The Daily Brief

As you all know, at The Daily Brief, we have been writing about electronic components like semiconductors, PCBs, and a lot more for some time now. When we wrote about the manufacturing of printed circuit boards (PCBs), Murali Srinivasa from Lion Circuits replied. We thought it would be nice to learn from him about how PCBs work. See, everyone talks about chips, but every chip needs something to sit on, something to connect it to other components, something to carry electrical signals from one place to another. That something is a printed circuit board. Everything from your phone to your laptop, to your TV remote, and even the engine control unit in your car, has at least one PCB. The simplest way Murali explained it was through an analogy with a building's electrical system. You have a main control panel, bulbs on different floors, and you have wires running from the panel to each bulb. A PCB does essentially the same thing, except it shrinks the whole setup by a factor of a thousand or more. The wires become copper tracks etched onto a surface, the bulbs become LEDs or sensors, and the control panel becomes a semiconductor chip. But here's what surprised us. The PCB inside your phone is less a flat board with some tracks running across it, and more a skyscraper. Murali said that a typical smartphone PCB is about one millimetre thick, roughly the thickness of a credit card. But inside that one millimetre, there are fifty to sixty layers stacked on top of each other. Each layer is like a floor in a building, with its own copper tracks, its own electrical connections. A signal can start at the bottom and travel to the top through tiny plated holes that act like staircases between floors. So when you're holding your phone, you're holding a sixty-floor building compressed into the thickness of a credit card. Not all PCBs are sixty-layer skyscrapers, of course. There's a whole spectrum. Your TV remote has a simple single-layer board. Some devices use double-layer boards, with tracks on top and bottom. Then there are multi-layer boards with four, six, eight, or twelve layers, the kind you find in car engine control units. And at the extreme end, you have phones and smartwatches with fifty or sixty layers. The more layers you have, the harder it is to make. When you're making a multi-layer board, you manufacture each inner layer separately, then press them all together like a sandwich. After that, you drill holes through the stack to connect the different floors. The problem is that once you've pressed all the layers together, you can't see the inner ones anymore. You're drilling blind, trusting that everything aligned perfectly. And how perfect does it need to be? He told me that if a layer shifts by just fifty microns during pressing, the entire board becomes scrap. Fifty microns is half the thickness of a human hair. You're building something with sixty floors, compressing it into one millimetre, and if any floor is off by half a hair's width, the board goes in the bin. This kind of precision is why PCB manufacturing isn't just about having the right machines. He used a phrase that stuck with me: tribal knowledge. It's the knowledge that exists only within people who do the work, year after year. It's not in any manual, it's not taught in college, and it can't be bought from a consultant. It lives in the hands of people who've spent years figuring out why the same machine, same chemical, same process produces different results on different days. He said if someone gave him ten thousand crore rupees today and asked him to build a jet engine in six months, the same timeline Boeing uses, it would be impossible. Not because of the money, but because that kind of knowledge doesn't transfer through bank accounts. It transfers through people, slowly, over the years. This is also why China is so far ahead of us in PCBs. In the early 2000s, American companies didn't just move orders to China. They moved engineers who taught Chinese factories how to build things. The tribal knowledge that had accumulated over decades got transferred, person by person. India, focused on IT and services, missed that transfer almost entirely. There's a lot more in our conversation - how India was actually ahead of China in the 1980s, why we became a net importer of copper, what it takes to go from making 150-micron tracks to 25-micron tracks, and what needs to happen for India to build a real PCB industry. If you have made it this far, you will enjoy the full conversation for sure. Check out the newsletter here: thedailybrief.zerodha.com If you prefer a video format, check it out here: https://youtu.be/z4ppHtHR4fg?si=7A0LxPesOCGE1jmk Disclaimer: Some image(s) may have been created using AI, no copyright infringement is intended. 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 India’s Biggest Economic Fault Lines12:36 Liquor companies bet on premium24:01 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.

In today's episode of The Daily Brief, we cover a major story shaping the Indian economy and global markets: 00:04 Intro 00:28 PhonePe IPO: Scale vs Profits 11:09 Fast Delivery, Slow Profits? 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 a major story shaping the Indian economy and global markets:00:04 Intro00:23 The Daily Brief budget breakdownWe 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 2 major stories shaping the Indian economy and global markets:00:04 Intro00:30 India–EU trade pact12:30 E-Waste to critical minerals24:45 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 2 major stories shaping the Indian economy and global markets:00:04 Intro00:31 The risky math behind mining10:54 What this quarter reveals about banks21:05 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 2 major stories shaping the Indian economy and global markets:00:04 Intro00:31 India’s big power sector overhaul11:48 Digital India’s manufacturing problem20:25 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.

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04 Intro00:29 Why copper prices are surging11:19 A nightmare quarter for Indigo20:43 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.

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04 Intro00:29 Machines That Move the Economy12:28 The Limits of Central Bank Power23:07 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.

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 electrification of Indian Railways11:39 Inside Reliance’s latest results19:39 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.

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04 Intro00:31 Taking the Pulse of Indian IT11:54 Why India’s solar manufacturing is stuck23:19 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 recommendations or endorsements.

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04 Intro00:30 Shadowfax’s Unusual Journey11:11 The end of the Mauritius tax route22:36 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 2 major stories shaping the Indian economy and global markets:00:04 Intro00:28 Just (can’t) do it?12:03 India’s drug quality problem23:18 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.

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04 Intro00:27 Will India refine Venezuelan oil?11:50 India’s Urban Funding Gap Explained22:55 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 2 major stories shaping the Indian economy and global markets:00:04 Intro00:28 Inside Amagi’s Curious Media Model11:56 Financing the AI boom21:56 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 2 major stories shaping the Indian economy and global markets:00:04 Intro00:30 Why EMS is a tough business12:52 AI round-up: Jan 202623:23 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.

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04 Intro00:32 Unpacking India’s Banking 202512:29 When inflation falls, Indians play it safe21:24 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 2 major stories shaping the Indian economy and global markets:00:04 Intro00:29 Monkey business12:01 India’s foreign worker visa 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://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 2 major stories shaping the Indian economy and global markets:00:04 Intro00:31 India’s Quick Commerce Edge11:18 How quality rules control global markets22:52 TidbitsWe shy away from advertising things. But this time, we’ll be making an exception for an event that we truly believe in.This Saturday (Jan 10), Zerodha’s Rainmatter Fund and FITTR are hosting the peakst8 festival. Peakst8 is a celebration of those who are willing to show up everyday for their wellbeing and put in any kind of effort, even on hard days. The one-day event will host a variety of activities that you can choose from, like Pilates, cardio, kung-fu, and the intense Hyrox mini challenge. There will also be discussion panels where the speakers include PV Sindhu, Jonty Rhodes, and both our founders Nithin and Nikhil Kamath.We have a special discount for readers and listeners of Markets by Zerodha — please use this unique link to avail the same 🙂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 2 major stories shaping the Indian economy and global markets:00:04 Intro01:16 BCCL’s IPO Puzzle12:44 What AI means to our economy22:44 TidbitsWe shy away from advertising things. But this time, we’ll be making an exception for an event that we truly believe in.This Saturday (Jan 10), Zerodha’s Rainmatter Fund and FITTR are hosting the peakst8 festival. Peakst8 is a celebration of those who are willing to show up everyday for their wellbeing and put in any kind of effort, even on hard days. The one-day event will host a variety of activities that you can choose from, like Pilates, cardio, kung-fu, and the intense Hyrox mini challenge. There will also be discussion panels where the speakers include PV Sindhu, Jonty Rhodes, and both our founders Nithin and Nikhil Kamath.We have a special discount for readers and listeners of Markets by Zerodha — please use this unique link to avail the same 🙂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 2 major stories shaping the Indian economy and global markets:00:04 Intro00:27 The New Gatekeepers of Steel11:32 Inside India’s Changing Risk Appetite22:16 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.

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 anatomy of a QSR marriage10:29 Quiet Shifts in India’s Insurance Business20:25 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.

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 Long Story of Mining12:17 Inside India’s Trade Blitz24:32 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've 10 questions for 2026:00:04 Intro00:36 US–China Slowdown Risk02:55 Can Quick Commerce Become Profitable?05:02 Where Are Interest Rates Headed?07:08 Will Reforms Transform India’s Economy?08:53 Natural vs Lab-Grown Diamonds10:51 Can India Replace the US in Trade?13:10 Microfinance: At the Bottom or Bounce-Back?15:47 If AI Is a Bubble, Who Gets Hurt?18:25 Can Indian IT Survive the AI Shift?20:36 What Comes After Solar for India?23:04 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 recommendations or endorsements.

The Daily Brief is on break till January 1. In the meantime, allow us to introduce the writing team.Today, we’re talking to Pranav Agarwal.Pranav is the only person on the team who truly deserves to be called a writer. He takes crude first drafts and, somehow, turns them into pieces people actually love reading.

The Daily Brief is on break till January 1. In the meanwhile, allow us to introduce the writing team.Today, we’re talking to Kashish Kapoor.Kashish is the only one even slightly qualified to do this job, which is to say, he's finished CFA level 1.

The Daily Brief is on break till January 1. In the meanwhile, allow us to introduce the writing team.Today, we’re talking to Krishna Lohia.Krishna has been working on the Daily Brief since the very first episode, and the only reason we still have jobs is that he wakes up at 6 AM every day.

The Daily Brief is on break till January 1. In the meanwhile, allow us to introduce the writing team.Today, we’re talking to Pranav Manie.Pranav Manie, aka DJ Easy Money Sniper. Manie is Zerodha’s resident DJ, and one of India’s most popular business nerds on the internet.

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04 Intro01:06 Your friendly neighbourhood “Tailor"11:42 Why India’s GDP Needs Updating24:38 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://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 2 major stories shaping the Indian economy and global markets:00:04 Intro00:59 Japanese money finds India12:42 A Big Shift in India’s Nuclear Policy24:34 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.

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04 Intro00:28 India’s new insurance playbook12:18 The Debate Over Central Bank Power23:38 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://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 2 major stories shaping the Indian economy and global markets:00:04 Intro00:30 Is India really using 5G yet?13:22 Coal is headed for retirement24:24 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 2 major stories shaping the Indian economy and global markets:00:04 Intro00:30 India’s Discom Crisis12:47 The new age of trade24:09 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.

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 Auto Parts Boom11:48 Is Shiprocket a platform or a broker?22:02 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.

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04 Intro00:29 Can Tech Wars Create Winners?12:29 The Rise of Digital Finance24:47 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.

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04 Intro00:28 Inside India’s interest rate bets12:21 Why car makers rely on suppliers23:58 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.

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 ghost malls need a revival10:14 Inside the CV sector’s big rebound20:50 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 2 major stories shaping the Indian economy and global markets:00:04 Intro00:30 Hollywood gets rumbled by Silicon Valley13:20 Too much solar, too little storage for India23:07 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.

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04 Intro00:29 How to break the entire internet, twice12:36 Growth without pollution23:12 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.

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04 Intro00:29 Inside India’s stationery business11:46 Inside the quarterly numbers of Oil PSUs22:57 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.

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04 Intro00:31 SEBI skins a notorious finfluencer09:47 Don’t fear the exchange rate21:19 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 recommendations or endorsements.

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 Airport business explained12:29 Inside the credit rating business23:58 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.

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 recommendations or endorsements.

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 or endorsements.

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 recommendations or endorsements.

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 endorsements.

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 endorsements.

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 recommendations or endorsements.

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 or endorsements.

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 recommendations or endorsements.