The Daily Brief

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04   Stories Coming Up!00:20   Intro00:38   Is this the end for Google?07:49   Who pays to fix your city?13:57   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/You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

We don’t have The Daily Brief episode today as the markets are closed. So we're uploading an episode from one of our other shows "The world, simplified", where we break down the big global issues affecting our money and lives in simple terms.In this episode, we cover:1. The Chip War: US vs ChinaWe dive into the world of semiconductors—the tiny chips powering everything from smartphones to supercomputers—and explore the intense U.S.-China rivalry over control of this critical technology, its impact on AI, and the global stakes in the semiconductor race.2. BRICS: A New World Order?The expanded BRICS alliance aims to challenge Western financial dominance, building alternatives like the New Development Bank and BRICS Pay. Despite internal conflicts, the group’s push for a parallel financial system signals a major shift in the global economic order.If you want to view detailed charts and deep dive into sources discussed in the episode, check out our newsletter: https://thedailybrief.zerodha.com/p/who-controls-the-chips-controls-the 

In today's episode of The Daily Brief, we cover 3 major stories shaping the Indian economy and global markets:00:04   Stories Coming Up!00:27   Intro01:07   Mamaearth reported a 19 crore loss- what happened?07:06   What’s driving the gold price rally?12:24   How Campus, Bata, and Metro are Reshaping India's Footwear Industry18:08   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/You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.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   Stories Coming Up!00:22   Intro00:40   Diabetes: India’s Silent Health Crisis09:41   Capex Slowdown: A Temporary Blip or a Sign of Caution?15:50   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/You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.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 3 major stories shaping the Indian economy and global markets:-   Stories Coming Up!-   Intro-   India wants to use fossil fuels but also wants to go green-   Is India's inflation rate too high?-   How do changes in commodity prices affect our daily lives-   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/You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.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   Stories Coming Up!00:23   Intro00:40   Why did profits fall by 40% this quarter for Asian Paints06:39   Is India collecting less property tax?13:13   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/You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.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, we look at 3 big stories:00:04   Stories Coming Up!00:33   Intro00:50   How IndiGo and Air India are Shaping the Future of Flying07:39   Did Tata Motors have a bad quarter?16:02   Dr. Reddy’s wants people to lose weight21:08   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/You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.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, we look at 3 big stories:00:04   Stories Coming Up!00:31   Intro00:47   Why did Fed cut rates?06:55   How is India's steel industry doing?13:37   Indian companies turn to exports as domestic demand slow21:21   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/You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.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, we look at 2 big stories:00:04   Stories Coming Up!00:18   Intro00:48   Trump effect: What a second term means for the world08:44   How affordable housing is bridging India’s homeownership gap16:27   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/You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.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, we look at 3 big stories:00:04   Stories Coming Up!00:34   Intro00:51   One of the largest NBFC IPOs07:29   India’s auto sector: A September crash, followed by an October comeback13:25   Titan’s Revenue is up but profits are down, why?18:01   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/You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.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, we look at 3 big stories:00:04   Stories Coming Up!00:25   Intro00:56   India’s Real Estate Boom: What’s Driving the Comeback?07:26   SEBI kicks out Embassy REIT CEO11:35     SEBI pushes mutual funds to invest NFO money faster17:17      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/You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.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, we look at 3 big stories:00:00   Stories Coming Up!00:31   Intro00:50  Announcement01:07   Ghar wapsi for gold05:07  Temporary bullishness for oil11:44   Indian corporate earnings are seriously disappointing19:32   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/You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.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, we look at 2 big stories:00:04   Stories Coming Up!00:27   Intro01:02   Are Indian consumers ditching affordable products for premium?07:09   Big Tech’s trillion-dollar AI race15:42   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/You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.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, we look at 3 big stories:00:04   Stories Coming Up!00:22   Intro00:55   Why is the demand slowing down in urban?07:10   Maruti’s budget car sales are falling—Is trouble brewing?13:21   6 big warnings from RBI Governor20:12   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/You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.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, we look at 3 big stories:- Stories Coming Up!- Intro- How bad is the crisis in microfinance?- Why Is Burger King India Struggling?- Why Are Tata Technologies' Profits Declining?- 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/You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.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, we look at 3 big stories:00:00 - Stories Coming Up! 00:28 - Intro01:02 - Why Did IndiGo post a ₹990 Crore Loss Despite Strong Revenue Growth?10:18 - What is happening in the alcohol industry?15:19 - Why did Oil Prices Drop After Israel Struck Iran?19:13 - 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/You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.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, we look at 3 big stories:00:00 - Stories Coming Up! 00:26 - Intro 01:08 - Can India's Electronics Journey Go From Importer to Exporter?10:20 - Can India Break China's Critical Minerals Monopoly? 16:58 - Inside ITC's Latest Quarter 25:38 - 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/You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.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, we look at 3 big stories: - Foreign investors have been on a selling spree- Is rural India powering India's economic growth? - Can TVS lead India's electric two-wheeler race? - 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/You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.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, we look at 3 big stories: - Zomato's Big Shift: Blinkit and Beyond - Something’s Brewing in the Silver Market- The Global Economy in 2024 – Outlook & Risks- 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/You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.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, we look at 3 big stories:- Paytm’s Rollercoaster Quarter- Can Rural India Rely on Farming as Expenses Keep Rising?- The markets, according to Stanley Druckenmiller- 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/You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.