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The Daily Brief

The Daily Brief

Zerodha

A daily podcast that dives into the biggest stories happening in the Indian markets and the global business landscape.

585 - Inox Clean’s second attempt at a first impression
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  • 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 IPO

     We’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 Timestamps

    00:04   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 Fraud

     We’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 Timestamps

    00:04   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 forgetting

     We’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 Timestamps

    00:04 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 Story

     We’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 Timestamps

    00:04   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 Timestamps

    00:04   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
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