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

India’s fuel-blending machine enters its next costly phase 04.06.2026 25:14

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:27 Fuel blending enters a new era 13:07 Turning waste into wealth 23:54 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...

Do ATMs still make sense? 03.06.2026 12:21

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:23 The Future of Cash in India 10:52 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 content is for informational purposes only...

What SEBI found in Suzlon's books? 02.06.2026 22:16

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:26 Why SEBI Fined Suzlon 10:19 RBI’s Liquidity Balancing Act 21:16 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...

The changing shape of energy security 01.06.2026 22:31

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: Story 1: India’s New Energy Security Dilemma We will look into how India is balancing two parallel energy strategies — rapidly expanding renewable energy while also investing heavily in oil refineries. The story explores how energy security is changing in an electrifying world, the chal...

Real estate’s three measures of success 29.05.2026 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 00:28 India’s Real Estate Q4 Story 11:47 Is Faster Internet Fair? 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 content...

Indian pharma: lofty aims in the midst of chaos 27.05.2026 23:52

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 New Race in Indian Pharma 12:38 The New Divide in Credit Cards 22:54 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...

SpaceX: A valuation built on miracles 26.05.2026 23:50

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 Inside SpaceX’s Massive IPO 11:23 Inside India’s Auto Shift 22:43 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...

Gold, securitised 25.05.2026 22:54

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:38 SEBI’s Gold Market Experiment 11:49 Premium drinks are winning in India 21:51 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: T...

An inventory high before a pricing hangover 22.05.2026 24:23

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 Crisis Building Behind Oil Profits 11:09 Why Dairy Margins Are Falling 23:12 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 two-wheelers drift through a collision of forces 21.05.2026 24:23

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 Bike Market Shift 11:18 India's biogas problem 22:56 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 content is fo...

The Indian EMS industry moves up and sideways 20.05.2026 23:40

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 EMS Growth Story 11:53 The Hormuz Oil Shock 22:05 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 i...

Margin crush in a gold rush 19.05.2026 23:54

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 Gold Rush, Margin Crunch 12:12 The Municipal Bond Reset 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://thedailybriefing.substack.com/ Note: This cont...

How Big Bazaar fell through the cracks 18.05.2026 24:15

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:38 Inside Future Retail’s Crash 12:54 India’s Cement Slowdown 23:15 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 content i...

A record year for public-sector banks meets a turning point 15.05.2026 22:27

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 Record Year for PSU Banks 11:19 The meeting that cost 2.5 crores 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 con...

India’s grid must match its solar ambitions 14.05.2026 24:27

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 India’s Electricity Grid Problem 12:29 Why Coal Mines Leak Methane 23:09 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...

Decoding the Vedanta Demerger 13.05.2026 24:55

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 Inside Vedanta’s Corporate Split 12:25 The Hidden Side Of Foreign Loans 23:41 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: T...

A new chapter in the delivery wars 12.05.2026 23:25

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:30 The Delivery War Changes 11:03 The AI Shift in IT 22:23 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 inf...

India's great health bargain is falling apart 11.05.2026 24:58

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:38 India’s universal healthcare model under pressure 12:00 India’s cable industry hits a new high 24:01 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://thedailybriefi...

Indian IT sees some clarity in the unknown 08.05.2026 25:08

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 Indian IT’s New Line of Sight 13:16 Dollar prices and economic pain 23:51 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...

India’s banks trade old fears for new ones 07.05.2026 24:34

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 India’s Banks Face New Challenges 11:55 The Future of EV Batteries 23:15 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 c...

2020: A space odyssey 06.05.2026 23:32

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 Space I: Birthing a future 12:36 India’s MSME Digital Struggle 22:13 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 conte...

Beneath the Bagmane REIT IPO 05.05.2026 24:05

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 REIT IPO—But With a Catch 12:08 Can Ethanol Still Save the Sugar Sector? 22:41 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.subs...

The cost of Building Your Dreams, Part II 04.05.2026 23:58

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:37 BYD’s winning formula 13:48 India's jet fuel problem 22:56 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 content is for...

The OPEC’s worst ever defection 30.04.2026 26:11

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 UAE Walks Out of OPEC 12:29 India’s Streaming Paradox 24:53 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...

SIPs, slumps and the AMC machine 29.04.2026 22:50

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 Mutual Funds vs Market Fall 12:09 UPI Boom, But At What Cost? 21:38 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...