The Daily Brief

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

00:04   Intro
00:27   Indian IT’s New Line of Sight
13:16   Dollar prices and economic pain
23:51   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/

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 two major stories shaping the Indian economy and global markets:

00:04   Intro
00:28   India’s Banks Face New Challenges
11:55   The Future of EV Batteries
23:15   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 two major stories shaping the Indian economy and global markets:

00:04   Intro
00:27   Space I: Birthing a future
12:36   India’s MSME Digital Struggle
22:13   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 two major stories shaping the Indian economy and global markets:

00:04   Intro
00:27   India’s Biggest REIT IPO—But With a Catch
12:08   Can Ethanol Still Save the Sugar Sector?
22:41   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 two major stories shaping the Indian economy and global markets:

00:04   Intro
00:37   BYD’s winning formula
13:48   India's jet fuel problem
22:56   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 two major stories shaping the Indian economy and global markets:

00:04   Intro
00:27   UAE Walks Out of OPEC
12:29   India’s Streaming Paradox
24:53   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 two major stories shaping the Indian economy and global markets:

00:04   Intro
00:27   Mutual Funds vs Market Fall
12:09   UPI Boom, But At What Cost?
21:38   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.

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

00:04   Intro
00:26   Reliance Q4: Profits Hit, Growth Intact
12:10   Gas Crisis: Supply Hit, Prices Spike
22:50   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 two major stories shaping the Indian economy and global markets:

00:04   Intro
00:38   India’s fast fashion race heats up
08:32   IMF flags rising global risks
19:59   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 two major stories shaping the Indian economy and global markets:

00:04   Intro
00:28   Spectrum Ruling Hits Banks
10:32   India's impending solar squeeze
21:26   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 two major stories shaping the Indian economy and global markets:

00:04   Intro
00:28   How India’s Trains Are Changing
10:12   The Drone Warfare Shift
19:06   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 two major stories shaping the Indian economy and global markets:

00:04   Intro
00:29   What really caused India’s NPA crisis?
12:19   More jobs, less productivity
22:45   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 two major stories shaping the Indian economy and global markets:

00:04   Intro
00:28   India enters the GLP-1 race
10:10   Do stronger patents boost exports?
18:21   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 two major stories shaping the Indian economy and global markets:

00:04   Intro
00:37   Why India’s youth can’t find jobs
11:10   An armor for the Indian Railways
22:01   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 two major stories shaping the Indian economy and global markets:

00:04   Intro
00:28   The cost of Building Your Dreams
13:25   How India’s Defence Exports Took Off
24:27   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 two major stories shaping the Indian economy and global markets:

00:04   Intro
00:27   Delhi goes all-in on EVs
11:13   India’s credit market shift
23:57   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 two major stories shaping the Indian economy and global markets:

00:04   Intro
00:27   India’s nuclear breakthrough
11:30   US vs China: The imbalance story
23:13   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 two major stories shaping the Indian economy and global markets:

00:04   Intro
00:37   The trade breaking the rupee
10:52   India builds castles of glass
20:32   Tidbits

A month-long closure of the Strait of Hormuz, a critical route for ~20% of global oil, has severely disrupted supply, triggering fuel shortages and panic across Asia, with India already facing an LPG crunch. While a ceasefire offers relief, the deeper issue is systemic dependence on a single chokepoint. To unpack this, we spoke with Rory Johnston, an oil market expert known for...

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

00:04   Intro
00:28   Why India lags in drug innovation
11:33   What plastic really is?
22:56   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 two major stories shaping the Indian economy and global markets:

00:04   Intro
01:20   Global energy shift gets complicated
12:57   Inside India’s gold pricing maze
23:32   Tidbits

We’ve started a new project—Subtext by Zerodha. Our work at The Daily Brief and across Markets doesn’t often involve speaking directly to the experts and scholars we refer to, and Subtext is our way of engaging with them more closely. It will feature conversations with entrepreneurs, policymakers, academics, and industry experts. Our first episode is with Manoj Kewalramani...

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

00:04   Intro
00:26   What's the point of a Whoop?
11:22   Fixing systems, not just policies
21:36   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 two major stories shaping the Indian economy and global markets:

00:04   Intro
00:27   Inside India’s PSU Ratna System
11:58    Why the GST can’t police itself
23:04   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 two major stories shaping the Indian economy and global markets:

00:04   Intro
00:38   Should CSR be compulsory for companies?
12:45   When competition forces smart innovation
20:54   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 two major stories shaping the Indian economy and global markets:

00:04   Intro
00:27   India’s property tax problem
10:40   The world runs on a metal it can't mine
22:04   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 two major stories shaping the Indian economy and global markets:

00:04   Intro
00:26   The shift from cylinders to pipes
11:34   Can the WTO survive the wilderness?
23:22   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 two major stories shaping the Indian economy and global markets:

00:04   Intro
00:35   The social media trials
10:45   Why the rupee is sliding fast
18:51   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/

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 two major stories shaping the Indian economy and global markets:

00:04   Intro
00:26   Is Iran charging ships at Hormuz?
11:52   India’s ₹4,000 Cr port upgrade
19:54   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 two major stories shaping the Indian economy and global markets:

00:04   Intro
00:28   Amidst the ruins of Jaypee Group
12:38   Mastercard’s $1.8B crypto move
24:16   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.

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

00:04   Intro
00:26   The dance of oil and the US dollar
11:27   The price of free water
21:55   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 two major stories shaping the Indian economy and global markets:

00:04   Intro
00:38   El Niño & India’s economy
12:00   Auto industry vs CAFE norms
21:00   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.

Welcome to the In The Money Podcast by Zerodha, where we bring you the sharpest minds from around the world in trading, markets, and active investing.

 In this episode, we sit down with Rob Hanna, founder of Quantifiable Edges and a widely respected researcher in systematic trading, known for his work on market seasonality, quantitative edges, and rules-based strategies. Rob managed his own private investment fund from 2001 to 2019 and today serves as a portfolio manager and investment advisor at Capital Advisors 360, where he continues to apply data-driven research to systematic investment strategies.

 In this conversation, Ro...

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

00:04   Intro
00:26   A scramble for pilots?
11:06   Coal India's Brain Goes Public
21:15   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 two major stories shaping the Indian economy and global markets:

00:04   Intro
00:30   FSSAI eases rules for food businesses
10:33   The Aluminium supply crunch
22:09   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 two major stories shaping the Indian economy and global markets:

00:04   Intro
00:26   The new rules of paying for electricity
11:39   A gas the world cannot live without
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.

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

00:04   Intro
00:36   SEZ 2.0: Can India fix its export zones?
13:54   The return of section 301 tariffs
25:09   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 two major stories shaping the Indian economy and global markets:

00:04   Intro
00:38   India eases its border investment wall
11:09   The new economics of India’s defence sector
22:30   Tidbit

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.

Welcome to the In The Money Podcast by Zerodha - where we bring you the sharpest minds from around the world in trading, markets, and active investing.

In this episode, we sit down with Niels Kaastrup-Larsen, one of the most respected voices in systematic and trend-following investing. Known as the host of Top Traders Unplugged, Niels brings decades of experience studying how professional traders think about risk, drawdowns, and long-term survival. In this conversation, we discuss why drawdowns are often misunderstood, how real edges endure long periods of underperformance, and why discipline and robustness matter more than...

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

00:04   Intro
00:26   The many lives of crude oil
10:27   Maruti’s tryst with EVs
20:44   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 two major stories shaping the Indian economy and global markets:

00:04   Intro
00:27   Hormuz crisis & fertilizer prices
11:42   Inside Apple’s India ecosystem
23:29   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 two major stories shaping the Indian economy and global markets:

00:04   Intro
00:27   Anthropic vs the Pentagon
12:24   Why governments keep borrowing
22:48   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.