Zerodha

The Daily Brief

Business EN ↓ 598 episoder

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

Husk å besøke podkastens nettsted og støtte skaperen: markets-by-zerodha.simplecast.com

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Zerodha

Kategori

Business

Podkastens nettsted

markets-by-zerodha.simplecast.com

Siste episode

26. okt 2026

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Episoder

Indian cement meets both new bridges and broken roads 12.08.2026 23:31

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:26 Cement’s Q1 divide 09:51 When America cuts R&D 21:32 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/ Note: This content is for inform...

India’s private banks are growing again, but at a cost 11.08.2026 25:58

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:24 Private Banks: Growth vs Margins 11:50 Inside India’s Makhana Economy 24:06 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...

Swiggy and Eternal pick different fights 10.08.2026 26:38

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 01:15 Two bets on quick commerce 13:43 India’s dairy margin crunch 25:47 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 is natural gas traded in India? 07.08.2026 27:20

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 01:15 Why gas isn't traded 13:43 Cable industry check 25:47 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 infor...

Why is America bailing out the yen? 06.08.2026 24:32

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:27 US backs the Yen 10:43 Midcap IT & AI 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 for informational p...

Who gets the spare space on India's power grid? 05.08.2026 23:41

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:28 The open access battle 10:07 The refrigerant freeze 21:41 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/ Note: This content is for i...

SEBI finds another plot-hole in the Zee script 04.08.2026 25:29

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:29 Inside the Zee case 12:07 Digging for Hydrogen 23:49 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 for inform...

What does it mean to close a mine? 03.08.2026 25:46

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:42 What Mine Closure Means 12:52 Keeping Carbon Grounded 24:01 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...

Inside Manipal Health IPO 31.07.2026 23:09

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:26 Inside Manipal Health IPO 13:00 India's Manufacturing Shift 21:47 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’s airlines try to fix their radar 30.07.2026 25:17

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:53 The state of Indian aviation 12:01 LIC front running scam 23:24 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: This content is...

Is China slowly changing how it finances itself? 29.07.2026 26:16

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:37 China's financing shift 13:11 Rethinking power markets 24:30 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 content is fo...

Fresh year, no fresh start for India’s largest IT firms 28.07.2026 26:03

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:37 IT Earnings Decoded 12:28 IndiGo's Tough Quarter 24:03 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 does it take to dig underground tunnels? 27.07.2026 24:05

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:26 Digging Beneath Mumbai 10:44 The Cost of QCOs 22:35 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 informa...

Reliance opens the year on the front foot 24.07.2026 23:45

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:25 Reliance FY27 Q1 13:01 TRAI vs Truecaller 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/ Note: This content is for information...

Is the moat of the FMCG industry changing? 23.07.2026 28:03

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:26 The FMCG reset 13:41 Building strategic trade 26:29 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 content is for informa...

No More Critical Minerals for the World? 22.07.2026 24:45

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:27 Future of critical minerals 10:45 India's fibre challenge 22:30 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 content is...

Is the third time the charm for Oyo? 21.07.2026 24:06

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:26 OYO's third IPO 12:00 The ship-breaking business 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.com/ Note: This content is for info...

A knockout at the XBOX-ing ring of death 20.07.2026 24:53

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:41 Xbox under pressure 13:08 Is AI overhyped? 23:00 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 content is for informatio...

The three bodies that couldn’t kill Airtel 17.07.2026 25:57

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 01:00 Inside Airtel's rise 12:48 Can RBI save the rupee? 24:27 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 for in...

Birla buys a renewable firm from Shell for $1.8 billion 16.07.2026 23:17

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:28 Birla's Energy Push 10:44 Mining's Hidden Costs 21:33 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 infor...

Full charge, no power: the software behind EVs 15.07.2026 27:07

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:28 Full Charge, No Power 12:01 Where should banks lend? 24:58 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/ Note: This content is for...

SBI Funds is going public 14.07.2026 23:18

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:26 SBI funds IPO 10:55 The land bottleneck 21:49 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 for informational...

Cult.fit’s IPO promises to lift heavier weights, but can it? 13.07.2026 25:13

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:41 The Cult.fit IPO 12:15 Can the web survive AI? 23:59 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 inform...

The world’s investment outlook gets bigger and gloomier 10.07.2026 22:46

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:29 Where global money flows 11:02 The road to formalisation 21:37 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: This content is...

The coordination puzzle staring at India’s EV ambitions 09.07.2026 25:29

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:27 The EV bottleneck 13:17 Micromax reboot 24:10 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 content is for informational...