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The Daily Brief

The Daily Brief

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

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10

The unlikely choke-point for green steel

The unlikely choke-point for green steel

<p>In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:</p><p>00:04   Intro<br />00:27   The New Gatekeepers of Steel<br />11:32   Inside India’s Changing Risk Appetite<br />22:16   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>

23 min

Ellipse

2026 January 6

Can two struggling businesses make a strong one together?

Can two struggling businesses make a strong one together?

<p>In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:</p><p>00:04 Intro</p><p>00:30 The anatomy of a QSR marriage</p><p>10:29 Quiet Shifts in India’s Insurance Business</p><p>20:25 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>

21 min

Ellipse

2026 January 6

The rumblings and fires that shaped India's mineral deposits

The rumblings and fires that shaped India's mineral deposits

<p>In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:</p><p>00:04   Intro<br />00:30   The Long Story of Mining<br />12:17   Inside India’s Trade Blitz<br />24:32   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>

25 min

Ellipse

2026 January 6

Ten Questions for 2026

Ten Questions for 2026

<p>In today's episode of The Daily Brief, we've 10 questions for 2026:</p><p>00:04 Intro<br />00:36 US–China Slowdown Risk<br />02:55 Can Quick Commerce Become Profitable?<br />05:02 Where Are Interest Rates Headed?<br />07:08 Will Reforms Transform India’s Economy?<br />08:53 Natural vs Lab-Grown Diamonds<br />10:51 Can India Replace the US in Trade?<br />13:10 Microfinance: At the Bottom or Bounce-Back?<br />15:47 If AI Is a Bubble, Who Gets Hurt?<br />18:25 Can Indian IT Survive the AI Shift?<br />20:36 What Comes After Solar for India?<br />23:04 Tidbits</p><p>We also send out a crisp and short daily newsletter for The Daily Brief. Put...

24 min

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2026 January 6

Meet The Writers ft. Pranav Agarwal

Meet The Writers ft. Pranav Agarwal

<p>The Daily Brief is on break till January 1. In the meantime, allow us to introduce the writing team.</p><p>Today, we’re talking to Pranav Agarwal.</p><p>Pranav is the only person on the team who truly deserves to be called a writer. He takes crude first drafts and, somehow, turns them into pieces people actually love reading.</p>

16 min

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2026 January 6

Meet The Writers ft. Kashish Kapoor

Meet The Writers ft. Kashish Kapoor

<p>The Daily Brief is on break till January 1. In the meanwhile, allow us to introduce the writing team.</p><p>Today, we’re talking to Kashish Kapoor.</p><p>Kashish is the only one even slightly qualified to do this job, which is to say, he's finished CFA level 1.</p>

15 min

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2026 January 6

Meet The Writers ft. Krishna Lohia

Meet The Writers ft. Krishna Lohia

<p>The Daily Brief is on break till January 1. In the meanwhile, allow us to introduce the writing team.</p><p>Today, we’re talking to Krishna Lohia.</p><p>Krishna has been working on the Daily Brief since the very first episode, and the only reason we still have jobs is that he wakes up at 6 AM every day.</p>

15 min

Ellipse

2026 January 6

Meet The Writers ft. Pranav Manie

Meet The Writers ft. Pranav Manie

<p>The Daily Brief is on break till January 1. In the meanwhile, allow us to introduce the writing team.</p><p>Today, we’re talking to Pranav Manie.</p><p>Pranav Manie, aka DJ Easy Money Sniper. Manie is Zerodha’s resident DJ, and one of India’s most popular business nerds on the internet.</p>

19 min

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2026 January 6

The stitch that doesn't hold

The stitch that doesn't hold

<p>In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:</p><p>00:04    Intro<br />01:06    Your friendly neighbourhood “Tailor"<br />11:42    Why India’s GDP Needs Updating<br />24:38    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>

26 min

Ellipse

2026 January 6

Indian banks court some suitors from Japan

Indian banks court some suitors from Japan

<p>In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:</p><p>00:04    Intro<br />00:59    Japanese money finds India<br />12:42    A Big Shift in India’s Nuclear Policy<br />24:34    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>

25 min

Ellipse

2026 January 6

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