The Daily Brief

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Typical duration
22 min
per episode

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The Daily Brief episodes

June 01 The changing shape of energy security
In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:
Story 1: India’s New Energy Security Dilemma
We will look into how India is balancing two parallel energy strategies — rapidly expanding renewable energy while also investing heavily in oil refineries. The story explores how energy security is changing in an electrifying world, the challenges of financing clean energy, and why fossil fuels still remain important despite the green transition.
Story 2: India’s Missing Poor
We will talk about the challenge of measuring poverty in India after a decade-long gap in official consumption data. The story examines new research that attempts to reconstruct poverty trends, reveals a slowdown in poverty reduction, and highlights why reliable statistics are crucial for policymaking and economic planning.
Timestamps
00:00 Intro
00:36 India’s Energy Balancing Act
12:06 Did Poverty Really Fall?
21:36 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.
23 min
May 29 Real estate’s three measures of success
In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:
00:04 Intro
00:28 India’s Real Estate Q4 Story
11:47 Is Faster Internet Fair?
23:30 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 recommendations or endorsements.
25 min
May 27 Indian pharma: lofty aims in the midst of chaos
In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:
00:04 Intro
00:27 The New Race in Indian Pharma
12:38 The New Divide in Credit Cards
22:54 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.
24 min
May 26 SpaceX: A valuation built on miracles
In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:
00:04 Intro
00:27 Inside SpaceX’s Massive IPO
11:23 Inside India’s Auto Shift
22:43 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.
24 min
May 25 Gold, securitised
In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:
00:04 Intro
00:38 SEBI’s Gold Market Experiment
11:49 Premium drinks are winning in India
21:51 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/
Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
23 min
May 22 An inventory high before a pricing hangover
In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:
00:04 Intro
00:27 The Crisis Building Behind Oil Profits
11:09 Why Dairy Margins Are Falling
23:12 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.
25 min
May 21 India’s two-wheelers drift through a collision of forces
In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:
00:04 Intro
00:27 India’s Bike Market Shift
11:18 India's biogas problem
22:56 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.
25 min
May 20 The Indian EMS industry moves up and sideways
In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:
00:04 Intro
00:27 India’s EMS Growth Story
11:53 The Hormuz Oil Shock
22:05 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.
24 min
May 19 Margin crush in a gold rush
In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:
00:04 Intro
00:27 India’s Gold Rush, Margin Crunch
12:12 The Municipal Bond Reset
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 products mentioned are recommendations or endorsements.
24 min
May 18 How Big Bazaar fell through the cracks
In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:
00:04 Intro
00:38 Inside Future Retail’s Crash
12:54 India’s Cement Slowdown
23:15 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 recommendations or endorsements.
25 min