The Daily Brief
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The Daily Brief episodes

  • Best of the week: IPO craziness, the Indian borrowing binge, a new risky asset class, and more.
    This is the third weekly brief. We publish a new episode every day to help you understand the biggest stories in the Indian markets. But we understand that you may be busy and don't have the time to listen to the daily episodes. So don't worry, we've got you covered.
    Every week, we'll publish a new episode simplifying the biggest stories of the week so that you can still look smart in front of your friends. In this week's episode, we look at these stories:
    1) Are Indian fund managers really value investors?
    2) SEBI proposes a new asset class for people who want to take risk
    3) The Global Economy is a Little Good, a Little Bad
    4) Zomato wants more money!
    5) Are gig workers- employee or on contract?
    6) SME IPO Frenzy
    7) Credit looked like a party until RBI stepped in
    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/
    18 min
  • Mega Indian crypto hack
    In today’s episode, we look at 5 big stories.
    - SEBI proposes a new asset class for people who want to take risk
    - Another mega crypto hack
    - The global economy is a little good, a little bad
    - Will the bull market continue?
    - Results roundup
    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/
    16 min
  • Zomato wants more money!
    In today’s episode, we look at 1 interesting tidbit about Indian fund managers and 5 big stories.
    Are Indian Mutual Fund Managers Value Investors?
    Zomato Wants More Money!
    Are Gig Workers- Employees or on Contract?
    Apple's Sales Growth in India
    India's Credit Growth
    Is India's Economy Fit?
    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/
    14 min
  • Is Jio ready to be a grown-up?
    In today’s episode, we look at 4 big stories:
    1) Why are potatoes getting expensive?
    2) Ambani wedding, Jio divorce
    3) SME IPO frenzy
    4) Is the economic treadmill too fast for China?
    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/
    15 min
  • Is microfinance a bubble?
    In today’s episode, we look at 3 big stories:
    1) Inflation in India and the US is a tale of two cities
    2) Is there a microfinance bubble brewing?
    3) TCS’s results and what it means for the Indian IT sector.
    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/
    9 min
  • Thematic madness, China's stupidity, real estate boom and more.
    This is the second weekly briefing. We publish a new episode every day to help you understand the biggest stories in the Indian markets. But we understand that you may be busy and don't have the time to listen to the daily episodes. So don't worry, we've got you covered.
    Every week, we'll publish a new episode simplifying the biggest stories of the week so that you can still look smart in front of your friends. In this week's episode, we look at these stories:
    1) Madness in thematic and sectoral mutual funds.
    2) RBI’s new guidelines on interest payments that could hurt banks and NBFCs.
    3) Uttar Pradesh makes hybrid cars more attractive.
    4) China stupidly bans short-selling.
    5) After a decade of underperformance real estate is booming.
    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/
    13 min
  • How India gets high!
    In today’s episode, we look at 5 big stories:
    1) Jerome Powell gave some slightly good news
    2) Uttar Pradesh makes hybrid cars more attractive
    3) Indians welcome desi daaru
    4) Chocolates become a luxury
    5) China stupidly bans short-selling
    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/
    12 min
  • Investors are thirsting for shiny sectoral funds
    In today’s episode, we look at 4 big stories:
    1) The craziness in thematic and sectoral mutual funds
    2) RBI’s guidelines on interest payments will hurt banks and NBFCs.
    3) The confusion over the classification of gaming companies
    4) Currency volumes migrate to the Singapore Stock Exchange
    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/
    7 min
  • Will Reliance Kill Decathlon?
    In this episode of, “The Daily Brief by Zerodha,” we look at 3 big stories:
    1) Will Reliance kill Decathlon?
    2) Yes bank says “Nonsense”
    3) India’s largest stock exchange will IPO?
    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/
    10 min
  • Indian real estate is back from the dead
    In this episode of, “The Daily Brief by Zerodha,” we look at 4 big stories:
    1) Why aren’t Indian companies investing?
    2) After a decade of underperformance, both residential and commercial real estate are booming.
    3) Shein gets a new lease of life with Reliance partnership.
    4) Exchange-traded currency derivative volumes down by 90% after RBI’s guidelines
    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/
    14 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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