The Daily Brief

78 Episodes

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Rise of AI and endgame for Intel?

2024-09-2518:34

In today’s episode, we look at 3 big stories:1. There’s some intel on Intel2. Watts Up, India?3. Is India really the next China?4. 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/ If you prefer video: https://www.youtube.com/@marketsbyzerodhaThis content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

What SEBI’s new CDS rule means for investors

2024-09-2419:07

In today’s episode, we look at 3 big stories:1. Mutual funds want to become Michael Burry2. The fall of Europe’s industrial giant3. India is doing well, but what about the states?4. 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/ If you prefer video: https://www.youtube.com/@marketsbyzerodhaThis content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Why Axis Capital got barred by SEBI

2024-09-2317:32

In today’s episode, we look at 3 big stories:- Axis Capital got axed- China is getting older- Are we exporting enough?- 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/ If you prefer video: https://www.youtube.com/@marketsbyzerodhaThis content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Recap: India’s Economy, US Rate Cut, Trade Deficit and Quick Commerce Clash

2024-09-2123:09

This is the twelfth weekly brief. We publish a new episode every day to help you understand the biggest stories in the Indian markets. But we understand that you may be busy and don't have the time to listen to the daily episodes. So don't worry; we've got you covered. - Intro - How’s the Indian economy doing? - Fed Rate Cut - Quick commerce vs Govt? - India’s trade deficit 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.

Major US Rate Cut: What will India do?

2024-09-2010:07

In today’s episode, we look at 2 big stories: 00:04 Stories Coming Up! 00:22 Intro 00:35 First time in 4 years 03:45 India’s trade deficit 08:51 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/ This content is for informational purposes only. None of the stocks, brands or products mentioned are recommendations or endorsements. If you prefer video: https://www.youtube.com/@marketsbyzerodha

How the Fed Rate Cut Will Shake Up India's Economy?

2024-09-1911:51

In today’s episode, we look at 2 big stories: - How does the Fed rate cut affect India - Quick Commerce vs Govt - 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/ This content is for informational purposes only. None of the stocks, brands or products mentioned are recommendations or endorsements. If you prefer video: https://www.youtube.com/@marketsbyzerodha

SEBI targets unregistered advisors with new asset class

2024-09-1817:23

In today’s episode, we look at 3 big stories:1. SEBI wants to kill scammy advisors and PMS managers want in2. How’s the Indian economy doing?3. Why India's rice market is making headlines and what it means for youWe 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/If you prefer video, you can watch this episode in English and Hindi.Watch in English: https://www.youtube.com/@marketsbyzerodhaWatch in Hindi: https://www.youtube.com/@marketsbyzerodhahindiThis content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Ford’s Comeback - Can it Win in India Again?

2024-09-1715:06

In today’s episode, we look at 3 big stories:- Ford wants to come back in the game, again!- The tale of three Chinas- Double whammy for Indonesia and MalaysiaWe 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.If you prefer video, you can watch this episode in English here and in Hindi here.This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

India’s Youth vs The Skill Gap: A National Crisis?

2024-09-1615:53

In today’s episode, we look at 3 big stories: 00:00 Intro 00:13 Stories Coming Up! 00:29 India’s skill gap 05:29 China vs World 10:27 What the scrap 14:20 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/ This content is for informational purposes only. None of the stocks, brands or products mentioned are recommendations or endorsements. If you prefer video: https://www.youtube.com/@marketsbyzerodha

Recap: Rising scams, India's changing food habits, Adani's port ambitions and more

2024-09-1427:11

This is the eleventh weekly brief. We publish a new episode every day to help you understand the biggest stories in the Indian markets. But we understand that you may be busy and don't have the time to listen to the daily episodes. So don't worry; we've got you covered.00:00 Intro00:22 Another mega trading scam04:01 Tel (oil) lene gaya08:24 How big is the front running problem in the Indian stock market?14:25 A Decade of Change on India's Plate: Progress and Challenges18:39 Adani's big port ambitionsWe 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/If you prefer video: https://www.youtube.com/@marketsbyzerodhaThis content is for informational purposes only. None of the stocks, brands or products mentioned are recommendations or endorsements.

Onions are Expensive Again! But Why?

2024-09-1318:01

In today’s episode, we look at 3 big stories: 00:00 Intro 00:14 Stories Coming Up! 00:29 Why do onion prices make us cry every time? 04:25 Adani’s plan hit a speed bump 12:48 FAME III replaced by PM-E drive 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/ If you prefer video: https://www.youtube.com/@marketsbyzerodha This content is for informational purposes only. None of the stocks, brands or products mentioned are recommendations or endorsements.

Donald Trump vs. The World

2024-09-1224:09

In today’s episode, we look at 4 big stories:00:00 Intro00:14 Stories Coming Up!00:49 Trump06:29 A Decade of Change on India's Plate: Progress and Challenges10:44 Antitrust case against Google18:53 It’s India vs. China for Apple’s AttentionWe 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/ If you prefer video: https://www.youtube.com/@marketsbyzerodha

Who will win the 2 wheeler EV race?

2024-09-1117:55

In today’s episode, we look at 3 big stories: - Ather Energy files for an IPO - India’s diamond industry is in deep distress - How big is the front-running problem in the Indian stock market? 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/ If you prefer video: https://www.youtube.com/@marketsbyzerodha

India signs a chips agreement with Singapore

2024-09-1016:03

In today’s episode, we look at big stories: 00:00 Intro 00:11 Stories Coming Up! 00:28 Modi Ji wants to make India the new Taiwan 05:15 Another mega trading scam 08:55 Tel (oil) lene gaya 13:20 Mera corn kidhar hai? 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/ If you prefer video: https://www.youtube.com/@marketsbyzerodha

Government vs Government on EVs

2024-09-0913:26

In today’s episode, we look at 3 big stories: - No subsidy for EVs? - SEBI tells RBI to do the math right for household savings! - Steel market is chaotic! 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/ If you prefer video: https://www.youtube.com/@marketsbyzerodha

Recap: Oil prices and the world economy, Indians spending less, Auto makers vs dealers and more

2024-09-0723:33

This is the tenth weekly brief. We publish a new episode every day to help you understand the biggest stories in the Indian markets. But we understand that you may be busy and don't have the time to listen to the daily episodes. So don't worry; we've got you covered. In this episode we look at: 00:00 Intro 00:25 Is oil telling something about the global economy? 03:13 Indian consumers are finally starting to spend 07:51 Auto manufacturers vs Auto dealers 12:01 Reliance wants to go green..ish 18:59 Is the IPO gold rush over? You can also watch this episode on YouTube: https://youtu.be/fVWYqby3BlE?si=X6D0zwkWeGACwgfO 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/

Investing scams have exploded!

2024-09-0620:03

In today’s episode, we look at 4 big stories: - Stock market scams - Is the IPO gold rush over? - Indian textile industry benefits because of Bangladesh - When RBI Sneezes, the Industry Catches Cold 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/ If you prefer video: https://www.youtube.com/@marketsbyzerodha

India wants to make homemade guns and bullets!

2024-09-0513:01

In today’s episode, we look at 3 big stories: 00:00 Intro 00:18 Stories Coming Up! 00:30 Desi bullet 06:07 Is oil telling something about the global economy? 08:56 Men are grooming, and FMCG companies are excited! 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/ If you prefer video: https://www.youtube.com/@marketsbyzerodha

Why are Indian consumers not spending?

2024-09-0417:53

In today’s episode, we look at 4 big stories: 00:00 Intro 00:18 Stories Coming Up! 00:33 Indian consumers are finally starting to spend 05:12 It’s party time for the sugar industry 09:45 It’s sunshine and rose for Indian hospitality sector 13:36 Daikin wants a piece of the red-hot Indian AC market 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/ If you prefer video: https://www.youtube.com/@marketsbyzerodha

Reliance Industries is trying to transform itself

2024-09-0315:43

In today’s episode, we look at 3 big stories:00:00 Intro00:35 Stories Coming Up!00:53 Reliance wants to go green..ish07:52 Auto manufacturers vs Auto dealers12:18 The global oil markets need nimbu and mirchWe 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/If you prefer video: https://www.youtube.com/@marketsbyzerodha

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