

The Daily Brief
Zerodha
A daily podcast that dives into the biggest stories happening in the Indian markets and the global business landscape.
Episodes
Mentioned books

Sep 13, 2024 • 18min
Onions are Expensive Again! But Why?
The podcast dives into the soaring onion prices in India, exploring how weather woes and government measures impact food inflation. It also highlights the Adani Group's ambitious global plans, from airport acquisitions to port projects, shaking up shipping competition. Lastly, the discussion shifts to India's revamped electric vehicle policy with the PME drive scheme, focusing on incentives for two-wheeled transport and the future of government support in the EV sector.

Sep 12, 2024 • 24min
Donald Trump vs. The World
In today’s episode, we look at 4 big stories:00:00 Intro00:14 Stories Coming Up!00:49 Trump06:29 A Decade of Change on India's Plate: Progress and Challenges10:44 Antitrust case against Google18:53 It’s India vs. China for Apple’s AttentionWe 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/ If you prefer video: https://www.youtube.com/@marketsbyzerodha

Sep 11, 2024 • 18min
Who will win the 2 wheeler EV race?
In today’s episode, we look at 3 big stories:
- Ather Energy files for an IPO
- India’s diamond industry is in deep distress
- How big is the front-running problem in the Indian stock market?
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/
If you prefer video: https://www.youtube.com/@marketsbyzerodha

Sep 10, 2024 • 16min
India signs a chips agreement with Singapore
In today’s episode, we look at big stories:
00:00 Intro
00:11 Stories Coming Up!
00:28 Modi Ji wants to make India the new Taiwan
05:15 Another mega trading scam
08:55 Tel (oil) lene gaya
13:20 Mera corn kidhar hai?
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/
If you prefer video: https://www.youtube.com/@marketsbyzerodha

Sep 9, 2024 • 13min
Government vs Government on EVs
The debate around India’s electric vehicle future heats up, with conflicting government views on subsidies and infrastructure challenges. There's a growing trend in household savings linked to stock market activity, as people seek better financial avenues. Meanwhile, the steel market faces turmoil, pressured by competitive pricing from China, raising concerns for local producers. There's a push for alternative fuels as India aspires to be a global EV manufacturing leader.

Sep 7, 2024 • 24min
Recap: Oil prices and the world economy, Indians spending less, Auto makers vs dealers and more
This is the tenth weekly brief. We publish a new episode every day to help you understand the biggest stories in the Indian markets. But we understand that you may be busy and don't have the time to listen to the daily episodes. So don't worry; we've got you covered.
In this episode we look at:
00:00 Intro
00:25 Is oil telling something about the global economy?
03:13 Indian consumers are finally starting to spend
07:51 Auto manufacturers vs Auto dealers
12:01 Reliance wants to go green..ish
18:59 Is the IPO gold rush over?
You can also watch this episode on YouTube: https://youtu.be/fVWYqby3BlE?si=X6D0zwkWeGACwgfO
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/

Sep 6, 2024 • 20min
Investing scams have exploded!
Investment scams are on the rise, with a major case in Assam spotlighting the alarming tactics used by fraudsters. The podcast also discusses the shifting dynamics of the IPO market, including a new lottery system aimed at fairness. As Bangladesh faces political turmoil, Indian textile industries are positioning themselves to capitalize on new opportunities. Furthermore, recent RBI regulations are reshaping the P2P lending sector, presenting both challenges and a renewed outlook for the future.

Sep 5, 2024 • 13min
India wants to make homemade guns and bullets!
Discover India's ambitious shift towards homemade firearms and its impact on national defense. Delve into how fluctuating oil prices reflect deeper economic trends, particularly in the global market. Uncover the rise of the men's grooming industry and the excitement it generates among FMCG companies. Explore how cultural changes influence this booming market, marking a significant transformation in consumer behavior.

Sep 4, 2024 • 18min
Why are Indian consumers not spending?
In today’s episode, we look at 4 big stories:
00:00 Intro
00:18 Stories Coming Up!
00:33 Indian consumers are finally starting to spend
05:12 It’s party time for the sugar industry
09:45 It’s sunshine and rose for Indian hospitality sector
13:36 Daikin wants a piece of the red-hot Indian AC market
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/
If you prefer video: https://www.youtube.com/@marketsbyzerodha

Sep 3, 2024 • 16min
Reliance Industries is trying to transform itself
Reliance Industries is making bold moves towards a greener approach amidst its vast operations. The podcast dives into the uneasy battle between auto manufacturers and dealers facing inventory challenges. It also sheds light on the tumultuous situation in Libya, where internal conflicts are disrupting oil production and impacting global markets. The conversation highlights how these factors are interconnected, emphasizing the ever-changing dynamics of the oil industry.


