The Daily Brief

Zerodha
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A daily podcast that dives into the biggest stories happening in the Indian markets and the global business landscape.

  1. 7 HR AGO

    Understanding Shipbuilding Industry from scratch ft. Ishmohit Arora

    We've spoken about shipbuilding a couple of times on The Daily Brief and we now got a chance to sit down with Ishmohit from SOIC, who's spent a lot of time thinking about this sector; it felt like the right moment to do a proper deep dive. You see, shipbuilding sounds industrial and boring until you look at the numbers. Nearly 95% of India's trade by volume moves through the sea, and most of it moves on ships we don't own. In FY20, India paid about $85 billion in sea freight, roughly $75 billion of which went to foreign shipping companies. That's not a one-time cost—that's a recurring forex outflow. Meanwhile, China, South Korea, and Japan produce about 95% of global shipbuilding output, with China alone crossing 50% of world capacity for the first time in 2024. When a country can build and deploy ships at that scale, shipbuilding stops being a sector and starts being strategic leverage. So in this episode, we broke the whole thing down. What a shipyard actually does and why it's not one business but several — factory, fleet-owner, niche builder, maritime services. Why commercial and defence shipbuilding run on completely different contract logics. What indigenization actually looks like when you move past the slogans — the shift from importing and operating to becoming a system integrator, and which parts of that staircase are doable and which are deep-tech hard. How to read shipbuilding financials without getting hypnotized by peak margins on long-cycle contracts. And the idea of proxy plays — buying suppliers instead of yards — and why that only works if shipbuilding is actually a meaningful chunk of their revenue. The big takeaway is that shipbuilding is a bet on whether India can build a real maritime industrial base — yards, suppliers, skills, financing — so we're not permanently outsourcing the pipes of our own trade. The world isn't getting calmer, and in that world, this capability is less about pride and more about resilience. If you have made it this far, you will enjoy the full conversation for sure. And if you prefer video, check it out here: https://youtu.be/tmt5UAWb0bo?si=880lSL7a7PU1L0MI

    49 min

  2. 20 HR AGO

    The age of electricity

    In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04   Intro 00:26   The age of electricity 12:02   How are roads built in india? 22:14   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.

    24 min

  3. 3 DAYS AGO

    Between industrial policy and trade imbalances

    In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04   Intro 00:28   The hidden costs of industrial policy 11:57   Can RBI fix India’s bond market? 23:21   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.

    25 min

  4. 4 DAYS AGO

    What’s behind record PSU Bank profits?

    In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04   Intro 00:29   PSU banks in top gear 11:24   Wires & Cables break records 22:05   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.

    23 min

  5. 5 DAYS AGO

    Heads, US wins, tails, India loses?

    In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04   Intro 00:29   A deal under pressure 12:05   Fixing India’s bond market 23:50   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.

    25 min

  6. 6 DAYS AGO

    The three forces shaping Indian autos this quarter

    In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04   Intro 00:29   Auto demand up, supply strains 09:58   Inside a ₹4 crore stock manipulation 19:45   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.

    21 min

  7. 9 FEB

    Another robust quarter for India’s midcap IT firms

    In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04   Intro 00:29   Midcap IT’s AI led growth streak 11:25   The dollar comes in waves 22:17   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.

    24 min

  8. 6 FEB

    Is AI cannibalizing smartphones and laptops?

    In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04   Intro 00:29   AI boom, costlier devices 12:23   Inside Fractal’s AI business model 23:50   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.

    25 min
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About

A daily podcast that dives into the biggest stories happening in the Indian markets and the global business landscape.

Information

  • Creator
    Zerodha
  • Years Active
    2024 - 2026
  • Episodes
    426
  • Rating
    Clean
  • Show Website
    The Daily Brief

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