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/
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/
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...
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/
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/
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/
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://thedai...
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/...
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 investment...
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
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.
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
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
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
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
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
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.
