The Daily Brief

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A daily podcast that simplifies the biggest stories that are moving the Indian markets.

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    • Aug 6, 2025 LATEST EPISODE
    • weekdays NEW EPISODES
    • 18m AVG DURATION
    • 294 EPISODES


    Search for episodes from The Daily Brief with a specific topic:

    Latest episodes from The Daily Brief

    Can JSW craft a slag-to-riches story?

    Play Episode Listen Later Aug 6, 2025 24:13


    In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04    Intro00:27    JSW Cement eyes expansion12:08    The renewables round-up22:27    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.  

    Nothing is forever: The De Beers story

    Play Episode Listen Later Aug 5, 2025 21:43


    In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04    Intro00:27    The fall of De Beers10:42    The many streams of gold demand20:23    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.  

    Can bad eyes make for a good business?

    Play Episode Listen Later Aug 4, 2025 22:39


    In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04    Intro00:27    Lenskart hits the public markets11:22    Inside India's Largest REIT IPO20:56    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.  

    Nayara is under the pump

    Play Episode Listen Later Aug 1, 2025 19:19


    In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04    Intro00:26    Sanctions hit Nayara09:19    Headwinds for Indigo17:59    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.  

    A report card for Indian IT companies

    Play Episode Listen Later Jul 31, 2025 21:33


    In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04    Intro00:28    What's ailing Indian IT?11:07    Hyatt now has to pay tax in India19:46    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.  

    Will Tata Communications end up like Vodafone?

    Play Episode Listen Later Jul 30, 2025 21:11


    In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04    Intro00:28    Tata Comm dragged into AGR mess10:58    Television, speculation, manipulation18:58    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.  

    NSDL's IPO: Understanding the depository duopoly

    Play Episode Listen Later Jul 29, 2025 24:58


    In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04    Intro00:28    CDSL vs NSDL: Who's winning?12:19    One Nation, One Power Price?22:59    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.  

    From ‘Men Will Be Men' to ‘Money Will Be Made'

    Play Episode Listen Later Jul 28, 2025 24:18


    In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04    Intro00:25    More blues for Pernod Ricard09:30    Behind Reliance's record profit20:58    An update on Jio-Allianz story22:39    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.  

    A new pillar for Indian insurance

    Play Episode Listen Later Jul 25, 2025 22:08


    In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04    Intro00:28    Jio and Allianz dive into reinsurance10:15    How Oil Drives India's Inflation20:25   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.  

    Milky Mist is going Public - Here's what you should know

    Play Episode Listen Later Jul 24, 2025 23:35


    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 Milky Mist's ₹2000 Cr IPO bid 10:47 Mutual Funds get a makeover 22:08 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.

    Trading Apps or Online Casinos?

    Play Episode Listen Later Jul 23, 2025 20:25


    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 SEBI shuts down OctaFX India 08:22 Is Tesla too late for India? 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.

    A Costly Compromise on Clean Air?

    Play Episode Listen Later Jul 22, 2025 23:26


    In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:26 Sulfur Rules Rolled Back 11:28 ₹3,000 Cr Solar IPO Explained 20:55 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.

    Why Businesses react to every Rate Hike

    Play Episode Listen Later Jul 21, 2025 21:47


    In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:39 Why Repo Rate matters 09:27 The Economics of Air Pollution 19:43 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.

    To build factories, build homes

    Play Episode Listen Later Jul 18, 2025 21:13


    In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04 Intro 00:41 “Make in India” needs a place to sleep 10:23 Inside the 10-Minute Delivery Machine 18:39 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 oil laws enter the 21st century

    Play Episode Listen Later Jul 17, 2025 21:55


    In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04    Intro00:42    India Rewrites Oil Rules11:01    Asian Paints vs Birla Opus19:20   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.

    How Zee lost trust in its founders

    Play Episode Listen Later Jul 16, 2025 21:52


    In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04    Intro00:44    The Goenkas lose Zee09:45    ONDC's tough road19:43    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.

    ICICI Pru AMC's IPO: A window Into India's MF boom

    Play Episode Listen Later Jul 15, 2025 23:11


    In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04    Intro00:41    IPO Spotlight: ICICI AMC 12:14    UPI and the magic of interoperability21:42    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.

    Is this the End of Cheap Chocolate?

    Play Episode Listen Later Jul 14, 2025 20:24


    In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04    Intro00:45    Chocolate vs Climate change11:26    Unravelling a stock market scam18:11    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.

    Can India build iPhones without China?

    Play Episode Listen Later Jul 11, 2025 22:12


    In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04    Intro00:39    The Foxconn stress test09:16    The dark side of global trade20:13    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.

    A Greek tragedy

    Play Episode Listen Later Jul 10, 2025 22:21


    In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04    Intro00:45    Has Greece left all its problems behind?11:59     A New Market for Electricity20:09    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.

    Bike taxis get a policy nod

    Play Episode Listen Later Jul 9, 2025 24:44


    In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04    Intro00:40    Green Light for Bike Taxis?09:59    India's Financial Health Check21:47   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.

    Why Pakistan's Solar Revolution Backfired

    Play Episode Listen Later Jul 8, 2025 22:56


    In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04    Intro00:45    Pakistan's colossal solar mess10:39    The new vision for copper21:01    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.

    Inside SEBI's crackdown on Jane Street

    Play Episode Listen Later Jul 7, 2025 24:52


    In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04    Intro00:36    SEBI (temporarily) bans Jane Street10:49    India's bid for energy security22:17    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.

    Lounge Access: Revoked?

    Play Episode Listen Later Jul 4, 2025 24:19


    In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04    Intro00:26    Lounge Wars09:57    Is Tata Motors losing its crown?22:08   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.

    Another fintech giant is going public

    Play Episode Listen Later Jul 3, 2025 27:46


    In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04    Thanksgiving02:58     Intro03:22     Behind the Pine Labs IPO12:21    The New Age of Industrial Policy25:02    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.

    We're entering a New Era of Global Finance

    Play Episode Listen Later Jul 2, 2025 25:53


    In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04    Intro00:29    The Great Financial Transformation12:04    Pipes, Profits & Progress23:16    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.

    Why India's job market is broken

    Play Episode Listen Later Jul 1, 2025 23:57


    In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04    Intro00:28    Decoding India's employment puzzle11:53    CDs are the New signal for Liquidity21:27   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.

    The story of trash

    Play Episode Listen Later Jun 30, 2025 25:07


    In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04    Intro00:26    The 7 steps of waste management12:24    BIS's Vision for Future Finance22:32   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.

    Reliance's soft drink shake-up

    Play Episode Listen Later Jun 27, 2025 25:33


    In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04   Intro00:27   Reliance vs Coke-Pepsi12:44   Carbon Pricing is going mainstream23:03   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.

    Everything you need to know about AI

    Play Episode Listen Later Jun 26, 2025 23:56


    In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04    Intro00:26    AI round-up: June edition16:04    RBI eases SFB rules21:13   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.

    India's hospitals are avoiding the expansion trap

    Play Episode Listen Later Jun 25, 2025 27:48


    In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04    Intro00:27    India's Hospitals are getting smarter13:48    India's illegal cotton seeds problem25:27    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.

    India's fight to save its Steel Industry

    Play Episode Listen Later Jun 24, 2025 23:51


    In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04    Intro00:26    India vs Imported Steel11:37    India's VPPA Push21:12    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.

    What SEBI found in the Sanjiv Bhasin case

    Play Episode Listen Later Jun 23, 2025 25:40


    In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04    Intro00:27    Why SEBI is after Sanjiv Bhasin09:59   India's Logistics Backbone23:37   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.

    Why the US and China are watching Panama closely

    Play Episode Listen Later Jun 20, 2025 21:46


    In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04    Intro00:41    Panama Ports in the Crossfire08:24    India's New Port Strategy20:09    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.

    All you need to know about Ports

    Play Episode Listen Later Jun 19, 2025 19:29


    In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04   Intro00:40   How do ports actually work?09:14   Public Wi-Fi vs Telecom Giants18:01   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.

    Can China compete with the World's Top Chipmakers?

    Play Episode Listen Later Jun 18, 2025 27:26


    In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04   Intro00:40   How Strong is China's Chip Game?15:28   Global FDI Down, Can India Rise?25:58   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.

    The Game of Influencing Doctors

    Play Episode Listen Later Jun 17, 2025 22:47


    In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04    Intro00:44    Behind the Pharma Rep Ban Saga13:18   Tyre Giants at a Crossroads21:47   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.

    Has Japan lost the auto race?

    Play Episode Listen Later Jun 16, 2025 27:03


    In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 00:04    Intro00:27    End of Japan's Auto dominance?14:16   How War hits your Wallet24:12  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.

    How Chinese magnets are crushing Indian motors

    Play Episode Listen Later Jun 13, 2025 26:19


    In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04    Intro00:27    China Chokes Auto Supply Chains13:01    New Rules for Building Rights23:49    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.

    Is Apple Losing Its Magic?

    Play Episode Listen Later Jun 12, 2025 32:21


    In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04   Intro00:25  The Apple of my AI13:26  The Tax-Free Exit That Wasn't29:26  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.

    What's driving Oil Giants back to India?

    Play Episode Listen Later Jun 11, 2025 22:42


    In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04    Intro00:29    Private Oil Giants come back home10:48   RBI's New Gold Loan Rulebook21:18   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.

    A 2005 deal could cost India big today

    Play Episode Listen Later Jun 10, 2025 22:09


    In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04   Intro00:43   $1.5 Billion Satellite Dispute Heats Up10:22   Understanding India's shrimp industry20:45   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.

    The one thing holding back clean energy

    Play Episode Listen Later Jun 9, 2025 27:44


    In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04   Intro00:26   We are gridlocked on grids14:05   RBI's Bold Move25:47   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.

    Digging through the RBI annual report

    Play Episode Listen Later Jun 6, 2025 25:22


    In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04   Intro00:25   Inside RBI's Annual Report 202511:30   Climate crisis hits South Asia23:34   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.

    Can India break this Pharma Monopoly?

    Play Episode Listen Later Jun 5, 2025 25:40


    In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04   Intro00:23   Can Novo Nordisk defend its turf?12:01   What exactly are “water stocks”?23:13   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.

    Two scooter giants, Two very different stories

    Play Episode Listen Later Jun 4, 2025 17:39


    In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04   Intro00:39   Ather vs Ola: Two roads to EV success09:35   Decoding Life Insurer results16:07   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.

    India's Hotels are playing the long game

    Play Episode Listen Later Jun 3, 2025 19:49


    In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04   Intro00:39   How Indian Hotels are planning ahead11:31   New TRAI plan could boost 5G rollout18:32   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.

    Inside India's complicated Liquor game

    Play Episode Listen Later Jun 2, 2025 22:57


    In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04   Intro00:42   Liquor, Laws & Premium plans10:47   When the sun makes electricity free21:29   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.

    India's CDMO surge: The business behind the Drugs

    Play Episode Listen Later May 30, 2025 23:56


    In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04   Intro00:38   Behind the Drugs: India's CDMO Boom12:17   What's holding back Indian Factories?22:57   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.

    Why Sun Pharma Is Betting on New Drugs

    Play Episode Listen Later May 29, 2025 23:12


    In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04   Intro00:45   Sun Pharma's big pivot11:57   India's oil sector results21:40   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.

    India's Infra projects were Broken—Until Now

    Play Episode Listen Later May 28, 2025 20:51


    In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04   Intro00:40   The sector that is building India10:09   Bajaj eyes KTM control19:27   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.

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