Episodios

  • No middle ground in the EMS business
    Jan 13 2026

    In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

    00:04 Intro
    00:30 Why EMS is a tough business
    12:52 AI round-up: Jan 2026
    23:23 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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    25 m
  • Indian Banking in 2025: the year in review
    Jan 12 2026

    In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

    00:04 Intro
    00:32 Unpacking India’s Banking 2025
    12:29 When inflation falls, Indians play it safe
    21:24 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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    23 m
  • Why are prices for lab monkeys suddenly rising?
    Jan 9 2026

    In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

    00:04 Intro
    00:29 Monkey business
    12:01 India’s foreign worker visa problem
    23:38 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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    24 m
  • Is 10-Minute delivery just an Indian story?
    Jan 8 2026

    In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

    00:04 Intro
    00:31 India’s Quick Commerce Edge
    11:18 How quality rules control global markets
    22:52 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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    24 m
  • A new IPO lays out India’s coal puzzle
    Jan 7 2026

    In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

    00:04 Intro
    01:16 BCCL’s IPO Puzzle
    12:44 What AI means to our economy
    22:44 Tidbits

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    We have a special discount for readers and listeners of Markets by Zerodha — please use this unique link to avail the same 🙂

    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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    24 m
  • The unlikely choke-point for green steel
    Jan 6 2026

    In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

    00:04 Intro
    00:27 The New Gatekeepers of Steel
    11:32 Inside India’s Changing Risk Appetite
    22:16 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.

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    24 m
  • Can two struggling businesses make a strong one together?
    Jan 5 2026

    In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

    00:04 Intro

    00:30 The anatomy of a QSR marriage

    10:29 Quiet Shifts in India’s Insurance Business

    20:25 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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    22 m
  • The rumblings and fires that shaped India's mineral deposits
    Jan 2 2026

    In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

    00:04 Intro
    00:30 The Long Story of Mining
    12:17 Inside India’s Trade Blitz
    24:32 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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    26 m
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