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

How much are Indians buying: A story told through con-calls 14.08.2025 21:26

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 Have Indians stopped buying? 11:29 India’s factories need women 19:56 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 co...

Concrete, cash, and confidence: Decoding residential real estate 13.08.2025 26:53

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:28 Inside India's Real Estate Machine 14:24 India, intoxicated 25:21 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 conten...

Android on trial 12.08.2025 22:07

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 Google’s Battle Over Android Payments 11:56 Heatwave Hits Rural India Hard 20:04 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/ No...

Tata-Shapoorji Palonji Talks Resume 11.08.2025 21:53

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 Tata–SP Talks Resume 09:35 E20 Target Achieved 19:46 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...

What's going on with banks? 08.08.2025 20:51

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 Indian banks hit a slow lane 08:51 Batteries: The new energy trade 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...

The industry that keeps India's lights on 07.08.2025 23:53

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:34 The Wire Industry Heats Up 13:12 The Parcel Business Playbook 22:52 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...

Can JSW craft a slag-to-riches story? 06.08.2025 24:13

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 JSW Cement eyes expansion 12:08 The renewables round-up 22:27 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...

Nothing is forever: The De Beers story 05.08.2025 21:43

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 The fall of De Beers 10:42 The many streams of gold demand 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...

Can bad eyes make for a good business? 04.08.2025 22:39

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 Lenskart hits the public markets 11:22 Inside India’s Largest REIT IPO 20:56 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:...

Nayara is under the pump 01.08.2025 19:19

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:26 Sanctions hit Nayara 09:19 Headwinds for Indigo 17:59 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 inf...

A report card for Indian IT companies 31.07.2025 21:33

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:28 What’s ailing Indian IT? 11:07 Hyatt now has to pay tax in India 19:46 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 c...

Will Tata Communications end up like Vodafone? 30.07.2025 21:11

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:28 Tata Comm dragged into AGR mess 10:58 Television, speculation, manipulation 18:58 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/ N...

NSDL's IPO: Understanding the depository duopoly 29.07.2025 24:58

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:28 CDSL vs NSDL: Who’s winning? 12:19 One Nation, One Power Price? 22:59 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 co...

From ‘Men Will Be Men’ to ‘Money Will Be Made' 28.07.2025 24:18

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:25 More blues for Pernod Ricard 09:30 Behind Reliance's record profit 20:58 An update on Jio-Allianz story 22:39 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://t...

A new pillar for Indian insurance 25.07.2025 22:08

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:28 Jio and Allianz dive into reinsurance 10:15 How Oil Drives India’s Inflation 20:25 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/ N...

Milky Mist is going Public - Here’s what you should know 24.07.2025 23:35

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 Milky Mist’s ₹2000 Cr IPO bid 10:47 Mutual Funds get a makeover 22:08 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 content is for...

Trading Apps or Online Casinos? 23.07.2025 20:25

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 SEBI shuts down OctaFX India 08:22 Is Tesla too late for India? 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 content is for...

A Costly Compromise on Clean Air? 22.07.2025 23:26

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:26 Sulfur Rules Rolled Back 11:28 ₹3,000 Cr Solar IPO Explained 20:55 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...

Why Businesses react to every Rate Hike 21.07.2025 21:47

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:39 Why Repo Rate matters 09:27 The Economics of Air Pollution 19:43 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...

To build factories, build homes 18.07.2025 21:13

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:41 “Make in India” needs a place to sleep 10:23 Inside the 10-Minute Delivery Machine 18:39 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:...

India's oil laws enter the 21st century 17.07.2025 21:55

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 India Rewrites Oil Rules 11:01 Asian Paints vs Birla Opus 19:20 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: This content i...

How Zee lost trust in its founders 16.07.2025 21:52

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:44 The Goenkas lose Zee 09:45 ONDC’s tough road 19:43 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...

ICICI Pru AMC's IPO: A window Into India’s MF boom 15.07.2025 23:11

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:41 IPO Spotlight: ICICI AMC 12:14 UPI and the magic of interoperability 21:42 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...

Is this the End of Cheap Chocolate? 14.07.2025 20:24

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:45 Chocolate vs Climate change 11:26 Unravelling a stock market scam 18:11 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...

Can India build iPhones without China? 11.07.2025 22:12

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:39 The Foxconn stress test 09:16 The dark side of global trade 20:13 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 conten...