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    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.

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 electric rise of W&C players12:42    Inside IndiGo’s transformation23:05    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.

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04    Intro00:55    India’s split liquor story11:56    States under financial pressure22:07    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    Intro00:42    How did Indian cement do this quarter?11:11    Trouble brewing in global insurance23:23    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    Intro00:27    Factory made buildings rise10:17    How Russia still sells oil22:48    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.

Premiumisation is one of those words you hear everywhere now — in management interviews, on earnings calls, and investor presentations. But behind the jargon lies something far more human: the quiet evolution of Indian aspiration. In this conversation with Ishmohit and Siddhant from SOIC , we unpack what’s really happening beneath the surface. From hatchbacks turning into SUVs, and plain curd becoming Greek yogurt, to families trading budget hotels for four-star stays — the pattern isn’t just about spending more. It’s about a mindset shift: from necessity to comfort, from function to feeling. We explore how confidence is driving this change. When people feel wealthier, not just in income but in outlook, they begin to demand better design, better experiences, better quality. It’s the wealth effect meeting a cultural moment. But there’s also a twist. Alongside this wave of premiumisation, a quiet countertrend is taking shape — what you might call smart value. Brands like Zudio or products like lab-grown diamonds are challenging old hierarchies of price and prestige. Both trends come from the same place — aspiration, expressed differently. One climbs the ladder; the other redraws it. And for investors and business builders, that duality might just be the most interesting part of India’s consumption story. We hope you enjoy this conversation :) If you prefer to read, check it out here: https://open.substack.com/pub/thedailybriefing/p/the-rise-of-premiumisation-ft-soic You can also watch this in the video format here: https://youtu.be/omi9_zfF1sA

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04    Intro01:03    SEBI busts a stock manipulation ring10:20    IEA Warns of a Gas Glut by 203021:15    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.

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04    Intro00:26    Can boAt stay afloat?12:44    What is the role of coal in India’s energy transition?21:36    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.

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04    Intro00:33    India’s regional aviation takeoff11:57    The new stars of Indian IT27:00    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    Intro00:20    Inside Reliance’s Q2 performance14:16    Big changes for mutual funds25:36    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.

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04    Intro00:30    MTR takes to the bourses12:17    A brighter quarter for Indian IT27:30    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.

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04    Intro00:32    Meesho’s big IPO push14:39    ₹2 crore trading scam exposed21:48    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.

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04    Intro00:31    EV Resale Problem11:59    Delhi’s Artificial Rain25:17    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.

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 huge bet on smart meters13:13    How corporate India survived COVID24:18    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 Intro00:28 The battle for Nexperia11:40 China's $800 billion question24:48 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.

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04    Intro01:11    Inside the 2025 Nobel for Economics14:16    Inside the Aircraft Leasing Maze24:15    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.