Zerodha

The Daily Brief

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

Besuch unbedingt die Website des Podcasts und unterstütze die Macher: markets-by-zerodha.simplecast.com

Autor

Zerodha

Kategorie

Business

Neueste Folge

3. Nov 2026

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The rise of premiumisation ft. SOIC 05.11.2025

Premiumisation is one of those words you hear everywhere now — in management interviews, on earnings calls, and investor presentations. But behind the jargon lies something far more human: the quiet evolution of Indian aspiration. In this conversation with Ishmohit and Siddhant from SOIC , we unpack what’s really happening beneath the surface. From hatchbacks turning into SUVs, and plain curd beco...

SEBI takes down another case of stock manipulation 04.11.2025

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04    Intro 01:03    SEBI busts a stock manipulation ring 10:20    IEA Warns of a Gas Glut by 2030 21:15    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/ No...

Can boAt stay afloat? 03.11.2025

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04    Intro 00:26    Can boAt stay afloat? 12:44    What is the role of coal in India’s energy transition? 21:36    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...

India’s push to get the aam aadmi to fly 31.10.2025

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04    Intro 00:33    India’s regional aviation takeoff 11:57    The new stars of Indian IT 27:00    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...

Reliance takes big swings this quarter 30.10.2025

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04    Intro 00:20    Inside Reliance’s Q2 performance 14:16    Big changes for mutual funds 25:36    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...

A household name in your kitchen is going public 29.10.2025

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04    Intro 00:30    MTR takes to the bourses 12:17    A brighter quarter for Indian IT 27:30    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 co...

Inside Meesho’s IPO 28.10.2025

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04    Intro 00:32    Meesho’s big IPO push 14:39    ₹2 crore trading scam exposed 21:48    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 EVs are actually depreciating faster than gasoline cars 27.10.2025

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04    Intro 00:31    EV Resale Problem 11:59    Delhi’s Artificial Rain 25:17    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 inf...

India's huge bet on smart electricity meters 24.10.2025

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04    Intro 00:30    India's huge bet on smart meters 13:13    How corporate India survived COVID 24:18    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/ Not...

A new front opens in the chip wars 23.10.2025

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:28 The battle for Nexperia 11:40 China's $800 billion question 24:48 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 inf...

The 2025 Nobel Prize in Economics: a breakdown 20.10.2025

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04    Intro 01:11    Inside the 2025 Nobel for Economics 14:16    Inside the Aircraft Leasing Maze 24:15    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/ No...

SEBI unearths a ₹173 crore insider trading scam 17.10.2025

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04    Intro 00:31    Inside the ₹173 Cr Scam 09:45   One Grid to Rule ASEAN? 22:07    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: This content is fo...

A small rule change by the RBI, a big leap for Indian banks 16.10.2025

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04    Intro 00:31    RBI’s new rule to tackle bad loans 11:19    IMF flags risks in global markets 22:17    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/ No...

India has a new plan for hydropower 15.10.2025

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04    Intro 00:29    India has a new plan for hydropower 12:11    The Cost of India's Steel Ambition 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/...

Is there a private capex crisis in India? 14.10.2025

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:29 India’s Growth Engine Slows Down 12:16 The Uncertain Future of Indian Tea 23:40 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://thedailybrief.zerodha.com/ Note: This content...

India’s biggest state telecom operator tries a comeback 13.10.2025

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04    Intro 00:28    Inside BSNL’s Comeback Plan 11:58    The Race to Mine the Ocean Floor 24:04    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...

The sky’s the limit — for only two aircraft makers 10.10.2025

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04   Intro 00:29   Behind the duopoly of passenger aircraft 13:23   India’s plan to mine the future 23:58   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/ No...

GIFT City: India’s high-stakes gamble 09.10.2025

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04   Intro 00:30   GIFT City’s Grand Gamble 13:07   Renewables are moving fast 23:53   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 content is f...

India wants to insure against climate change 08.10.2025

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04    Intro 00:29    A new way to fund disaster recovery 11:00    Inside India’s unlisted share frenzy 19:53    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...

How UPI is Changing Cash Use in India 07.10.2025

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04    Intro 00:28    Is India going cashless? 12:02    Changing Tides of Global Trade 28:52    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...

Inside India’s biggest NBFC IPO yet 06.10.2025

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04    Intro 00:27    Tata Capital's IPO 10:10    India's Health Labor Market 25:23    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...

The RBI just silently made some huge moves 03.10.2025

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04    Intro 00:27    The big moves RBI made recently 12:32    Microfinance at Crossroads 22:52    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...

A cruise through the shipbuilding industry 01.10.2025

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04   Intro 00:26   How shipbuilding works 11:39   SEBI’s order against Man Industries 20:36   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...

Can WeWork sell India on premium offices? 30.09.2025

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04    Intro 00:29    WeWork India and the Office boom 12:15    India’s E-commerce rule shift 24:24    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...

Indian pharma wants to conquer cancer 29.09.2025

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04    Intro 00:27    Breaking barriers in cancer care 12:47    RBI pulls the plug on Simpl 20:49    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...

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