The Daily Brief

This is the fourth 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 yo...

In today’s episode, we look at 7 big stories: - This quarter, Axis got axed - L&T’s CFO is concerned about skilled laborers - India China, bhai bhai…again! - China has become a hoarder! - Can MapMyIndia Map India? - India is building an Aadhaar for agriculture? - Rain rain, please don’t go away! We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll...

In today’s episode, we look at 3 big stories: - A closer look at the budget - Gold fell by more than 5% - Bajaj Finance is in a mixed state 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/

FM read a 62-page document in 80 minutes as the budget speech. But does all that complicated stuff really matter to you? Probably, not. There were some good news and some bad ones about taxation that impacted you and me. And we tried to simplify that for you. Listen in to this conversation with Vishvajit Sonagara, founder and CEO of Quicko, and Dinesh Pai, Head and Chief Strategist at Rainmatter a...

In today’s episode, we look at 3 big stories: - Did the budget disappoint you? - Microfinance—a problem in the making? - Byjus is out of juice 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/

In today’s episode, we look at 4 big stories: - Reliance is feeling the blues - Slow and steady for HDFC - Will the budget fill your pocket or break your heart? - Will Amazon hit on Swiggy? 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/

In today’s episode, we look at 6 big stories. - Massive tech breakdown affected all types of companies - Government’s new PSU plan - RBI’s latest Indian economy report - Netflix’s performance in India this quarter - Infosys’s latest earnings report Insights - Paytm’s quarterly earnings result We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll mak...

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 you...

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.sub...

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 y...

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/

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/

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...

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.subst...

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 y...

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/

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 ne...

In this episode, we’ll talk about: - What the Indian stock market bull run means for us investors - Angel tax is going away. What does it mean? - SME IPOs and their unreal growth - Bajaj’s CNG plans in a world of EVs - What SEBI chief has to say regarding mischief in the markets Finally, we’ll talk the unemployment problem of TCS. We also send out a crisp and short daily newsletter for The Daily B...

This is the first 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...

In this episode, we’ll talk about 4 stories:   1.⁠ ⁠How the SEBI is working towards making bonds more accessible to retail investors 2.⁠ ⁠How the Indian job market has been giving us mixed signals about its growth 3.⁠ ⁠The credit-to-deposit ratio in India 4.⁠ A look at the private markets & look at how VCs are investing in India

In this episode, we’ll talk about 4 stories.   1. A Vietnamese EV giant, VinFast, is soon going to enter India. We’ll understand what it means for us. 2. The ed-tech industry is back in the news, and it’s no surprise that it’s for the wrong reasons. We’ll understand why. 3. We’ll look at what’s happening in the global markets with US inflation. 4. Why foreign investments in India have been reducin...

Today, we’ll be talking about 4 interesting stories: 1. Adani and Hindenburg are in the news again. We talk about why. 2. SEBI’s new suggestions for Mutual Funds 3. The story of a new drug that can shake up multiple industries! 4. Auto industry sales - in a little more detail than we did yesterday

Episode Notes In today’s episode, we’ll talk about 4 interesting stories: 1. The Indian rupee is getting stronger against the US dollar. And what that means for us 2. What’s happening in the global shipping industry and why it could harm the global economy 3. What Quant Mutual Fund is saying in response to the frontrunning allegations against them 4. And finally, we’ll take a quick look at the EV...

In today's episode, we'll talk about: 1. SEBI's update in F&O criteria 2. Ola's plans to enter the quick commerce space 3. Rise of illegal online gambling after heavy taxes on the legitimate players 4. Loss of workforce due to rising heatwaves 5. Jio and Airtel hike tariffs 

Today we’ll be discussing 4 interesting stories:   1. Zepto’s fundraise and what’s ahead for Indian quick commerce 2. ⁠SEBI tightening rules on market manipulation 3. ⁠L&T managing director’s comments on India’s unemployment 4. ⁠Why the cement industry is suddenly so hot