The Daily Brief

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   Monkey business 12:01   India’s foreign worker visa problem 23:38   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 content is f...

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 Quick Commerce Edge 11:18   How quality rules control global markets 22:52   Tidbits We shy away from advertising things. But this time, we’ll be making an exception for an event that we truly believe in. This Saturday (Jan 10), Zerodha’s Rainmatter Fund and...

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04   Intro 01:16   BCCL’s IPO Puzzle 12:44   What AI means to our economy 22:44   Tidbits We shy away from advertising things. But this time, we’ll be making an exception for an event that we truly believe in. This Saturday (Jan 10), Zerodha’s Rainmatter Fund and FITTR are hosting the...

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 New Gatekeepers of Steel 11:32   Inside India’s Changing Risk Appetite 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: Th...

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:30 The anatomy of a QSR marriage 10:29 Quiet Shifts in India’s Insurance Business 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/ 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 00:30   The Long Story of Mining 12:17   Inside India’s Trade Blitz 24:32   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 f...

In today's episode of The Daily Brief, we've 10 questions for 2026: 00:04 Intro 00:36 US–China Slowdown Risk 02:55 Can Quick Commerce Become Profitable? 05:02 Where Are Interest Rates Headed? 07:08 Will Reforms Transform India’s Economy? 08:53 Natural vs Lab-Grown Diamonds 10:51 Can India Replace the US in Trade? 13:10 Microfinance: At the Bottom or Bounce-Back? 15:47 If AI Is a Bubble, Who Gets H...

The Daily Brief is on break till January 1. In the meantime, allow us to introduce the writing team. Today, we’re talking to Pranav Agarwal. Pranav is the only person on the team who truly deserves to be called a writer. He takes crude first drafts and, somehow, turns them into pieces people actually love reading.

The Daily Brief is on break till January 1. In the meanwhile, allow us to introduce the writing team. Today, we’re talking to Kashish Kapoor . Kashish is the only one even slightly qualified to do this job, which is to say, he's finished CFA level 1.

The Daily Brief is on break till January 1. In the meanwhile, allow us to introduce the writing team. Today, we’re talking to Krishna Lohia . Krishna has been working on the Daily Brief since the very first episode, and the only reason we still have jobs is that he wakes up at 6 AM every day.

The Daily Brief is on break till January 1. In the meanwhile, allow us to introduce the writing team. Today, we’re talking to Pranav Manie . Pranav Manie, aka DJ Easy Money Sniper. Manie is Zerodha’s resident DJ, and one of India’s most popular business nerds on the internet.

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04    Intro 01:06    Your friendly neighbourhood “Tailor" 11:42    Why India’s GDP Needs Updating 24:38    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/ Not...

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04    Intro 00:59    Japanese money finds India 12:42    A Big Shift in India’s Nuclear Policy 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:...

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    India’s new insurance playbook 12:18    The Debate Over Central Bank Power 23:38    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:...

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    Is India really using 5G yet? 13:22    Coal is headed for retirement 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: This...

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04    Intro 00:30    India’s Discom Crisis 12:47    The new age of trade 24:09    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 content is for in...

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’s Auto Parts Boom 11:48    Is Shiprocket a platform or a broker? 22:02    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: Thi...

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    Can Tech Wars Create Winners? 12:29    The Rise of Digital Finance 24:47    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...

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 interest rate bets 12:21    Why car makers rely on suppliers 23:58    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/ Note...

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04    Intro 00:29    India’s ghost malls need a revival 10:14    Inside the CV sector’s big rebound 20:50    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/ N...

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    Hollywood gets rumbled by Silicon Valley 13:20    Too much solar, too little storage for India 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...

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    How to break the entire internet, twice 12:36    Growth without pollution 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:...

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    Inside India’s stationery business 11:46    Inside the quarterly numbers of Oil PSUs 22:57    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....

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 SEBI skins a notorious finfluencer 09:47 Don’t fear the exchange rate 21:19 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: 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    India’s Airport business explained 12:29    Inside the credit rating business 23:58    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/ No...