The Daily Brief
559 episodes — Page 2 of 12
India’s maritime makeover
When price caps on pharma drugs fail
A 10-minute parcel comes for Dalal Street
Between income and distributions
A lending boom with fewer borrowers
We're measuring rooftop solar by the wrong number
SEBI finds glitters of ₹15 lakh crore that aren’t gold
How the rupee grounded Indigo’s profits
India’s fuel-blending machine enters its next costly phase
Do ATMs still make sense?
Reliance’s eight perfect minutes
What SEBI found in Suzlon's books?
The changing shape of energy security
Real estate’s three measures of success
Indian pharma: lofty aims in the midst of chaos
SpaceX: A valuation built on miracles
Gold, securitised
An inventory high before a pricing hangover
India’s two-wheelers drift through a collision of forces
The Indian EMS industry moves up and sideways
Margin crush in a gold rush
How Big Bazaar fell through the cracks
A record year for public-sector banks meets a turning point
India’s grid must match its solar ambitions
Decoding the Vedanta Demerger
A new chapter in the delivery wars
India's great health bargain is falling apart
Indian IT sees some clarity in the unknown
India’s banks trade old fears for new ones
2020: A space odyssey
Beneath the Bagmane REIT IPO
The cost of Building Your Dreams, Part II
The OPEC’s worst ever defection
SIPs, slumps and the AMC machine
One event that changed Reliance’s year
Why Indian conglomerates are chasing fast fashion
SBI fights the court on what a telecom loan means
India’s Railway Blues turn color
What really broke India's banks in 2010s
May the thinnest (prices) win?
Will India grow old before it gets rich?
The cost of Building Your Dreams, Part I
Delhi shifts gears on its electric gamble
India leaps to split the atom
The trade breaking the RBI's rupee defence
Ep 468Can the pharmacy of the world test its own medicine?
In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:28 Why India lags in drug innovation 11:33 What plastic really is? 22:56 Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
Ep 467The world’s energy transition meets a historical crisis
In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 01:20 Global energy shift gets complicated 12:57 Inside India’s gold pricing maze 23:32 Tidbits We’ve started a new project—Subtext by Zerodha. Our work at The Daily Brief and across Markets doesn’t often involve speaking directly to the experts and scholars we refer to, and Subtext is our way of engaging with them more closely. It will feature conversations with entrepreneurs, policymakers, academics, and industry experts. Our first episode is with Manoj Kewalramani, , a China Studies Research Fellow at the Takshashila Institution.—a scintillating, myth-busting chat with someone who has lived in China, studied it deeply, and speaks the language. You can watch this episode on YouTube, or listen to it on Spotify or Apple Podcasts, or read the transcript on Substack. 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.
Ep 466What's the point of a Whoop?
In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:26 What's the point of a Whoop? 11:22 Fixing systems, not just policies 21:36 Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
Ep 465How India’s PSUs are classified
In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:27 Inside India’s PSU Ratna System 11:58 Why the GST can’t police itself 23:04 Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
Ep 464Should CSR be compulsory for companies?
In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:38 Should CSR be compulsory for companies? 12:45 When competition forces smart innovation 20:54 Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybriefing.substack.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.