The Daily Brief

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   The age of electricity 12:02   How are roads built in india? 22:14   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 i...

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 hidden costs of industrial policy 11:57   Can RBI fix India’s bond market? 23:21   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/ No...

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   PSU banks in top gear 11:24   Wires & Cables break records 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...

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   A deal under pressure 12:05   Fixing India’s bond market 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 is fo...

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   Auto demand up, supply strains 09:58   Inside a ₹4 crore stock manipulation 19:45   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 two major stories shaping the Indian economy and global markets: 00:04   Intro 00:29   Midcap IT’s AI led growth streak 11:25   The dollar comes in waves 22:17   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 two major stories shaping the Indian economy and global markets: 00:04   Intro 00:29   AI boom, costlier devices 12:23   Inside Fractal’s AI business model 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 c...

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04   Intro 00:52   Copper is the new oil 10:50   How India splits tax money 21:01   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://thedailybriefing.substack.com/ Note: This content is fo...

As you all know, at The Daily Brief, we have been writing about electronic components like semiconductors, PCBs, and a lot more for some time now. When we wrote about the manufacturing of printed circuit boards (PCBs), Murali Srinivasa from Lion Circuits replied. We thought it would be nice to learn from him about how PCBs work. See, everyone talks about chips, but every chip needs something to si...

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 Biggest Economic Fault Lines 12:36   Liquor companies bet on premium 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://thedailybriefing.substack.com/ Note...

In today's episode of The Daily Brief, we cover a major story shaping the Indian economy and global markets: 00:04 Intro 00:28 PhonePe IPO: Scale vs Profits 11:09 Fast Delivery, Slow Profits? 20:10 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 today's episode of The Daily Brief, we cover a major story shaping the Indian economy and global markets: 00:04   Intro 00:23   The Daily Brief budget breakdown 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. None of the s...

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–EU trade pact 12:30   E-Waste to critical minerals 24:45   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 today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04   Intro 00:31   The risky math behind mining 10:54   What this quarter reveals about banks 21:05   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: 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   India’s big power sector overhaul 11:48   Digital India’s manufacturing problem 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/ Not...

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   Why copper prices are surging 11:19   A nightmare quarter for Indigo 20:43   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 con...

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04   Intro 00:29   Machines That Move the Economy 12:28   The Limits of Central Bank Power 23:07   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...

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   The electrification of Indian Railways 11:39   Inside Reliance’s latest results 19:39   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/ Not...

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  Taking the Pulse of Indian IT 11:54   Why India’s solar manufacturing is stuck 23:19   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:...

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   Shadowfax’s Unusual Journey 11:11   The end of the Mauritius tax route 22:36   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 c...

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04   Intro 00:28   Just (can’t) do it? 12:03   India’s drug quality problem 23:18   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: This content is for...

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   Will India refine Venezuelan oil? 11:50   India’s Urban Funding Gap Explained 22:55   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:...

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 Amagi’s Curious Media Model 11:56   Financing the AI boom 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 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   Why EMS is a tough business 12:52   AI round-up: Jan 2026 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.com/ Note: This content is for...

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   Unpacking India’s Banking 2025 12:29   When inflation falls, Indians play it safe 21:24   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/ N...