The Daily Brief

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04   Intro
01:16   BCCL’s IPO Puzzle
12:44   What AI means to our economy
22:44   Tidbits

We shy away from advertising things. But this time, we’ll be making an exception for an event that we truly believe in.

This Saturday (Jan 10), Zerodha’s Rainmatter Fund and FITTR are hosting the peakst8 festival. Peakst8 is a celebration of those who are willing to show up everyday for their wellbeing and put in any kind of effort, even on hard days. The one-day event will host a variety of activities that you can choose from, like Pilates, cardio, kung-fu, and the intense Hyrox mini challenge. There will also be discussion panels where the speakers include PV Sindhu, Jonty Rhodes, and both our founders Nithin and Nikhil Kamath.

We have a special discount for readers and listeners of Markets by Zerodha — please use this unique link to avail the same 🙂

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.

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04   Intro
00:27   The New Gatekeepers of Steel
11:32   Inside India’s Changing Risk Appetite
22:16   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.

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04 Intro

00:30 The anatomy of a QSR marriage

10:29 Quiet Shifts in India’s Insurance Business

20:25 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.

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04   Intro
00:30   The Long Story of Mining
12:17   Inside India’s Trade Blitz
24:32   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.

In today's episode of The Daily Brief, we've 10 questions for 2026:

00:04 Intro
00:36 US–China Slowdown Risk
02:55 Can Quick Commerce Become Profitable?
05:02 Where Are Interest Rates Headed?
07:08 Will Reforms Transform India’s Economy?
08:53 Natural vs Lab-Grown Diamonds
10:51 Can India Replace the US in Trade?
13:10 Microfinance: At the Bottom or Bounce-Back?
15:47 If AI Is a Bubble, Who Gets Hurt?
18:25 Can Indian IT Survive the AI Shift?
20:36 What Comes After Solar for India?
23:04 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.

The Daily Brief is on break till January 1. In the meantime, allow us to introduce the writing team.

Today, we’re talking to Pranav Agarwal.

Pranav is the only person on the team who truly deserves to be called a writer. He takes crude first drafts and, somehow, turns them into pieces people actually love reading.

The Daily Brief is on break till January 1. In the meanwhile, allow us to introduce the writing team.

Today, we’re talking to Kashish Kapoor.

Kashish is the only one even slightly qualified to do this job, which is to say, he's finished CFA level 1.

The Daily Brief is on break till January 1. In the meanwhile, allow us to introduce the writing team.

Today, we’re talking to Krishna Lohia.

Krishna has been working on the Daily Brief since the very first episode, and the only reason we still have jobs is that he wakes up at 6 AM every day.

The Daily Brief is on break till January 1. In the meanwhile, allow us to introduce the writing team.

Today, we’re talking to Pranav Manie.

Pranav Manie, aka DJ Easy Money Sniper. Manie is Zerodha’s resident DJ, and one of India’s most popular business nerds on the internet.

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

00:04    Intro
01:06    Your friendly neighbourhood “Tailor"
11:42    Why India’s GDP Needs Updating
24:38    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/

Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.