The Daily Brief

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.

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.

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.

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.

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.

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 property tax problem 10:40 The world runs on a metal it can't mine 22:04 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.

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 shift from cylinders to pipes 11:34 Can the WTO survive the wilderness? 23:22 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 cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:35 The social media trials 10:45 Why the rupee is sliding fast 18:51 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://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 Is Iran charging ships at Hormuz? 11:52 India’s ₹4,000 Cr port upgrade 19:54 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.

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 Amidst the ruins of Jaypee Group 12:38 Mastercard’s $1.8B crypto move 24:16 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.

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 dance of oil and the US dollar 11:27 The price of free water 21:55 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 00:38 El Niño & India’s economy 12:00 Auto industry vs CAFE norms 21:00 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.

Welcome to the In The Money Podcast by Zerodha, where we bring you the sharpest minds from around the world in trading, markets, and active investing. In this episode, we sit down with Rob Hanna, founder of Quantifiable Edges and a widely respected researcher in systematic trading, known for his work on market seasonality, quantitative edges, and rules-based strategies. Rob managed his own private investment fund from 2001 to 2019 and today serves as a portfolio manager and investment advisor at Capital Advisors 360, where he continues to apply data-driven research to systematic investment strategies. In this conversation, Rob shares how his trading evolved from pattern-based discretionary setups to largely systematic models, how traders can discover edges through observation and statistical testing, and why robustness matters when designing trading systems. We also discuss mean reversion strategies, overnight edges, market breadth, seasonality, and how he manages a diversified portfolio of systematic models while emphasizing risk management, position sizing, and adaptability in changing market environments.

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 A scramble for pilots? 11:06 Coal India's Brain Goes Public 21:15 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 00:30 FSSAI eases rules for food businesses 10:33 The Aluminium supply crunch 22:09 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 new rules of paying for electricity 11:39 A gas the world cannot live without 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.

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:36 SEZ 2.0: Can India fix its export zones? 13:54 The return of section 301 tariffs 25:09 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 00:38 India eases its border investment wall 11:09 The new economics of India’s defence sector 22:30 Tidbit 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.

Welcome to the In The Money Podcast by Zerodha - where we bring you the sharpest minds from around the world in trading, markets, and active investing. In this episode, we sit down with Niels Kaastrup-Larsen, one of the most respected voices in systematic and trend-following investing. Known as the host of Top Traders Unplugged, Niels brings decades of experience studying how professional traders think about risk, drawdowns, and long-term survival. In this conversation, we discuss why drawdowns are often misunderstood, how real edges endure long periods of underperformance, and why discipline and robustness matter more than short-term results. This episode is less about signals and more about mindset, process, and staying in the game when markets test your patience. You can check out our newsletter here: https://inthemoneybyzerodha.substack.com/

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 many lives of crude oil 10:27 Maruti’s tryst with EVs 20:44 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 Hormuz crisis & fertilizer prices 11:42 Inside Apple’s India ecosystem 23:29 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 Anthropic vs the Pentagon 12:24 Why governments keep borrowing 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.

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 the ₹6,000 Cr Raajmarg InvIT IPO 11:38 India’s inflation targeting explained 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 00:36 The Smoking Paradox 12:57 Who lends to the Indian government? 23:51 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://thedailybriefing.substack.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Welcome to the In The Money Podcast by Zerodha, where we bring you the sharpest minds from around the world in trading, markets, and active investing. In this episode, we sit down with Rob Carver, systematic futures trader, former hedge fund manager, and one of the most practical voices in quantitative and rules-based investing. Rob spent years building and managing systematic macro and fixed income strategies at AHL, one of the world’s largest systematic hedge funds, after earlier roles in derivatives trading at Barclays and economic research at CEPR. Today, he trades his own capital, writes extensively on systematic investing, and teaches systematic trading strategies to finance students. In this wide-ranging conversation, Rob shares how real market understanding develops slowly over time, why trading your own money feels very different from managing institutional capital, and why starting simple is still the best advice for most traders. We dive deep into trend following, mean reversion, risk management, diversification, drawdowns, and the dangers of over-optimizing systems. We also discuss how the post-GFC world changed trend behavior, how to evaluate strategy performance beyond simple metrics, and Rob’s strong views on AI, LLMs, and automation in trading systems. You can check out our newsletter here: https://inthemoneybyzerodha.substack.com/

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 When insurance stops trade 11:29 Why banks ignore rate hikes 21:22 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 cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:26 India’s new route to US stocks 09:49 Fixing India’s rail freight 18:55 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 00:27 Middle East tensions and oil prices 11:34 Small models, big economics 23:16 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.

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 How Data Centers Get Financed 12:00 SEBI’s new fund rules 23:52 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 The race to replicate Keytruda 13:21 How CBAM hits Indian steel 22:22 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 cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:25 The metro ridership gap 09:56 NBFC growth isn’t uniform 21:12 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 00:31 Behind the Great Nicobar megaproject 12:29 Pax Silica: The new chip bloc 24:43 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.

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:34 US court stops tariffs 12:49 A banking scandal unfolds 23:09 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 India’s growing metro network 10:35 The business of wood panels 22:50 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 Why is global waste trade going down? 11:32 A world in need of better jobs 23:19 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 cover two major stories shaping the Indian economy and global markets:00:04 Intro00:28 The MSME cash crunch story12:01 Record sales in India’s tyre sector20:32 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.

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:00:04 Intro00:26 Rare conditioning11:49 The business of beauty21:56 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.

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:00:04 Intro00:41 How DISCOMs turned profitable12:30 India prices banking risk23:43 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.

We've spoken about shipbuilding a couple of times on The Daily Brief and we now got a chance to sit down with Ishmohit from SOIC, who's spent a lot of time thinking about this sector; it felt like the right moment to do a proper deep dive. You see, shipbuilding sounds industrial and boring until you look at the numbers. Nearly 95% of India's trade by volume moves through the sea, and most of it moves on ships we don't own. In FY20, India paid about $85 billion in sea freight, roughly $75 billion of which went to foreign shipping companies. That's not a one-time cost—that's a recurring forex outflow. Meanwhile, China, South Korea, and Japan produce about 95% of global shipbuilding output, with China alone crossing 50% of world capacity for the first time in 2024. When a country can build and deploy ships at that scale, shipbuilding stops being a sector and starts being strategic leverage. So in this episode, we broke the whole thing down. What a shipyard actually does and why it's not one business but several — factory, fleet-owner, niche builder, maritime services. Why commercial and defence shipbuilding run on completely different contract logics. What indigenization actually looks like when you move past the slogans — the shift from importing and operating to becoming a system integrator, and which parts of that staircase are doable and which are deep-tech hard. How to read shipbuilding financials without getting hypnotized by peak margins on long-cycle contracts. And the idea of proxy plays — buying suppliers instead of yards — and why that only works if shipbuilding is actually a meaningful chunk of their revenue. The big takeaway is that shipbuilding is a bet on whether India can build a real maritime industrial base — yards, suppliers, skills, financing — so we're not permanently outsourcing the pipes of our own trade. The world isn't getting calmer, and in that world, this capability is less about pride and more about resilience. If you have made it this far, you will enjoy the full conversation for sure. And if you prefer video, check it out here: https://youtu.be/tmt5UAWb0bo?si=880lSL7a7PU1L0MI

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:00:04 Intro00:26 The age of electricity12:02 How are roads built in india?22:14 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://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 Intro00:28 The hidden costs of industrial policy11:57 Can RBI fix India’s bond market?23:21 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.

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:00:04 Intro00:29 PSU banks in top gear11:24 Wires & Cables break records22:05 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 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 Intro00:29 A deal under pressure12:05 Fixing India’s bond market23:50 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 endorsements.

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:00:04 Intro00:29 Auto demand up, supply strains09:58 Inside a ₹4 crore stock manipulation19:45 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.

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:00:04 Intro00:29 Midcap IT’s AI led growth streak11:25 The dollar comes in waves22:17 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.

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:00:04 Intro00:29 AI boom, costlier devices12:23 Inside Fractal’s AI business model23:50 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 endorsements.

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:00:04 Intro00:52 Copper is the new oil10:50 How India splits tax money21:01 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.