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...
Sep 24, 2024•19 min•Ep. 79
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....
Sep 23, 2024•18 min•Ep. 78
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...
Sep 21, 2024•23 min•Ep. 77
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...
Sep 20, 2024•10 min•Ep. 76
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
Sep 19, 2024•12 min•Ep. 75
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/@ma...
Sep 18, 2024•17 min•Ep. 74
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 end...
Sep 17, 2024•15 min•Ep. 73
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.y...
Sep 16, 2024•16 min•Ep. 72
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 por...
Sep 14, 2024•27 min•Ep. 71
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 s...
Sep 13, 2024•18 min•Ep. 70
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...
Sep 12, 2024•24 min•Ep. 69
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
Sep 11, 2024•18 min•Ep. 68
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
Sep 10, 2024•16 min•Ep. 67
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
Sep 09, 2024•13 min•Ep. 66
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:...
Sep 07, 2024•24 min•Ep. 65
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
Sep 06, 2024•20 min•Ep. 64
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
Sep 05, 2024•13 min•Ep. 63
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....
Sep 04, 2024•18 min•Ep. 62
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...
Sep 03, 2024•16 min•Ep. 61
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
Sep 02, 2024•14 min•Ep. 60
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 t...
Aug 31, 2024•35 min•Ep. 59
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
Aug 30, 2024•13 min•Ep. 58
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
Aug 29, 2024•18 min•Ep. 57
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 ....
Aug 28, 2024•11 min•Ep. 56
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
Aug 27, 2024•17 min•Ep. 55
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
Aug 26, 2024•15 min•Ep. 54
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...
Aug 24, 2024•21 min•Ep. 53
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
Aug 23, 2024•15 min•Ep. 52
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
Aug 22, 2024•17 min•Ep. 51
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...
Aug 21, 2024•18 min•Ep. 50
