Zerodha

The Daily Brief

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

Bezoek zeker de website van de podcast en steun de maker: markets-by-zerodha.simplecast.com

Auteur

Zerodha

Categorie

Business

Website van de podcast

markets-by-zerodha.simplecast.com

Nieuwste aflevering

4 nov. 2026

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Afleveringen

2020: A space odyssey 06.05.2026

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   Space I: Birthing a future 12:36   India’s MSME Digital Struggle 22:13   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...

Beneath the Bagmane REIT IPO 05.05.2026

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   India’s Biggest REIT IPO—But With a Catch 12:08   Can Ethanol Still Save the Sugar Sector? 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.subs...

The cost of Building Your Dreams, Part II 04.05.2026

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   BYD’s winning formula 13:48   India's jet fuel problem 22:56   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 content is for...

The OPEC’s worst ever defection 30.04.2026

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   UAE Walks Out of OPEC 12:29   India’s Streaming Paradox 24:53   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 for...

SIPs, slumps and the AMC machine 29.04.2026

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   Mutual Funds vs Market Fall 12:09   UPI Boom, But At What Cost? 21:38   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...

One event that changed Reliance’s year 28.04.2026

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   Reliance Q4: Profits Hit, Growth Intact 12:10   Gas Crisis: Supply Hit, Prices Spike 22:50   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...

Why Indian conglomerates are chasing fast fashion 27.04.2026

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04   Intro 00:38   India’s fast fashion race heats up 08:32   IMF flags rising global risks 19:59   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: Th...

SBI fights the court on what a telecom loan means 24.04.2026

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   Spectrum Ruling Hits Banks 10:32   India's impending solar squeeze 21:26   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 con...

India’s Railway Blues turn color 23.04.2026

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   How India’s Trains Are Changing 10:12   The Drone Warfare Shift 19:06   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: This conten...

What really broke India's banks in 2010s 22.04.2026

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   What really caused India’s NPA crisis? 12:19   More jobs, less productivity 22:45   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:...

May the thinnest (prices) win? 21.04.2026

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   India enters the GLP-1 race 10:10   Do stronger patents boost exports? 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...

Will India grow old before it gets rich? 20.04.2026

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   Why India’s youth can’t find jobs 11:10   An armor for the Indian Railways 22:01   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:...

The cost of Building Your Dreams, Part I 17.04.2026

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 cost of Building Your Dreams 13:25   How India’s Defence Exports Took Off 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/ Not...

Delhi shifts gears on its electric gamble 16.04.2026

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   Delhi goes all-in on EVs 11:13   India’s credit market shift 23:57   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...

India leaps to split the atom 15.04.2026

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   India’s nuclear breakthrough 11:30   US vs China: The imbalance story 23:13   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 trade breaking the RBI's rupee defence 13.04.2026

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   The trade breaking the rupee 10:52   India builds castles of glass 20:32   Tidbits A month-long closure of the Strait of Hormuz, a critical route for ~20% of global oil, has severely disrupted supply, triggering fuel shortages and panic across Asia, with India alre...

Can the pharmacy of the world test its own medicine? 10.04.2026

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   Why India lags in drug innovation 11:33   What plastic really is? 22:56   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 cont...

The world’s energy transition meets a historical crisis 09.04.2026

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04   Intro 01:20   Global energy shift gets complicated 12:57   Inside India’s gold pricing maze 23:32   Tidbits We’ve started a new project— Subtext by Zerodha . Our work at The Daily Brief and across Markets doesn’t often involve speaking directly to the experts and scholars we ref...

What's the point of a Whoop? 08.04.2026

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   What's the point of a Whoop? 11:22   Fixing systems, not just policies 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.com/ Note: This...

How India’s PSUs are classified 07.04.2026

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   Inside India’s PSU Ratna System 11:58    Why the GST can’t police itself 23:04   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: Th...

Should CSR be compulsory for companies? 06.04.2026

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04   Intro 00:38   Should CSR be compulsory for companies? 12:45   When competition forces smart innovation 20:54   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.substa...

Behind India’s poor property tax collection 02.04.2026

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   India’s property tax problem 10:40   The world runs on a metal it can't mine 22:04   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...

India wants to switch from LPG to PNG 01.04.2026

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 shift from cylinders to pipes 11:34   Can the WTO survive the wilderness? 23:22   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...

Social media's new legal problem 30.03.2026

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04   Intro 00:35   The social media trials 10:45   Why the rupee is sliding fast 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 content...

Is Iran charging a toll at the Strait of Hormuz? 27.03.2026

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   Is Iran charging ships at Hormuz? 11:52   India’s ₹4,000 Cr port upgrade 19:54   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...

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