The Daily Brief

In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets:1. Inox Clean Energy's ₹10,000 Crore IPO We'll cover: ●How Inox Clean makes money from renewable power and solar manufacturing●Why acquisitions and group companies are central to its growth●What its ₹10,000 crore IPO will fund and the key risks investors need to understand2. Why Sanctioned Tankers Are Taking Russia's FlagWe'll cover:●How the Russia-linked shadow fleet grew●Why a ship's flag matters for its legal status●How Russia's registry is helping sanctioned tankers keep moving cargoAudio Timestamps00:04 Intro00:30 Inox Clean's ₹10,000 crore IPO15:12 Why tankers are flying Russia's flag23:10 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://thedailybrief.zerodha.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 a deep dive and another story for the day shaping Indian and global markets:1. Growpital's Alleged Investment Fraud We'll cover: ●Growpital raised ₹193 crore from over 5,200 investors.●A claimed ₹62 crore revenue from a 75-acre jeera farm was far above SEBI's estimated maximum of around ₹30 lakh.●Nearly ₹96 crore was traced through layers of entities to the promoters.●SEBI has ordered refunds with 12% annual interest and imposed bans and penalties.2. Indian Railways' New Financing ModelWe'll cover:●Six freight corridors will cover 647 km and mainly transport coal, iron ore and bauxite.●Private companies could fund around 60% of construction costs under HAM.●The model shifts freight-risk away from private developers and back to Railways.●The six projects have a combined Bid Project Cost of ₹15,976 crore.Audio Timestamps00:04 Intro00:30 The Growpital investment scam13:07 Railways tries the highway model20:34 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://thedailybrief.zerodha.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 a deep dive and another story for the day shaping Indian and global markets:1. The Indian states solar is forgetting We'll cover: ●Why India's solar boom is concentrated in six states●Why coal-rich states struggle to diversify their economies●Why green jobs may not replace coal-linked livelihoods2. Why power plants run short on coalWe'll cover:●Why coal can be available at mines but not at power plants●Where bottlenecks emerge across India's coal supply chain●What can be done to prevent future coal shortagesAudio Timestamps00:04 Intro00:29 Can coal states go green?14:27 India's coal logistics problem23:38 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://thedailybrief.zerodha.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 a deep dive and another story for the day shaping Indian and global markets:1. India's Irrigation Story We'll cover: ●How irrigation made India less dependent on the monsoon●Why tubewells and subsidised power drove groundwater overuse●How drip irrigation and solar pumps are changing water use2. Why India Imports TeakWe'll cover:●Why India imports most of its teak logs●Why farmers hesitate to grow teak commercially●Maharashtra's attempt to ease teak harvesting rules and what happened nextAudio Timestamps00:04 Intro00:29 India's irrigation dilemma13:56 The teak behind your furniture21:07 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://thedailybrief.zerodha.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 a deep dive and another story for the day shaping Indian and global markets:1. Insurance Commissions: What Is IRDAI Changing? We'll cover: ●Why IRDAI wants to cut insurance commissions●How the changes could affect insurers, distributors and banks●Whether lower commissions could actually make insurance cheaper and improve coverage2. How Much Does a Country Name Affect Its Credit Rating?We'll cover:●What determines a sovereign credit rating●Why countries with similar fiscal numbers can receive different ratings●What the study says about India's credit rating and the “country effect”Audio Timestamps00:04 Intro00:29 The big insurance commission change13:02 What drives a country's credit rating?20:31 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://thedailybrief.zerodha.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 a deep dive and another story for the day shaping Indian and global markets:1. India's Hotels Have a Monday Problem We'll cover: ●Why leisure hotels charge more than business hotels●Why hotel companies are acquiring existing resorts instead of building new ones●How hotels are tackling the weekday occupancy problem 2. Why Telecom Plans Are Still BundledWe'll cover:●Why TRAI is pushing for cheaper voice-only recharge plans●Why telecom companies worry about revenue cannibalisation●What the new rules mean for mobile users and telecom pricingAudio Timestamps00:04 Intro00:30 The weekend trap for hotels10:32 Can telecom plans be unbundled?20:10 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://thedailybrief.zerodha.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 a deep dive and another story for the day shaping Indian and global markets:1. Why Electronics Prices Are Rising We'll cover: ●Why AC, refrigerator and TV prices are rising●How commodity prices, chips and the rupee affect appliance costs●Why a bigger festive discount may not mean a better deal2. India's Jute Industry Makes a ComebackWe'll cover:●Why India's jute industry is expected to rebound●How MSP, raw-jute prices and government procurement shape the industry●Whether biodegradable jute products can reduce dependence on plasticAudio Timestamps00:04 Intro00:30 The rising cost of appliances12:54 India's golden fibre returns21:08 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://thedailybrief.zerodha.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 a deep dive and another story for the day shaping Indian and global markets:1. India's Textile Waste Problem We'll cover: ●India generates 7,073 kilotonnes of textile waste every year●Why recycling clean factory scraps is easier than recycling used clothes●How the lack of textile EPR and segregation is holding back circularity2. India's Telecom Hardware ProblemWe'll cover:●Why India remains dependent on China for critical telecom hardware●Inside the ₹5,500 crore Gwalior Telecom Manufacturing Zone●Can Gwalior help India build a domestic 5G and telecom hardware supply chain? Audio Timestamps00:04 Intro00:27 India's textile waste problem14:08 Inside India's telecom hardware plan22:51 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://thedailybrief.zerodha.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 a deep dive and another story for the day shaping Indian and global markets:1. How Private is India's Private Nuclear Push? We'll cover: ● How private companies already participate in India's nuclear sector● The different roles companies can play—from contractors to financiers and technology partners● Why private ownership and operation of nuclear plants is still largely theoretical despite the SHANTI Act2. A Crisis in India's Tea IndustryWe'll cover:● Why rising tea prices are masking deeper problems in the industry● How erratic weather is making tea production and prices increasingly unpredictable● Why small growers, tea estates and packaged-tea companies are all feeling the pressureAudio Timestamps00:04 Intro00:44 How Private is India's Private Nuclear Push?13:56 A Crisis in India's Tea Industry20:46 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://thedailybrief.zerodha.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 a deep dive and another story for the day shaping Indian and global markets:1. India's Untapped Copper Pool We'll cover: ●How much copper India already has in use●Why copper scrap cannot immediately solve the supply gap●India's recycling, refining and scrap-import challenges2. Why Indian Industry Still Needs CoalWe'll cover:●Why cleaner electricity doesn't automatically mean less industrial coal use●The challenge of decarbonising steel production●What India's upcoming industrial investments mean for coal demandAudio Timestamps00:04 Intro00:41 India's copper recycling challenge13:46 India can't quit coal yet20:33 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://thedailybrief.zerodha.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 a deep dive and another story for the day shaping Indian and global markets:1. The BRICS Summit: What Was Actually Achieved? We'll cover: ●Why BRICS is struggling to build an alternative to the US dollar●The challenges around local-currency payments and a BRICS currency●What the summit revealed about tensions between India, China, Russia, Iran and the UAE2. UK Recognises India's Carbon MarketWe'll cover:●How the UK's CBAM affects Indian exporters●Why India's carbon credits cannot simply offset the UK's carbon charge●The challenges around carbon pricing, verification and claiming reliefAudio Timestamps00:04 Intro00:30 Inside the BRICS summit13:43 UK recognises India's carbon market21:18 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://thedailybrief.zerodha.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 a deep dive and another story for the day shaping Indian and global markets:1. How India's elder-care industry works We'll cover: ●Why India's ageing population is driving demand for organised elder care●How senior housing, home care and assisted living businesses work●Why affordability, caregiver shortages and limited coverage remain challenges2. India's new internet gatewayWe'll cover:●Why data centres and submarine cables are increasingly being built close together●How Andhra Pradesh is using incentives to attract data-centre and internet infrastructure●Why new cable routes matter for India's internet resilience and connectivityAudio Timestamps00:04 Intro01:17 India's elder care industry14:07 Building India's next internet hub21:14 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://thedailybrief.zerodha.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 a deep dive and another story for the day shaping Indian and global markets:1. Is America's $40 Trillion Debt a Problem? We'll cover: ●Why the $40 trillion debt figure can be misleading●Rising US interest costs and the growing burden of refinancing debt●What could signal a real US debt crisis2. India Gets Closer to Satellite InternetWe'll cover:●India's proposed satellite spectrum pricing●Where satellite internet can compete with fibre and mobile networks●Starlink, Jio and Airtel's changing roles in India's satcom marketAudio Timestamps00:04 Intro01:07 America's $40 trillion debt13:40 India's satellite internet push21:53 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://thedailybrief.zerodha.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 a deep dive and another story for the day shaping Indian and global markets:1. Floating Solar: Why Is India Paying More? We'll cover: ●Why India is turning to floating solar despite its higher costs●How floating solar can help with land, grid and water constraints●Whether the 25% cost premium can be justified and where floating solar makes the most sense2. India's First Tokenised BondWe'll cover: ●What tokenised bonds actually change in the existing financial system●Why atomic settlement, CBDC and shared ledgers could reshape bond markets●What REC's pilot tells us — and the key questions that India's tokenisation push still needs to answerAudio Timestamps00:04 Intro00:32 Why solar on water?12:27 India's first tokenised bond20:33 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://thedailybrief.zerodha.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 a deep dive and another story for the day shaping Indian and global markets:1. SECI's Industrial Electrification Push We'll cover: ●Why industrial heat is a major decarbonisation challenge for India.●How SECI's demand aggregation model could make renewable power cheaper and easier for smaller factories to access.●Why electrifying industrial heat will require more than just cheap green electricity.2. Auto Ancillaries Look Beyond CarsWe'll cover: ●Why companies such as RACL Geartech, Sansera, Sundram Fasteners and Bharat Forge are moving beyond automobiles.●How their existing precision manufacturing capabilities can be applied to new industries.●Whether diversification is actually delivering higher growth and better returns.Audio Timestamps00:04 Intro00:30 SECI's green power push12:37 From cars to aerospace20:49 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://thedailybrief.zerodha.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 a deep dive and another story for the day shaping Indian and global markets:1. When AI Starts Spending Your Money We'll cover: ●How AI agents could make purchases and payments for you●How UPI Circle, Reserve Pay and the proposed UAP could enable agentic payments●The risks around AI mistakes, fraud, consent and who bears the loss2. How Pure Is Your Silver?We'll cover: ●What the 925 silver mark and BIS hallmark actually mean●How HUID makes silver jewellery more traceable●Why making silver hallmarking mandatory could be difficult for smaller jewellersAudio Timestamps00:04 Intro00:29 Can AI pay for you?13:00 Silver gets a purity check20:20 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://thedailybrief.zerodha.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 a deep dive and another story for the day shaping Indian and global markets:1. ISRO & DRDO's Tech Transfer Push We'll cover: ●Why ISRO and DRDO transfer mature technologies to private companies●How companies are selected and what they actually receive●The challenges around manufacturing, demand, defence orders and scaling up2. India's New CCTV Security RulesWe'll cover: ●What India's new CCTV security requirements mean●Why the government is focusing on chips and firmware●How the rules could reshape India's CCTV market and Chinese component dependenceAudio Timestamps00:04 Intro00:30 Why ISRO & DRDO transfer tech12:34 India's new CCTV rules19:49 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://thedailybrief.zerodha.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 a deep dive and another story for the day shaping Indian and global markets:1. Indian Homebuyers Get a Legal Relief We'll cover: ●How Noida's real estate bubble left thousands of homes stalled ●Why bankrupt developers created a clash between homebuyers, banks and authorities ●Why the Supreme Court's Granite Gate ruling matters for homebuyers across India 2. Is India Ending EV Subsidies Too Soon? We'll cover: ●Why India is gradually reducing EV purchase subsidies ●How two-wheelers, cars, buses and trucks differ in their dependence on incentives ●Whether India is ready to move towards a self-sustaining EV marketAudio Timestamps00:04 Intro00:58 The Noida homebuyer crisis13:52 The end of EV subsidies?21:46 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://thedailybrief.zerodha.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 a deep dive and another story for the day shaping Indian and global markets:1. Why Governments Are Suing Meta for $18 BillionWe'll cover: ●How social media evolved into an attention-driven business built around keeping users engaged. ●What research says about social media's impact on children and teenagers — and why the evidence remains mixed. ●Why governments are now targeting features such as infinite scroll, autoplay and notifications, and what Meta's $18 billion settlement means.2. The Fraud Behind Trafiksol's IPOWe'll cover: ●How SEBI uncovered alleged revenue inflation and suspicious transactions at Trafiksol. ●The ₹17.7 crore software purchase from a seemingly inactive vendor and the red flags surrounding it. ●What the case reveals about merchant bankers, SME IPOs and the limits of regulatory safeguards.Timestamps00:04 Intro00:30 The fight over social media14:31 SEBI's Trafiksol investigation21:27 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://thedailybrief.zerodha.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 a story and a chart for the day shaping Indian and global markets: Indonesia's Resource Gamble Indonesia is tightening control over its vast reserves of nickel, palm oil and coal through mining quotas, higher royalties, state-run commodity trading and large-scale seizures. The crackdown is aimed at keeping more resource wealth within the country, but it could also disrupt global supply chains. For India, the biggest risks are higher nickel, palm oil and coal costs, especially given its heavy dependence on Indonesian nickel. We'll cover: ●Why Indonesia is tightening control over nickel, palm oil and coal ●Whether the crackdown is about resource nationalism, revenue or political power ●What Indonesia's moves could mean for India's supply chains and costs Why Are Sardines Getting Unpredictable? Sardine markets are facing a strange mix of shortages, falling catches and sudden gluts. Morocco's declining sardine landings and export restrictions are affecting global buyers, while India's oil sardine catch remains vulnerable to overfishing and changing ocean conditions. The bigger issue may not be permanent scarcity, but increasingly unpredictable supply and prices. We'll cover: ●Why Morocco's falling sardine catches are disrupting global markets ●How overfishing and climate change are affecting sardine supplies ●Why India's sardine story highlights the bigger risk of volatile fish supplies and prices Timestamps 00:04 Intro 00:29 Indonesia's resource war 14:26 A fishy sardine market 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.

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 QSRs under pressure 13:57 The parmesan loan 21:17 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.

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 FAME under the scanner 12:44 Fragrance giants under scrutiny 19:12 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 00:54 The future of cancer vaccines 13:14 Meghalaya vs Uranium mining 19:15 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 01:11 FMCG's two speed growth 13:55 Why NPAs are so low 19:55 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 00:30 Smoke and Servers 13:19 Beyond the commission cap 20:10 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.

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04   Intro 00:32   India's sugar problem 13:05   The case for hydrogen trains 16:45   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 00:32 Do GLP-1s boost productivity? 12:03 Taking bonds to retail 20:19 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 ask: why is India's humble supari causing a massive customs headache? 00:04   Intro 00:22   The supari smuggling game 12:22   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 ask: how did India's four-wheelers fare in Q1 amid booming exports and supply constraints? 00:04   Intro 00:26   Auto's export boom 14:39   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.

In today's episode of The Daily Brief, we unpack why Indian urea makers will now make less money. 00:04   Intro 00:24   A tighter urea formula 11:49   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.

In today's episode of The Daily Brief, we unpack the explosive 40-year battle over who gets to control and tax India's mineral wealth. 00:04   Intro 00:24   Centre vs States over minerals 14:49   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.

In today's episode of The Daily Brief, we cover a major story shaping the Indian economy and global markets: 00:04   Intro 00:24   How GeM really works 15:11   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 a major story shaping the Indian economy and global markets: 00:04   Intro 00:39   The fight over Indian data 15:12   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   Fixing India's drug regulation 12:59   Why tractor sales are surging 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.

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   Bengaluru Metro's costly delays 11:28   Reconductoring: India's grid fix 24:17   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.

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   Cement's Q1 divide 09:51   When America cuts R&D 21:32   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.

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04   Intro 00:24   Private Banks: Growth vs Margins 11:50   Inside India's Makhana Economy 24:06   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 01:15   Two bets on quick commerce 13:43   India's dairy margin crunch 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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.