Zerodha
The Daily Brief
A daily podcast that dives into the biggest stories happening in the Indian markets and the global business landscape.
Vizitează neapărat site-ul podcastului și susține-i creatorul: markets-by-zerodha.simplecast.com
Autor
Zerodha
Categorie
Site-ul podcastului
Cel mai nou episod
28 oct. 2026
Unde asculți?
Podcasturi în aplicație Replaio Radio În curândPodcasturile ajung în curând în aplicație. Instaleaz-o acum și fii primul care descoperă o abordare complet nouă a podcasturilor
Episoade
The Wakefit IPO: new dog, old tricks? 04.12.2025 23:13
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 Wakefit’s shift to Home Solutions 12:21 The global transformer crunch 21:49 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...
The race to remember 03.12.2025 23:22
In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:30 Memory Chips: Hype vs Truth 13:25 Inside Affordable Housing’s Q3 22:15 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 con...
Diwali, discounts and disposable income: The value retail story 02.12.2025 24:40
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 Value retail’s incredible quarter 12:42 DroneAcharya crashes into SEBI’s net 23:33 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...
Indian hotels: a quarter of repairs 01.12.2025 21:25
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 hotel report card 09:23 How firms really deploy cash 20:23 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...
From iPhones to AI servers 28.11.2025 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 00:31 From iPhones to AI servers 12:36 Is India’s phone boom real? 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 i...
The economics of amusement 27.11.2025 22:27
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 amusement park puzzle 10:03 Our economy moves in seasons 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 c...
India has a new labour law regime 26.11.2025 28:09
In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:30 India has a new labour law regime 13:14 How stable is the AI boom? 26:40 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 con...
Diagnosing the Diagnostic Business 25.11.2025 23:00
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 Diagnosing the Diagnostic Business 10:40 QSR demand is cooling off 21:39 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...
India’s 2-wheeler EVs: between high-speed and speed-breakers 24.11.2025 23:53
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 changing road for EV scooters 11:49 India reconsiders its QCO strategy 22:19 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/ No...
A new bill could sink India’s drones from the sky 21.11.2025 23:37
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 drone rules under fire 10:56 The tariffs are beginning to bite 22:18 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:...
India’s biggest carmakers switch gears — both up and down 20.11.2025 23:21
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 Two opposite auto stories 10:10 Big changes to your app privacy 22:04 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 co...
What's the story behind India's near-zero inflation rates? 19.11.2025 25:59
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 Decoding India’s near-zero inflation 12:38 Inside India's steel growth story 24:51 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/...
Indian banks: a little cleaner, a little meaner 18.11.2025 24:42
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 This quarter in banking 10:03 Chipmaking’s harsh reality 24:03 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://thedailybriefing.substack.com/ Note: This content i...
The world's new energy order, in five stories 17.11.2025 26:29
In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:31 Energy Demand Surge 13:08 Rethinking EV Strategy 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 content is for in...
Quick commerce feels the need for speed 14.11.2025 23:16
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 quick commerce shake-up 10:06 A golden quarter for jewellers 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: Th...
A glass half full for Indian dairy 13.11.2025 27:25
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 Tough season for India’s dairies 11:52 Financing India’s green future 26:20 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/ Note: T...
SEBI isn't a big fan of digital gold 12.11.2025 23:12
In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:35 SEBI’s alert on digital gold 07:47 From coal to clean(er) fuel 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 con...
The wires & cables industry is all charged up 11.11.2025 24:23
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 electric rise of W&C players 12:42 Inside IndiGo’s transformation 23:05 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: T...
India's alcohol market gets hit with a curveball 10.11.2025 22:54
In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:55 India’s split liquor story 11:56 States under financial pressure 22:07 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 c...
Rock-solid quarter for the cement sector 07.11.2025 24:13
In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:42 How did Indian cement do this quarter? 11:11 Trouble brewing in global insurance 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.c...
The literal building blocks of the future are here 06.11.2025 23:42
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 Factory made buildings rise 10:17 How Russia still sells oil 22:48 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/ Note: This conte...
The rise of premiumisation ft. SOIC 05.11.2025 1:06:08
Premiumisation is one of those words you hear everywhere now — in management interviews, on earnings calls, and investor presentations. But behind the jargon lies something far more human: the quiet evolution of Indian aspiration. In this conversation with Ishmohit and Siddhant from SOIC , we unpack what’s really happening beneath the surface. From hatchbacks turning into SUVs, and plain curd beco...
SEBI takes down another case of stock manipulation 04.11.2025 22:35
In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 01:03 SEBI busts a stock manipulation ring 10:20 IEA Warns of a Gas Glut by 2030 21:15 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/ No...
Can boAt stay afloat? 03.11.2025 22:47
In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:26 Can boAt stay afloat? 12:44 What is the role of coal in India’s energy transition? 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...
India’s push to get the aam aadmi to fly 31.10.2025 27:55
In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:33 India’s regional aviation takeoff 11:57 The new stars of Indian IT 27:00 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...
Podcasturi asemănătoare
Replaio nu este editorul podcasturilor; numele emisiunilor, coperțile și materialul audio aparțin autorilor lor și sunt distribuite prin fluxuri RSS publice