The Daily Brief

In today’s episode, we look at 5 big stories. - SEBI proposes a new asset class for people who want to take risk - Another mega crypto hack - The global economy is a little good, a little bad - Will the bull market continue? - Results roundup 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 1 interesting tidbit about Indian fund managers and 5 big stories. Are Indian Mutual Fund Managers Value Investors? Zomato Wants More Money! Are Gig Workers- Employees or on Contract? Apple's Sales Growth in India India's Credit Growth Is India's Economy Fit? 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: 1) Why are potatoes getting expensive? 2) Ambani wedding, Jio divorce 3) SME IPO frenzy 4) Is the economic treadmill too fast for China? 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 3 big stories: 1) Inflation in India and the US is a tale of two cities 2) Is there a microfinance bubble brewing? 3) TCS’s results and what it means for the Indian IT sector. 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/

Topics discussed in this podcast include madness in thematic and sectoral mutual funds, RBI's new guidelines on interest payments, Uttar Pradesh making hybrid cars more attractive, China's ban on short-selling, and the real estate boom after a decade of underperformance.

In today’s episode, we look at 5 big stories: 1) Jerome Powell gave some slightly good news 2) Uttar Pradesh makes hybrid cars more attractive 3) Indians welcome desi daaru 4) Chocolates become a luxury 5) China stupidly bans short-selling 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: 1) The craziness in thematic and sectoral mutual funds 2) RBI’s guidelines on interest payments will hurt banks and NBFCs. 3) The confusion over the classification of gaming companies 4) Currency volumes migrate to the Singapore Stock Exchange 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/

Exploration of Reliance's potential entry into the sports and athleisure market in India, financial controversies surrounding Yes Bank, and the hurdles faced by India's largest stock exchange in pursuing an IPO.

Explore why Indian companies are not investing, the resurgence of residential and commercial real estate, Shein's comeback with a partnership with Reliance, and the 90% decrease in exchange-traded currency derivative volumes after RBI guidelines

Discussing the Indian stock market bull run and its implications on investors. Exploring the removal of angel tax and its impact on startups. Highlighting the growth of SME IPOs and Bajaj's CNG plans amidst the rise of EVs. SEBI chief addressing market mischief. TCS facing challenges in filling job vacancies due to low salaries and skills mismatch in the IT sector.