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 deadlock on pricing internet from satellites 22.09.2025 22:50

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 Satellite Spectrum Deadlock 12:28 India’s Energy Transition Shortcut 21:36 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/...

The puzzle of why rural India is consuming more 19.09.2025 21:14

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 The rural spending puzzle 07:57 What’s new in AI? 19:59 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 i...

Another Indian steelmaker wants a big piece of Europe 18.09.2025 24:14

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 Jindal Steel’s big European bet 10:26 China’s Hyper-Competition Trap 23:01 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: Th...

The Supreme Court wants to fix India’s real estate 17.09.2025 22:26

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:30 Supreme Court’s Push for Homebuyers 10:12 Hydrogen Hype vs Harsh Reality 21:22 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...

The oil markets are in a weird place right now 16.09.2025 18:44

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 Oil’s Strange Moment 08:08 Trade and Currency Wars 17:14 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 is for...

Indian banks want a shot at funding business takeovers 15.09.2025 22:56

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 How India Finances Takeovers 11:12 The Future of World Trade 21:34 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: This conte...

The part of the electronics puzzle no one's talking about 12.09.2025 22:22

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 PCB supply battle 13:41 Power of Industrial Gases 21:13 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 content is f...

When economics needs a (battery) chemistry lesson 11.09.2025 24:12

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:30 Battery Chemistry and the Future 11:16 US Tariffs Hit Indian Textiles 22:45 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: T...

Your internet comes from the bottom of the ocean 10.09.2025 22:45

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 Cables That Connect the World 10:44 India and China’s Balancing Act 21:14 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: Thi...

From a YouTube channel for physics to a hot IPO 09.09.2025 25:09

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 PhysicsWallah’s IPO Journey 13:45 Companies and Cash Reserves 23:04 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/ Note: This cont...

The detours and contours of India's credit story 08.09.2025 17:46

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 Lending Trends 08:28 India’s Borrowing Crunch 16:24 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 content is f...

And here comes GST 2.0 05.09.2025 24:29

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 GST 2.0 Explained 11:14 India vs China Railways 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 content is for inf...

India's building materials sector needs a roof over its head 04.09.2025 21:28

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 Tough quarter for building materials 09:05 How India’s suitcases changed 19:48 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...

Why your vegetables matter more than you think 03.09.2025 22:09

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 Fruits & Veggies powering growth 11:20 Behind India's Mutual Fund Boom 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/ Note:...

How power prices work in India 02.09.2025 19:49

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 Why DISCOMs Keep Losing Money 09:18 The Great Convergence Question 18:40 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...

From coastlines to assembly lines: The Andhra experiment 01.09.2025 21:49

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 industrial dreams of Andhra Pradesh 11:19 The world's twin energy crises 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/...

How does one score the RBI? 29.08.2025 24:34

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 RBI’s report card review 11:20 Why China beat India 22:49 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 greatest corporate failure in history 28.08.2025 25:18

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:28 The Evergrande collapse 12:24 CDMOs: The next IT sector? 23:03 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://thedailybrief.zerodha.com/ Note: This content is for informatio...

Japan and the future of an ageing world 26.08.2025 24:17

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 Japan’s demographic challenge 12:48 Night-shifts and Women’s jobs 22:35 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 trade chaos behind your cooking oil 25.08.2025 22:02

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 India’s Cooking Oil Dependency 10:43 India’s Solar Success 20:40 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 India, all (online) bets are off 22.08.2025 24:49

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 bans Real-Money gaming 10:54 GST 2.0 on the way 23:02 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: This content is for i...

From smartphones to steering wheels : Xiaomi 21.08.2025 21:54

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 Xiaomi drives ahead 10:29 The attack of the Zombie Firms 20:28 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...

What does 50% tariffs even mean? 20.08.2025 26:46

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 Trying to understand the tariffs 11:25 Fast food, faster business 25:10 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...

Sizing up the GLP race 19.08.2025 23:51

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:30 India Eyes the Next Big Drug Market 12:06 Is India’s Manufacturing Undercounted? 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.substack.c...

From AAA to ashes: The DHFL story 18.08.2025 22:36

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 DHFL’s ₹22,000 crore hoax 09:40 India’s Big Realty Players 21:02 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: This content...