Podcast
The Daily Brief
Hosted by Zerodha · EN
A daily podcast that dives into the biggest stories happening in the Indian markets and the global business landscape.
64episodes
Episodes
Newest firstAll episodes
What SEBI found in Suzlon's books?
6d ago00:22:16Tap to summarizeIn 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.
Transcribe →The changing shape of energy security
1w ago00:22:31Tap to summarizeIn 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.
Transcribe →Real estate’s three measures of success
1w ago00:24:44Tap to summarizeIn 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.
Transcribe →Indian pharma: lofty aims in the midst of chaos
2w ago00:23:52Tap to summarizeIn 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.
Transcribe →SpaceX: A valuation built on miracles
2w ago00:23:50Tap to summarizeIn 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.
Transcribe →Gold, securitised
2w ago00:22:54Tap to summarizeIn 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.
Transcribe →An inventory high before a pricing hangover
2w ago00:24:23Tap to summarizeIn 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 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.
Transcribe →India’s two-wheelers drift through a collision of forces
3w ago00:24:23Tap to summarizeIn 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 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.
Transcribe →The Indian EMS industry moves up and sideways
3w ago00:23:40Tap to summarizeIn 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 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.
Transcribe →Margin crush in a gold rush
3w ago00:23:54Tap to summarizeIn 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 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.
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