The Daily Brief
A daily podcast that dives into the biggest stories happening in the Indian markets and the global business landscape.
10
What’s behind record PSU Bank profits?
<p>In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:</p><p>00:04 Intro<br />00:29 PSU banks in top gear<br />11:24 Wires & Cables break records<br />22:05 Tidbits</p><p>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/</p><p>Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.</p>
Heads, US wins, tails, India loses?
<p>In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:</p><p>00:04 Intro<br />00:29 A deal under pressure<br />12:05 Fixing India’s bond market<br />23:50 Tidbits</p><p>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/</p><p>Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.</p>
The three forces shaping Indian autos this quarter
<p>In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:</p><p>00:04 Intro<br />00:29 Auto demand up, supply strains<br />09:58 Inside a ₹4 crore stock manipulation<br />19:45 Tidbits</p><p>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/</p><p>Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.</p>
Another robust quarter for India’s midcap IT firms
<p>In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:</p><p>00:04 Intro<br />00:29 Midcap IT’s AI led growth streak<br />11:25 The dollar comes in waves<br />22:17 Tidbits</p><p>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/</p><p>Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.</p>
Is AI cannibalizing smartphones and laptops?
<p>In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:</p><p>00:04 Intro<br />00:29 AI boom, costlier devices<br />12:23 Inside Fractal’s AI business model<br />23:50 Tidbits</p><p>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/</p><p>Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.</p>
There isn’t enough copper in the world
<p>In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:</p><p>00:04 Intro<br />00:52 Copper is the new oil<br />10:50 How India splits tax money<br />21:01 Tidbits</p><p>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/</p><p>Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.</p>
Murali Srinivasa on how PCBs are made and why India lags
As you all know, at The Daily Brief, we have been writing about electronic components like semiconductors, PCBs, and a lot more for some time now. When we wrote about the manufacturing of printed circuit boards (PCBs), Murali Srinivasa from Lion Circuits replied. We thought it would be nice to learn from him about how PCBs work. See, everyone talks about chips, but every chip needs something to sit on, something to connect it to other components, something to carry electrical signals from one place to another. That something is a printed circuit board. Everything from your phone to your...
India’s biggest challenges, according to the Economic Survey
<p>In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:</p><p>00:04 Intro<br />00:29 India’s Biggest Economic Fault Lines<br />12:36 Liquor companies bet on premium<br />24:01 Tidbits</p><p>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/</p><p>Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.</p>
Can PhonePe build a profitable payments business?
In today's episode of The Daily Brief, we cover a major story shaping the Indian economy and global markets: 00:04 Intro 00:28 PhonePe IPO: Scale vs Profits 11:09 Fast Delivery, Slow Profits? 20:10 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.
Everything you need to know about the budget
<p>In today's episode of The Daily Brief, we cover a major story shaping the Indian economy and global markets:</p><p>00:04 Intro<br />00:23 The Daily Brief budget breakdown</p><p>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/</p><p>Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.</p>
