The Daily Brief

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Typical duration
22 min
per episode

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The Daily Brief episodes

August 20 Indian urea makers will make lesser money now
In today’s episode of The Daily Brief, we unpack why Indian urea makers will now make less money.

00:04 Intro
00:24 A tighter urea formula
11:49 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.
15 min
August 19 A 40-year old battle over India’s minerals hits a climax
In today's episode of The Daily Brief, we unpack the explosive 40-year battle over who gets to control and tax India's mineral wealth.

00:04 Intro
00:24 Centre vs States over minerals
14:49 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.
18 min
August 18 How does the Indian government buy stuff?
In today's episode of The Daily Brief, we cover a major story shaping the Indian economy and global markets:
00:04 Intro
00:24 How GeM really works
15:11 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.
18 min
August 17 India’s data fortress is a maze of conflicts
In today's episode of The Daily Brief, we cover a major story shaping the Indian economy and global markets:
00:04 Intro
00:39 The fight over Indian data
15:12 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.
18 min
August 14 What is happening with the 86-year-old drug law?
In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:
00:04 Intro
00:26 Fixing India’s drug regulation
12:59 Why tractor sales are surging
21:46 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
August 13 Why Bengaluru's Metro takes forever?
In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:
00:04 Intro
00:28 Bengaluru Metro’s costly delays
11:28 Reconductoring: India’s grid fix
24:17 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.
27 min
August 12 Indian cement meets both new bridges and broken roads
In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:
00:04 Intro
00:26 Cement’s Q1 divide
09:51 When America cuts R&D
21:32 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.
24 min
August 11 India’s private banks are growing again, but at a cost
In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:
00:04 Intro
00:24 Private Banks: Growth vs Margins
11:50 Inside India’s Makhana Economy
24:06 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
August 10 Swiggy and Eternal pick different fights
In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:
00:04 Intro
01:15 Two bets on quick commerce
13:43 India’s dairy margin crunch
25:47 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
August 07 How is natural gas traded in India?
In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:
00:04 Intro
01:15 Why gas isn't traded
13:43 Cable industry check
25:47 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