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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

AI Is Changing Again—And It Matters

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...

May 05, 202524 minEp. 231

Urban Company: Big IPO, Bigger Questions

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 endor...

May 02, 202525 minEp. 230

Why Are India’s Top Banks Taking a Breather?

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 recom...

Apr 30, 202521 minEp. 229

Is Reliance Building the Future? Q4 Results Deep Dive

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 a...

Apr 29, 202522 minEp. 228

Why Samsung and LG Are Upset With India

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 ...

Apr 28, 202520 minEp. 227

A Quiet Shift in India’s Economic Story

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 r...

Apr 25, 202522 minEp. 226

What’s Going Wrong with Indian IT?

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 recommendat...

Apr 24, 202521 minEp. 225

Why Bank Stocks Are Suddenly Booming

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, bra...

Apr 23, 202527 minEp. 224

Google & Meta’s Big Problem

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 endor...

Apr 22, 202521 minEp. 223

WTO just sent a Warning!

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, ...

Apr 21, 202526 minEp. 222

Gensol Scam: This Clean Energy Company isn’t so clean

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....

Apr 17, 202519 minEp. 221

Is China Weaponising Rare Earth Minerals?

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 end...

Apr 16, 202522 minEp. 220

BRICS is becoming a Global Power Bloc

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 endo...

Apr 15, 202520 minEp. 219

Is China Dumping US Treasury Bonds? Panic in the Treasury Market Explained

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 e...

Apr 11, 202522 minEp. 218

Can Tariffs Break the Global Economy?

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...

Apr 09, 202517 minEp. 217

Why India Can’t Build the Next Apple or Tesla

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 reco...

Apr 08, 202516 minEp. 216

Why oil prices suddenly crashed

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 rec...

Apr 07, 202515 minEp. 215

Here come reciprocal tariffs

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...

Apr 04, 202524 minEp. 214

Why Do Small Businesses in India Struggle to Grow?

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 recomme...

Apr 03, 202517 minEp. 213

Big Tariff Shift? India’s Bold Trade Response!

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 a...

Apr 02, 202521 minEp. 212

IMF’s New Take on India – Surprising?

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 f...

Apr 01, 202515 minEp. 211

Hidden Traps in Health Insurance Claims!

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 a...

Mar 28, 202521 minEp. 210

Will UPI Stay Free Forever?

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 ment...

Mar 27, 202516 minEp. 209

How India Controls the World’s Rice Supply

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...

Mar 26, 202521 minEp. 208

TV Anchor Caught in a ₹6 Crore Stock Scandal!

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 men...

Mar 25, 202515 minEp. 207

Weight Loss Just Got Easier in India?

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 con...

Mar 24, 202516 minEp. 206

Why is the Fed So Nervous Right Now?

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: T...

Mar 21, 202516 minEp. 205

The Fall of Germany’s Car Giants?

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.simplecas...

Mar 20, 202519 minEp. 204

Why this 24-Year partnership just ended!

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 product...

Mar 19, 202518 minEp. 203

Why China Won’t Let India Rise?

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....

Mar 18, 202515 minEp. 202
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