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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

Premiumisation - The next big thing for companies?

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 informa...

Nov 04, 202417 minEp. 110

Rural vs. Urban: Why are villages driving growth?

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.simplecas...

Oct 31, 202422 minEp. 109

Massive crisis in the microfinance sector

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 i...

Oct 30, 202420 minEp. 108

From Takeoff to Tailspin: Inside IndiGo's ₹990 Crore Collapse

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 Hind...

Oct 29, 202421 minEp. 107

Can India Beat China in Electronics Manufacturing?

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...

Oct 28, 202427 minEp. 106

₹82,000 Crore Gone! Why Foreign Investors Are Ditching Indian Markets

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 informat...

Oct 25, 202420 minEp. 105

Zomato's Game-Changer: Is Blinkit Taking Over?

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 ...

Oct 24, 202423 minEp. 104

Blocked but Not Broken: Paytm’s Fight to Stay on Top!

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 pur...

Oct 23, 202418 minEp. 103

The Surprising Reason HDFC Bank Slowed Down

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....

Oct 22, 202419 minEp. 102

From $22 Billion to Nothing: The Catastrophic Fall of Byju’s

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 stoc...

Oct 21, 202423 minEp. 101

Weekly Brief: Russia’s Gambit, Oil’s Fate, and a Global Shift Unfolds

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 recommenda...

Oct 19, 20241 hr 24 minEp. 100

How Europe’s Carbon Tax Could Hurt Indian Exports

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 recomme...

Oct 18, 202418 minEp. 99

Space Meets Telecom: Starlink vs Jio in India

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 purpos...

Oct 17, 202422 minEp. 98

Jio, Retail and Renewables: How Reliance is Shaping India’s Future

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...

Oct 16, 202417 minEp. 97

AI: The Future We Can’t Escape

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 ...

Oct 15, 202419 minEp. 96

The Rupee Hits Record Low: Crisis or Opportunity?

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. Not...

Oct 14, 202418 minEp. 95

India’s hidden oil treasure: The race against renewables

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...

Oct 11, 202419 minEp. 94

Against the tide: RBI holds rates as the world cuts

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....

Oct 10, 202414 minEp. 92

Tata’s take on the future of jewellery

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....

Oct 09, 202414 minEp. 91

Why Adani is doubling down on cement

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.

Oct 08, 202411 minEp. 90

India-US vs China: The race for critical minerals

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.

Oct 07, 202411 minEp. 89

Is the international order dead or dying?

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...

Oct 05, 202423 minEp. 88

Here's what SEBI is doing to restrict F&O trading

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.

Oct 04, 202415 minEp. 87

Outcome of SEBI's board meeting

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.

Oct 03, 202417 minEp. 86

Swiggy’s IPO: Can it take down Zomato?

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,...

Sep 30, 202414 minEp. 84

The Weight Loss Drug Revolution: Transforming Bodies and Reshaping Economies | The Global Brief

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 dail...

Sep 28, 202431 minEp. 83

Hyundai wants to ride the bull run

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 p...

Sep 27, 202419 minEp. 82

The death of bank deposits? A new era of investing

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, bra...

Sep 26, 202421 minEp. 81

Rise of AI and endgame for Intel?

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 endo...

Sep 25, 202419 minEp. 80
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