The Daily Brief

By ZerodhaBusiness News Investing Daily News Business News

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Typical duration
22 min
per episode

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The Daily Brief episodes

November 11, 2025 The wires & cables industry is all charged up
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 electric rise of W&C players
12:42 Inside IndiGo’s transformation
23:05 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.
25 min
November 10, 2025 India's alcohol market gets hit with a curveball
In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:
00:04 Intro
00:55 India’s split liquor story
11:56 States under financial pressure
22:07 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
November 07, 2025 Rock-solid quarter for the cement sector
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 How did Indian cement do this quarter?
11:11 Trouble brewing in global insurance
23:23 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.
25 min
November 06, 2025 The literal building blocks of the future are here
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 Factory made buildings rise
10:17 How Russia still sells oil
22:48 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
November 05, 2025 The rise of premiumisation ft. SOIC
Premiumisation is one of those words you hear everywhere now — in management interviews, on earnings calls, and investor presentations. But behind the jargon lies something far more human: the quiet evolution of Indian aspiration.
In this conversation with Ishmohit and Siddhant from SOIC , we unpack what’s really happening beneath the surface. From hatchbacks turning into SUVs, and plain curd becoming Greek yogurt, to families trading budget hotels for four-star stays — the pattern isn’t just about spending more. It’s about a mindset shift: from necessity to comfort, from function to feeling.
We explore how confidence is driving this change. When people feel wealthier, not just in income but in outlook, they begin to demand better design, better experiences, better quality. It’s the wealth effect meeting a cultural moment.
But there’s also a twist. Alongside this wave of premiumisation, a quiet countertrend is taking shape — what you might call smart value. Brands like Zudio or products like lab-grown diamonds are challenging old hierarchies of price and prestige.
Both trends come from the same place — aspiration, expressed differently. One climbs the ladder; the other redraws it. And for investors and business builders, that duality might just be the most interesting part of India’s consumption story.
We hope you enjoy this conversation :)
If you prefer to read, check it out here: https://open.substack.com/pub/thedailybriefing/p/the-rise-of-premiumisation-ft-soic
You can also watch this in the video format here: https://youtu.be/omi9_zfF1sA
1 hr 7 min
November 04, 2025 SEBI takes down another case of stock manipulation
In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:
00:04 Intro
01:03 SEBI busts a stock manipulation ring
10:20 IEA Warns of a Gas Glut by 2030
21:15 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.
23 min
November 03, 2025 Can boAt stay afloat?
In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:
00:04 Intro
00:26 Can boAt stay afloat?
12:44 What is the role of coal in India’s energy transition?
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
October 31, 2025 India’s push to get the aam aadmi to fly
In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:
00:04 Intro
00:33 India’s regional aviation takeoff
11:57 The new stars of Indian IT
27:00 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/
Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
28 min
October 30, 2025 Reliance takes big swings this quarter
In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:
00:04 Intro
00:20 Inside Reliance’s Q2 performance
14:16 Big changes for mutual funds
25:36 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.
28 min
October 29, 2025 A household name in your kitchen is going public
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 MTR takes to the bourses
12:17 A brighter quarter for Indian IT
27:30 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.
29 min