39 Paint companies losing shine
09:03 Consumption engine slows
18:17 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

How IndiGo hit $10 Billion revenue?

social@zerodha.com (Zerodha) — Mon, 26 May 2025 01:38:12 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:24 Indigo smashes past $10 billion
08:03 India & The World: EV Race 2025
23:41 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Nuclear: From Dangerous to Desirable? |

social@zerodha.com (Zerodha) — Fri, 23 May 2025 01:59:50 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:39 Nuclear is Back!
12:13 India’s Military Makeover
21:35 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Behind India’s changing Defence priorities

social@zerodha.com (Zerodha) — Thu, 22 May 2025 01:55:01 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:38 How India buys weapons
09:48 The big critical mineral mega-trends
20:38 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

India’s Specialty Chemicals Industry Explained

social@zerodha.com (Zerodha) — Wed, 21 May 2025 02:04:30 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:41 India’s specialty chemicals boom
14:35 Made-in-India implants go global
22:37 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

India just drew the Line with Bangladesh

social@zerodha.com (Zerodha) — Tue, 20 May 2025 02:00:09 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:41 India Strikes back at Bangladesh
08:24 Is the Dollar losing its Grip?
18:55 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Batteries are the New Oil?

social@zerodha.com (Zerodha) — Mon, 19 May 2025 02:06:04 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:40 Why Batteries Matter Now
11:31 The RBI intends to tread lightly
18:30 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

The US Might Change the Rules — Again

social@zerodha.com (Zerodha) — Fri, 16 May 2025 02:00:34 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:39 The Trump Trade Round-up
10:38 Will copper hold us back?
21:42 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Why India’s LPG System Is Under Pressure

social@zerodha.com (Zerodha) — Thu, 15 May 2025 01:51:29 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:42 Will Cooking Gas Get Costlier?
09:48 Maruti, Tata, M&M: FY25 Wrap
18:10 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Food Wars are Far from Over

social@zerodha.com (Zerodha) — Wed, 14 May 2025 02:03:36 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:39 Is Zomato beating Swiggy?
12:09 India: The New Data Hub?
22:34 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Yes Bank's Big Comeback?

social@zerodha.com (Zerodha) — Tue, 13 May 2025 01:40:46 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:00 Intro 00:43 Yes Bank Gets a Japanese Lifeline! 08:29 Jewellery Giants Shine in Q4 19:08 Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybrief.zerodha.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Affordable Housing: The New Goldmine?

social@zerodha.com (Zerodha) — Mon, 12 May 2025 02:01:01 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:39 HFCs have a strong quarter
11:51 The rare earth dependency
22:49 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

A 6%+ jump in 2 Days – What’s pushing Taiwan’s Dollar?

social@zerodha.com (Zerodha) — Fri, 9 May 2025 02:09:59 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:40 Why Taiwan’s Currency Spiked
09:50 The taxman is after Samsung
19:17 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

India-UK Trade: Almost there?

social@zerodha.com (Zerodha) — Thu, 8 May 2025 02:04:20 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:41 India and UK, partners in trade
09:24 Tata Motors’ amicable breakup
16:53 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

What’s Powering the Cement Boom?

social@zerodha.com (Zerodha) — Wed, 7 May 2025 01:58:59 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:40 Cement sees a resilient quarter
12:18 Global Prices Cool Off
22:34 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

BPSL Ruling: Banks, Whistleblowers, and Big Questions

social@zerodha.com (Zerodha) — Tue, 6 May 2025 02:07:24 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:44 A pyrrhic win for the rule of law
14:05 RBI is getting serious about Co-Lending
25:43 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

AI Is Changing Again—And It Matters

social@zerodha.com (Zerodha) — Mon, 5 May 2025 01:46:58 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:25 The Daily Brief AI round-up
11:50 Is the power of OPEC+ eroding?
21:10 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Urban Company: Big IPO, Bigger Questions

social@zerodha.com (Zerodha) — Fri, 2 May 2025 02:06:14 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:25 Understanding Urban Company
12:54 Bajaj Finance Q4 FY25
22:20 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Why Are India’s Top Banks Taking a Breather?

social@zerodha.com (Zerodha) — Wed, 30 Apr 2025 02:00:14 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:39 India’s top private banks are on cruise mode
10:40 CNG is losing its spark
19:15 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Is Reliance Building the Future? Q4 Results Deep Dive

social@zerodha.com (Zerodha) — Tue, 29 Apr 2025 02:15:17 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:44 What do Reliance’s Q4 results tell us?
10:49 India wants to make its own potassium
19:28 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Why Samsung and LG Are Upset With India

social@zerodha.com (Zerodha) — Mon, 28 Apr 2025 01:46:17 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:43 Why Samsung and LG are headed to court
09:36 The world is aging. But healthily.
18:45 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

A Quiet Shift in India’s Economic Story

social@zerodha.com (Zerodha) — Fri, 25 Apr 2025 02:17:37 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:44 The state of India’s economy
11:37 The electric 3-wheeler revolution has flaws
20:30 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

What’s Going Wrong with Indian IT?

social@zerodha.com (Zerodha) — Thu, 24 Apr 2025 02:12:00 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:46 Rough patch for Indian IT
09:49 The IMF has no idea what’s happening
19:41 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Why Bank Stocks Are Suddenly Booming

social@zerodha.com (Zerodha) — Wed, 23 Apr 2025 01:50:46 +0000

In today's episode of The Daily Brief, we cover 3 major stories shaping the Indian economy and global markets:

00:04 - Intro
00:54 - RBI makes it easy for banks
09:41 - Diamond Exports Hit 20-Year Low
18:32 - India’s Tax on Steel is here
25:22 - Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Google & Meta’s Big Problem

social@zerodha.com (Zerodha) — Tue, 22 Apr 2025 02:17:24 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:42 Bad week for big tech
10:27 Miles to go for green goals
19:14 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

WTO just sent a Warning!

social@zerodha.com (Zerodha) — Mon, 21 Apr 2025 01:45:16 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:45 An era of shrinking trade?
10:20 Jerome Powell sees storm clouds gathering
20:44 Indians and the global gold rush
24:52 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Gensol Scam: This Clean Energy Company isn’t so clean

social@zerodha.com (Zerodha) — Thu, 17 Apr 2025 03:05:13 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:46 The Gensol Saga
09:59 Smart Tech, Heavy Load
17:36 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Is China Weaponising Rare Earth Minerals?

social@zerodha.com (Zerodha) — Wed, 16 Apr 2025 02:08:27 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:42 China’s Rare Earth Power
09:52 The rise of private credit
19:58 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

BRICS is becoming a Global Power Bloc

social@zerodha.com (Zerodha) — Tue, 15 Apr 2025 02:02:32 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:43 BRICS vs the West?
09:17 Europe’s defence spending spree
18:42 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Is China Dumping US Treasury Bonds? Panic in the Treasury Market Explained

social@zerodha.com (Zerodha) — Fri, 11 Apr 2025 02:03:37 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:39 Treasury Market Turmoil
10:02 RBI Cuts Interest Rates Again
19:58 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Can Tariffs Break the Global Economy?

social@zerodha.com (Zerodha) — Wed, 9 Apr 2025 01:59:19 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:46 Why are tariffs such a big deal?
08:47 Energy all over the world
15:14 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Why India Can’t Build the Next Apple or Tesla

social@zerodha.com (Zerodha) — Tue, 8 Apr 2025 02:03:30 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:46 Why we struggle to innovate
08:32 Delhivery added Ecomm express to its cart
14:18 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Why oil prices suddenly crashed

social@zerodha.com (Zerodha) — Mon, 7 Apr 2025 01:51:27 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:43 Oil Prices Tumble After OPEC+ Surprise
06:24 Intel Gets a Lifeline from TSMC
13:29 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Here come reciprocal tariffs

social@zerodha.com (Zerodha) — Fri, 4 Apr 2025 02:02:58 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 01:12 Welcome to a new world order 13:24 Making Nuclear Great Again 22:20 Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Why Do Small Businesses in India Struggle to Grow?

social@zerodha.com (Zerodha) — Thu, 3 Apr 2025 02:11:47 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:41 Why do India's MSMEs stay small 08:08 Will steel soon be more expensive? 15:31 Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Big Tariff Shift? India’s Bold Trade Response!

social@zerodha.com (Zerodha) — Wed, 2 Apr 2025 02:19:28 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:28 The reciprocal tariffs are here (maybe?) 09:40 ITC makes a 3,500 crore acquisition 17:15 Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

IMF’s New Take on India – Surprising?

social@zerodha.com (Zerodha) — Tue, 1 Apr 2025 02:56:33 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro
00:42 What’s IMF’s latest verdict on India?
08:16 Are loan recoveries going up?
14:00 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Hidden Traps in Health Insurance Claims!

social@zerodha.com (Zerodha) — Fri, 28 Mar 2025 02:02:58 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:38 Hidden traps in health insurance claims 09:53 The RBI’s new and improved PSL norms 19:24 Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Will UPI Stay Free Forever?

social@zerodha.com (Zerodha) — Thu, 27 Mar 2025 02:36:11 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:21 Stories Coming Up! 00:42 Can UPI Stay Free Forever? 07:21 The Rupee’s making a come-back! 14:03 Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

How India Controls the World’s Rice Supply

social@zerodha.com (Zerodha) — Wed, 26 Mar 2025 02:33:54 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:22 Stories Coming Up! 00:45 India’s back to feeding the world! 07:36 Is self-employment in India a choice — or a last resort? 19:12 Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

TV Anchor Caught in a ₹6 Crore Stock Scandal!

social@zerodha.com (Zerodha) — Tue, 25 Mar 2025 02:06:33 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Stories Coming Up! 00:24 Intro 00:43 CNBC Anchor’s ₹6 Cr Stock Fraud 06:18 Why Solar Is Outpacing Wind 13:11 Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Weight Loss Just Got Easier in India?

social@zerodha.com (Zerodha) — Mon, 24 Mar 2025 02:04:11 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Stories Coming Up!
00:22 Intro
00:39 Mounjaro comes to India
08:47 What’s up with PLI Schemes?
14:19 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Why is the Fed So Nervous Right Now?

social@zerodha.com (Zerodha) — Fri, 21 Mar 2025 02:00:22 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Stories Coming Up!
00:22 Intro
00:40 Why is Jerome Powell nervous?
08:02 The shape of our remittances
14:52 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

The Fall of Germany’s Car Giants?

social@zerodha.com (Zerodha) — Thu, 20 Mar 2025 01:44:03 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Stories Coming Up!
00:21 Intro
00:38 Why German car-makers are in trouble
07:32 Will Rising Debt Weaken U.S. Power?
17:38 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Why this 24-Year partnership just ended!

social@zerodha.com (Zerodha) — Wed, 19 Mar 2025 01:53:09 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Stories Coming Up! 00:28 Intro 00:45 Why Bajaj and Allianz are getting a divorce 09:04 A tale of two Chinas 16:24 Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Why China Won’t Let India Rise?

social@zerodha.com (Zerodha) — Tue, 18 Mar 2025 02:01:56 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Stories Coming Up!
00:26 Intro
00:44 Is China really suppressing India’s rise?
09:37 What the UNCTAD says about global trade
14:08 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Why India Is Betting Big on E-Buses!

social@zerodha.com (Zerodha) — Mon, 17 Mar 2025 01:58:23 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Stories Coming Up!
00:22 Intro
00:40 India’s getting serious about electric buses
08:04 Understanding India’s Mutual Fund journey
16:09 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Jio, Airtel & Starlink – What’s Cooking?

social@zerodha.com (Zerodha) — Thu, 13 Mar 2025 02:08:29 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:00 Stories Coming Up!
00:23 Intro
00:41 Are Starlink’s deals with Jio & Airtel all hype?
08:54 Catching up with the IT sector
17:35 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

IndusInd Bank Faces a Crisis!

social@zerodha.com (Zerodha) — Wed, 12 Mar 2025 02:01:26 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:00 Stories Coming Up!
00:21 Intro
00:39 IndusInd Bank Crashes 25%!
08:37 Hyundai India Under the Scanner
16:00 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

The Roadblock to India’s Rise

social@zerodha.com (Zerodha) — Tue, 11 Mar 2025 02:02:54 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Stories Coming Up!
00:25 Intro
00:43 The economics of talent
10:19 What should India expect in FY2026?
17:55 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Is Gensol Heading for a Crisis?

social@zerodha.com (Zerodha) — Fri, 7 Mar 2025 02:02:33 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Stories Coming Up!
00:27 Intro
00:44 Can Gensol pay back its debts?
08:08 Television vs. digital media: A lengthy stalemate
17:02 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Trump’s Trade War Begins!

social@zerodha.com (Zerodha) — Thu, 6 Mar 2025 02:15:56 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Stories Coming Up!
00:24 Intro
00:41 Trump's Trade War 2.0 Goes Live
13:52 The stories we tell ourselves
19:00 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

India’s Beverage Industry Faces a Major Challenge

social@zerodha.com (Zerodha) — Wed, 5 Mar 2025 02:17:12 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Stories Coming Up!
00:21 Intro
00:39 Will all drinks come in green bottles?
08:35 Can Urban India solve its problems?
16:26 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Crypto’s Big Paradigm Shift

social@zerodha.com (Zerodha) — Tue, 4 Mar 2025 02:16:36 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Stories Coming Up!
00:25 Intro
00:42 Crypto’s big paradigm shift
08:31 Will CNG survive India’s EV wave?
16:48 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

IMF Report Reveals Something Big!

social@zerodha.com (Zerodha) — Mon, 3 Mar 2025 01:54:31 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Stories Coming Up!
00:15 Intro
00:32 IMF's take on Indian's Economy
12:12 SEBI's specialized funds explained
18:24 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Why RBI Is Making Borrowing Easier Again!

social@zerodha.com (Zerodha) — Fri, 28 Feb 2025 02:16:17 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Stories Coming Up!
00:17 Intro
00:40 The RBI re-rethinks its risk weights
08:38 Can India become an AI superpower?
17:07 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in English: https://markets-by-zerodha.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

This Man Holds America’s Economic Future

social@zerodha.com (Zerodha) — Thu, 27 Feb 2025 01:58:59 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Stories Coming Up!
00:20 Intro
00:43 Scott Bessent vs the World
10:59 The Inflation Comeback & Its Impact
20:53 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

What happens if your bank fails?

social@zerodha.com (Zerodha) — Tue, 25 Feb 2025 03:04:43 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Stories Coming Up! 00:19 Intro 00:42 Does India need higher deposit insurance? 11:43 The economics of air pollution 21:08 Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/ You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Is India’s Economic Growth Slipping?

social@zerodha.com (Zerodha) — Mon, 24 Feb 2025 02:03:58 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Stories Coming Up!
00:22 Intro
00:39 How’s the Indian economy doing?
17:04 How well does the government spend
25:27 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Big Shake-Up in Indian Aviation!

social@zerodha.com (Zerodha) — Fri, 21 Feb 2025 02:26:36 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Stories Coming Up!
00:21 Intro
00:38 India’s Big Bet on Aviation Finance
07:17 Majorana 1: Future of Computing?
12:38 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

How Intel Lost Its Edge

social@zerodha.com (Zerodha) — Thu, 20 Feb 2025 02:17:42 +0000

In today's episode of The Daily Brief, we cover 3 major stories shaping the Indian economy and global markets:

00:04 Stories Coming Up!
00:31 Intro
00:48 Why Intel’s no longer a superpower
11:27 Climate change and economic damage
18:37 What Trump’s steel and aluminium tariffs mean for India
23:40 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

AI at Work: Who Wins & Who Loses?

social@zerodha.com (Zerodha) — Wed, 19 Feb 2025 02:15:11 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Stories Coming Up!
00:25 Intro
00:48 What AI means to the world of work
05:22 The CCI is trying really hard
10:20 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Cement giants getting even bigger?

social@zerodha.com (Zerodha) — Tue, 18 Feb 2025 02:14:59 +0000

In today's episode of The Daily Brief, we cover 3 major stories shaping the Indian economy and global markets:

00:04 Stories Coming Up!
00:31 Intro
00:48 Cement giants getting even bigger?
06:50 Beer Price War in Telangana
14:32 Reliance vs ONGC: Gas Face-Off

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

India’s Inflation is Cooling Down… But There’s a Catch!

social@zerodha.com (Zerodha) — Mon, 17 Feb 2025 02:10:23 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Stories Coming Up!
00:23 Intro
00:41 India’s Inflation Softens to 4.3%
07:36 Gold prices hit the roof
13:32 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

What Trump's tariffs mean for India

social@zerodha.com (Zerodha) — Fri, 14 Feb 2025 02:07:50 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Stories Coming Up!
00:23 Intro
00:39 What Trump's tariffs mean for India
08:02 Paint Sector: shades of red, with a splash of green
14:24 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Hospitals deliver strong results

social@zerodha.com (Zerodha) — Thu, 13 Feb 2025 02:05:01 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Stories Coming Up!
00:24 Intro
00:41 Hospitals deliver strong results
10:22 What do RBI surveys say about India’s future?
17:14 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Hidden Frauds in India’s SME Market

social@zerodha.com (Zerodha) — Wed, 12 Feb 2025 02:01:29 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Stories Coming Up!
00:24 Intro
00:41 SEBI cracks down on SME frauds
08:24 Automobiles stage a come-back
18:24 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

India’s inflation is NOT slowing down!

social@zerodha.com (Zerodha) — Tue, 11 Feb 2025 02:14:20 +0000

In today's episode of The Daily Brief, we cover 3 major stories shaping the Indian economy and global markets:

00:04 Stories Coming Up!
00:33 Intro
00:50 India’s inflation is NOT slowing down!
06:21 Why isn’t Swiggy making money?
11:22 A clash of Titans (and Kalyan)
19:14 TIdbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

A ₹104 Cr Fraud? SEBI’s Latest Investigation!

social@zerodha.com (Zerodha) — Mon, 10 Feb 2025 02:19:52 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Stories Coming Up!
00:21 Intro
00:38 SEBI Cracks Down on Fake Trading Guru!
05:09 RBI Cuts Rate to 6.25%!
09:26 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Why Home Loans Aren’t Flying Anymore

social@zerodha.com (Zerodha) — Fri, 7 Feb 2025 02:08:54 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Stories Coming Up!
00:25 Intro
00:42 Is the best of Housing Finance behind us?
10:32 The importance of sending money home
15:56 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

SEBI's latest ALGO trading rules

social@zerodha.com (Zerodha) — Thu, 6 Feb 2025 02:22:25 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Stories Coming Up
00:24 Intro
00:40 SEBI made some changes to algo trading
05:38 Trump’s Tariffs & the Fall of Rules-Based Trade
16:22 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

India’s FMCG Growth is Slowing

social@zerodha.com (Zerodha) — Wed, 5 Feb 2025 02:03:02 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Stories Coming Up!
00:27 Intro
00:43 Why FMCG Growth is Slowing in Cities
09:41 Volkswagen’s Mega Tax Battle in India
16:30 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Trump’s New Tariffs, Big Consequences!

social@zerodha.com (Zerodha) — Tue, 4 Feb 2025 02:23:24 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Stories Coming Up
00:22 Intro
00:39 Trump’s wrecking ball to the world economy
08:01 This is one of the biggest things in the budget
15:00 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

India’s Economy: The Big Revelations

social@zerodha.com (Zerodha) — Mon, 3 Feb 2025 02:42:49 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Stories Coming up 00:22 Intro 00:39 Where is our economy, and how can we fix it? 09:05 Life Insurance Companies are going through temporary hiccups 15:24 Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/ You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Budget 2025: Tough Choices Ahead!

social@zerodha.com (Zerodha) — Fri, 31 Jan 2025 02:47:07 +0000

In today's episode of The Daily Brief, we cover 3 major stories shaping the Indian economy and global markets: 00:04 Stories Coming Up 00:30 Intro 00:48 The Budget 2025-26: What are we looking for 08:13 Are the best days of Bajaj Finance behind? 13:23 Tata Motors vs Maruti Suzuki 23:07 Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/ You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Why is everyone talking about DeepSeek?

social@zerodha.com (Zerodha) — Thu, 30 Jan 2025 02:47:25 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Stories Coming Up 00:27 Intro 00:44 DeepSeek: The AI Underdog Shaking Silicon Valley 10:46 EMS in India: A Short-Term Spike or Long-Term Shift? 19:58 Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/ You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

SEBI Cracks Down on Front-Running

social@zerodha.com (Zerodha) — Wed, 29 Jan 2025 02:40:17 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Stories Coming Up 00:21 Intro 01:00 SEBI's crackdown on market cheats 06:07 The rise of risky loans, the fall of savings 12:31 Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/ You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Is Europe a lost cause?

social@zerodha.com (Zerodha) — Tue, 28 Jan 2025 02:50:22 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Stories Coming Up 00:19 Intro 00:50 Europe’s Vanishing Power 10:28 Sanctions, Oil, and India’s Game Plan 17:10 Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/ You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Is This the Start of a New Trade Era?

social@zerodha.com (Zerodha) — Mon, 27 Jan 2025 02:39:02 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Stories Coming up! 00:24 Intro 01:02 Will Trump Shake Global Trade Again? 07:28 Patent Expiry Hits Dr. Reddy's 13:25 Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/ You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

How Trump is Shaking Up H1-B Visas

social@zerodha.com (Zerodha) — Fri, 24 Jan 2025 02:32:26 +0000

In today's episode of The Daily Brief, we cover 3 major stories shaping the Indian economy and global markets:

00:04 Stories Coming Up
00:32 Intro
01:05 Trump vs Birthright Citizenship
10:18 Indian Firms Borrowing Abroad
16:32 Mutual Funds for ₹250?
21:15 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Game-Changing Deal in the Skincare Industry

social@zerodha.com (Zerodha) — Thu, 23 Jan 2025 02:24:58 +0000

In today's episode of The Daily Brief, we cover 3 major stories shaping the Indian economy and global markets:

00:04 Stories Coming Up!
00:30 Intro
00:57 HUL Adds Minimalist to Its Portfolio
06:35 AI Chip Export Rules Get Tougher
14:10 Pre-IPO Market Buzz in India
16:14 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

The Flip Side of Easy Loans in India

social@zerodha.com (Zerodha) — Wed, 22 Jan 2025 02:13:35 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Stories Coming up
00:22 Intro
00:39 India’s Unsecured Loan Boom: A Risky Trend?
07:47 Why Zomato’s Profits Took a Hit
12:50 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Is the Rupee Losing Its Power?

social@zerodha.com (Zerodha) — Tue, 21 Jan 2025 02:16:13 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Stories Coming Up
00:26 Intro
00:43 SEBI Brings Transparency to Mutual Funds
05:06 The Rupee Drop Story Simplified
13:39 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Reliance Q3 Performance: What Stands Out?

social@zerodha.com (Zerodha) — Mon, 20 Jan 2025 02:04:30 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Stories Coming Up
00:28 Intro
01:08 Reliance Results: Growth Engines in Action
07:19 World Bank’s Economic Outlook: Gloom & Hope
14:31 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

The Metal Powering Our Future

social@zerodha.com (Zerodha) — Fri, 17 Jan 2025 02:06:59 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Stories Coming Up
00:20 Intro
01:00 The metal of the century?
05:38 Is Europe in deep trouble?
12:11 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

US sanctions on Russia make things tough for India

social@zerodha.com (Zerodha) — Thu, 16 Jan 2025 02:20:50 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Stories Coming Up
00:25 Intro
00:57 US vs Russia but India has to suffer
05:52 Is Argentina making a comeback?
11:03 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

What caused the inflation to drop?

social@zerodha.com (Zerodha) — Wed, 15 Jan 2025 02:08:25 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Stories Coming Up
00:28 Intro
00:45 Breaking down the headline inflation of 5.22%
06:56 It's the dollar's world, we just live in it
13:17 TIdbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements

Here's how DMart works

social@zerodha.com (Zerodha) — Tue, 14 Jan 2025 02:04:38 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Stories Coming up
00:22 Intro
00:40 Is DMart doing well?
07:19 Is India bad at being China?
13:03 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

TCS Quarterly Results: The Good, Bad, and Ugly

social@zerodha.com (Zerodha) — Mon, 13 Jan 2025 02:11:20 +0000

In today's episode of The Daily Brief, we cover 3 major stories shaping the Indian economy and global markets:

- TCS Quarterly Results: A Mixed Bag
- India’s Villages on the Rise: SBI Report Insights
- Who Will Guide India’s Growing Investors?

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Why More Indians Are Leaving for Foreign Shores

social@zerodha.com (Zerodha) — Fri, 10 Jan 2025 02:19:30 +0000

In today's episode of The Daily Brief, we cover a major story shaping the Indian economy and global markets:

00:04 Intro
00:51 Why Indians Prefer Abroad Over Cities
09:28 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Is the hotel sector the next big thing?

social@zerodha.com (Zerodha) — Thu, 9 Jan 2025 02:31:16 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Stories Coming Up
00:22 Intro
00:39 Hotels in India Set for Decade-High Earnings
06:31 Mixed Signals in India’s Economic Growth Story
13:24 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Why Green Hydrogen Could Revolutionize Clean Energy

social@zerodha.com (Zerodha) — Wed, 8 Jan 2025 02:31:56 +0000

In today's episode of The daily brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Stories Coming Up
00:22 Intro
00:40 Why Green Hydrogen Matters in the Energy Transition
08:22 From Setback to Strategy: Adani’s Petrochemical Journey
14:51 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

The Silent Threat of Tariffs: Are We Ready?

social@zerodha.com (Zerodha) — Tue, 7 Jan 2025 02:19:49 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Stories Coming up
00:25 Intro
00:43 Tariffs: A Double-Edged Sword for the Economy
07:19 Why India Leads the GCC Boom
10:53 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

SEBI’s Big Catch: Ketan Parekh and the ₹65 Crore Heist

social@zerodha.com (Zerodha) — Mon, 6 Jan 2025 02:23:18 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Stories Coming up!
00:23 Intro
01:41 Ketan Parekh Strikes Again
12:02 India's Critical Minerals Roadblock
18:06 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Why Co-Working Spaces are Taking Over India’s Office Market

social@zerodha.com (Zerodha) — Fri, 3 Jan 2025 02:12:06 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Stories coming up
00:24 Intro
00:42 How Co-Working is Transforming Office Real Estate
06:59 HUL’s New Supply Chain Strategy
13:32 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Can India’s economy handle the pressure?

social@zerodha.com (Zerodha) — Thu, 2 Jan 2025 02:38:13 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Stories Coming up!
00:24 Intro
00:41 Is India’s Economy as Strong as It Looks?
08:51 Green Steel: India’s Game Plan for Sustainable Growth
14:11 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

2024 Reflections: How Curiosity, Quick Commerce, and AI Redefined Our World

social@zerodha.com (Zerodha) — Wed, 1 Jan 2025 02:31:43 +0000

In today's episode of The Daily Brief, We'll share some of the most important lessons we’ve learned while writing for you.

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

The Surprising Reality of Indian Banks in FY24

social@zerodha.com (Zerodha) — Tue, 31 Dec 2024 02:13:20 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Stories Coming up
00:20 Intro
00:38 How Indian Banks Thrived in 2023-24
07:32 The Role of Credit in Economic Growth
14:13 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

The Untold Story of India’s 1991 Economic Miracle

social@zerodha.com (Zerodha) — Mon, 30 Dec 2024 02:09:00 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Stories Coming up
00:24 Intro
00:40 Manmohan Singh: The Visionary Behind India’s Economic Reforms
08:14 India’s Growth Engines in Trouble: The MSME Story
15:39 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Coal: The Energy Source That Refused to Retire

social@zerodha.com (Zerodha) — Fri, 27 Dec 2024 02:15:58 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Stories Coming Up
00:21 Intro
00:39 The Unexpected Coal Boom
07:43 How Greed Fooled Investors
11:34 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Inside the Finances of Indian States: A Reality Check

social@zerodha.com (Zerodha) — Thu, 26 Dec 2024 02:05:15 +0000

In today's episode of The Daily Brief, we cover 3 major stories shaping the Indian economy and global markets:

00:04 Stories Coming Up!
00:35 Intro
00:58 How Are Indian States Doing?
09:37 Insider Trading in HDFC Merger Uncovered
14:57 Credit Card Storm: Higher Costs Ahead
20:12 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

What 2025 Holds for India’s Economy and Markets

social@zerodha.com (Zerodha) — Tue, 24 Dec 2024 02:14:10 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Stories Coming Up!
00:23 Intro
00:40 India’s Fiscal Deficit Story: Survival, Strategy, and Growth
07:41 India in 2025: Growth, Risks, and Investment Opportunities
15:09 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

The Hidden Barriers Keeping Poor Nations Poor

social@zerodha.com (Zerodha) — Mon, 23 Dec 2024 02:13:15 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Stories Coming Up!
00:23 Intro
00:40 The Poverty Trap: Why Nations Can’t Escape
08:30 $1 Trillion in FDI? The Story of India’s Growth
16:05 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Markets in Turmoil After Fed’s Rate Cut!

social@zerodha.com (Zerodha) — Fri, 20 Dec 2024 02:19:10 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Stories Coming Up!
00:24 Intro
00:42 Fed Surprises with Cautious Rate Cut
07:36 New SEBI Reforms to Protect Investors
15:12 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

ITC’s Most-Anticipated Move Finally Happens

social@zerodha.com (Zerodha) — Thu, 19 Dec 2024 02:12:58 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Stories Coming Up!
00:18 Intro
00:51 The ITC Split Everyone Was Waiting For
06:10 The Silent War: US vs China
11:06 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Europe wants to cut ties with Elon Musk

social@zerodha.com (Zerodha) — Wed, 18 Dec 2024 02:16:26 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Stories Coming Up!
00:18 Intro
00:58 Europe wants to build Starlink's rival
06:51 What will happen with commodities next year
15:04 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

SEBI has something to say about algo trading

social@zerodha.com (Zerodha) — Tue, 17 Dec 2024 03:12:00 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

- SEBI wants to protect retail investors
- Is debt good or bad?

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Are PSU Banks Making A Comeback?

social@zerodha.com (Zerodha) — Mon, 16 Dec 2024 02:13:23 +0000

In today's episode of The daily brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Stories Coming Up!
00:18 Intro
00:53 Once Broken, Now Thriving: The PSU Bank Miracle
06:55 India’s Energy Future: Inside Reliance’s Big Oil Deal
10:30 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Is it getting harder to afford a house?

social@zerodha.com (Zerodha) — Fri, 13 Dec 2024 02:10:29 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Stories Coming Up!
00:17 Intro
00:49 Houses around the world are becoming impossible to afford
05:51 What's happening with oil
11:06 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Here's how Indian spending has changed in the last decade

social@zerodha.com (Zerodha) — Thu, 12 Dec 2024 02:27:05 +0000

In today's episode of The daily brief, we cover 3 major stories shaping the Indian economy and global markets:

00:04 Stories Coming Up!
00:19 Intro
00:52 Analysing India's consumption patterns
09:17 Adani Ports withdraws from $553 million US loan deal
11:49 Google launched Willow
16:05 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Before You Invest in Unlisted Shares, Watch This!

social@zerodha.com (Zerodha) — Wed, 11 Dec 2024 02:20:10 +0000

In today's episode of The daily brief, we cover 3 major stories shaping the Indian economy and global markets:

00:04 Stories Coming Up!
00:21 Intro
00:53 SEBI's warning to investors against unlisted shares
05:07 India doesn’t want chinese solar cells
10:02 US and China are fighting again
15:28 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Why LG India’s IPO is Making Headlines!

social@zerodha.com (Zerodha) — Tue, 10 Dec 2024 02:07:46 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Stories Coming Up!
00:15 Intro
00:49 LG India’s ₹15,000 Crore IPO: What’s the Big Deal?
05:04 Why China’s Economy Is Slowing Down Again
10:22 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Is nobody happy with RBI?

social@zerodha.com (Zerodha) — Mon, 9 Dec 2024 02:12:48 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Stories Coming Up!
00:14 Intro
00:41 RBI's latest MPC meeting
06:35 What's happening in the steel industry
11:14 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Sharp slowdown in bank lending

social@zerodha.com (Zerodha) — Fri, 6 Dec 2024 02:17:10 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Stories Coming Up!
00:16 Intro
00:50 Did banks finally make RBI happy?
07:31 Why is everyone hot for quick commerce?
13:25 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Scam alert: How investors are getting fooled everyday

social@zerodha.com (Zerodha) — Thu, 5 Dec 2024 02:06:55 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Stories Coming Up!
00:18 Intro
00:53 Two new scams in the stock market
07:56 A cure for obesity, alcoholism, diabetes, gambling and everything else
13:13 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Are India's GDP numbers giving us the real picture?

social@zerodha.com (Zerodha) — Wed, 4 Dec 2024 02:35:14 +0000

In today's episode of The daily brief, we cover 3 major stories shaping the Indian economy and global markets:

00:04 Stories Coming Up!
00:24 Intro
00:58 Are India’s GDP numbers misleading us?
06:16 ₹297 crore subsidy fraud: Three EV makers raided
11:52 How US restrictions are shaping the global semiconductor battle
16:38 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Are RBI’s Green Bonds a flop?

social@zerodha.com (Zerodha) — Tue, 3 Dec 2024 02:15:15 +0000

In today's episode of The daily brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Stories Coming Up!
00:17 Intro
00:48 India’s green bonds are in the red
07:42 Is Bajaj finance exiting the co-branded credit card business?
13:49 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Stock Market 24/7: The Future of Trading is Here!

social@zerodha.com (Zerodha) — Mon, 2 Dec 2024 02:21:04 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Stories Coming Up!
00:22 Intro
00:50 Why 24/7 stock markets will keep you awake?
08:16 The tug-of-war on interest rates
14:34 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Sri Lanka’s Last Chance: Debt Restructuring or Total Collapse?

social@zerodha.com (Zerodha) — Fri, 29 Nov 2024 02:16:13 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Stories Coming Up!
00:24 Intro
00:56 Sri Lanka’s Redemption: Is Debt Restructuring Enough?
07:47 India’s Fertilizer Puzzle: Imports, Subsidies, and Struggles
12:14 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Why is Vedanta investing $2 billion in Saudi Arabia?

social@zerodha.com (Zerodha) — Thu, 28 Nov 2024 02:12:06 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Stories Coming Up!
00:24 Intro
00:39 Vedanta wants to get back in the copper game
08:53 India plans to increase FDI limit in the insurance space
16:23 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

₹24,700 crore waiver for Vodafone Idea- What does it mean?

social@zerodha.com (Zerodha) — Wed, 27 Nov 2024 02:15:47 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Stories Coming Up!
00:19 Intro
00:37 Union cabinet approved Vodafone's bank guarantee issue
07:43 Trump doesn't want to do business with Mexico and Canada?
14:18 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

India rejects $300 Billion climate deal

social@zerodha.com (Zerodha) — Tue, 26 Nov 2024 02:09:36 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Stories Coming Up!
00:26 Intro
00:43 Why is India unhappy with the COP29 deal?
08:21 Why is RBI letting India's forex reserve fall?
13:31 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

SEBI doesn't like SME IPOs?

social@zerodha.com (Zerodha) — Mon, 25 Nov 2024 02:32:00 +0000

In today's episode of The Daily Brief, we cover 3 major stories shaping the Indian economy and global markets:

1. SEBI’s Big Move in SME IPOs

SEBI tightens SME IPO rules to curb misuse, ensure funds boost growth, and protect investors. Key steps include stricter OFS rules, longer lock-ins, and better monitoring.

2. Royalty Payments Under SEBI's Lens

SEBI flags ₹10,779 crore in FY23 royalties, often exceeding profits. It proposes linking royalties to earnings, better disclosures, and expiry dates for agreements.

3. India’s Economic Crossroads

India’s economy is uneven: services exports boom, but middle-class consumption struggles, and rural recovery remains weak. Inflation and jobs need focus.

You can also watch this episode here: https://youtu.be/aCXfyy4Eql8

Get smarter every day with our daily newsletter. Subscribe here: https://thedailybrief.zerodha.com/

Check out our latest newsletter "Aftermarket Report" here: https://aftermarketreport.substack.com/

Adani is in trouble, again?

social@zerodha.com (Zerodha) — Fri, 22 Nov 2024 02:07:29 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Stories Coming Up!
00:19 Intro
00:51 Why is Adani in trouble?
06:51 Is the government not spending on health?
13:17 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Why your city is running out of money?

social@zerodha.com (Zerodha) — Thu, 21 Nov 2024 02:06:51 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Stories Coming Up!
00:20 Intro
00:38 Is this the end for Google?
07:49 Who pays to fix your city?
13:57 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

The Daily Brief Special: The Chip Wars - US vs China

social@zerodha.com (Zerodha) — Wed, 20 Nov 2024 06:06:12 +0000

We don’t have The Daily Brief episode today as the markets are closed. So we're uploading an episode from one of our other shows "The world, simplified", where we break down the big global issues affecting our money and lives in simple terms.

In this episode, we cover:

1. The Chip War: US vs China

We dive into the world of semiconductors—the tiny chips powering everything from smartphones to supercomputers—and explore the intense U.S.-China rivalry over control of this critical technology, its impact on AI, and the global stakes in the semiconductor race.

2. BRICS: A New World Order?

The expanded BRICS alliance aims to challenge Western financial dominance, building alternatives like the New Development Bank and BRICS Pay. Despite internal conflicts, the group’s push for a parallel financial system signals a major shift in the global economic order.

If you want to view detailed charts and deep dive into sources discussed in the episode, check out our newsletter: https://thedailybrief.zerodha.com/p/who-controls-the-chips-controls-the

What is happening to Mamaearth?

social@zerodha.com (Zerodha) — Tue, 19 Nov 2024 02:09:45 +0000

In today's episode of The Daily Brief, we cover 3 major stories shaping the Indian economy and global markets:

00:04 Stories Coming Up!
00:27 Intro
01:07 Mamaearth reported a 19 crore loss- what happened?
07:06 What’s driving the gold price rally?
12:24 How Campus, Bata, and Metro are Reshaping India's Footwear Industry
18:08 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

India’s Diabetes Crisis: A Ticking Time Bomb

social@zerodha.com (Zerodha) — Mon, 18 Nov 2024 02:09:00 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Stories Coming Up!
00:22 Intro
00:40 Diabetes: India’s Silent Health Crisis
09:41 Capex Slowdown: A Temporary Blip or a Sign of Caution?
15:50 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Can India become the next major oil refining hub?

social@zerodha.com (Zerodha) — Thu, 14 Nov 2024 02:06:54 +0000

In today's episode of The daily brief, we cover 3 major stories shaping the Indian economy and global markets:

- Stories Coming Up!
- Intro
- India wants to use fossil fuels but also wants to go green
- Is India's inflation rate too high?
- How do changes in commodity prices affect our daily lives
- Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

What's going on with Asian Paints?

social@zerodha.com (Zerodha) — Wed, 13 Nov 2024 02:06:58 +0000

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Stories Coming Up!
00:23 Intro
00:40 Why did profits fall by 40% this quarter for Asian Paints
06:39 Is India collecting less property tax?
13:13 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

IndiGo’s bold moves vs Air India’s big merger

social@zerodha.com (Zerodha) — Tue, 12 Nov 2024 02:10:53 +0000

In today’s episode, we look at 3 big stories:

00:04 Stories Coming Up!
00:33 Intro
00:50 How IndiGo and Air India are Shaping the Future of Flying
07:39 Did Tata Motors have a bad quarter?
16:02 Dr. Reddy’s wants people to lose weight
21:08 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Fed Cuts Rate Again: Here's what it means

social@zerodha.com (Zerodha) — Mon, 11 Nov 2024 02:12:05 +0000

In today’s episode, we look at 3 big stories:

00:04 Stories Coming Up!

00:31 Intro

00:47 Why did Fed cut rates?

06:55 How is India's steel industry doing?

13:37 Indian companies turn to exports as domestic demand slow

21:21 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Trump II: What it means for the global economy?

social@zerodha.com (Zerodha) — Fri, 8 Nov 2024 02:11:37 +0000

In today’s episode, we look at 2 big stories:

00:04 Stories Coming Up!
00:18 Intro
00:48 Trump effect: What a second term means for the world
08:44 How affordable housing is bridging India’s homeownership gap
16:27 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

HDB Financial’s ₹12,500 Crore IPO: India’s Biggest NBFC Offering

social@zerodha.com (Zerodha) — Thu, 7 Nov 2024 02:25:11 +0000

In today’s episode, we look at 3 big stories:

00:04 Stories Coming Up!
00:34 Intro
00:51 One of the largest NBFC IPOs
07:29 India’s auto sector: A September crash, followed by an October comeback
13:25 Titan’s Revenue is up but profits are down, why?
18:01 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

India’s Real Estate Boom: What’s Driving the Comeback?

social@zerodha.com (Zerodha) — Wed, 6 Nov 2024 02:03:36 +0000

In today’s episode, we look at 3 big stories:

00:04 Stories Coming Up!
00:25 Intro
00:56 India’s Real Estate Boom: What’s Driving the Comeback?
07:26 SEBI kicks out Embassy REIT CEO
11:35 SEBI pushes mutual funds to invest NFO money faster
17:17 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

100+ tonnes of Indian gold finally comes home

social@zerodha.com (Zerodha) — Tue, 5 Nov 2024 02:18:39 +0000

In today’s episode, we look at 3 big stories:

00:00 Stories Coming Up!
00:31 Intro
00:50 Announcement
01:07 Ghar wapsi for gold
05:07 Temporary bullishness for oil
11:44 Indian corporate earnings are seriously disappointing
19:32 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Premiumisation - The next big thing for companies?

social@zerodha.com (Zerodha) — Mon, 4 Nov 2024 02:05:25 +0000

In today’s episode, we look at 2 big stories:

00:04 Stories Coming Up!
00:27 Intro
01:02 Are Indian consumers ditching affordable products for premium?
07:09 Big Tech’s trillion-dollar AI race
15:42 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Rural vs. Urban: Why are villages driving growth?

social@zerodha.com (Zerodha) — Thu, 31 Oct 2024 02:17:52 +0000

In today’s episode, we look at 3 big stories:

00:04 Stories Coming Up!
00:22 Intro
00:55 Why is the demand slowing down in urban?
07:10 Maruti’s budget car sales are falling—Is trouble brewing?
13:21 6 big warnings from RBI Governor
20:12 Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Massive crisis in the microfinance sector

social@zerodha.com (Zerodha) — Wed, 30 Oct 2024 02:12:47 +0000

In today’s episode, we look at 3 big stories:

- Stories Coming Up!
- Intro
- How bad is the crisis in microfinance?
- Why Is Burger King India Struggling?
- Why Are Tata Technologies' Profits Declining?
- Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

From Takeoff to Tailspin: Inside IndiGo's ₹990 Crore Collapse

social@zerodha.com (Zerodha) — Tue, 29 Oct 2024 02:04:51 +0000

In today’s episode, we look at 3 big stories:

00:00 - Stories Coming Up!
00:28 - Intro
01:02 - Why Did IndiGo post a ₹990 Crore Loss Despite Strong Revenue Growth?
10:18 - What is happening in the alcohol industry?
15:19 - Why did Oil Prices Drop After Israel Struck Iran?
19:13 - Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Can India Beat China in Electronics Manufacturing?

social@zerodha.com (Zerodha) — Mon, 28 Oct 2024 02:12:16 +0000

In today’s episode, we look at 3 big stories:

00:00 - Stories Coming Up!
00:26 - Intro
01:08 - Can India's Electronics Journey Go From Importer to Exporter?
10:20 - Can India Break China's Critical Minerals Monopoly?
16:58 - Inside ITC's Latest Quarter
25:38 - Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

₹82,000 Crore Gone! Why Foreign Investors Are Ditching Indian Markets

social@zerodha.com (Zerodha) — Fri, 25 Oct 2024 02:37:47 +0000

In today’s episode, we look at 3 big stories:

- Foreign investors have been on a selling spree
- Is rural India powering India's economic growth?
- Can TVS lead India's electric two-wheeler race?
- Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Zomato's Game-Changer: Is Blinkit Taking Over?

social@zerodha.com (Zerodha) — Thu, 24 Oct 2024 02:24:24 +0000

In today’s episode, we look at 3 big stories:

- Zomato's Big Shift: Blinkit and Beyond
- Something’s Brewing in the Silver Market
- The Global Economy in 2024 – Outlook & Risks
- Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Blocked but Not Broken: Paytm’s Fight to Stay on Top!

social@zerodha.com (Zerodha) — Wed, 23 Oct 2024 01:37:57 +0000

In today’s episode, we look at 3 big stories:

- Paytm’s Rollercoaster Quarter
- Can Rural India Rely on Farming as Expenses Keep Rising?
- The markets, according to Stanley Druckenmiller
- Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

The Surprising Reason HDFC Bank Slowed Down

social@zerodha.com (Zerodha) — Tue, 22 Oct 2024 02:01:18 +0000

In today’s episode, we look at 3 big stories:

- HDFC Bank Growth is Slowing but Investors are not Disappointed
- Quick Commerce vs The Government
- Corporate Bonds made Easier
- Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

From $22 Billion to Nothing: The Catastrophic Fall of Byju’s

social@zerodha.com (Zerodha) — Mon, 21 Oct 2024 01:48:36 +0000

In today’s episode, we look at 3 big stories:
- Byjus without juice
- Another one bites the dust ft. Navi
- Rising Rubber Prices May Erase Gains for Investors
- Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Weekly Brief: Russia’s Gambit, Oil’s Fate, and a Global Shift Unfolds

social@zerodha.com (Zerodha) — Sat, 19 Oct 2024 16:36:53 +0000

In this episode, we discuss:

00:00 Intro
01:42 Stories Coming Up!
02:38 Russia's Invasion: A Catalyst for Change in Global Geopolitics and Energy
55:43 Food Inflation
01:07:25 Global Oil Dilemma from Gulf to Pump

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

How Europe’s Carbon Tax Could Hurt Indian Exports

social@zerodha.com (Zerodha) — Fri, 18 Oct 2024 01:40:55 +0000

In today’s episode, we look at 3 big stories:

- India- EU- CBAM
- Will Bajaj overtake OLA?
- Big Trends in Energy
- Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Space Meets Telecom: Starlink vs Jio in India

social@zerodha.com (Zerodha) — Thu, 17 Oct 2024 01:46:04 +0000

In today’s episode, we look at 3 big stories: - Elon Musk vs Mukesh Ambani. Who’ll win India’s internet wars? - Oil Prices Amid Middle East Tensions - Why are vegetable prices rising? - Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/ You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Jio, Retail and Renewables: How Reliance is Shaping India’s Future

social@zerodha.com (Zerodha) — Wed, 16 Oct 2024 01:47:27 +0000

In today’s episode, we look at 2 big stories:

- Is Reliance doing well?
- Nobel Prize
- Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Disclaimer: Some image(s) may have been created using AI, no copyright infringement is intended.

Note: This content is for informational purposes only. None of the stocks, brands or products mentioned are recommendations or endorsements.

AI: The Future We Can’t Escape

social@zerodha.com (Zerodha) — Tue, 15 Oct 2024 02:09:13 +0000

In today’s episode, we look at 3 big stories:

- RBI Governor on Inflation, Debt, Tech & The Future of Central Banks
- AI: Hype, Hope, and Reality
- Global trade
- Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Disclaimer: Some image(s) may have been created using AI, no copyright infringement is intended.

Note: This content is for informational purposes only. None of the stocks, brands or products mentioned are recommendations or endorsements.

The Rupee Hits Record Low: Crisis or Opportunity?

social@zerodha.com (Zerodha) — Mon, 14 Oct 2024 01:59:49 +0000

In today’s episode, we look at 3 big stories:

- Rupee is falling, but why?
- The Indian govt wants to help shipping companies
- TCS results

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Disclaimer: Some image(s) may have been created using AI, no copyright infringement is intended.

Note: This content is for informational purposes only. None of the stocks, brands or products mentioned are recommendations or endorsements.

India’s hidden oil treasure: The race against renewables

social@zerodha.com (Zerodha) — Fri, 11 Oct 2024 02:16:33 +0000

In today’s episode, we look at 3 big stories:

1. India's cautious FDI balancing act

2. Energy transition

3. India’s growth story

4. Tidbits

5. Ratan Tata: A tribute from team Daily Brief

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Against the tide: RBI holds rates as the world cuts

social@zerodha.com (Zerodha) — Thu, 10 Oct 2024 02:15:23 +0000

In today’s episode, we look at 3 big stories:

- RBI Keeps Repo Rates Unchanged

- First quick commerce now quick food

- FTSE Russell is Pro Indian Bonds

- Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Tata’s take on the future of jewellery

social@zerodha.com (Zerodha) — Wed, 9 Oct 2024 02:11:08 +0000

In today’s episode, we look at 3 big stories:

1. Zudio-fication of jewellery

2. All that shines... IS gold!

3. India’s forex win

4. Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day. Subscribe here.

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Why Adani is doubling down on cement

social@zerodha.com (Zerodha) — Tue, 8 Oct 2024 02:14:18 +0000

In today’s episode, we look at 2 big stories:

- Adani is bullish on cement

- No one is buying cars anymore?

- Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

India-US vs China: The race for critical minerals

social@zerodha.com (Zerodha) — Mon, 7 Oct 2024 02:20:58 +0000

In today’s episode, we look at 2 big stories:

- India-America bhai bhai

- Indians are no more playing it safe

- Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Note: This content is for informational purposes only. None of the stocks, brands or products mentioned are recommendations or endorsements.

Is the international order dead or dying?

social@zerodha.com (Zerodha) — Sat, 5 Oct 2024 03:30:28 +0000

Welcome to "The world, simplified", a weekly show that will break down some of the biggest developments in finance and economics that are shaping our world.

We started this show because many of you asked us to cover global topics, considering The Daily Brief focuses on India. This is what we will do in these weekly episodes.

In this episode, we talk about—whether it’s dying and if the world is breaking apart. We will also explore what’s happening with the green transition and the challenges that poorer countries are facing.

So, please listen and do let us know your feedback @zerodhamarkets on Twitter (we still like to call it Twitter😉)

Here's what SEBI is doing to restrict F&O trading

social@zerodha.com (Zerodha) — Fri, 4 Oct 2024 02:47:25 +0000

In today’s episode, we look at 2 big stories: - SEBI changes F&O rules - RBI is concerned about gold loans - Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/ Note: This content is for informational purposes only. None of the stocks, brands or products mentioned are recommendations or endorsements.

Outcome of SEBI's board meeting

social@zerodha.com (Zerodha) — Thu, 3 Oct 2024 02:08:10 +0000

In today’s episode, we look at 3 big stories: - Results of SEBI's board meeting - Open AI is revolutionary but loss making - Is India really working hard? We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/ Note: This content is for informational purposes only. None of the stocks, brands or products mentioned are recommendations or endorsements.

Are we headed for the greatest oil shock ever?

social@zerodha.com (Zerodha) — Tue, 1 Oct 2024 02:14:40 +0000

Swiggy’s IPO: Can it take down Zomato?

social@zerodha.com (Zerodha) — Mon, 30 Sep 2024 02:25:57 +0000

In today’s episode, we look at 3 big stories:

1. Will Swiggy hit a sixer like Zomato?

2. Are India’s semiconductor dreams becoming a reality?

3. Will our groceries become expensive?

4. Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

If you prefer video: https://www.youtube.com/@marketsbyzerodha

This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

The Weight Loss Drug Revolution: Transforming Bodies and Reshaping Economies | The Global Brief

social@zerodha.com (Zerodha) — Sat, 28 Sep 2024 03:26:05 +0000

In this episode, we will explore the revolutionary impact of a new "miracle drug" transforming weight loss and reshaping the healthcare landscape. Delve into the complexities of China's economy, navigating recession-like challenges while thriving in green technology, electric vehicles, and artificial intelligence. Join us as we unpack the intricacies of these global phenomena! - Miracle Drug - China - AI Take the survey: https://forms.gle/rj7doecMwSxohPb86 We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/ Note: This content is for informational purposes only. None of the stocks, brands or products mentioned are recommendations or endorsements.

Hyundai wants to ride the bull run

social@zerodha.com (Zerodha) — Fri, 27 Sep 2024 02:04:50 +0000

In today’s episode, we look at 3 big stories: - Hyundai wants to ride the bull run - The Great Indian Promoter Sell-off - The steel industry is stuck between a rock and a hard place - Tidbits You can also watch this episode in Hindi on ‪@marketsbyzerodhahindi : https://youtu.be/qkb6AWmhWPE We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/ Note: This content is for informational purposes only. None of the stocks, brands or products mentioned are recommendations or endorsements.

The death of bank deposits? A new era of investing

social@zerodha.com (Zerodha) — Thu, 26 Sep 2024 02:01:20 +0000

In today’s episode, we look at 4 big stories:

1. Investment bankers and SME IPOs

2. Slowdown in personal loans

3. What’s happening with the home textiles industry?

4. Money is imaginary

5. Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

If you prefer video: https://www.youtube.com/@marketsbyzerodha

This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Rise of AI and endgame for Intel?

social@zerodha.com (Zerodha) — Wed, 25 Sep 2024 02:07:08 +0000

In today’s episode, we look at 3 big stories:

1. There’s some intel on Intel

2. Watts Up, India?

3. Is India really the next China?

4. Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

If you prefer video: https://www.youtube.com/@marketsbyzerodha

This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

What SEBI’s new CDS rule means for investors

social@zerodha.com (Zerodha) — Tue, 24 Sep 2024 02:09:41 +0000

In today’s episode, we look at 3 big stories:

1. Mutual funds want to become Michael Burry

2. The fall of Europe’s industrial giant

3. India is doing well, but what about the states?

4. Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

If you prefer video: https://www.youtube.com/@marketsbyzerodha

This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Why Axis Capital got barred by SEBI

social@zerodha.com (Zerodha) — Mon, 23 Sep 2024 02:09:47 +0000

In today’s episode, we look at 3 big stories:

- Axis Capital got axed

- China is getting older

- Are we exporting enough?

- Tidbits

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

If you prefer video: https://www.youtube.com/@marketsbyzerodha

This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Recap: India’s Economy, US Rate Cut, Trade Deficit and Quick Commerce Clash

social@zerodha.com (Zerodha) — Sat, 21 Sep 2024 03:01:44 +0000

This is the twelfth weekly brief. We publish a new episode every day to help you understand the biggest stories in the Indian markets. But we understand that you may be busy and don't have the time to listen to the daily episodes. So don't worry; we've got you covered. - Intro - How’s the Indian economy doing? - Fed Rate Cut - Quick commerce vs Govt? - India’s trade deficit We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/ Note: This content is for informational purposes only. None of the stocks, brands or products mentioned are recommendations or endorsements.

Major US Rate Cut: What will India do?

social@zerodha.com (Zerodha) — Fri, 20 Sep 2024 02:06:39 +0000

In today’s episode, we look at 2 big stories: 00:04 Stories Coming Up! 00:22 Intro 00:35 First time in 4 years 03:45 India’s trade deficit 08:51 Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/ This content is for informational purposes only. None of the stocks, brands or products mentioned are recommendations or endorsements. If you prefer video: https://www.youtube.com/@marketsbyzerodha

How the Fed Rate Cut Will Shake Up India's Economy?

social@zerodha.com (Zerodha) — Thu, 19 Sep 2024 01:15:25 +0000

In today’s episode, we look at 2 big stories: - How does the Fed rate cut affect India - Quick Commerce vs Govt - Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/ This content is for informational purposes only. None of the stocks, brands or products mentioned are recommendations or endorsements. If you prefer video: https://www.youtube.com/@marketsbyzerodha

SEBI targets unregistered advisors with new asset class

social@zerodha.com (Zerodha) — Wed, 18 Sep 2024 02:07:28 +0000

In today’s episode, we look at 3 big stories:

1. SEBI wants to kill scammy advisors and PMS managers want in

2. How’s the Indian economy doing?

3. Why India's rice market is making headlines and what it means for you

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

If you prefer video, you can watch this episode in English and Hindi.

Watch in English: https://www.youtube.com/@marketsbyzerodha

Watch in Hindi: https://www.youtube.com/@marketsbyzerodhahindi

This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Ford’s Comeback - Can it Win in India Again?

social@zerodha.com (Zerodha) — Tue, 17 Sep 2024 02:31:22 +0000

In today’s episode, we look at 3 big stories:

- Ford wants to come back in the game, again!

- The tale of three Chinas

- Double whammy for Indonesia and Malaysia

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day.

If you prefer video, you can watch this episode in English here and in Hindi here.

This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

India’s Youth vs The Skill Gap: A National Crisis?

social@zerodha.com (Zerodha) — Mon, 16 Sep 2024 01:20:15 +0000

In today’s episode, we look at 3 big stories: 00:00 Intro 00:13 Stories Coming Up! 00:29 India’s skill gap 05:29 China vs World 10:27 What the scrap 14:20 Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/ This content is for informational purposes only. None of the stocks, brands or products mentioned are recommendations or endorsements. If you prefer video: https://www.youtube.com/@marketsbyzerodha

Recap: Rising scams, India's changing food habits, Adani's port ambitions and more

social@zerodha.com (Zerodha) — Sat, 14 Sep 2024 02:32:51 +0000

This is the eleventh weekly brief. We publish a new episode every day to help you understand the biggest stories in the Indian markets. But we understand that you may be busy and don't have the time to listen to the daily episodes. So don't worry; we've got you covered.

00:00 Intro

00:22 Another mega trading scam

04:01 Tel (oil) lene gaya

08:24 How big is the front running problem in the Indian stock market?

14:25 A Decade of Change on India's Plate: Progress and Challenges

18:39 Adani's big port ambitions

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

If you prefer video: https://www.youtube.com/@marketsbyzerodha

This content is for informational purposes only. None of the stocks, brands or products mentioned are recommendations or endorsements.

Onions are Expensive Again! But Why?

social@zerodha.com (Zerodha) — Fri, 13 Sep 2024 02:28:26 +0000

In today’s episode, we look at 3 big stories: 00:00 Intro 00:14 Stories Coming Up! 00:29 Why do onion prices make us cry every time? 04:25 Adani’s plan hit a speed bump 12:48 FAME III replaced by PM-E drive We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/ If you prefer video: https://www.youtube.com/@marketsbyzerodha This content is for informational purposes only. None of the stocks, brands or products mentioned are recommendations or endorsements.

Donald Trump vs. The World

social@zerodha.com (Zerodha) — Thu, 12 Sep 2024 02:04:24 +0000

In today’s episode, we look at 4 big stories:

00:00 Intro

00:14 Stories Coming Up!

00:49 Trump

06:29 A Decade of Change on India's Plate: Progress and Challenges

10:44 Antitrust case against Google

18:53 It’s India vs. China for Apple’s Attention

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

If you prefer video: https://www.youtube.com/@marketsbyzerodha

Who will win the 2 wheeler EV race?

social@zerodha.com (Zerodha) — Wed, 11 Sep 2024 01:25:55 +0000

In today’s episode, we look at 3 big stories: - Ather Energy files for an IPO - India’s diamond industry is in deep distress - How big is the front-running problem in the Indian stock market? We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/ If you prefer video: https://www.youtube.com/@marketsbyzerodha

India signs a chips agreement with Singapore

social@zerodha.com (Zerodha) — Tue, 10 Sep 2024 01:17:23 +0000

In today’s episode, we look at big stories: 00:00 Intro 00:11 Stories Coming Up! 00:28 Modi Ji wants to make India the new Taiwan 05:15 Another mega trading scam 08:55 Tel (oil) lene gaya 13:20 Mera corn kidhar hai? We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/ If you prefer video: https://www.youtube.com/@marketsbyzerodha

Government vs Government on EVs

social@zerodha.com (Zerodha) — Mon, 9 Sep 2024 01:17:18 +0000

In today’s episode, we look at 3 big stories: - No subsidy for EVs? - SEBI tells RBI to do the math right for household savings! - Steel market is chaotic! We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/ If you prefer video: https://www.youtube.com/@marketsbyzerodha

Recap: Oil prices and the world economy, Indians spending less, Auto makers vs dealers and more

social@zerodha.com (Zerodha) — Sat, 7 Sep 2024 03:23:26 +0000

This is the tenth weekly brief. We publish a new episode every day to help you understand the biggest stories in the Indian markets. But we understand that you may be busy and don't have the time to listen to the daily episodes. So don't worry; we've got you covered. In this episode we look at: 00:00 Intro 00:25 Is oil telling something about the global economy? 03:13 Indian consumers are finally starting to spend 07:51 Auto manufacturers vs Auto dealers 12:01 Reliance wants to go green..ish 18:59 Is the IPO gold rush over? You can also watch this episode on YouTube: https://youtu.be/fVWYqby3BlE?si=X6D0zwkWeGACwgfO We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Investing scams have exploded!

social@zerodha.com (Zerodha) — Fri, 6 Sep 2024 01:47:07 +0000

In today’s episode, we look at 4 big stories: - Stock market scams - Is the IPO gold rush over? - Indian textile industry benefits because of Bangladesh - When RBI Sneezes, the Industry Catches Cold We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/ If you prefer video: https://www.youtube.com/@marketsbyzerodha

India wants to make homemade guns and bullets!

social@zerodha.com (Zerodha) — Thu, 5 Sep 2024 01:53:30 +0000

In today’s episode, we look at 3 big stories: 00:00 Intro 00:18 Stories Coming Up! 00:30 Desi bullet 06:07 Is oil telling something about the global economy? 08:56 Men are grooming, and FMCG companies are excited! We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/ If you prefer video: https://www.youtube.com/@marketsbyzerodha

Why are Indian consumers not spending?

social@zerodha.com (Zerodha) — Wed, 4 Sep 2024 02:05:13 +0000

In today’s episode, we look at 4 big stories: 00:00 Intro 00:18 Stories Coming Up! 00:33 Indian consumers are finally starting to spend 05:12 It’s party time for the sugar industry 09:45 It’s sunshine and rose for Indian hospitality sector 13:36 Daikin wants a piece of the red-hot Indian AC market We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/ If you prefer video: https://www.youtube.com/@marketsbyzerodha

Reliance Industries is trying to transform itself

social@zerodha.com (Zerodha) — Tue, 3 Sep 2024 02:19:09 +0000

In today’s episode, we look at 3 big stories:

00:00 Intro

00:35 Stories Coming Up!

00:53 Reliance wants to go green..ish

07:52 Auto manufacturers vs Auto dealers

12:18 The global oil markets need nimbu and mirch

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

If you prefer video: https://www.youtube.com/@marketsbyzerodha

What are lab grown diamonds?

social@zerodha.com (Zerodha) — Mon, 2 Sep 2024 02:00:40 +0000

In today’s episode, we look at 3 big stories: 00:00 Intro 00:38 Stories Coming Up! 00:56 Diamonds for everyone 07:34 Will PhonePe and Google start blocking users? 10:59 WazirX drama becomes more dramatic We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/ If you prefer video: https://www.youtube.com/@marketsbyzerodha

Weekly Brief: China's economic history, the early August panic, and are Indian markets overvalued?

social@zerodha.com (Zerodha) — Sat, 31 Aug 2024 09:59:38 +0000

We publish a new episode of the Daily Brief every day. On the weekend, we would compile the best stories of the week and release a recap for those who didn't have time to listen during the week.

However, many of you have shared feedback that you listen to the Daily Brief daily and would prefer not to hear the same stories repeated over the weekend. So we are trying something different.

In this episode, we discuss:

- Oil demand & China's economic history

- Why are the markets falling?

- Are the Indian markets overvalued

You can also watch this episode on YouTube. If you have any feedback, do let us know @zerodhamarkets on X (Twitter).

What’s happening with AI stealing our jobs?

social@zerodha.com (Zerodha) — Fri, 30 Aug 2024 01:57:23 +0000

In today’s episode, we look at 3 big stories: - Does Maruti Suzuki hate EVs? - Analysts disappoint NVIDIA earnings - Will AI take my job or not? We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/ If you prefer video: https://www.youtube.com/@marketsbyzerodha

Will we have our own global desi daaru?

social@zerodha.com (Zerodha) — Thu, 29 Aug 2024 02:11:41 +0000

In today’s episode, we look at 3 big stories: - India might soon get a signature drink! - The end of oil? - NSE IPO finally? and some interesting tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/ If you prefer video: https://www.youtube.com/@marketsbyzerodha

The name is bond, Indian government bond

social@zerodha.com (Zerodha) — Wed, 28 Aug 2024 02:02:03 +0000

In today’s episode, we look at 3 big stories:

- Angrez people are hot for Indian government bonds

- Bangladesh is not paying electricity bills to India

- It’s like UPI but for loans

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day. Subscribe here.

You can also watch this podcast in video version on our YouTube channel.

Jay Powell says, 'Let the party continue'

social@zerodha.com (Zerodha) — Tue, 27 Aug 2024 01:49:29 +0000

In today’s episode, we look at 4 big stories: - Powell bhai says get ready to party! - Drama in the RBI monetary policy committee? - The global shipping crisis has an Indian twist - The fantastic world of SME IPOs? We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/ If you prefer video: https://www.youtube.com/@marketsbyzerodha

Big trends from this results season

social@zerodha.com (Zerodha) — Mon, 26 Aug 2024 01:24:09 +0000

In today’s episode, we look at 2 big stories: - Quarterly earnings recap - Kilelr acquisitions and competition We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/ Disclaimer: Some image(s) may have been created using AI, no copyright infringement is intended. If you prefer video: https://www.youtube.com/@marketsbyzerodha

Recap: Trade wars, bullish private sector, past, present and future of the Indian economy and more

social@zerodha.com (Zerodha) — Sat, 24 Aug 2024 06:22:12 +0000

This is the eighth weekly brief. We publish a new episode every day to help you understand the biggest stories in the Indian markets. But we understand that you may be busy and don't have the time to listen to the daily episodes. So don't worry; we've got you covered.

In this episode:

1. Trade wars

2. The private sector is hot for India again

3. The past present and future of the Indian economy

4. Is India open for business?

5. Will Zomato pull another Blinkit?

You can also watch this episode on YouTube: https://youtu.be/ICNa2s-sb3A

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

People are swiping right on electric vehicles

social@zerodha.com (Zerodha) — Fri, 23 Aug 2024 01:17:30 +0000

In today’s episode, we look at 3 big stories: - What will it take for Electric vehicles to go mainstream in India? - Will Zomato pull another Blinkit? - Does Piyush Goyal hate Amazon? We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/ If you prefer video: https://www.youtube.com/@marketsbyzerodha

Are domestic investors as big as foreign investors?

social@zerodha.com (Zerodha) — Thu, 22 Aug 2024 01:18:35 +0000

In today’s episode, we look at 4 big stories: - The relentless rise of the Indian investors - Is India open for business? - Just give me a job - RBI governor has some things to say We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/ If you prefer video: https://www.youtube.com/@marketsbyzerodha

Why is China dumping everything everywhere?

social@zerodha.com (Zerodha) — Wed, 21 Aug 2024 00:50:55 +0000

In today’s episode, we look at 4 big stories:

- Trade wars

- Private sector is hot for India once again!

- The past, present and future of the Indian economy

- Why is the RBI governor worried about deposit growth

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

If you prefer video: https://www.youtube.com/@marketsbyzerodha

Is this the end for peer-to-peer lending platforms?

social@zerodha.com (Zerodha) — Tue, 20 Aug 2024 01:16:35 +0000

In today’s episode, we look at 3 big stories: - End of peer-to-peer lending? - Cough up more money for coffee - Good news for social organisation We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/ If you prefer video: https://www.youtube.com/@marketsbyzerodha

Who will win the quick commerce wars?

social@zerodha.com (Zerodha) — Mon, 19 Aug 2024 02:20:16 +0000

In today’s episode, we look at 3 big stories: - Is quick commerce a bubble? - Your electricity bill might go up - Chinese troubles are getting worse We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/ If you prefer video: https://www.youtube.com/@marketsbyzerodha

Recap: RBI's concerns, cash floods mutual funds, inflation, and housing push

social@zerodha.com (Zerodha) — Sat, 17 Aug 2024 02:22:17 +0000

This is the seventh weekly brief. We publish a new episode every day to help you understand the biggest stories in the Indian markets. But we understand that you may be busy and don't have the time to listen to the daily episodes. So don't worry; we've got you covered. Every week, we'll publish a new episode simplifying the biggest stories of the week so that you can still look smart in front of your friends. In this week's episode, we look at these stories: - RBI governor is worried about a lot of things - It’s raining cash for mutual funds - Inflation is not inflating - The govt wants to make housing affordable for all We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here, and we'll make you smart every day: https://thedailybriefing.substack.com/ If you prefer video: https://www.youtube.com/@marketsbyzerodha

The govt wants to make housing affordable for all!

social@zerodha.com (Zerodha) — Fri, 16 Aug 2024 01:30:00 +0000

In today’s episode, we look at 3 big stories: - The govt wants to make housing affordable for all - China is getting rid of its oil addiction - Today's youth is stressed and anxious We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/ If you prefer video: https://www.youtube.com/@marketsbyzerodha

Introducing: The Big Perspective and Please help me understand!

social@zerodha.com (Zerodha) — Thu, 15 Aug 2024 02:15:04 +0000

Happy Independence Day to you, and a very happy Birthday to us. Zerodha turns 14 today. There will be no new episodes today. Instead, let me introduce you to two of our new shows: The Big Perspective and Please Help Me Understand. On the big perspective we sit down with some of the brightest minds in the financial world. These experts have been in the game for decades, and we’re here to pick their brains. Whether you are an experienced investor or just starting out, this show will help you make sense of the markets. We go beyond the headlines and the noise to uncover what truly drives the markets. It is engaging, relatable, and full of practical insights. So, to get a fresh perspective on the markets, tune in to 'The Big Perspective'! Spotify: https://open.spotify.com/show/3fjDmrUxkVo3iewpfyRoSB?si=f597f58940b346b1 Apple Podcast: https://podcasts.apple.com/us/podcast/the-big-perspective/id1758739473 Youtube: https://youtube.com/playlist?list=PLuJA1JMOOYDwqntvYZGRitCX0_XnNj7G_&feature=shared We all know how confusing financial jargons can be, right? Sometimes, even the so-called 'expert explanations' leave us more puzzled than before. And let’s be honest—your friends probably aren’t much help either, since most people don’t really get finance. This is where 'Please Help Me Understand' comes in. Here we talk to top finance experts, but we’re asking the simple, no-nonsense questions that you’re too embarrassed to ask. We’ll cover everything from stock markets and trading to investing and beyond, breaking it all down in a way that’s easy to understand. No jargon, no fancy language—just clear, straightforward explanations. Spotify: https://open.spotify.com/show/5FPvjOZVn5dtgWdj61eMWx?si=d149b55030774c71 Apple Podcast: https://podcasts.apple.com/in/podcast/please-help-me-understand/id1759320717 Youtube: https://youtube.com/playlist?list=PLuJA1JMOOYDxOTWv7Pux5STEj-4MBKo-N&feature=shared So, whether you’re after the big picture with 'The Big Perspective' or you just need some clarity with 'Please Help Me Understand,' we’ve got you covered. These shows are all about making finance approachable, relatable, and—dare we say it—a little bit fun! We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Did inflation really fall?

social@zerodha.com (Zerodha) — Wed, 14 Aug 2024 02:01:47 +0000

In today’s episode, we look at 3 big stories: - Inflation is not inflating - Indian consumers are feeling the blues - Gold hits lifetime highs We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/ If you prefer video: https://www.youtube.com/@marketsbyzerodha

Hindenburg vs. SEBI round 3

social@zerodha.com (Zerodha) — Tue, 13 Aug 2024 02:01:11 +0000

In today’s episode, we look at 4 big stories: - Hindenburg vs Adani vs SEBI round 3 - RBI governor is worried about a lot of things - It’s raining cash for mutual funds - Indian markets can’t stop attracting more money We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/ If you prefer video: https://www.youtube.com/@marketsbyzerodha

Narrative vs Reality ft. microfinance

social@zerodha.com (Zerodha) — Mon, 12 Aug 2024 01:16:51 +0000

In today’s episode, we look at 4 big stories: - The skies are cloudy for Indian solar - Narrative vs Reality ft. microfinance - Fear the taxman - China is sneezing, and this time it caught a cold We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

What happened in the markets this week?

social@zerodha.com (Zerodha) — Sat, 10 Aug 2024 01:30:00 +0000

This is the sixth weekly brief. We publish a new episode every day to help you understand the biggest stories in the Indian markets. But we understand that you may be busy and don't have the time to listen to the daily episodes. So don't worry; we've got you covered. Every week, we'll publish a new episode simplifying the biggest stories of the week so that you can still look smart in front of your friends. In this week's episode, we look at these stories: - Why are the markets falling? - Will gold continue to shine? - SEBI chair’s comments - Will UPI change how India borrows? - Is Amazon going back to basics? We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here, and we'll make you smart every day: https://thedailybriefing.substack.com/ Disclaimer: Some image(s) may have been created using AI, no copyright infringement is intended.

Do Indian banks have a retail loan problem?

social@zerodha.com (Zerodha) — Fri, 9 Aug 2024 01:03:27 +0000

In today’s episode, we look at 3 big stories: - Are unsecured loans a problem? - Roti Rice Rate - Did Reliance fire thousands of people? We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Is the game over for Amazon in India?

social@zerodha.com (Zerodha) — Thu, 8 Aug 2024 01:48:10 +0000

In today’s episode, we look at 6 big stories: - Will UPI change how India borrows? - Is Amazon going back to basics? - What the Bangladesh chaos means for Indian investors - Will gold continue to shine? - Indexation benefit is no longer mandatory for real estate - A new CPI basket We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Two indicators say the US is entering a recession

social@zerodha.com (Zerodha) — Wed, 7 Aug 2024 02:01:53 +0000

In today’s episode, we look at 4 big stories: - SEBI chair’s comments - How do you go from middle class to rich? - I just want data that agrees with my beliefs - You will now get bonus faster Correction: At 11:31 we mentioned "A 1-year bond pays more than a 10-year bond", it is "A 10-year bond pays more than a 1-year bond." We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here, and we'll make you smart every day: https://thedailybriefing.substack.com/

Why are the markets falling?

social@zerodha.com (Zerodha) — Tue, 6 Aug 2024 02:05:47 +0000

In today’s episode, we look at 3 big stories: - Why are the markets falling? - Will the US Federal Reserve make an emergency rate cut? - Why are tractor sales falling? We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here, and we'll make you smart every day: https://thedailybriefing.substack.com/

SEBI is making some really big changes

social@zerodha.com (Zerodha) — Mon, 5 Aug 2024 01:13:25 +0000

In today’s episode, we look at 4 big stories: - SEBI is changing the way Indian markets function - Foreign investors are going with the flow - Tata motors is preparing for an electric age - End of the world—software edition We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Best stories of this week.

social@zerodha.com (Zerodha) — Sat, 3 Aug 2024 02:09:29 +0000

This is the fifth weekly brief. We publish a new episode every day to help you understand the biggest stories in the Indian markets. But we understand that you may be busy and don't have the time to listen to the daily episodes. So don't worry, we've got you covered. Every week, we'll publish a new episode simplifying the biggest stories of the week so that you can still look smart in front of your friends. In this week's episode, we look at these stories: - Adani vs Birla - SBI Cards earnings have taken a lunch break - F&Oh No! - Are the telecom wars over? - Love-hate relationship between India and China - The world's coal addiction got a little worse We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

The world's coal addiction got a little worse

social@zerodha.com (Zerodha) — Fri, 2 Aug 2024 01:05:48 +0000

In today’s episode, we look at 2 big stories: - Are people only buying SUVs? - The world's coal addiction got a little worse We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Aditya Birla is getting into the jewellery business

social@zerodha.com (Zerodha) — Thu, 1 Aug 2024 01:21:28 +0000

In today’s episode, we look at 3 big stories: - Aditya Birla is getting into the jewellery business - Will insurance become cheaper? - Will crude prices go back above $100? We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Are the telecom wars over?

social@zerodha.com (Zerodha) — Wed, 31 Jul 2024 01:28:06 +0000

In today’s episode, we look at 6 big stories: - F&Oh No! - Are the telecom wars over? - Will Blackstone eat Haldiram’s Bhujia? - Being a PMS manager just became harder - Ola is taking a cab to court - Love-hate relationship between India and China We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Adani vs Birla: Who will cement the top spot?

social@zerodha.com (Zerodha) — Tue, 30 Jul 2024 01:37:30 +0000

In today’s episode, we look at 5 big stories: - Reverse Robinhood - Adani vs Birla - SBI Cards earnings have taken a lunch break - Are more Indians flying than ever? - The govt doesn’t care about gold bonds We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Is the RBI worried about bank runs?

social@zerodha.com (Zerodha) — Mon, 29 Jul 2024 01:32:30 +0000

In today’s episode, we look at 5 big stories: - Is the RBI worried about bank runs due to online banking and UPI? - Govt asks PE and VCs to cough up capital gains tax on money they made. - Finally, some positive news for Paytm. - Is the US economy entering a recession? - Crypto is slowly becoming mainstream We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

The biggest stories in the stock market this week.

social@zerodha.com (Zerodha) — Sat, 27 Jul 2024 02:12:37 +0000

This is the fourth weekly brief. We publish a new episode every day to help you understand the biggest stories in the Indian markets. But we understand that you may be busy and don't have the time to listen to the daily episodes. So don't worry, we've got you covered. Every week, we'll publish a new episode simplifying the biggest stories of the week so that you can still look smart in front of your friends. In this week's episode, we look at these stories: 1) Reliance is feeling the blues 2) Bajaj Finance is in a mixed state 3) This quarter, Axis got axed 4) Did the budget disappoint you? 5) Gold fell by more than 5% 6) India China, bhai bhai…again! 7) China has become a hoarder! 8) India is building Aadhaar for agriculture? We have launched two new shows: "Please Help Me Understand" and "The Big Picture." On "Please Help Me Understand," we'll ask experts all the dumb questions that you are embarrassed about asking. The goal is to help you understand things that seem complicated. On "The Big Picture," we will talk to some of the smartest people in the markets about big trends that are shaping the financial markets. If you want to be an expert on finance, just listen to our shows. We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

India China, bhai bhai…again!

social@zerodha.com (Zerodha) — Fri, 26 Jul 2024 01:14:34 +0000

In today’s episode, we look at 7 big stories: - This quarter, Axis got axed - L&T’s CFO is concerned about skilled laborers - India China, bhai bhai…again! - China has become a hoarder! - Can MapMyIndia Map India? - India is building an Aadhaar for agriculture? - Rain rain, please don’t go away! We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/ Checkout today's edition: https://open.substack.com/pub/thedailybriefing/p/india-china-bhai-bhaiagain

Gold falls, India rocks!

social@zerodha.com (Zerodha) — Thu, 25 Jul 2024 01:22:56 +0000

In today’s episode, we look at 3 big stories: - A closer look at the budget - Gold fell by more than 5% - Bajaj Finance is in a mixed state We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

The Daily Brief Special: What the hell is in the budget for all of us?

social@zerodha.com (Zerodha) — Wed, 24 Jul 2024 06:30:00 +0000

FM read a 62-page document in 80 minutes as the budget speech. But does all that complicated stuff really matter to you? Probably, not. There were some good news and some bad ones about taxation that impacted you and me. And we tried to simplify that for you. Listen in to this conversation with Vishvajit Sonagara, founder and CEO of Quicko, and Dinesh Pai, Head and Chief Strategist at Rainmatter as we try to decode the important stuff for you.

How did the budget make you feel?

social@zerodha.com (Zerodha) — Wed, 24 Jul 2024 01:23:08 +0000

In today’s episode, we look at 3 big stories: - Did the budget disappoint you? - Microfinance—a problem in the making? - Byjus is out of juice We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Will the budget fill your pocket or break your heart?

social@zerodha.com (Zerodha) — Tue, 23 Jul 2024 02:04:33 +0000

In today’s episode, we look at 4 big stories: - Reliance is feeling the blues - Slow and steady for HDFC - Will the budget fill your pocket or break your heart? - Will Amazon hit on Swiggy? We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

This is how the world ends

social@zerodha.com (Zerodha) — Mon, 22 Jul 2024 01:11:24 +0000

In today’s episode, we look at 6 big stories. - Massive tech breakdown affected all types of companies - Government’s new PSU plan - RBI’s latest Indian economy report - Netflix’s performance in India this quarter - Infosys’s latest earnings report Insights - Paytm’s quarterly earnings result We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Best of the week: IPO craziness, the Indian borrowing binge, a new risky asset class, and more.

social@zerodha.com (Zerodha) — Sat, 20 Jul 2024 02:06:52 +0000

This is the third weekly brief. We publish a new episode every day to help you understand the biggest stories in the Indian markets. But we understand that you may be busy and don't have the time to listen to the daily episodes. So don't worry, we've got you covered. Every week, we'll publish a new episode simplifying the biggest stories of the week so that you can still look smart in front of your friends. In this week's episode, we look at these stories: 1) Are Indian fund managers really value investors? 2) SEBI proposes a new asset class for people who want to take risk 3) The Global Economy is a Little Good, a Little Bad 4) Zomato wants more money! 5) Are gig workers- employee or on contract? 6) SME IPO Frenzy 7) Credit looked like a party until RBI stepped in We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Mega Indian crypto hack

social@zerodha.com (Zerodha) — Fri, 19 Jul 2024 01:29:33 +0000

In today’s episode, we look at 5 big stories. - SEBI proposes a new asset class for people who want to take risk - Another mega crypto hack - The global economy is a little good, a little bad - Will the bull market continue? - Results roundup We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Zomato wants more money!

social@zerodha.com (Zerodha) — Thu, 18 Jul 2024 01:26:46 +0000

In today’s episode, we look at 1 interesting tidbit about Indian fund managers and 5 big stories. Are Indian Mutual Fund Managers Value Investors? Zomato Wants More Money! Are Gig Workers- Employees or on Contract? Apple's Sales Growth in India India's Credit Growth Is India's Economy Fit? We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Is Jio ready to be a grown-up?

social@zerodha.com (Zerodha) — Tue, 16 Jul 2024 01:03:24 +0000

In today’s episode, we look at 4 big stories: 1) Why are potatoes getting expensive? 2) Ambani wedding, Jio divorce 3) SME IPO frenzy 4) Is the economic treadmill too fast for China? We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Is microfinance a bubble?

social@zerodha.com (Zerodha) — Mon, 15 Jul 2024 00:30:00 +0000

In today’s episode, we look at 3 big stories: 1) Inflation in India and the US is a tale of two cities 2) Is there a microfinance bubble brewing? 3) TCS’s results and what it means for the Indian IT sector. We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Thematic madness, China's stupidity, real estate boom and more.

social@zerodha.com (Zerodha) — Sat, 13 Jul 2024 02:18:19 +0000

This is the second weekly briefing. We publish a new episode every day to help you understand the biggest stories in the Indian markets. But we understand that you may be busy and don't have the time to listen to the daily episodes. So don't worry, we've got you covered. Every week, we'll publish a new episode simplifying the biggest stories of the week so that you can still look smart in front of your friends. In this week's episode, we look at these stories: 1) Madness in thematic and sectoral mutual funds. 2) RBI’s new guidelines on interest payments that could hurt banks and NBFCs. 3) Uttar Pradesh makes hybrid cars more attractive. 4) China stupidly bans short-selling. 5) After a decade of underperformance real estate is booming. We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

How India gets high!

social@zerodha.com (Zerodha) — Fri, 12 Jul 2024 01:06:49 +0000

In today’s episode, we look at 5 big stories: 1) Jerome Powell gave some slightly good news 2) Uttar Pradesh makes hybrid cars more attractive 3) Indians welcome desi daaru 4) Chocolates become a luxury 5) China stupidly bans short-selling We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here, and we'll make you smart every day: https://thedailybriefing.substack.com/

Investors are thirsting for shiny sectoral funds

social@zerodha.com (Zerodha) — Thu, 11 Jul 2024 01:11:46 +0000

In today’s episode, we look at 4 big stories: 1) The craziness in thematic and sectoral mutual funds 2) RBI’s guidelines on interest payments will hurt banks and NBFCs. 3) The confusion over the classification of gaming companies 4) Currency volumes migrate to the Singapore Stock Exchange We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here, and we'll make you smart every day: https://thedailybriefing.substack.com/

Will Reliance Kill Decathlon?

social@zerodha.com (Zerodha) — Wed, 10 Jul 2024 01:14:22 +0000

In this episode of, “The Daily Brief by Zerodha,” we look at 3 big stories: 1) Will Reliance kill Decathlon? 2) Yes bank says “Nonsense” 3) India’s largest stock exchange will IPO? We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here, and we'll make you smart every day: https://thedailybriefing.substack.com/

Indian real estate is back from the dead

social@zerodha.com (Zerodha) — Tue, 9 Jul 2024 01:23:32 +0000

In this episode of, “The Daily Brief by Zerodha,” we look at 4 big stories: 1) Why aren’t Indian companies investing? 2) After a decade of underperformance, both residential and commercial real estate are booming. 3) Shein gets a new lease of life with Reliance partnership. 4) Exchange-traded currency derivative volumes down by 90% after RBI’s guidelines We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

Are we in a bull market or a bubble?

social@zerodha.com (Zerodha) — Mon, 8 Jul 2024 01:30:00 +0000

In this episode, we’ll talk about:

- What the Indian stock market bull run means for us investors

- Angel tax is going away. What does it mean?

- SME IPOs and their unreal growth

- Bajaj’s CNG plans in a world of EVs

- What SEBI chief has to say regarding mischief in the markets

Finally, we’ll talk the unemployment problem of TCS.

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/

The Weekly Brief: SEBI vs. Hindenburg, Miracle Drugs, and India's Employment Crisis

social@zerodha.com (Zerodha) — Sat, 6 Jul 2024 01:30:00 +0000

This is the first weekly briefing. We publish a new episode every day to help you understand the biggest stories in the Indian markets. But we understand that you may be busy and don't have the time to listen to the daily episodes.

So don't worry, we've got you covered. Every week, we'll publish a new episode simplifying the biggest stories of the week so that you can still look smart in front of your friends.

In this week's episode, we look at these stories:

1) Why are Foreign Direct investments (FDI) in India falling?
2) Naukri’s new report gives us mixed signals
3) Hindenburg vs Adani: Round 2
4) Fed Chairman says “hold…”
5) Miracle Drugs We also send out a crisp and short daily newsletter for The Daily Brief.

Put your email here and we'll make you smart everyday: https://thedailybriefing.substack.com/

VCs are once again hot for India 🔥

social@zerodha.com (Zerodha) — Fri, 5 Jul 2024 01:30:00 +0000

In this episode, we’ll talk about 4 stories:

1.⁠ ⁠How the SEBI is working towards making bonds more accessible to retail investors

2.⁠ ⁠How the Indian job market has been giving us mixed signals about its growth

3.⁠ ⁠The credit-to-deposit ratio in India

4.⁠ A look at the private markets & look at how VCs are investing in India

Ed-tech startups fail to graduate 🎓

social@zerodha.com (Zerodha) — Thu, 4 Jul 2024 01:30:00 +0000

In this episode, we’ll talk about 4 stories.

1. A Vietnamese EV giant, VinFast, is soon going to enter India. We’ll understand what it means for us.

2. The ed-tech industry is back in the news, and it’s no surprise that it’s for the wrong reasons. We’ll understand why.

3. We’ll look at what’s happening in the global markets with US inflation.

4. Why foreign investments in India have been reducing.

Hindenburg vs Adani: Round 2! 🥊

social@zerodha.com (Zerodha) — Wed, 3 Jul 2024 01:30:00 +0000

Today, we’ll be talking about 4 interesting stories:

1. Adani and Hindenburg are in the news again. We talk about why.

2. SEBI’s new suggestions for Mutual Funds

3. The story of a new drug that can shake up multiple industries!

4. Auto industry sales - in a little more detail than we did yesterday

Rising shipping costs hit Indian industries

social@zerodha.com (Zerodha) — Tue, 2 Jul 2024 03:10:56 +0000

Episode Notes

In today’s episode, we’ll talk about 4 interesting stories:

1. The Indian rupee is getting stronger against the US dollar. And what that means for us

2. What’s happening in the global shipping industry and why it could harm the global economy

3. What Quant Mutual Fund is saying in response to the frontrunning allegations against them

4. And finally, we’ll take a quick look at the EV industry’s numbers and what’s happening there

The rise of illegal gambling in India

social@zerodha.com (Zerodha) — Sat, 29 Jun 2024 04:25:58 +0000

In today's episode, we'll talk about:

1. SEBI's update in F&O criteria

2. Ola's plans to enter the quick commerce space

3. Rise of illegal online gambling after heavy taxes on the legitimate players

4. Loss of workforce due to rising heatwaves

5. Jio and Airtel hike tariffs

The quick commerce wars heat up

social@zerodha.com (Zerodha) — Fri, 28 Jun 2024 05:00:00 +0000

Today we’ll be discussing 4 interesting stories:

1. Zepto’s fundraise and what’s ahead for Indian quick commerce

2. ⁠SEBI tightening rules on market manipulation

3. ⁠L&T managing director’s comments on India’s unemployment

4. ⁠Why the cement industry is suddenly so hot

Indian real estate is booming

social@zerodha.com (Zerodha) — Thu, 27 Jun 2024 05:37:56 +0000

In today’s episode, we’ll talk about interesting stories:

1. Moody’s Rating’s say on India’s water crisis

2. US Fed’s decision to keep interest rates flat, and India’s repo rate

3. The recent rise of real estate in India after a decade-long period of silence

Is Quant Mutual Fund front running?

social@zerodha.com (Zerodha) — Wed, 26 Jun 2024 07:17:27 +0000

In this episode, we talk about:

- Quant mutual fund’s investigation due to front-running allegations

- JP Morgan’s decision to include Indian Government bonds in their emerging markets bond index

- Ather’s plans to go IPO and how the Indian EV industry stands

- Byjus’s continued problems with its lenders and investors

- India recording a current account surplus for the first time since 2021.