Zerodha

The Daily Brief

Business EN ↓ 525 episodes

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

Author

Zerodha

Episodes

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...