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The Daily Brief

A daily podcast that dives into the biggest stories happening in the Indian markets and the global business landscape.
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Episodes

From ‘Men Will Be Men’ to ‘Money Will Be Made'

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...

Jul 28, 202524 minEp. 291

A new pillar for Indian insurance

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 rec...

Jul 25, 202522 minEp. 290

Milky Mist is going Public - Here’s what you should know

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 ...

Jul 24, 202524 minEp. 289

Trading Apps or Online Casinos?

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 ...

Jul 23, 202520 minEp. 288

A Costly Compromise on Clean Air?

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 ...

Jul 22, 202523 minEp. 287

Why Businesses react to every Rate Hike

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 en...

Jul 21, 202522 minEp. 286

To build factories, build homes

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 a...

Jul 18, 202521 minEp. 285

India's oil laws enter the 21st century

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 end...

Jul 17, 202522 minEp. 284

How Zee lost trust in its founders

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....

Jul 16, 202522 minEp. 283

ICICI Pru AMC's IPO: A window Into India’s MF boom

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 recommendat...

Jul 15, 202523 minEp. 282

Is this the End of Cheap Chocolate?

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 recommendation...

Jul 14, 202520 minEp. 281

Can India build iPhones without China?

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 e...

Jul 11, 202522 minEp. 280

A Greek tragedy

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 reco...

Jul 10, 202522 minEp. 279

Bike taxis get a policy nod

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...

Jul 09, 202525 minEp. 278

Why Pakistan’s Solar Revolution Backfired

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 o...

Jul 08, 202523 minEp. 277

Inside SEBI’s crackdown on Jane Street

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 recomm...

Jul 07, 202525 minEp. 276

Lounge Access: Revoked?

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 endorsemen...

Jul 04, 202524 minEp. 275

Another fintech giant is going public

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 a...

Jul 03, 202528 minEp. 274

We’re entering a New Era of Global Finance

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 recommend...

Jul 02, 202526 minEp. 273

Why India's job market is broken

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 re...

Jul 01, 202524 minEp. 272

The story of trash

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 recommenda...

Jun 30, 202525 minEp. 271

Reliance's soft drink shake-up

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 ...

Jun 27, 202526 minEp. 270

Everything you need to know about AI

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 endorseme...

Jun 26, 202524 minEp. 269

India's hospitals are avoiding the expansion trap

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...

Jun 25, 202528 minEp. 268

India’s fight to save its Steel Industry

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....

Jun 24, 202524 minEp. 267

What SEBI found in the Sanjiv Bhasin case

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...

Jun 23, 202526 minEp. 266

Why the US and China are watching Panama closely

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...

Jun 20, 202522 minEp. 265

All you need to know about Ports

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...

Jun 19, 202519 minEp. 264

Can China compete with the World’s Top Chipmakers?

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 recommen...

Jun 18, 202527 minEp. 263

The Game of Influencing Doctors

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...

Jun 17, 202523 minEp. 262
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