Zerodha

The Daily Brief

Business EN ↓ Odcinki: 525

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

Koniecznie odwiedź stronę podcastu i wesprzyj twórcę: markets-by-zerodha.simplecast.com

Autor

Zerodha

Kategoria

Business

Strona podcastu

markets-by-zerodha.simplecast.com

Ostatni odcinek

10 lip 2026

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Odcinki

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...

Brexit and the price of friction 08.07.2026 25:54

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 01:18 Brexit and trade friction 13:25 BoB's ₹5,700 cr settlement 24:34 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 i...

India’s bullet train: kickstarts and standstills 07.07.2026 26:36

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 India's bullet train 12:54 Aviation hub India 25:41 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 informa...

Amazon goes for the quick commerce pie 06.07.2026 23:27

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 01:49 Amazon's 10-minute play 12:15 India's new financial rules 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...

The long con behind a fake “Zerodha” SMS 03.07.2026 23:14

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 ₹140 crore scam 11:27 Credit for small businesses 22:16 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...

Indian midcap IT bulks up for a heavyweight fight 02.07.2026 24:35

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 Midcap IT goes shopping 12:53 Energy report card 23:25 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/ Note: This content is for info...

Connecting rural India to the internet 01.07.2026 24:02

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 broadband mission 12:22 Fixing power demand 22:48 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 i...

A deep dive into the textile industry 30.06.2026 24:12

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 Textile industry decoded 11:26 Can India create jobs? 23:02 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 is fo...

India’s data centres look to the salty seas 29.06.2026 24:51

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:44 The data centre water problem 13:04 Why battery makers are worried 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://thedailybriefing.substack.com/ Note: This c...

India might change how it sells its airports 25.06.2026 21:01

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:33 Rethinking airport sales 09:16 Solving stubble burning 19:57 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 is fo...

India's batteries are getting longer, not just bigger 24.06.2026 25:37

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 needs longer batteries 12:02 America’s pension fund problem 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: Thi...

A Dhan Dhana Dhan IPO for Jio 23.06.2026 21:56

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 01:25 Jio goes public 09:15 Super El Niño risk 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 content is for informationa...

There’s nothing straight about Hormuz 22.06.2026 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 00:43 Hormuz's long recovery 11:20 The MSME safety net 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/ Note: This content is for info...

The company behind every trade in India is going public 19.06.2026 21:48

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 ever IPO 11:35 Can fertilisers arrive on time? 20:26 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 conte...

Japan discovers the price of money 18.06.2026 24:44

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 01:09 The country without interest 12:09 Sovereign debt gets complicated 23:30 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 c...

The price of a Wavin’ Flag 17.06.2026 24:30

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 FIFA always wins 12:31 The state balance sheet 23:35 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 inform...

India’s maritime makeover 16.06.2026 22:41

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:27 Can India win the seas? 11:17 The protein price surge 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...

When price caps on pharma drugs fail 15.06.2026 23:38

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 Why medicine prices matter 13:08 Hotels bet on India 22:28 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 for...

A 10-minute parcel comes for Dalal Street 12.06.2026 24:19

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 Will Zepto’s IPO deliver? 09:47 AI's memory race 23:05 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...

Between income and distributions 11.06.2026 23:35

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 Understanding REIT results 10:13 India's inflation stress test 21:59 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 conte...

A lending boom with fewer borrowers 10.06.2026 21:32

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 RBI’s hidden economic signals 12:18 Tyre industry hits a tough patch 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...

We're measuring rooftop solar by the wrong number 09.06.2026 23:38

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 rooftop solar problem 12:17 How electricity changed in 2025 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...

SEBI finds glitters of ₹15 lakh crore that aren’t gold 08.06.2026 26:36

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:39 What SEBI Found at Rajesh Exports 14:13 The Long Road to Profits in Space 25:04 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:...

How the rupee grounded Indigo’s profits 05.06.2026 20:36

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 Turbulence ahead for IndiGo 09:20 Banks, farmers & droughts 19:14 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...