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

Category

Business

Latest episode

Jul 10, 2026

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Episodes

Recap: India’s Economy, US Rate Cut, Trade Deficit and Quick Commerce Clash 21.09.2024

This is the twelfth weekly brief. We publish a new episode every day to help you understand the biggest stories in the Indian markets. But we understand that you may be busy and don't have the time to listen to the daily episodes. So don't worry; we've got you covered. - Intro - How’s the Indian economy doing? - Fed Rate Cut - Quick commerce vs Govt? - India’s trade deficit We also send out a cris...

Major US Rate Cut: What will India do? 20.09.2024

In today’s episode, we look at 2 big stories: 00:04 Stories Coming Up! 00:22 Intro 00:35 First time in 4 years 03:45 India’s trade deficit 08:51 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/ This content is for informational purposes only. None of the stocks, brands or...

How the Fed Rate Cut Will Shake Up India's Economy? 19.09.2024

In today’s episode, we look at 2 big stories: - How does the Fed rate cut affect India - Quick Commerce vs Govt - 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/ This content is for informational purposes only. None of the stocks, brands or products mentioned are recommen...

SEBI targets unregistered advisors with new asset class 18.09.2024

In today’s episode, we look at 3 big stories: 1. SEBI wants to kill scammy advisors and PMS managers want in 2. How’s the Indian economy doing? 3. Why India's rice market is making headlines and what it means for you 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/ If you prefer v...

Ford’s Comeback - Can it Win in India Again? 17.09.2024

In today’s episode, we look at 3 big stories: - Ford wants to come back in the game, again! - The tale of three Chinas - Double whammy for Indonesia and Malaysia 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. If you prefer video, you can watch this episode in English here and in Hindi here . This content is for infor...

India’s Youth vs The Skill Gap: A National Crisis? 16.09.2024

In today’s episode, we look at 3 big stories: 00:00 Intro 00:13 Stories Coming Up! 00:29 India’s skill gap 05:29 China vs World 10:27 What the scrap 14:20 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/ This content is for informational purposes only. None of the stocks,...

Recap: Rising scams, India's changing food habits, Adani's port ambitions and more 14.09.2024

This is the eleventh weekly brief. We publish a new episode every day to help you understand the biggest stories in the Indian markets. But we understand that you may be busy and don't have the time to listen to the daily episodes. So don't worry; we've got you covered. 00:00   Intro 00:22   Another mega trading scam 04:01   Tel (oil) lene gaya 08:24   How big is the front running problem in the I...

Onions are Expensive Again! But Why? 13.09.2024

In today’s episode, we look at 3 big stories: 00:00 Intro 00:14 Stories Coming Up! 00:29 Why do onion prices make us cry every time? 04:25 Adani’s plan hit a speed bump 12:48 FAME III replaced by PM-E drive 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/ If you prefer video: http...

Donald Trump vs. The World 12.09.2024

In today’s episode, we look at 4 big stories: 00:00   Intro 00:14   Stories Coming Up! 00:49   Trump 06:29   A Decade of Change on India's Plate: Progress and Challenges 10:44   Antitrust case against Google 18:53   It’s India vs. China for Apple’s Attention 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://thed...

Who will win the 2 wheeler EV race? 11.09.2024

In today’s episode, we look at 3 big stories: - Ather Energy files for an IPO - India’s diamond industry is in deep distress - How big is the front-running problem in the Indian stock market? 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/ If you prefer video: https://www.youtube...

India signs a chips agreement with Singapore 10.09.2024

In today’s episode, we look at big stories: 00:00 Intro 00:11 Stories Coming Up! 00:28 Modi Ji wants to make India the new Taiwan 05:15 Another mega trading scam 08:55 Tel (oil) lene gaya 13:20 Mera corn kidhar hai? 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/ If you prefer vi...

Government vs Government on EVs 09.09.2024

In today’s episode, we look at 3 big stories: - No subsidy for EVs? - SEBI tells RBI to do the math right for household savings! - Steel market is chaotic! 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/ If you prefer video: https://www.youtube.com/@marketsbyzerodha

Recap: Oil prices and the world economy, Indians spending less, Auto makers vs dealers and more 07.09.2024

This is the tenth weekly brief. We publish a new episode every day to help you understand the biggest stories in the Indian markets. But we understand that you may be busy and don't have the time to listen to the daily episodes. So don't worry; we've got you covered. In this episode we look at: 00:00 Intro 00:25 Is oil telling something about the global economy? 03:13 Indian consumers are finally...

Investing scams have exploded! 06.09.2024

In today’s episode, we look at 4 big stories: - Stock market scams - Is the IPO gold rush over? - Indian textile industry benefits because of Bangladesh - When RBI Sneezes, the Industry Catches Cold 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/ If you prefer video: https://www....

India wants to make homemade guns and bullets! 05.09.2024

In today’s episode, we look at 3 big stories: 00:00 Intro 00:18 Stories Coming Up! 00:30 Desi bullet 06:07 Is oil telling something about the global economy? 08:56 Men are grooming, and FMCG companies are excited! 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/ If you prefer vide...

Why are Indian consumers not spending? 04.09.2024

In today’s episode, we look at 4 big stories: 00:00 Intro 00:18 Stories Coming Up! 00:33 Indian consumers are finally starting to spend 05:12 It’s party time for the sugar industry 09:45 It’s sunshine and rose for Indian hospitality sector 13:36 Daikin wants a piece of the red-hot Indian AC market We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'l...

Reliance Industries is trying to transform itself 03.09.2024

In today’s episode, we look at 3 big stories: 00:00   Intro 00:35   Stories Coming Up! 00:53   Reliance wants to go green..ish 07:52   Auto manufacturers vs Auto dealers 12:18   The global oil markets need nimbu and mirch 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/ If you pre...

What are lab grown diamonds? 02.09.2024

In today’s episode, we look at 3 big stories: 00:00 Intro 00:38 Stories Coming Up! 00:56 Diamonds for everyone 07:34 Will PhonePe and Google start blocking users? 10:59 WazirX drama becomes more dramatic 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/ If you prefer video: https:/...

Weekly Brief: China's economic history, the early August panic, and are Indian markets overvalued? 31.08.2024

We publish a new episode of the Daily Brief every day. On the weekend, we would compile the best stories of the week and release a recap for those who didn't have time to listen during the week. However, many of you have shared feedback that you listen to the Daily Brief daily and would prefer not to hear the same stories repeated over the weekend. So we are trying something different. In this epi...

What’s happening with AI stealing our jobs? 30.08.2024

In today’s episode, we look at 3 big stories: - Does Maruti Suzuki hate EVs? - Analysts disappoint NVIDIA earnings - Will AI take my job or not? 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/ If you prefer video: https://www.youtube.com/@marketsbyzerodha

Will we have our own global desi daaru? 29.08.2024

In today’s episode, we look at 3 big stories: - India might soon get a signature drink! - The end of oil? - NSE IPO finally? and some interesting 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/ If you prefer video: https://www.youtube.com/@marketsbyzerodha

The name is bond, Indian government bond 28.08.2024

In today’s episode, we look at 3 big stories: - Angrez people are hot for Indian government bonds - Bangladesh is not paying electricity bills to India - It’s like UPI but for loans 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. Subscribe here . You can also watch this podcast in video version on our YouTube channel...

Jay Powell says, 'Let the party continue' 27.08.2024

In today’s episode, we look at 4 big stories: - Powell bhai says get ready to party! - Drama in the RBI monetary policy committee? - The global shipping crisis has an Indian twist - The fantastic world of SME IPOs? 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/ If you prefer vid...

Big trends from this results season 26.08.2024

In today’s episode, we look at 2 big stories: - Quarterly earnings recap - Kilelr acquisitions and competition 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/ Disclaimer: Some image(s) may have been created using AI, no copyright infringement is intended. If you prefer video: htt...

Recap: Trade wars, bullish private sector, past, present and future of the Indian economy and more 24.08.2024

This is the eighth weekly brief. We publish a new episode every day to help you understand the biggest stories in the Indian markets. But we understand that you may be busy and don't have the time to listen to the daily episodes. So don't worry; we've got you covered. In this episode: 1. Trade wars 2. The private sector is hot for India again 3. The past present and future of the Indian economy 4....

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