The Daily Brief

In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets: 1. The Fiber Optics Powering India’s AI Boom  We’ll cover:  How optical fiber cables are made and where the value lies in the manufacturing process. Why AI data centres are driving demand and boosting STL and HFCL’s business. How China’s control over germanium supp...

In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets: 1. Why Bajaj Finance Is Thinking Like a Bank  We’ll cover:  Bajaj Finance’s growth, profitability, and ₹17,500 crore capital raise. How RBI regulations, interest rates, and gold loan rules are affecting its business. Rising stress in MSME loans and rural lending, a...

In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets: 1. Why Owning a Mine Abroad Isn’t Enough  We’ll cover:  Why India imports coking coal and copper despite having significant domestic mineral resources. What overseas mining investments by KABIL, ICVL and JSW Steel actually offer. How host countries' policies and Ch...

In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets: 1. Where Is India’s Food Safety Crackdown Headed?  We’ll cover:  Why FSSAI inspections and food safety crackdowns have increased across India. Whether state regulators have enough laboratories and resources to enforce food safety rules effectively. How proposed war...

In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets: 1. Breaking down the Nobel Prize for Economics 2026  We’ll cover: How Robert Hall and Michael Woodford’s economic theories became the operating manual for modern central banks. The mechanics of "forward guidance" and the "natural rate of interest," and why the new US Fe...

In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets: 1. The RBI’s 3-Front War on Inflation  We’ll cover:  Why food prices, crude oil and a weaker rupee are pushing inflation higher. How the RBI’s repo rate hike to 5.50% and currency measures aim to control inflation. How liquidity tightening works and the risks it po...

In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets: 1. Inside Zetwerk’s ₹5,000 Crore IPO  We’ll cover:  How Zetwerk connects manufacturers, suppliers and industrial customers. Revenue growth, profit margins and the company’s cash flow challenges. How the IPO proceeds will be used to repay debt and fund future growth...

In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets: 1. The US Is Tightening Green Card Rules  We’ll cover:  Why the US has frozen PERM applications and how it affects H-1B workers. Why Indian IT companies are reducing their dependence on US work visas. How offshoring, local hiring and AI could reshape the future of...

In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets: 1.  Can ₹84,000 Crore Help India Find More Oil?  We’ll cover:  Why India’s domestic oil production is falling and what untapped reserves could mean. How the Samudra Manthan scheme plans to reduce exploration risks for companies. The challenges of offshore dril...

In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets: 1.  India’s 25-Minute Commute  We’ll cover:  Why two-wheelers dominate India’s daily commute while mass transit serves only a small share of workers. What the 25-minute commute really says about Indian cities, jobs and transport costs. How mobility constraints...

In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets: 1.   India’s EV Battery Problem  We’ll cover:  Why making battery cells is much harder than assembling battery packs How China’s dominance and tighter technology-transfer rules are affecting India How JSW, Tata, Reliance and Ola are trying different ways to re...

In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets: 1.  Indian Steel: Too Much Protection?  We’ll cover:  Why Indian steel is cheaper to produce but still sells at a premium How iron ore export duties and import barriers support steelmakers What could happen if steel protection is gradually reduced   2. In...

In today’s episode of The Daily Brief, we take a deep dive into one key story and cover another story shaping Indian and global markets: 1. Why LPG Connections Aren’t Enough We’ll cover: - Why many Ujjwala households still rely on firewood despite having LPG connections - How refill costs, informal LPG access and migrant challenges affect usage - Why making clean cooking affordable is becoming an...

In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets: 1. India’s Macro Report Card  We’ll cover:  ●Why private investment remains weak despite cleaner corporate balance sheets ●How household savings are shifting towards financial markets while debt rises ●Why India’s growth may be more fragile than headline GDP number...

In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets: 1. Inox Clean Energy’s ₹10,000 Crore IPO  We’ll cover:  ●How Inox Clean makes money from renewable power and solar manufacturing ●Why acquisitions and group companies are central to its growth ●What its ₹10,000 crore IPO will fund and the key risks investors need t...

In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets: 1. Growpital’s Alleged Investment Fraud  We’ll cover:  ●Growpital raised ₹193 crore from over 5,200 investors. ●A claimed ₹62 crore revenue from a 75-acre jeera farm was far above SEBI’s estimated maximum of around ₹30 lakh. ●Nearly ₹96 crore was traced through lay...

In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets: 1. The Indian states solar is forgetting  We’ll cover:  ●Why India’s solar boom is concentrated in six states ●Why coal-rich states struggle to diversify their economies ●Why green jobs may not replace coal-linked livelihoods 2. Why power plants run short on coal W...

In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets: 1. India’s Irrigation Story  We’ll cover:  ●How irrigation made India less dependent on the monsoon ●Why tubewells and subsidised power drove groundwater overuse ●How drip irrigation and solar pumps are changing water use 2. Why India Imports Teak We’ll cover: ●Why...

In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets: 1. Insurance Commissions: What Is IRDAI Changing?  We’ll cover:  ●Why IRDAI wants to cut insurance commissions ●How the changes could affect insurers, distributors and banks ●Whether lower commissions could actually make insurance cheaper and improve coverage 2. Ho...

In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets: 1. India’s Hotels Have a Monday Problem  We’ll cover:  ●Why leisure hotels charge more than business hotels ●Why hotel companies are acquiring existing resorts instead of building new ones ●How hotels are tackling the weekday occupancy problem  2. Why Telecom...

In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets: 1. Why Electronics Prices Are Rising  We’ll cover:  ●Why AC, refrigerator and TV prices are rising ●How commodity prices, chips and the rupee affect appliance costs ●Why a bigger festive discount may not mean a better deal 2. India’s Jute Industry Makes a Comeback...

In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets: 1. India’s Textile Waste Problem  We’ll cover:  ●India generates 7,073 kilotonnes of textile waste every year ●Why recycling clean factory scraps is easier than recycling used clothes ●How the lack of textile EPR and segregation is holding back circularity 2. India...

In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets: 1. How Private is India’s Private Nuclear Push?  We’ll cover:  ● How private companies already participate in India’s nuclear sector ● The different roles companies can play—from contractors to financiers and technology partners ● Why private ownership and operatio...

In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets: 1. India’s Untapped Copper Pool  We’ll cover:  ●How much copper India already has in use ●Why copper scrap cannot immediately solve the supply gap ●India’s recycling, refining and scrap-import challenges 2. Why Indian Industry Still Needs Coal We’ll cover: ●Why cle...

In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets: 1. The BRICS Summit: What Was Actually Achieved?  We’ll cover:  ●Why BRICS is struggling to build an alternative to the US dollar ●The challenges around local-currency payments and a BRICS currency ●What the summit revealed about tensions between India, China, Russ...