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PODCAST

The Daily Brief

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

business investing

All Episodes

00:23:13

The Wakefit IPO: new dog, old tricks?

The Daily Brief ·

2025/12/04

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04 Intro00:32 Wakefit’s shift to Home Solutions12:21 The global transformer crunch21:49 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

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00:23:22

The race to remember

The Daily Brief ·

2025/12/03

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04 Intro00:30 Memory Chips: Hype vs Truth13:25 Inside Affordable Housing’s Q322:15 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

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00:24:40

Diwali, discounts and disposable income: The value...

The Daily Brief ·

2025/12/02

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04 Intro00:30 Value retail’s incredible quarter12:42 DroneAcharya crashes into SEBI’s net23:33 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://thedailybriefing.substack.com/Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are

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00:21:25

Indian hotels: a quarter of repairs

The Daily Brief ·

2025/12/01

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04 Intro00:29 India’s hotel report card09:23 How firms really deploy cash20:23 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

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00:24:49

From iPhones to AI servers

The Daily Brief ·

2025/11/28

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04 Intro00:31 From iPhones to AI servers12:36 Is India’s phone boom real?23:50 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

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00:22:27

The economics of amusement

The Daily Brief ·

2025/11/27

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04 Intro00:31 India’s amusement park puzzle10:03 Our economy moves in seasons21:08 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

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00:28:09

India has a new labour law regime

The Daily Brief ·

2025/11/26

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04 Intro00:30 India has a new labour law regime13:14 How stable is the AI boom?26:40 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

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00:23:00

Diagnosing the Diagnostic Business

The Daily Brief ·

2025/11/25

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04 Intro00:30 Diagnosing the Diagnostic Business10:40 QSR demand is cooling off21:39 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

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00:23:53

India’s 2-wheeler EVs: between high-speed and...

The Daily Brief ·

2025/11/24

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04 Intro00:30 The changing road for EV scooters11:49 India reconsiders its QCO strategy22:19 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

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00:23:37

A new bill could sink India’s drones from the sky

The Daily Brief ·

2025/11/21

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04 Intro00:29 India’s drone rules under fire10:56 The tariffs are beginning to bite22:18 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

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00:23:21

India’s biggest carmakers switch gears — both up and...

The Daily Brief ·

2025/11/20

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04 Intro00:30 Two opposite auto stories10:10 Big changes to your app privacy22:04 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

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00:25:59

What's the story behind India's near-zero inflation...

The Daily Brief ·

2025/11/19

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04 Intro00:31 Decoding India’s near-zero inflation12:38 Inside India's steel growth story24:51 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

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00:24:42

Indian banks: a little cleaner, a little meaner

The Daily Brief ·

2025/11/18

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04 Intro00:30 This quarter in banking10:03 Chipmaking’s harsh reality24:03 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

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00:26:29

The world's new energy order, in five stories

The Daily Brief ·

2025/11/17

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04 Intro00:31 Energy Demand Surge13:08 Rethinking EV Strategy25:10 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://thedailybriefing.substack.com/Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or

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00:23:16

Quick commerce feels the need for speed

The Daily Brief ·

2025/11/14

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04 Intro00:30 India’s quick commerce shake-up10:06 A golden quarter for jewellers22:02 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

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00:27:25

A glass half full for Indian dairy

The Daily Brief ·

2025/11/13

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04 Intro00:31 Tough season for India’s dairies11:52 Financing India’s green future26:20 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

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00:23:12

SEBI isn't a big fan of digital gold

The Daily Brief ·

2025/11/12

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04 Intro00:35 SEBI’s alert on digital gold07:47 From coal to clean(er) fuel21:56 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

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00:24:23

The wires & cables industry is all charged up

The Daily Brief ·

2025/11/11

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04 Intro00:30 The electric rise of W&C players12:42 Inside IndiGo’s transformation23:05 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

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00:22:54

India's alcohol market gets hit with a curveball

The Daily Brief ·

2025/11/10

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04 Intro00:55 India’s split liquor story11:56 States under financial pressure22:07 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

en

00:24:13

Rock-solid quarter for the cement sector

The Daily Brief ·

2025/11/07

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04 Intro00:42 How did Indian cement do this quarter?11:11 Trouble brewing in global insurance23:23 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

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376 results

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