Nach Genre filtern
- 585 - Inox Clean’s second attempt at a first impression
In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets:
1. Inox Clean Energy’s ₹10,000 Crore IPOWe’ll cover:
●How Inox Clean makes money from renewable power and solar manufacturing
●Why acquisitions and group companies are central to its growth
●What its ₹10,000 crore IPO will fund and the key risks investors need to understand
2. Why Sanctioned Tankers Are Taking Russia’s Flag
We’ll cover:
●How the Russia-linked shadow fleet grew
●Why a ship’s flag matters for its legal status
●How Russia’s registry is helping sanctioned tankers keep moving cargo
Audio Timestamps00:04 Intro
00:30 Inox Clean’s ₹10,000 crore IPO
15:12 Why tankers are flying Russia’s flag
23:10 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://thedailybrief.zerodha.com/Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
Thu, 1 Oct 2026 - 25min - 584 - The agro-mutual fund that crashed and burned
In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets:
1. Growpital’s Alleged Investment FraudWe’ll cover:
●Growpital raised ₹193 crore from over 5,200 investors.
●A claimed ₹62 crore revenue from a 75-acre jeera farm was far above SEBI’s estimated maximum of around ₹30 lakh.
●Nearly ₹96 crore was traced through layers of entities to the promoters.
●SEBI has ordered refunds with 12% annual interest and imposed bans and penalties.
2. Indian Railways’ New Financing Model
We’ll cover:
●Six freight corridors will cover 647 km and mainly transport coal, iron ore and bauxite.
●Private companies could fund around 60% of construction costs under HAM.
●The model shifts freight-risk away from private developers and back to Railways.
●The six projects have a combined Bid Project Cost of ₹15,976 crore.
Audio Timestamps00:04 Intro
00:30 The Growpital investment scam
13:07 Railways tries the highway model
20:34 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://thedailybrief.zerodha.com/Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
Wed, 30 Sep 2026 - 22min - 583 - The Indian states that solar is forgetting
In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets:
1. The Indian states solar is forgettingWe’ll cover:
●Why India’s solar boom is concentrated in six states
●Why coal-rich states struggle to diversify their economies
●Why green jobs may not replace coal-linked livelihoods
2. Why power plants run short on coal
We’ll cover:
●Why coal can be available at mines but not at power plants
●Where bottlenecks emerge across India’s coal supply chain
●What can be done to prevent future coal shortages
Audio Timestamps00:04 Intro
00:29 Can coal states go green?
14:27 India’s coal logistics 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://thedailybrief.zerodha.com/Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
Tue, 29 Sep 2026 - 25min - 582 - The ebbs and flows of India’s irrigation story
In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets:
1. India’s Irrigation StoryWe’ll cover:
●How irrigation made India less dependent on the monsoon
●Why tubewells and subsidised power drove groundwater overuse
●How drip irrigation and solar pumps are changing water use
2. Why India Imports Teak
We’ll cover:
●Why India imports most of its teak logs
●Why farmers hesitate to grow teak commercially
●Maharashtra’s attempt to ease teak harvesting rules and what happened next
Audio Timestamps00:04 Intro
00:29 India’s irrigation dilemma
13:56 The teak behind your furniture
21:07 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://thedailybrief.zerodha.com/Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
Mon, 28 Sep 2026 - 22min - 581 - What happens when insurance commissions are cut?
In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets:
1. Insurance Commissions: What Is IRDAI Changing?We’ll cover:
●Why IRDAI wants to cut insurance commissions
●How the changes could affect insurers, distributors and banks
●Whether lower commissions could actually make insurance cheaper and improve coverage
2. How Much Does a Country Name Affect Its Credit Rating?
We’ll cover:
●What determines a sovereign credit rating
●Why countries with similar fiscal numbers can receive different ratings
●What the study says about India’s credit rating and the “country effect”
Audio Timestamps00:04 Intro
00:29 The big insurance commission change
13:02 What drives a country’s credit rating?
20:31 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 informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
Fri, 25 Sep 2026 - 22min - 580 - Sunday joys, Monday blues for the hotel business
In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets:
1. India’s Hotels Have a Monday ProblemWe’ll cover:
●Why leisure hotels charge more than business hotels
●Why hotel companies are acquiring existing resorts instead of building new ones
●How hotels are tackling the weekday occupancy problem
2. Why Telecom Plans Are Still Bundled
We’ll cover:
●Why TRAI is pushing for cheaper voice-only recharge plans
●Why telecom companies worry about revenue cannibalisation
●What the new rules mean for mobile users and telecom pricing
Audio Timestamps00:04 Intro
00:30 The weekend trap for hotels
10:32 Can telecom plans be unbundled?
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://thedailybrief.zerodha.com/Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
Thu, 24 Sep 2026 - 22min - 579 - A not-so-festive season for electronic appliances
In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets:
1. Why Electronics Prices Are RisingWe’ll cover:
●Why AC, refrigerator and TV prices are rising
●How commodity prices, chips and the rupee affect appliance costs
●Why a bigger festive discount may not mean a better deal
2. India’s Jute Industry Makes a Comeback
We’ll cover:
●Why India’s jute industry is expected to rebound
●How MSP, raw-jute prices and government procurement shape the industry
●Whether biodegradable jute products can reduce dependence on plastic
Audio Timestamps00:04 Intro
00:30 The rising cost of appliances
12:54 India’s golden fibre returns
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://thedailybrief.zerodha.com/Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
Wed, 23 Sep 2026 - 22min - 578 - India's textile waste problem
In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets:
1. India’s Textile Waste ProblemWe’ll cover:
●India generates 7,073 kilotonnes of textile waste every year
●Why recycling clean factory scraps is easier than recycling used clothes
●How the lack of textile EPR and segregation is holding back circularity
2. India’s Telecom Hardware Problem
We’ll cover:
●Why India remains dependent on China for critical telecom hardware
●Inside the ₹5,500 crore Gwalior Telecom Manufacturing Zone
●Can Gwalior help India build a domestic 5G and telecom hardware supply chain?
Audio Timestamps00:04 Intro
00:27 India's textile waste problem
14:08 Inside India’s telecom hardware plan
22:51 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://thedailybrief.zerodha.com/Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
Tue, 22 Sep 2026 - 24min - 577 - How private is India’s private nuclear push?
In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets:
1. How Private is India’s Private Nuclear Push?We’ll cover:
● How private companies already participate in India’s nuclear sector
● The different roles companies can play—from contractors to financiers and technology partners
● Why private ownership and operation of nuclear plants is still largely theoretical despite the SHANTI Act
2. A Crisis in India’s Tea Industry
We’ll cover:
● Why rising tea prices are masking deeper problems in the industry
● How erratic weather is making tea production and prices increasingly unpredictable
● Why small growers, tea estates and packaged-tea companies are all feeling the pressure
Audio Timestamps00:04 Intro
00:44 How Private is India’s Private Nuclear Push?
13:56 A Crisis in India’s Tea Industry
20:46 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 informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
Mon, 21 Sep 2026 - 21min - 576 - India’s untapped pool of copper
In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets:
1. India’s Untapped Copper PoolWe’ll cover:
●How much copper India already has in use
●Why copper scrap cannot immediately solve the supply gap
●India’s recycling, refining and scrap-import challenges
2. Why Indian Industry Still Needs Coal
We’ll cover:
●Why cleaner electricity doesn't automatically mean less industrial coal use
●The challenge of decarbonising steel production
●What India’s upcoming industrial investments mean for coal demand
Audio Timestamps00:04 Intro
00:41 India’s copper recycling challenge
13:46 India can’t quit coal yet
20:33 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://thedailybrief.zerodha.com/
Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
Fri, 18 Sep 2026 - 22min - 575 - The fragile compromises of the BRICS summit
In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets:
1. The BRICS Summit: What Was Actually Achieved?We’ll cover:
●Why BRICS is struggling to build an alternative to the US dollar
●The challenges around local-currency payments and a BRICS currency
●What the summit revealed about tensions between India, China, Russia, Iran and the UAE
2. UK Recognises India’s Carbon Market
We’ll cover:
●How the UK’s CBAM affects Indian exporters
●Why India’s carbon credits cannot simply offset the UK’s carbon charge
●The challenges around carbon pricing, verification and claiming relief
Audio Timestamps00:04 Intro
00:30 Inside the BRICS summit
13:43 UK recognises India’s carbon market
21:18 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://thedailybrief.zerodha.com/Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
Thu, 17 Sep 2026 - 22min - 574 - How India's elder-care industry works
In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets:
1. How India’s elder-care industry worksWe’ll cover:
●Why India’s ageing population is driving demand for organised elder care
●How senior housing, home care and assisted living businesses work
●Why affordability, caregiver shortages and limited coverage remain challenges
2. India’s new internet gateway
We’ll cover:
●Why data centres and submarine cables are increasingly being built close together
●How Andhra Pradesh is using incentives to attract data-centre and internet infrastructure
●Why new cable routes matter for India’s internet resilience and connectivity
Audio Timestamps00:04 Intro
01:17 India’s elder care industry
14:07 Building India’s next internet hub
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://thedailybrief.zerodha.com/Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
Wed, 16 Sep 2026 - 22min - 573 - Is America’s $40 trillion debt a problem?
In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets:
1. Is America’s $40 Trillion Debt a Problem?We’ll cover:
●Why the $40 trillion debt figure can be misleading
●Rising US interest costs and the growing burden of refinancing debt
●What could signal a real US debt crisis
2. India Gets Closer to Satellite Internet
We’ll cover:
●India’s proposed satellite spectrum pricing
●Where satellite internet can compete with fibre and mobile networks
●Starlink, Jio and Airtel’s changing roles in India’s satcom market
Audio Timestamps00:04 Intro
01:07 America’s $40 trillion debt
13:40 India’s satellite internet push
21:53 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://thedailybrief.zerodha.com/Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
Tue, 15 Sep 2026 - 23min - 572 - Why is India paying more for floating solar?
In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets:
1. Floating Solar: Why Is India Paying More?We’ll cover:
●Why India is turning to floating solar despite its higher costs
●How floating solar can help with land, grid and water constraints
●Whether the 25% cost premium can be justified and where floating solar makes the most sense
2. India’s First Tokenised Bond
We’ll cover:
●What tokenised bonds actually change in the existing financial system
●Why atomic settlement, CBDC and shared ledgers could reshape bond markets
●What REC’s pilot tells us — and the key questions that India’s tokenisation push still needs to answer
Audio Timestamps00:04 Intro
00:32 Why solar on water?
12:27 India’s first tokenised bond
20:33 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://thedailybrief.zerodha.com/Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
Fri, 11 Sep 2026 - 22min - 571 - SECI wants to make India’s industries electric
In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets:
1. SECI’s Industrial Electrification PushWe’ll cover:
●Why industrial heat is a major decarbonisation challenge for India.
●How SECI’s demand aggregation model could make renewable power cheaper and easier for smaller factories to access.
●Why electrifying industrial heat will require more than just cheap green electricity.
2. Auto Ancillaries Look Beyond Cars
We’ll cover:
●Why companies such as RACL Geartech, Sansera, Sundram Fasteners and Bharat Forge are moving beyond automobiles.
●How their existing precision manufacturing capabilities can be applied to new industries.
●Whether diversification is actually delivering higher growth and better returns.
Audio Timestamps00:04 Intro
00:30 SECI’s green power push
12:37 From cars to aerospace
20:49 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://thedailybrief.zerodha.com/Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
Thu, 10 Sep 2026 - 22min - 570 - When AI starts spending your money
In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets:
1. When AI Starts Spending Your MoneyWe’ll cover:
●How AI agents could make purchases and payments for you
●How UPI Circle, Reserve Pay and the proposed UAP could enable agentic payments
●The risks around AI mistakes, fraud, consent and who bears the loss
2. How Pure Is Your Silver?
We’ll cover:
●What the 925 silver mark and BIS hallmark actually mean
●How HUID makes silver jewellery more traceable
●Why making silver hallmarking mandatory could be difficult for smaller jewellers
Audio Timestamps00:04 Intro
00:29 Can AI pay for you?
13:00 Silver gets a purity check
20:20 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://thedailybrief.zerodha.com/Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
Wed, 9 Sep 2026 - 22min - 569 - The logic behind ISRO and DRDO’s tech transfers
In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets:
1. ISRO & DRDO’s Tech Transfer PushWe’ll cover:
●Why ISRO and DRDO transfer mature technologies to private companies
●How companies are selected and what they actually receive
●The challenges around manufacturing, demand, defence orders and scaling up
2. India’s New CCTV Security Rules
We’ll cover:
●What India’s new CCTV security requirements mean
●Why the government is focusing on chips and firmware
●How the rules could reshape India’s CCTV market and Chinese component dependence
Audio Timestamps00:04 Intro
00:30 Why ISRO & DRDO transfer tech
12:34 India’s new CCTV rules
19:49 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://thedailybrief.zerodha.com/Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
Tue, 8 Sep 2026 - 21min - 568 - Indian homebuyers get a much needed painkiller
In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets:
1. Indian Homebuyers Get a Legal ReliefWe’ll cover:
●How Noida’s real estate bubble left thousands of homes stalled
●Why bankrupt developers created a clash between homebuyers, banks and authorities
●Why the Supreme Court’s Granite Gate ruling matters for homebuyers across India
2. Is India Ending EV Subsidies Too Soon?
We’ll cover:
●Why India is gradually reducing EV purchase subsidies
●How two-wheelers, cars, buses and trucks differ in their dependence on incentives
●Whether India is ready to move towards a self-sustaining EV market
Audio Timestamps00:04 Intro
00:58 The Noida homebuyer crisis
13:52 The end of EV subsidies?
21:46 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 informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
Mon, 7 Sep 2026 - 23min - 567 - Why governments are suing Meta for $18 billion
In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets:
1. Why Governments Are Suing Meta for $18 BillionWe’ll cover:
●How social media evolved into an attention-driven business built around keeping users engaged.
●What research says about social media’s impact on children and teenagers — and why the evidence remains mixed.
●Why governments are now targeting features such as infinite scroll, autoplay and notifications, and what Meta’s $18 billion settlement means.
2. The Fraud Behind Trafiksol’s IPO
We’ll cover:
●How SEBI uncovered alleged revenue inflation and suspicious transactions at Trafiksol.
●The ₹17.7 crore software purchase from a seemingly inactive vendor and the red flags surrounding it.
●What the case reveals about merchant bankers, SME IPOs and the limits of regulatory safeguards.
Timestamps00:04 Intro
00:30 The fight over social media
14:31 SEBI’s Trafiksol investigation
21:27 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 informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
Fri, 4 Sep 2026 - 23min - 566 - A self-purge inside the world’s largest nickel player
In today's episode of The Daily Brief, we cover a story and a chart for the day shaping Indian and global markets:
Indonesia’s Resource Gamble Indonesia is tightening control over its vast reserves of nickel, palm oil and coal through mining quotas, higher royalties, state-run commodity trading and large-scale seizures. The crackdown is aimed at keeping more resource wealth within the country, but it could also disrupt global supply chains. For India, the biggest risks are higher nickel, palm oil and coal costs, especially given its heavy dependence on Indonesian nickel.
We’ll cover:
●Why Indonesia is tightening control over nickel, palm oil and coal
●Whether the crackdown is about resource nationalism, revenue or political power
●What Indonesia’s moves could mean for India’s supply chains and costs
Why Are Sardines Getting Unpredictable? Sardine markets are facing a strange mix of shortages, falling catches and sudden gluts. Morocco’s declining sardine landings and export restrictions are affecting global buyers, while India’s oil sardine catch remains vulnerable to overfishing and changing ocean conditions. The bigger issue may not be permanent scarcity, but increasingly unpredictable supply and prices.
We’ll cover:
●Why Morocco’s falling sardine catches are disrupting global markets
●How overfishing and climate change are affecting sardine supplies
●Why India’s sardine story highlights the bigger risk of volatile fish supplies and prices
Timestamps
00:04 Intro
00:29 Indonesia’s resource war
14:26 A fishy sardine market
20:55 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: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
Thu, 3 Sep 2026 - 22min - 565 - What is eating into Indian QSR’s lunch?
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 QSRs under pressure
13:57 The parmesan loan
21:17 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 content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
Wed, 2 Sep 2026 - 23min - 564 - What a government audit found in India’s EV subsidy scheme?
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 FAME under the scanner
12:44 Fragrance giants under scrutiny
19:12 TidbitsWe 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 stocks, brands, or products mentioned are recommendations or endorsements.
Tue, 1 Sep 2026 - 21min - 563 - How do you manufacture a medicine that keeps changing?
In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:
00:04 Intro
00:54 The future of cancer vaccines
13:14 Meghalaya vs Uranium mining
19:15 TidbitsWe 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 stocks, brands, or products mentioned are recommendations or endorsements.
Mon, 31 Aug 2026 - 20min - 562 - The split personalities of Indian FMCG
In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:
00:04 Intro
01:11 FMCG’s two speed growth
13:55 Why NPAs are so low
19:55 TidbitsWe 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 stocks, brands, or products mentioned are recommendations or endorsements.
Fri, 28 Aug 2026 - 21min - 561 - SEBI finds fraud in the cloud
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 Smoke and Servers
13:19 Beyond the commission cap
20:10 TidbitsWe 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 stocks, brands, or products mentioned are recommendations or endorsements.
Thu, 27 Aug 2026 - 22min - 560 - India can’t find a sweet spot for its sugar policy
In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:
00:04 Intro
00:32 India’s sugar problem
13:05 The case for hydrogen trains
16:45 TidbitsWe 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 stocks, brands, or products mentioned are recommendations or endorsements.
Wed, 26 Aug 2026 - 18min - 559 - Can a “miracle drug” change how we work?
In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:
00:04 Intro
00:32 Do GLP-1s boost productivity?
12:03 Taking bonds to retail
20:19 TidbitsWe 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 stocks, brands, or products mentioned are recommendations or endorsements.
Tue, 25 Aug 2026 - 22min - 558 - The areca nut with an identity crisis
In today’s episode of The Daily Brief, we ask: why is India's humble supari causing a massive customs headache?
00:04 Intro
00:22 The supari smuggling game
12:22 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: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
Mon, 24 Aug 2026 - 14min - 557 - Indian auto: an export boom and a supply crunch
In today’s episode of The Daily Brief, we ask: how did India’s four-wheelers fare in Q1 amid booming exports and supply constraints?
00:04 Intro
00:26 Auto’s export boom
14:39 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 content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
Fri, 21 Aug 2026 - 17min - 556 - Indian urea makers will make lesser money now
In today’s episode of The Daily Brief, we unpack why Indian urea makers will now make less money.
00:04 Intro
00:24 A tighter urea formula
11:49 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 informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
Thu, 20 Aug 2026 - 14min - 555 - A 40-year old battle over India’s minerals hits a climax
In today's episode of The Daily Brief, we unpack the explosive 40-year battle over who gets to control and tax India's mineral wealth.
00:04 Intro
00:24 Centre vs States over minerals
14:49 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 informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
Wed, 19 Aug 2026 - 17min - 554 - How does the Indian government buy stuff?
In today's episode of The Daily Brief, we cover a major story shaping the Indian economy and global markets:
00:04 Intro
00:24 How GeM really works
15:11 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. None of the stocks, brands, or products mentioned are recommendations or endorsements.
Tue, 18 Aug 2026 - 17min - 553 - India’s data fortress is a maze of conflicts
In today's episode of The Daily Brief, we cover a major story shaping the Indian economy and global markets:
00:04 Intro
00:39 The fight over Indian data
15:12 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: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
Mon, 17 Aug 2026 - 17min - 552 - What is happening with the 86-year-old drug law?
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 Fixing India’s drug regulation
12:59 Why tractor sales are surging
21:46 TidbitsWe 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 stocks, brands, or products mentioned are recommendations or endorsements.
Fri, 14 Aug 2026 - 23min - 551 - Why Bengaluru's Metro takes forever?
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 Bengaluru Metro’s costly delays
11:28 Reconductoring: India’s grid fix
24:17 TidbitsWe 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 stocks, brands, or products mentioned are recommendations or endorsements.
Thu, 13 Aug 2026 - 26min - 550 - Indian cement meets both new bridges and broken roads
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 Cement’s Q1 divide
09:51 When America cuts R&D
21:32 TidbitsWe 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 stocks, brands, or products mentioned are recommendations or endorsements.
Wed, 12 Aug 2026 - 23min - 549 - India’s private banks are growing again, but at a cost
In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:
00:04 Intro
00:24 Private Banks: Growth vs Margins
11:50 Inside India’s Makhana Economy
24:06 TidbitsWe 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 stocks, brands, or products mentioned are recommendations or endorsements.
Tue, 11 Aug 2026 - 25min - 548 - Swiggy and Eternal pick different fights
In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:
00:04 Intro
01:15 Two bets on quick commerce
13:43 India’s dairy margin crunch
25:47 TidbitsWe 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 stocks, brands, or products mentioned are recommendations or endorsements.
Mon, 10 Aug 2026 - 26min - 547 - How is natural gas traded in India?
In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:
00:04 Intro
01:15 Why gas isn't traded
13:43 Cable industry check
25:47 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 content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
Fri, 7 Aug 2026 - 27min - 546 - Why is America bailing out the yen?
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 US backs the Yen
10:43 Midcap IT & AI
22:34 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 content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
Thu, 6 Aug 2026 - 24min - 545 - Who gets the spare space on India's power grid?
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 open access battle
10:07 The refrigerant freeze
21:41 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: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
Wed, 5 Aug 2026 - 23min - 544 - SEBI finds another plot-hole in the Zee script
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 Inside the Zee case
12:07 Digging for Hydrogen
23:49 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 informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
Tue, 4 Aug 2026 - 25min - 543 - What does it mean to close a mine?
In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:
00:04 Intro
00:42 What Mine Closure Means
12:52 Keeping Carbon Grounded
24:01 TidbitsWe 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 stocks, brands, or products mentioned are recommendations or endorsements.
Mon, 3 Aug 2026 - 25min - 542 - Inside Manipal Health IPO
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 Inside Manipal Health IPO
13:00 India's Manufacturing Shift
21:47 TidbitsWe 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 stocks, brands, or products mentioned are recommendations or endorsements.
Fri, 31 Jul 2026 - 23min - 541 - India’s airlines try to fix their radar
In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:
00:04 Intro
00:53 The state of Indian aviation
12:01 LIC front running scam
23:24 TidbitsWe 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 stocks, brands, or products mentioned are recommendations or endorsements.
Thu, 30 Jul 2026 - 25min - 540 - Is China slowly changing how it finances itself?
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 China's financing shift
13:11 Rethinking power markets
24:30 TidbitsWe 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 stocks, brands, or products mentioned are recommendations or endorsements.
Wed, 29 Jul 2026 - 26min - 539 - Fresh year, no fresh start for India’s largest IT firms
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 IT Earnings Decoded
12:28 IndiGo's Tough Quarter
24:03 TidbitsWe 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 stocks, brands, or products mentioned are recommendations or endorsements.
Tue, 28 Jul 2026 - 26min - 538 - What does it take to dig underground tunnels?
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 Digging Beneath Mumbai
10:44 The Cost of QCOs
22:35 TidbitsWe 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 stocks, brands, or products mentioned are recommendations or endorsements.
Mon, 27 Jul 2026 - 24min - 537 - Reliance opens the year on the front foot
In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:
00:04 Intro
00:25 Reliance FY27 Q1
13:01 TRAI vs Truecaller
22:17 TidbitsWe 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 stocks, brands, or products mentioned are recommendations or endorsements.
Fri, 24 Jul 2026 - 23min - 536 - Is the moat of the FMCG industry changing?
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 FMCG reset
13:41 Building strategic trade
26:29 TidbitsWe 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 stocks, brands, or products mentioned are recommendations or endorsements.
Thu, 23 Jul 2026 - 28min - 535 - No More Critical Minerals for the World?
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 Future of critical minerals
10:45 India's fibre challenge
22:30 TidbitsWe 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 stocks, brands, or products mentioned are recommendations or endorsements.
Wed, 22 Jul 2026 - 24min - 534 - Is the third time the charm for Oyo?
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 OYO's third IPO
12:00 The ship-breaking business
22:41 TidbitsWe 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 stocks, brands, or products mentioned are recommendations or endorsements.
Tue, 21 Jul 2026 - 24min - 533 - A knockout at the XBOX-ing ring of death
In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:
00:04 Intro
00:41 Xbox under pressure
13:08 Is AI overhyped?
23:00 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 content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
Mon, 20 Jul 2026 - 24min - 532 - The three bodies that couldn’t kill Airtel
In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:
00:04 Intro
01:00 Inside Airtel's rise
12:48 Can RBI save the rupee?
24:27 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. None of the stocks, brands, or products mentioned are recommendations or endorsements.
Fri, 17 Jul 2026 - 25min - 531 - Birla buys a renewable firm from Shell for $1.8 billion
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 Birla's Energy Push
10:44 Mining's Hidden Costs
21:33 TidbitsWe 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 stocks, brands, or products mentioned are recommendations or endorsements.
Thu, 16 Jul 2026 - 23min - 530 - Full charge, no power: the software behind EVs
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 Full Charge, No Power
12:01 Where should banks lend?
24:58 TidbitsWe 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 stocks, brands, or products mentioned are recommendations or endorsements.
Wed, 15 Jul 2026 - 27min - 529 - SBI Funds is going public
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 SBI funds IPO
10:55 The land bottleneck
21:49 TidbitsWe 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 stocks, brands, or products mentioned are recommendations or endorsements.
Tue, 14 Jul 2026 - 23min - 528 - Cult.fit’s IPO promises to lift heavier weights, but can it?
In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:
00:04 Intro
00:41 The Cult.fit IPO
12:15 Can the web survive AI?
23:59 TidbitsWe 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 stocks, brands, or products mentioned are recommendations or endorsements.
Mon, 13 Jul 2026 - 25min - 527 - The world’s investment outlook gets bigger and gloomier
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 Where global money flows
11:02 The road to formalisation
21:37 TidbitsWe 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 stocks, brands, or products mentioned are recommendations or endorsements.
Fri, 10 Jul 2026 - 22min - 526 - The coordination puzzle staring at India’s EV ambitions
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 EV bottleneck
13:17 Micromax reboot
24:10 TidbitsWe 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 stocks, brands, or products mentioned are recommendations or endorsements.
Thu, 9 Jul 2026 - 25min - 525 - Brexit and the price of friction
In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:
00:04 Intro
01:18 Brexit and trade friction
13:25 BoB's ₹5,700 cr settlement
24:34 TidbitsWe 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 stocks, brands, or products mentioned are recommendations or endorsements.
Wed, 8 Jul 2026 - 25min - 524 - India’s bullet train: kickstarts and standstills
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 bullet train
12:54 Aviation hub India
25:41 TidbitsWe 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 stocks, brands, or products mentioned are recommendations or endorsements.
Tue, 7 Jul 2026 - 26min - 523 - Amazon goes for the quick commerce pie
In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:
00:04 Intro
01:49 Amazon's 10-minute play
12:15 India's new financial rules
22:30 TidbitsWe 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 stocks, brands, or products mentioned are recommendations or endorsements.
Mon, 6 Jul 2026 - 23min - 522 - The long con behind a fake “Zerodha” SMS
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 ₹140 crore scam
11:27 Credit for small businesses
22:16 TidbitsWe 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 stocks, brands, or products mentioned are recommendations or endorsements.
Fri, 3 Jul 2026 - 23min - 521 - Indian midcap IT bulks up for a heavyweight fight
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 Midcap IT goes shopping
12:53 Energy report card
23:25 TidbitsWe 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 stocks, brands, or products mentioned are recommendations or endorsements.
Thu, 2 Jul 2026 - 24min - 520 - Connecting rural India to the internet
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 broadband mission
12:22 Fixing power demand
22:48 TidbitsWe 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 stocks, brands, or products mentioned are recommendations or endorsements.
Wed, 1 Jul 2026 - 24min - 519 - A deep dive into the textile industry
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 Textile industry decoded
11:26 Can India create jobs?
23:02 TidbitsWe 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 stocks, brands, or products mentioned are recommendations or endorsements.
Tue, 30 Jun 2026 - 24min - 518 - India’s data centres look to the salty seas
In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:
00:04 Intro
00:44 The data centre water problem
13:04 Why battery makers are worried
23:40 TidbitsWe 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 stocks, brands, or products mentioned are recommendations or endorsements.
Mon, 29 Jun 2026 - 24min - 517 - India might change how it sells its airports
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 Rethinking airport sales
09:16 Solving stubble burning
19:57 TidbitsWe 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 stocks, brands, or products mentioned are recommendations or endorsements.
Thu, 25 Jun 2026 - 21min - 516 - India's batteries are getting longer, not just bigger
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 Why India needs longer batteries
12:02 America’s pension fund problem
24:24 TidbitsWe 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 stocks, brands, or products mentioned are recommendations or endorsements.
Wed, 24 Jun 2026 - 25min - 515 - A Dhan Dhana Dhan IPO for Jio
In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:
00:04 Intro
01:25 Jio goes public
09:15 Super El Niño risk
20:49 TidbitsWe 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 stocks, brands, or products mentioned are recommendations or endorsements.
Tue, 23 Jun 2026 - 21min - 514 - There’s nothing straight about Hormuz
In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:
00:04 Intro
00:43 Hormuz's long recovery
11:20 The MSME safety net
21:46 TidbitsWe 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 stocks, brands, or products mentioned are recommendations or endorsements.
Mon, 22 Jun 2026 - 23min - 513 - The company behind every trade in India is going public
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 ever IPO
11:35 Can fertilisers arrive on time?
20:26 TidbitsWe 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 stocks, brands, or products mentioned are recommendations or endorsements.
Fri, 19 Jun 2026 - 21min - 512 - Japan discovers the price of money
In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:
00:04 Intro
01:09 The country without interest
12:09 Sovereign debt gets complicated
23:30 TidbitsWe 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 stocks, brands, or products mentioned are recommendations or endorsements.
Thu, 18 Jun 2026 - 24min - 511 - The price of a Wavin’ Flag
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 FIFA always wins
12:31 The state balance sheet
23:35 TidbitsWe 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 stocks, brands, or products mentioned are recommendations or endorsements.
Wed, 17 Jun 2026 - 24min - 510 - India’s maritime makeover
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 Can India win the seas?
11:17 The protein price surge
21:41 TidbitsWe 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 stocks, brands, or products mentioned are recommendations or endorsements.
Tue, 16 Jun 2026 - 22min - 509 - When price caps on pharma drugs fail
In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:
00:04 Intro
00:25 Why medicine prices matter
13:08 Hotels bet on India
22:28 TidbitsWe 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 stocks, brands, or products mentioned are recommendations or endorsements.
Mon, 15 Jun 2026 - 23min - 508 - A 10-minute parcel comes for Dalal Street
In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:
00:04 Intro
00:25 Will Zepto’s IPO deliver?
09:47 AI's memory race
23:05 TidbitsWe 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 stocks, brands, or products mentioned are recommendations or endorsements.
Fri, 12 Jun 2026 - 24min - 507 - Between income and distributions
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 Understanding REIT results
10:13 India's inflation stress test
21:59 TidbitsWe 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 stocks, brands, or products mentioned are recommendations or endorsements.
Thu, 11 Jun 2026 - 23min - 506 - A lending boom with fewer borrowers
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 RBI’s hidden economic signals
12:18 Tyre industry hits a tough patch
20:36 TidbitsWe 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 stocks, brands, or products mentioned are recommendations or endorsements.
Wed, 10 Jun 2026 - 21min - 505 - We're measuring rooftop solar by the wrong number
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 rooftop solar problem
12:17 How electricity changed in 2025
22:30 TidbitsWe 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 stocks, brands, or products mentioned are recommendations or endorsements.
Tue, 9 Jun 2026 - 23min - 504 - SEBI finds glitters of ₹15 lakh crore that aren’t gold
In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:
00:04 Intro
00:39 What SEBI Found at Rajesh Exports
14:13 The Long Road to Profits in Space
25:04 TidbitsWe 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 stocks, brands, or products mentioned are recommendations or endorsements.
Mon, 8 Jun 2026 - 26min - 503 - How the rupee grounded Indigo’s profits
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 Turbulence ahead for IndiGo
09:20 Banks, farmers & droughts
19:14 TidbitsWe 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 stocks, brands, or products mentioned are recommendations or endorsements.
Fri, 5 Jun 2026 - 20min - 502 - India’s fuel-blending machine enters its next costly phase
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 TidbitsWe 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 stocks, brands, or products mentioned are recommendations or endorsements.
Thu, 4 Jun 2026 - 25min - 501 - Do ATMs still make sense?
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. None of the stocks, brands, or products mentioned are recommendations or endorsements.
Wed, 3 Jun 2026 - 12min - 499 - The changing shape of energy security
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 challenges of financing clean energy, and why fossil fuels still remain important despite the green transition.
Story 2: India’s Missing Poor
We will talk about the challenge of measuring poverty in India after a decade-long gap in official consumption data. The story examines new research that attempts to reconstruct poverty trends, reveals a slowdown in poverty reduction, and highlights why reliable statistics are crucial for policymaking and economic planning.
Timestamps
00:00 Intro
00:36 India’s Energy Balancing Act
12:06 Did Poverty Really Fall?
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/
Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
Mon, 1 Jun 2026 - 22min - 498 - What SEBI found in Suzlon's books?
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 for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
Tue, 2 Jun 2026 - 22min - 497 - Real estate’s three measures of success
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 is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
Fri, 29 May 2026 - 24min - 496 - Indian pharma: lofty aims in the midst of chaos
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 content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
Wed, 27 May 2026 - 23min - 495 - SpaceX: A valuation built on miracles
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 is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
Tue, 26 May 2026 - 23min - 494 - Gold, securitised
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: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
Mon, 25 May 2026 - 22min - 493 - An inventory high before a pricing hangover
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 TidbitsWe 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 stocks, brands, or products mentioned are recommendations or endorsements.
Fri, 22 May 2026 - 24min - 492 - India’s two-wheelers drift through a collision of forces
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 TidbitsWe 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 stocks, brands, or products mentioned are recommendations or endorsements.
Thu, 21 May 2026 - 24min - 491 - The Indian EMS industry moves up and sideways
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 TidbitsWe 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 stocks, brands, or products mentioned are recommendations or endorsements.
Wed, 20 May 2026 - 23min - 490 - Margin crush in a gold rush
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 TidbitsWe 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 stocks, brands, or products mentioned are recommendations or endorsements.
Tue, 19 May 2026 - 23min - 489 - How Big Bazaar fell through the cracks
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 TidbitsWe 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 stocks, brands, or products mentioned are recommendations or endorsements.
Mon, 18 May 2026 - 24min - 488 - A record year for public-sector banks meets a turning point
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 TidbitsWe 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 stocks, brands, or products mentioned are recommendations or endorsements.
Fri, 15 May 2026 - 22min - 487 - India’s grid must match its solar ambitions
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 TidbitsWe 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 stocks, brands, or products mentioned are recommendations or endorsements.
Thu, 14 May 2026 - 24min - 486 - Decoding the Vedanta Demerger
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 TidbitsWe 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 stocks, brands, or products mentioned are recommendations or endorsements.
Wed, 13 May 2026 - 24min - 485 - A new chapter in the delivery wars
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 TidbitsWe 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 stocks, brands, or products mentioned are recommendations or endorsements.
Tue, 12 May 2026 - 23min
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