Zerodha

The Daily Brief

Business EN ↓ Epizody: 601

A daily podcast that dives into the biggest stories happening in the Indian markets and the global business landscape.

Určitě navštivte web podcastu a podpořte jeho tvůrce: markets-by-zerodha.simplecast.com

Autor

Zerodha

Kategorie

Business

Web podcastu

markets-by-zerodha.simplecast.com

Nejnovější epizoda

29. říj 2026

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Epizody

Digging through the RBI annual report 06.06.2025 25:22

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:25 Inside RBI’s Annual Report 2025 11:30 Climate crisis hits South Asia 23:34 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 c...

Can India break this Pharma Monopoly? 05.06.2025 25:40

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:23 Can Novo Nordisk defend its turf? 12:01 What exactly are “water stocks”? 23:13 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/ Note: Th...

Two scooter giants, Two very different stories 04.06.2025 17:39

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 Ather vs Ola: Two roads to EV success 09:35 Decoding Life Insurer results 16:07 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: T...

India’s Hotels are playing the long game 03.06.2025 19:49

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/ N...

Inside India’s complicated Liquor game 02.06.2025 22:57

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...

India’s CDMO surge: The business behind the Drugs 30.05.2025 23:56

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/ N...

Why Sun Pharma Is Betting on New Drugs 29.05.2025 23:12

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...

India’s Infra projects were Broken—Until Now 28.05.2025 20:51

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...

Why the Paint Industry is under stress 27.05.2025 19:46

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 conten...

How IndiGo hit $10 Billion revenue? 26.05.2025 25:32

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/...

Nuclear: From Dangerous to Desirable? | 23.05.2025 22:57

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 inform...

Behind India’s changing Defence priorities 22.05.2025 22:04

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 cont...

India’s Specialty Chemicals Industry Explained 21.05.2025 24:24

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: Thi...

India just drew the Line with Bangladesh 20.05.2025 20:17

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 Strikes back at Bangladesh 08:24 Is the Dollar losing its Grip? 18:55 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: T...

Batteries are the New Oil? 19.05.2025 20:09

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 Why Batteries Matter Now 11:31 The RBI intends to tread lightly 18:30 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 cont...

The US Might Change the Rules — Again 16.05.2025 23:01

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 The Trump Trade Round-up 10:38 Will copper hold us back? 21:42 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/ Note: This content is fo...

Why India’s LPG System Is Under Pressure 15.05.2025 19:23

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 Will Cooking Gas Get Costlier? 09:48 Maruti, Tata, M&M: FY25 Wrap 18:10 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 cont...

Food Wars are Far from Over 14.05.2025 24:03

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 Is Zomato beating Swiggy? 12:09 India: The New Data Hub? 22:34 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 fo...

Yes Bank's Big Comeback? 13.05.2025 20:36

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:00 Intro 00:43 Yes Bank Gets a Japanese Lifeline! 08:29 Jewellery Giants Shine in Q4 19:08 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 f...

Affordable Housing: The New Goldmine? 12.05.2025 24:20

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 HFCs have a strong quarter 11:51 The rare earth dependency 22:49 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...

A 6%+ jump in 2 Days – What’s pushing Taiwan’s Dollar? 09.05.2025 20:45

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 Why Taiwan’s Currency Spiked 09:50 The taxman is after Samsung 19:17 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...

India-UK Trade: Almost there? 08.05.2025 18:15

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 and UK, partners in trade 09:24 Tata Motors’ amicable breakup 16:53 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 co...

What’s Powering the Cement Boom? 07.05.2025 24:04

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 Cement sees a resilient quarter 12:18 Global Prices Cool Off 22:34 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 i...

BPSL Ruling: Banks, Whistleblowers, and Big Questions 06.05.2025 29:44

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:44 A pyrrhic win for the rule of law 14:05 RBI is getting serious about Co-Lending 25:43 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/ N...

AI Is Changing Again—And It Matters 05.05.2025 24:26

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:25 The Daily Brief AI round-up 11:50 Is the power of OPEC+ eroding? 21:10 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 conte...