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The Daily Brief

Author: Zerodha

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A daily podcast that dives into the biggest stories happening in the Indian markets and the global business landscape.
378 Episodes
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In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04    Intro00:29    Inside India’s stationery business11:46    Inside the quarterly numbers of Oil PSUs22:57    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.
In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04 Intro00:31 SEBI skins a notorious finfluencer09:47 Don’t fear the exchange rate21:19 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.
In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04    Intro00:30    India’s Airport business explained12:29    Inside the credit rating business23:58    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.
In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04   Intro00:32   Wakefit’s shift to Home Solutions12:21   The global transformer crunch21:49   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.
The race to remember

The race to remember

2025-12-0323:22

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04   Intro00:30   Memory Chips: Hype vs Truth13:25   Inside Affordable Housing’s Q322:15   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 content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04   Intro00:30   Value retail’s incredible quarter12:42   DroneAcharya crashes into SEBI’s net23:33   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.
In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04 Intro00:29 India’s hotel report card09:23 How firms really deploy cash20:23 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.
In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04   Intro00:31   From iPhones to AI servers12:36   Is India’s phone boom real?23:50   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.
In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04    Intro00:31    India’s amusement park puzzle10:03    Our economy moves in seasons21:08    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.
In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04   Intro00:30   India has a new labour law regime13:14   How stable is the AI boom?26:40   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.
In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04    Intro00:30    Diagnosing the Diagnostic Business10:40    QSR demand is cooling off21:39    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.
In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04    Intro00:30    The changing road for EV scooters11:49    India reconsiders its QCO strategy22:19    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.
In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04    Intro00:29    India’s drone rules under fire10:56    The tariffs are beginning to bite22:18    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.
In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04    Intro00:30    Two opposite auto stories10:10    Big changes to your app privacy22:04    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.
In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04    Intro00:31    Decoding India’s near-zero inflation12:38    Inside India's steel growth story24:51    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.
In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04    Intro00:30    This quarter in banking10:03    Chipmaking’s harsh reality24:03    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.
In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04    Intro00:31    Energy Demand Surge13:08    Rethinking EV Strategy25:10    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.
In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04    Intro00:30    India’s quick commerce shake-up10:06    A golden quarter for jewellers22:02    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.
In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04    Intro00:31    Tough season for India’s dairies11:52    Financing India’s green future26:20    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.
In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04    Intro00:35    SEBI’s alert on digital gold07:47    From coal to clean(er) fuel21:56    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.
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