The Daily Brief
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    22 min

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The Daily Brief episodes

  • HDB Financial’s ₹12,500 Crore IPO: India’s Biggest NBFC Offering

    In today’s episode, we look at 3 big stories:

    00:04   Stories Coming Up!
    00:34   Intro
    00:51   One of the largest NBFC IPOs
    07:29   India’s auto sector: A September crash, followed by an October comeback
    13:25   Titan’s Revenue is up but profits are down, why?
    18:01   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/

    You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

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

    20 min
  • India’s Real Estate Boom: What’s Driving the Comeback?

    In today’s episode, we look at 3 big stories:

    00:04   Stories Coming Up!
    00:25   Intro
    00:56   India’s Real Estate Boom: What’s Driving the Comeback?
    07:26   SEBI kicks out Embassy REIT CEO
    11:35     SEBI pushes mutual funds to invest NFO money faster
    17:17      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/

    You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

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

    19 min
  • 100+ tonnes of Indian gold finally comes home

    In today’s episode, we look at 3 big stories:

    00:00   Stories Coming Up!
    00:31   Intro
    00:50  Announcement
    01:07   Ghar wapsi for gold
    05:07  Temporary bullishness for oil
    11:44   Indian corporate earnings are seriously disappointing
    19:32   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/

    You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

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

    21 min
  • Premiumisation - The next big thing for companies?

    In today’s episode, we look at 2 big stories:

    00:04   Stories Coming Up!
    00:27   Intro
    01:02   Are Indian consumers ditching affordable products for premium?
    07:09   Big Tech’s trillion-dollar AI race
    15:42   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/

    You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

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

    17 min
  • Rural vs. Urban: Why are villages driving growth?

    In today’s episode, we look at 3 big stories:

    00:04   Stories Coming Up!
    00:22   Intro
    00:55   Why is the demand slowing down in urban?
    07:10   Maruti’s budget car sales are falling—Is trouble brewing?
    13:21   6 big warnings from RBI Governor
    20:12   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/

    You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

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

    23 min
  • Massive crisis in the microfinance sector

    In today’s episode, we look at 3 big stories:

    - Stories Coming Up!
    - Intro
    - How bad is the crisis in microfinance?
    - Why Is Burger King India Struggling?
    - Why Are Tata Technologies' Profits Declining?
    - 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/

    You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

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

    20 min
  • From Takeoff to Tailspin: Inside IndiGo's ₹990 Crore Collapse

    In today’s episode, we look at 3 big stories:

    00:00 - Stories Coming Up! 
    00:28 - Intro
    01:02 - Why Did IndiGo post a ₹990 Crore Loss Despite Strong Revenue Growth?
    10:18 - What is happening in the alcohol industry?
    15:19 - Why did Oil Prices Drop After Israel Struck Iran?
    19:13 - 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/

    You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

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

     

    21 min
  • Can India Beat China in Electronics Manufacturing?

    In today’s episode, we look at 3 big stories:

    00:00 - Stories Coming Up! 
    00:26 - Intro 
    01:08 - Can India's Electronics Journey Go From Importer to Exporter?
    10:20 - Can India Break China's Critical Minerals Monopoly? 
    16:58 - Inside ITC's Latest Quarter 
    25:38 - 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/

    You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

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

    28 min
  • ₹82,000 Crore Gone! Why Foreign Investors Are Ditching Indian Markets

    In today’s episode, we look at 3 big stories: 

    - Foreign investors have been on a selling spree
    - Is rural India powering India's economic growth? 
    - Can TVS lead India's electric two-wheeler race? 
    - 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/

    You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

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

    21 min
  • Zomato's Game-Changer: Is Blinkit Taking Over?

    In today’s episode, we look at 3 big stories: 

    - Zomato's Big Shift: Blinkit and Beyond 
    - Something’s Brewing in the Silver Market
    - The Global Economy in 2024 – Outlook & Risks
    - 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/

    You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/

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

    24 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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