The Daily Brief

Discover the fierce competition between Adani and Birla as they vie for dominance in the cement industry. Dig into SBI Cards' surprising earnings slowdown while exploring the booming Indian aviation market. Learn how Indigo is outperforming in key performance metrics. Plus, find out why the government's stance on gold bonds is raising eyebrows amidst changing economic trends. This conversation touches on pivotal issues shaping India's financial landscape.

The RBI's latest liquidity regulations could reshape the banking landscape, raising questions about profitability. Meanwhile, private equity faces challenges ahead of retrospective taxation concerns. On a brighter note, Paytm's foreign investment approvals may lead to a revival. In global news, the US sees surprising GDP growth while embracing mainstream cryptocurrencies, as evidenced by the approval of Bitcoin and Ethereum ETFs. Discover how differing regulatory approaches between India and the US might impact the future of crypto.

This is the fourth 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. Every week, we'll publish a new episode simplifying the biggest stories of the week so that you can still look smart in front of your friends. In this week's episode, we look at these stories: 1) Reliance is feeling the blues 2) Bajaj Finance is in a mixed state 3) This quarter, Axis got axed 4) Did the budget disappoint you? 5) Gold fell by more than 5% 6) India China, bhai bhai…again! 7) China has become a hoarder! 8) India is building Aadhaar for agriculture? We have launched two new shows: "Please Help Me Understand" and "The Big Picture." On "Please Help Me Understand," we'll ask experts all the dumb questions that you are embarrassed about asking. The goal is to help you understand things that seem complicated. On "The Big Picture," we will talk to some of the smartest people in the markets about big trends that are shaping the financial markets. If you want to be an expert on finance, just listen to our shows. 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/

In today’s episode, we look at 7 big stories: - This quarter, Axis got axed - L&T’s CFO is concerned about skilled laborers - India China, bhai bhai…again! - China has become a hoarder! - Can MapMyIndia Map India? - India is building an Aadhaar for agriculture? - Rain rain, please don’t go away! 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/ Checkout today's edition: https://open.substack.com/pub/thedailybriefing/p/india-china-bhai-bhaiagain

In today’s episode, we look at 3 big stories: - A closer look at the budget - Gold fell by more than 5% - Bajaj Finance is in a mixed state 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/

FM read a 62-page document in 80 minutes as the budget speech. But does all that complicated stuff really matter to you? Probably, not. There were some good news and some bad ones about taxation that impacted you and me. And we tried to simplify that for you. Listen in to this conversation with Vishvajit Sonagara, founder and CEO of Quicko, and Dinesh Pai, Head and Chief Strategist at Rainmatter as we try to decode the important stuff for you.

In today’s episode, we look at 3 big stories: - Did the budget disappoint you? - Microfinance—a problem in the making? - Byjus is out of juice 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/

In today’s episode, we look at 4 big stories: - Reliance is feeling the blues - Slow and steady for HDFC - Will the budget fill your pocket or break your heart? - Will Amazon hit on Swiggy? 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/

The podcast discusses a massive tech breakdown affecting companies, government's new PSU plan, RBI's latest Indian economy report, Netflix's performance in India, Infosys's earnings insights, and Paytm's quarterly result amid regulatory crackdown.

Exploring Indian fund managers' value investing, SEBI's risky asset class proposal, global economy insights, Zomato's funding needs, gig workers' employment status, SME IPO frenzy, and RBI's intervention in credit growth.