The Daily Brief
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  • Typical duration

    22 min

    per episode

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The Daily Brief episodes

  • The greatest corporate failure in history
    In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:
    00:04 Intro
    00:28 The Evergrande collapse
    12:24 CDMOs: The next IT sector?
    23:03 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://thedailybrief.zerodha.com/
    Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
    26 min
  • Japan and the future of an ageing world

    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    Japan’s demographic challenge
    12:48    Night-shifts and Women’s jobs
    22:35    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 trade chaos behind your cooking oil

    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   India’s Cooking Oil Dependency
    10:43   India’s Solar Success
    20:40   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.  

    23 min
  • In India, all (online) bets are off

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

    00:04   Intro
    00:28   India bans Real-Money gaming
    10:54   GST 2.0 on the way
    23:02   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
  • From smartphones to steering wheels : Xiaomi

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

    00:04   Intro
    00:28   Xiaomi drives ahead
    10:29   The attack of the Zombie Firms
    20:28   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
  • What does 50% tariffs even mean?

    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    Trying to understand the tariffs
    11:25    Fast food, faster business
    25:10    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.  

    27 min
  • Sizing up the GLP race

    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 Eyes the Next Big Drug Market
    12:06    Is India’s Manufacturing Undercounted?
    22:41    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
  • From AAA to ashes: The DHFL story

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

    00:04    Intro
    00:28    DHFL’s ₹22,000 crore hoax
    09:40    India’s Big Realty Players
    21:02    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
  • How much are Indians buying: A story told through con-calls

    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    Have Indians stopped buying?
    11:29    India’s factories need women
    19:56    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.

    22 min
  • Concrete, cash, and confidence: Decoding residential real estate

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

    00:04    Intro
    00:28    Inside India's Real Estate Machine
    14:24    India, intoxicated
    25:21    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.  

    27 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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