The Daily Brief
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  • Typical duration

    22 min

    per episode

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The Daily Brief episodes

  • The stationery industry has plenty of ink left in it

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

    00:04    Intro
    00:29    Inside India’s stationery business
    11:46    Inside the quarterly numbers of Oil PSUs
    22:57    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
  • SEBI skins a notorious finfluencer

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

    00:04 Intro
    00:31 SEBI skins a notorious finfluencer
    09:47 Don’t fear the exchange rate
    21:19 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/

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

    23 min
  • India’s airport industry fights to stick the landing

    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    India’s Airport business explained
    12:29    Inside the credit rating business
    23:58    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 endorsements.

    26 min
  • The Wakefit IPO: new dog, old tricks?

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

    00:04   Intro
    00:32   Wakefit’s shift to Home Solutions
    12:21   The global transformer crunch
    21:49   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
  • The race to remember

    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   Memory Chips: Hype vs Truth
    13:25   Inside Affordable Housing’s Q3
    22:15   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.

    24 min
  • Diwali, discounts and disposable income: The value retail story

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

    00:04   Intro
    00:30   Value retail’s incredible quarter
    12:42   DroneAcharya crashes into SEBI’s net
    23:33   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
  • Indian hotels: a quarter of repairs

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

    00:04 Intro
    00:29 India’s hotel report card
    09:23 How firms really deploy cash
    20:23 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.

    22 min
  • From iPhones to AI servers

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

    00:04   Intro
    00:31   From iPhones to AI servers
    12:36   Is India’s phone boom real?
    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.

    25 min
  • The economics of amusement

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

    00:04    Intro
    00:31    India’s amusement park puzzle
    10:03    Our economy moves in seasons
    21:08    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/

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

    23 min
  • India has a new labour law regime

    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   India has a new labour law regime
    13:14   How stable is the AI boom?
    26:40   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.

    29 min

About The Daily Brief

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

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