The Daily Brief

Zerodha
  • 4.7 (7)
  • Investing
  • Daily

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

  1. 1d ago

    India’s food inflation story gets worrisome

    In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets:1. India’s Food Inflation Gets Worrisome  We’ll cover:  Why food inflation jumped despite relatively stable headline inflation, and how rising prices of vegetables, pulses, cooking oil and other staples are affecting households.How the weak monsoon, lower reservoir levels and El Niño are threatening agricultural output and food supplies.How rising global energy and fertiliser prices are adding to the pressure, and what to watch in the coming months to understand India's food inflation outlook.2. Healthy Sales, But Ailing Profits for Pharma Companies We’ll cover: Why Sun Pharma, Torrent Pharma and Zydus Lifesciences are seeing strong sales but facing pressure on profitability.How the JB Pharma acquisition, Organon deal and upcoming saroglitazar launch are shaping their growth strategies.How competition in generic drugs, semaglutide pricing and changing US and Indian drug-pricing regulations could affect future profits. Audio Timestamps 00:04   Intro00:57   Can India tame food inflation?16:11   The profit puzzle in Indian pharma29:49   TidbitsWe 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://thedailybrief.zerodha.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

  2. 2d ago

    The world sees a boom in Chinese yuan bonds

    In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets:1. The World Sees a Boom in Chinese Yuan Bonds  We’ll cover:  Why dim-sum and panda bonds are becoming increasingly popular among global borrowers.How the growing interest rate gap between the US and China has made yuan borrowing cheaper.Who is borrowing and lending through these bonds, and whether the yuan can realistically challenge the US dollar.2. Are Airfares Too High? We’ll cover: What India's new aviation rules change about airfare regulation and government intervention.How rising fuel costs, fewer flights and limited airline competition contribute to expensive tickets.Why increasing competition and addressing structural costs could be better solutions than controlling fares. Audio Timestamps 00:04   Intro00:42   The world turns to Yuan bonds12:12   Why are airfares so high?23:25   TidbitsWe 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://thedailybrief.zerodha.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

  3. 3d ago

    Taking stock of stock exchanges

    In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets:1. Taking Stock of NSE and BSE  We’ll cover:  How SEBI's Closing Auction Session, lower volatility and higher STT affected derivatives trading and exchange revenues.Why NSE remains dominant while BSE is gaining ground in options and cash market trading.How both exchanges are building new revenue streams through market data, co-location, mutual fund platforms and commodity trading.2. Carlsberg India's IPO: A Strong Beer Business We’ll cover: How Tuborg Strong drives Carlsberg India's business and its position in India's beer market.The company's revenue, profitability, margins and financial performance compared with United Breweries.Why Carlsberg is going public, where the IPO proceeds will go, and the key business risks investors should watch. Audio Timestamps 00:04   Intro00:29   NSE and BSE: A tale of two exchanges14:47   Decoding Carlsberg India's IPO25:57   TidbitsWe 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://thedailybrief.zerodha.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

  4. 5d ago

    The fractures in the streaming business

    In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets:1. The Fractures in the Streaming Business  We’ll cover:  Why Netflix is seeing a decline in viewing time despite growing revenue.How Amazon, Disney and YouTube have advantages in monetising viewers' attention.Why advertising, live sports and changing viewing habits could reshape the future of streaming.2. Indian Tyre Makers Hit a Cost Puncture We’ll cover: How rising rubber and crude oil prices have affected tyre makers' margins and profitability.Why strong vehicle sales have kept tyre demand growing despite higher prices.How the BKT-Pirelli partnership could reshape competition in India's premium tyre market. Audio Timestamps 00:04   Intro00:51   Can Netflix keep us watching?13:26   The cost pressure on tyre makers25:28   TidbitsWe 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://thedailybrief.zerodha.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

  5. Nov 6

    Reliance is reminded that it’s still an oil business

    In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets:1. Reliance’s Record Quarter: Still an Oil Business?  We’ll cover:  How the West Asia conflict boosted Reliance’s refining and chemicals profits.Why some of Reliance’s biggest growth bets, including retail and new energy, are still struggling to deliver.Whether Reliance can sustain its investments if oil refining margins return to normal.2. Indian Midcap IT: The Cost of Getting Bigger We’ll cover: How Persistent Systems is using AI to manage legacy software and expand its client relationships.How Coforge is scaling through acquisitions and building new AI-led service models.Why KPIT is diversifying beyond passenger cars, and how midcap IT companies are dealing with the changing economics of AI. Audio Timestamps 00:04   Intro00:30   The oil behind Reliance’s record quarter12:36   The growing pains of midcap IT24:34   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://thedailybrief.zerodha.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

  6. Nov 5

    Did 50 crore Indians really escape poverty?

    In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets:1. Did 50 Crore Indians Really Escape Poverty?  We’ll cover:  How the World Bank measures poverty in India.Why economists disagree on the latest poverty estimates.What wages, jobs and inequality reveal about India’s progress.2. Why Higher Fares Weren’t Enough for IndiGo We’ll cover: Why rising fares couldn't offset IndiGo's higher costs.How the airline is changing its fleet and expansion plans.Can premium services and festive travel improve profitability? Audio Timestamps 00:04   Intro00:30   Has India really ended poverty?15:57   IndiGo’s costly quarter26:12   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://thedailybrief.zerodha.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

  7. Nov 4

    The not-so-fine legal print of Indian real estate

    In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets:1. India’s Real Estate Insolvency Laws  We’ll cover:  How project-wise insolvency can protect homebuyers and unfinished housing projects.Why the Umang Realtech case changed how real estate insolvency is handled.The risks for banks and homebuyers as India reforms its bankruptcy laws.2. Indian Cement Q2 Results: Growth vs Profitability We’ll cover: How UltraTech Cement and Ambuja Cements performed in Q2.Why rising fuel costs and weak pricing power are squeezing cement margins.Whether expanding capacity could lead to oversupply and tougher competition. Audio Timestamps 00:04   Intro00:30   Rethinking real estate bankruptcy13:28   UltraTech vs Ambuja: Q2 results21:58   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://thedailybrief.zerodha.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

  8. Nov 3

    Claude, go public, make no mistakes!

    In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets:1. Anthropic’s IPO: Can Claude’s AI Business Make Money?  We’ll cover:  Anthropic’s revenue growth, enterprise customers and Claude AI’s business model.Its massive computing costs, financial losses and long-term infrastructure commitments.How its unusual corporate governance structure and growing AI competition could affect public investors.2. How State Policies Drove India’s Liquor Q2 Results We’ll cover: How Karnataka’s new liquor tax structure boosted beer and premium spirits sales.Why Tamil Nadu’s liquor distribution reforms could create growth opportunities for national brands.How the India–UK trade deal on Scotch whisky imports could affect liquor companies and consumers. Audio Timestamps 00:04   Intro00:30   Inside Anthropic’s IPO15:10   The politics behind liquor sales22:39   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://thedailybrief.zerodha.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

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Ratings & Reviews

4.7
out of 5
7 Ratings

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
    600
  • Rating
    Clean
  • Show Website
    The Daily Brief

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