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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From smartphones to steering wheels : Xiaomi 21.08.2025

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   Xiaomi drives ahead 10:29   The attack of the Zombie Firms 20:28   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...

What does 50% tariffs even mean? 20.08.2025

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    Trying to understand the tariffs 11:25    Fast food, faster business 25:10    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...

Sizing up the GLP race 19.08.2025

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 Eyes the Next Big Drug Market 12:06    Is India’s Manufacturing Undercounted? 22:41    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.c...

From AAA to ashes: The DHFL story 18.08.2025

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    DHFL’s ₹22,000 crore hoax 09:40    India’s Big Realty Players 21:02    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...

How much are Indians buying: A story told through con-calls 14.08.2025

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    Have Indians stopped buying? 11:29    India’s factories need women 19:56    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...

Concrete, cash, and confidence: Decoding residential real estate 13.08.2025

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 India's Real Estate Machine 14:24    India, intoxicated 25:21    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...

Android on trial 12.08.2025

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    Google’s Battle Over Android Payments 11:56    Heatwave Hits Rural India Hard 20:04    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/ No...

Tata-Shapoorji Palonji Talks Resume 11.08.2025

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–SP Talks Resume 09:35    E20 Target Achieved 19:46    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/ Note: This content is for info...

What's going on with banks? 08.08.2025

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    Indian banks hit a slow lane 08:51    Batteries: The new energy trade 18:51    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 industry that keeps India's lights on 07.08.2025

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04    Intro 00:34    The Wire Industry Heats Up 13:12    The Parcel Business Playbook 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 cont...

Can JSW craft a slag-to-riches story? 06.08.2025

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    JSW Cement eyes expansion 12:08    The renewables round-up 22:27    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 is...

Nothing is forever: The De Beers story 05.08.2025

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 fall of De Beers 10:42    The many streams of gold demand 20:23    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...

Can bad eyes make for a good business? 04.08.2025

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    Lenskart hits the public markets 11:22    Inside India’s Largest REIT IPO 20:56    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:...

Nayara is under the pump 01.08.2025

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    Sanctions hit Nayara 09:19    Headwinds for Indigo 17:59    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...

A report card for Indian IT companies 31.07.2025

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    What’s ailing Indian IT? 11:07    Hyatt now has to pay tax in India 19:46    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/ Note: This c...

Will Tata Communications end up like Vodafone? 30.07.2025

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    Tata Comm dragged into AGR mess 10:58    Television, speculation, manipulation 18:58    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/ N...

NSDL's IPO: Understanding the depository duopoly 29.07.2025

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    CDSL vs NSDL: Who’s winning? 12:19    One Nation, One Power Price? 22:59    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...

From ‘Men Will Be Men’ to ‘Money Will Be Made' 28.07.2025

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04    Intro 00:25    More blues for Pernod Ricard 09:30    Behind Reliance's record profit 20:58    An update on Jio-Allianz story 22:39    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://t...

A new pillar for Indian insurance 25.07.2025

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    Jio and Allianz dive into reinsurance 10:15    How Oil Drives India’s Inflation 20:25   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...

Milky Mist is going Public - Here’s what you should know 24.07.2025

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 Milky Mist’s ₹2000 Cr IPO bid 10:47 Mutual Funds get a makeover 22:08 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://thedailybriefing.substack.com/ Note: This content is for...

Trading Apps or Online Casinos? 23.07.2025

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 SEBI shuts down OctaFX India 08:22 Is Tesla too late for India? 18:21 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...

A Costly Compromise on Clean Air? 22.07.2025

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 Sulfur Rules Rolled Back 11:28 ₹3,000 Cr Solar IPO Explained 20:55 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: This content is for in...

Why Businesses react to every Rate Hike 21.07.2025

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:39 Why Repo Rate matters 09:27 The Economics of Air Pollution 19:43 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/ Note: This content is for info...

To build factories, build homes 18.07.2025

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:41 “Make in India” needs a place to sleep 10:23 Inside the 10-Minute Delivery Machine 18:39 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:...

India's oil laws enter the 21st century 17.07.2025

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04    Intro 00:42    India Rewrites Oil Rules 11:01    Asian Paints vs Birla Opus 19:20   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...

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