

Daybreak
The Ken
Business news is complex and overwhelming. It doesn’t have to be. Every day of the week, from Monday to Friday, Daybreak tells one business story that’s significant, simple and powerful.
Hosted from The Ken’s newsroom by Snigdha Sharma and Rachel Varghese, Daybreak relies on years of original reporting and analysis by some of India’s most experienced and talented business journalists.
Hosted from The Ken’s newsroom by Snigdha Sharma and Rachel Varghese, Daybreak relies on years of original reporting and analysis by some of India’s most experienced and talented business journalists.
Episodes
Mentioned books

Mar 29, 2026 • 12min
India is training doctors in AI. Can they build what tech bros can’t?
A government push to train 50,000 Indian clinicians in AI and make them co-builders of health tech. Rapid enrolment and plans to scale AI literacy across healthcare roles. Tensions over data scarcity, legal accountability, and hospital hesitancy. Early prototypes include radiology, TB testing, and small-data models tailored to local clinical variation.

Mar 27, 2026 • 28min
Why Bengaluru’s apartment complexes would rather rely on the “tanker mafia” than subsidised water
Mutasim Khan, an investigative reporter who exposed Bengaluru’s water crisis and the tanker economy, tells the story. He walks through how private tankers grew, why a government app flopped, and why apartments trust paid tankers over subsidised supply. He also uncovers conflicts where officials rented the same tankers they criticised and outlines community pushback and legal fights.

Mar 25, 2026 • 9min
Would you trust AI to be your money-whisperer?
Conversation about fintech apps bundling AI assistants to aggregate accounts and surface hidden positions. Discussion of platforms and registered advisors using AI to generate personalised investment recommendations and portfolios. Talk of agentic AIs that can execute trades via logins or APIs and regulators building disclosure and responsibility rules. Debate on whether AI advice is inevitable given advisor shortages.

Mar 25, 2026 • 20min
A thorium fuel made for India's nuclear reactors is here. India didn't make it
A deep dive into India's long-held bet on thorium and why its grand plan stalled. A new American-designed thorium fuel claims to work in Indian reactors and stirs debate. The story traces historical policy choices, a pivotal 2008 nuclear deal, technical challenges, and geopolitical trade offs tied to fuel supply and independence.

8 snips
Mar 23, 2026 • 11min
How are companies with no spectrum winning India's 5G game?
A look at companies building shared indoor 5G networks without spectrum or licences. How landlords, neutral hosts and big investors are reshaping who controls connectivity inside airports, metros and malls. The legal and regulatory tussles over access and fees are heating up. Real-world fights on metros and in courts reveal a shifting balance of power in India's telecom landscape.

Mar 22, 2026 • 12min
India's Northeast millionaires have BS detectors. Wealth managers are learning that the hard way
A look at how wealth managers are trying — and often failing — to win over Northeastern millionaires. The story covers why referrals and family background matter more than cold outreach. It explores rising demand for AIFs, PMS and bonds after GST shifted cash into banks. The piece highlights cultural caution, the rise of Guwahati as a financial hub, and how trust is built through presence and proper client education.

17 snips
Mar 19, 2026 • 15min
China's raising OpenClaw lobsters. India's testing the waters first
A Bangalore showcase of OpenClaw projects and founder-built demos takes center stage. China’s frenetic, mass adoption and queues for installs get compared with targeted security guidance. India’s cautious, problem-first rollouts and cost-conscious engineering are highlighted. Stories include Razorpay’s Agent Studio, personal cost-saving experiments, and a dental lab automation using OpenClaw.

10 snips
Mar 18, 2026 • 17min
Wake up, Neo. There’s a glitch in the pharma matrix
A deep dive into how common medicines can carry astonishing markups, sometimes over 1,000%. The supply chain from manufacturer to pharmacist is unpacked to show why prices balloon. The story explores incentive stacks, distribution margins, and legal gaps that keep patients paying. It also looks at disruptors like Jan Aushadhi, e-pharmacies, and regulatory fixes that could shrink those spreads.

12 snips
Mar 17, 2026 • 15min
In Kerala, remittance built a world that war can now undo
A migration tale that shows how Gulf remittances rebuilt Kerala’s towns and economy. Short scenes on where that money flowed: housing, schools, debt and local businesses. A look at political anxiety and the immediate human and legal hurdles when conflict hits migrant workers. Historical parallels and a warning about the strain mass returns could place on jobs and livelihoods.

12 snips
Mar 16, 2026 • 14min
The rest of the world is cutting back on alcohol. India just doubled its consumption
India's alcohol market has surged, with consumption nearly doubling and buyers upgrading to multiple, higher‑quality bottles. Home bars and post‑COVID premiumisation are reshaping habits. Global brands are racing in while complex state permits, excise systems and thin retailer margins make distribution a maze. Regional demand pockets and startup scaling challenges add to the market's fast, complicated growth.


