The Daily Brief

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Typical duration
22 min
per episode

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The Daily Brief episodes

June 03, 2025 India’s Hotels are playing the long game
In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:
00:04 Intro
00:39 How Indian Hotels are planning ahead
11:31 New TRAI plan could boost 5G rollout
18:32 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.
20 min
June 02, 2025 Inside India’s complicated Liquor game
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 Liquor, Laws & Premium plans
10:47 When the sun makes electricity free
21:29 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
May 30, 2025 India’s CDMO surge: The business behind the Drugs
In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:
00:04 Intro
00:38 Behind the Drugs: India’s CDMO Boom
12:17 What’s holding back Indian Factories?
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.
24 min
May 29, 2025 Why Sun Pharma Is Betting on New Drugs
In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:
00:04 Intro
00:45 Sun Pharma’s big pivot
11:57 India's oil sector results
21:40 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.
24 min
May 28, 2025 India’s Infra projects were Broken—Until Now
In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:
00:04 Intro
00:40 The sector that is building India
10:09 Bajaj eyes KTM control
19:27 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
May 27, 2025 Why the Paint Industry is under stress
In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:
00:04 Intro
00:39 Paint companies losing shine
09:03 Consumption engine slows
18:17 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.
20 min
May 26, 2025 How IndiGo hit $10 Billion revenue?
In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:
00:04 Intro
00:24 Indigo smashes past $10 billion
08:03 India & The World: EV Race 2025
23:41 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.
26 min
May 23, 2025 Nuclear: From Dangerous to Desirable? |
In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:
00:04 Intro
00:39 Nuclear is Back!
12:13 India’s Military Makeover
21:35 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.
23 min
May 22, 2025 Behind India’s changing Defence priorities
In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:
00:04 Intro
00:38 How India buys weapons
09:48 The big critical mineral mega-trends
20:38 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.
23 min
May 21, 2025 India’s Specialty Chemicals Industry Explained
In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:
00:04 Intro
00:41 India’s specialty chemicals boom
14:35 Made-in-India implants go global
22:37 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