The Daily Brief

40 Episodes
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By: Zerodha

A daily podcast that dives into the biggest stories happening in the Indian markets and the global business landscape.

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How is natural gas traded in India?
#549
Today at 1:19 AM

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

00:04   Intro
01:15   Why gas isn't traded
13:43   Cable industry check
25:47   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.


Why is America bailing out the yen?
#548
Yesterday at 1:16 AM

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   US backs the Yen
10:43   Midcap IT & AI
22:34   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.


Who gets the spare space on India's power grid?
#547
Last Wednesday at 1:16 AM

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 open access battle
10:07   The refrigerant freeze
21:41   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.


SEBI finds another plot-hole in the Zee script
#546
Last Tuesday at 1:10 AM

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   Inside the Zee case
12:07   Digging for Hydrogen
23:49   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.


What does it mean to close a mine?
#545
Last Monday at 1:00 AM

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

00:04   Intro
00:42   What Mine Closure Means
12:52   Keeping Carbon Grounded
24:01   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.


Inside Manipal Health IPO
#544
07/31/2026

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   Inside Manipal Health IPO
13:00   India's Manufacturing Shift
21:47   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.


India’s airlines try to fix their radar
#543
07/30/2026

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

00:04   Intro
00:53   The state of Indian aviation
12:01   LIC front running scam
23:24   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.


Is China slowly changing how it finances itself?
#542
07/29/2026

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   China's financing shift
13:11   Rethinking power markets
24:30   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.


Fresh year, no fresh start for India’s largest IT firms
#541
07/28/2026

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   IT Earnings Decoded
12:28   IndiGo's Tough Quarter
24:03   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.


What does it take to dig underground tunnels?
#540
07/27/2026

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   Digging Beneath Mumbai
10:44   The Cost of QCOs
22:35   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.


Reliance opens the year on the front foot
#539
07/24/2026

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

00:04   Intro
00:25   Reliance FY27 Q1
13:01   TRAI vs Truecaller
22:17   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.


Is the moat of the FMCG industry changing?
#538
07/23/2026

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 FMCG reset
13:41   Building strategic trade
26:29   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.


No More Critical Minerals for the World?
#537
07/22/2026

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   Future of critical minerals
10:45   India's fibre challenge
22:30   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.


Is the third time the charm for Oyo?
#536
07/21/2026

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   OYO's third IPO
12:00   The ship-breaking business
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.


A knockout at the XBOX-ing ring of death
#535
07/20/2026

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

00:04   Intro
00:41   Xbox under pressure
13:08   Is AI overhyped?
23:00   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.


The three bodies that couldn’t kill Airtel
#534
07/17/2026

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

00:04   Intro
01:00   Inside Airtel's rise
12:48   Can RBI save the rupee?
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.


Birla buys a renewable firm from Shell for $1.8 billion
#533
07/16/2026

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   Birla's Energy Push
10:44   Mining's Hidden Costs
21:33   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.


Full charge, no power: the software behind EVs
#532
07/15/2026

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   Full Charge, No Power
12:01   Where should banks lend?
24:58   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.


SBI Funds is going public
#531
07/14/2026

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   SBI funds IPO
10:55   The land bottleneck
21:49   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.


Cult.fit’s IPO promises to lift heavier weights, but can it?
#530
07/13/2026

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

00:04   Intro
00:41   The Cult.fit IPO
12:15   Can the web survive AI?
23:59   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.


The world’s investment outlook gets bigger and gloomier
#529
07/10/2026

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   Where global money flows
11:02   The road to formalisation
21:37   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.


The coordination puzzle staring at India’s EV ambitions
#528
07/09/2026

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   The EV bottleneck
13:17   Micromax reboot
24:10   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.


Brexit and the price of friction
#527
07/08/2026

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

00:04   Intro
01:18   Brexit and trade friction
13:25   BoB's ₹5,700 cr settlement
24:34   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.


India’s bullet train: kickstarts and standstills
#526
07/07/2026

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   India's bullet train
12:54   Aviation hub India
25:41   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.


Amazon goes for the quick commerce pie
#525
07/06/2026

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

00:04   Intro
01:49   Amazon's 10-minute play
12:15   India's new financial rules
22:30   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.


The long con behind a fake “Zerodha” SMS
#524
07/03/2026

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 ₹140 crore scam
11:27   Credit for small businesses
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.


Indian midcap IT bulks up for a heavyweight fight
#523
07/02/2026

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   Midcap IT goes shopping
12:53   Energy report card
23:25   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.


Connecting rural India to the internet
#522
07/01/2026

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 broadband mission
12:22   Fixing power demand
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.


A deep dive into the textile industry
#521
06/30/2026

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   Textile industry decoded
11:26    Can India create jobs?
23:02   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.


India’s data centres look to the salty seas
#520
06/29/2026

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

00:04   Intro
00:44   The data centre water problem
13:04   Why battery makers are worried
23:40   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.


India might change how it sells its airports
#519
06/25/2026

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

00:04   Intro
00:33   Rethinking airport sales
09:16   Solving stubble burning
19:57   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.


India's batteries are getting longer, not just bigger
#518
06/24/2026

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 needs longer batteries
12:02   America’s pension fund problem
24:24   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.


A Dhan Dhana Dhan IPO for Jio
#517
06/23/2026

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

00:04   Intro
01:25   Jio goes public
09:15   Super El Niño risk
20:49   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.


There’s nothing straight about Hormuz
#516
06/22/2026

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

00:04   Intro
00:43   Hormuz's long recovery
11:20   The MSME safety net
21:46   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.


The company behind every trade in India is going public
#515
06/19/2026

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 ever IPO
11:35   Can fertilisers arrive on time?
20:26   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.


Japan discovers the price of money
#514
06/18/2026

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

00:04   Intro
01:09   The country without interest
12:09   Sovereign debt gets complicated
23:30   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.


The price of a Wavin’ Flag
#513
06/17/2026

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   FIFA always wins
12:31   The state balance sheet
23:35   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.


India’s maritime makeover
#512
06/16/2026

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   Can India win the seas?
11:17   The protein price surge
21:41   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.


When price caps on pharma drugs fail
#511
06/15/2026

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

00:04   Intro
00:25   Why medicine prices matter
13:08   Hotels bet on India
22:28   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.


A 10-minute parcel comes for Dalal Street
#510
06/12/2026

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

00:04   Intro
00:25   Will Zepto’s IPO deliver?
09:47   AI's memory race
23:05   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.