The Daily Brief

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    Inside India’s stationery business 11:46    Inside the quarterly numbers of Oil PSUs 22:57    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....

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:31 SEBI skins a notorious finfluencer 09:47 Don’t fear the exchange rate 21:19 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...

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’s Airport business explained 12:29    Inside the credit rating business 23:58    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/ No...

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04   Intro 00:32   Wakefit’s shift to Home Solutions 12:21   The global transformer crunch 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...

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   Memory Chips: Hype vs Truth 13:25   Inside Affordable Housing’s Q3 22:15   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...

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   Value retail’s incredible quarter 12:42   DroneAcharya crashes into SEBI’s net 23:33   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...

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 India’s hotel report card 09:23 How firms really deploy cash 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 is for in...

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04   Intro 00:31   From iPhones to AI servers 12:36   Is India’s phone boom real? 23:50   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.com/ Note: This content i...

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04    Intro 00:31    India’s amusement park puzzle 10:03    Our economy moves in seasons 21:08    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 c...

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 has a new labour law regime 13:14   How stable is the AI boom? 26:40   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 con...

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    Diagnosing the Diagnostic Business 10:40    QSR demand is cooling off 21:39    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: This...

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    The changing road for EV scooters 11:49    India reconsiders its QCO strategy 22:19    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...

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    India’s drone rules under fire 10:56    The tariffs are beginning to bite 22:18    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:...

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    Two opposite auto stories 10:10    Big changes to your app privacy 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: This co...

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04    Intro 00:31    Decoding India’s near-zero inflation 12:38    Inside India's steel growth story 24:51    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/...

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    This quarter in banking 10:03    Chipmaking’s harsh reality 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 i...

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04    Intro 00:31    Energy Demand Surge 13:08    Rethinking EV Strategy 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 content is for in...

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’s quick commerce shake-up 10:06    A golden quarter for jewellers 22:02    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: Th...

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04    Intro 00:31    Tough season for India’s dairies 11:52    Financing India’s green future 26:20    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: T...

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04    Intro 00:35    SEBI’s alert on digital gold 07:47    From coal to clean(er) fuel 21:56    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 con...

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    The electric rise of W&C players 12:42    Inside IndiGo’s transformation 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: T...

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04    Intro 00:55    India’s split liquor story 11:56    States under financial pressure 22:07    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...

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    How did Indian cement do this quarter? 11:11    Trouble brewing in global insurance 23:23    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.c...

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    Factory made buildings rise 10:17    How Russia still sells oil 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 conte...

Premiumisation is one of those words you hear everywhere now — in management interviews, on earnings calls, and investor presentations. But behind the jargon lies something far more human: the quiet evolution of Indian aspiration. In this conversation with Ishmohit and Siddhant from SOIC , we unpack what’s really happening beneath the surface. From hatchbacks turning into SUVs, and plain curd beco...