The Daily Brief

The Daily Brief

By ZerodhaBusinessNewsInvestingDaily NewsBusiness News
Download on the App Store

  • Favorites

    118

    Followers

  • Typical duration

    22 min

    per episode

Based on Podcast App listening data

The Daily Brief episodes

  • Why Is AC ownership so low in India?

    In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:

    00:04   Intro
    00:26   Rare conditioning
    11:49   The business of beauty
    21:56   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.

    24 min
  • India's DISCOMs posted a profit. How real is it?

    In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:

    00:04   Intro
    00:41   How DISCOMs turned profitable
    12:30   India prices banking risk
    23:43   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.

    26 min
  • Understanding Shipbuilding Industry from scratch ft. Ishmohit Arora
    We've spoken about shipbuilding a couple of times on The Daily Brief and we now got a chance to sit down with Ishmohit from SOIC, who's spent a lot of time thinking about this sector; it felt like the right moment to do a proper deep dive.
    You see, shipbuilding sounds industrial and boring until you look at the numbers. Nearly 95% of India's trade by volume moves through the sea, and most of it moves on ships we don't own. In FY20, India paid about $85 billion in sea freight, roughly $75 billion of which went to foreign shipping companies. That's not a one-time cost—that's a recurring forex outflow. Meanwhile, China, South Korea, and Japan produce about 95% of global shipbuilding output, with China alone crossing 50% of world capacity for the first time in 2024. When a country can build and deploy ships at that scale, shipbuilding stops being a sector and starts being strategic leverage.
    So in this episode, we broke the whole thing down. What a shipyard actually does and why it's not one business but several — factory, fleet-owner, niche builder, maritime services. Why commercial and defence shipbuilding run on completely different contract logics. What indigenization actually looks like when you move past the slogans — the shift from importing and operating to becoming a system integrator, and which parts of that staircase are doable and which are deep-tech hard. How to read shipbuilding financials without getting hypnotized by peak margins on long-cycle contracts. And the idea of proxy plays — buying suppliers instead of yards — and why that only works if shipbuilding is actually a meaningful chunk of their revenue.
    The big takeaway is that shipbuilding is a bet on whether India can build a real maritime industrial base — yards, suppliers, skills, financing — so we're not permanently outsourcing the pipes of our own trade. The world isn't getting calmer, and in that world, this capability is less about pride and more about resilience.
    If you have made it this far, you will enjoy the full conversation for sure.
    And if you prefer video, check it out here: https://youtu.be/tmt5UAWb0bo?si=880lSL7a7PU1L0MI
    49 min
  • The age of electricity

    In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:

    00:04   Intro
    00:26   The age of electricity
    12:02   How are roads built in india?
    22:14   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 endorsements.

    24 min
  • Between industrial policy and trade imbalances

    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   The hidden costs of industrial policy
    11:57   Can RBI fix India’s bond market?
    23:21   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
  • What’s behind record PSU Bank profits?

    In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:

    00:04   Intro
    00:29   PSU banks in top gear
    11:24   Wires & Cables break records
    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
  • Heads, US wins, tails, India loses?

    In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:

    00:04   Intro
    00:29   A deal under pressure
    12:05   Fixing India’s bond market
    23:50   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.

    26 min
  • The three forces shaping Indian autos this quarter

    In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:

    00:04   Intro
    00:29   Auto demand up, supply strains
    09:58   Inside a ₹4 crore stock manipulation
    19:45   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 recommendations or endorsements.

    21 min
  • Another robust quarter for India’s midcap IT firms

    In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:

    00:04   Intro
    00:29   Midcap IT’s AI led growth streak
    11:25   The dollar comes in waves
    22:17   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
  • Is AI cannibalizing smartphones and laptops?

    In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:

    00:04   Intro
    00:29   AI boom, costlier devices
    12:23   Inside Fractal’s AI business model
    23:50   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.

    26 min

About The Daily Brief

From the publisher's feed

A daily podcast that dives into the biggest stories happening in the Indian markets and the global business landscape.

Best of The Daily Brief

Ranked by our users in the last 21 days

  1. Number 1: The Indian states that solar is forgetting
    26 min
  2. Number 2: What happens when insurance commissions are cut?
    23 min
  3. Number 3: Where is India’s crackdown on food safety headed?
    25 min

More shows like The Daily Brief

The Sadhguru Podcast - Of Mystics and Mistakes by Sadhguru Official

The Sadhguru Podcast - Of Mystics and Mistakes

22 Listeners

Cyrus Says by IVM Podcasts

Cyrus Says

156 Listeners

Moneycontrol Podcast by moneycontrol

Moneycontrol Podcast

11 Listeners

3 Things by Express Audio

3 Things

56 Listeners

Hindi Song by KHASI SONG

Hindi Song

39 Listeners

DJ Ravish Remixes by DJ Ravish

DJ Ravish Remixes

53 Listeners

Akbar Birbal Stories by Chimes

Akbar Birbal Stories

16 Listeners

The Desi Crime Podcast by Desi Studios

The Desi Crime Podcast

289 Listeners

Finshots Daily by Finshots

Finshots Daily

40 Listeners

Top of the Morning by Mint - HT Smartcast

Top of the Morning

2 Listeners

The Morning Brief by The Economic Times

The Morning Brief

15 Listeners

Daybreak by The Ken

Daybreak

9 Listeners

ANI Podcast with Smita Prakash by Asian News International (ANI)

ANI Podcast with Smita Prakash

93 Listeners

The Stories of the Ramayana by Sudipta Bhawmik

The Stories of the Ramayana

32 Listeners

Rich Dad Poor Dad In English by Raja Babu

Rich Dad Poor Dad In English

13 Listeners