The Daily Brief
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Zerodha
A daily podcast that simplifies the biggest stories that are moving the Indian markets.
India’s Real Estate Boom: What’s Driving the Comeback?
In today’s episode, we look at 3 big stories:00:04 Stories Coming Up!00:25 Intro00:56 India’s Real Estate Boom: What’s Driving the Comeback?07:26 SEBI kicks out Embassy REIT CEO11:35 SEBI pushes mutual funds to invest NFO money faster17:17 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://thedailybriefing.substack.com/You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
18:4906/11/2024
100+ tonnes of Indian gold finally comes home
In today’s episode, we look at 3 big stories:00:00 Stories Coming Up!00:31 Intro00:50 Announcement01:07 Ghar wapsi for gold05:07 Temporary bullishness for oil11:44 Indian corporate earnings are seriously disappointing19:32 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://thedailybriefing.substack.com/You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
20:4005/11/2024
Premiumisation - The next big thing for companies?
In today’s episode, we look at 2 big stories:00:04 Stories Coming Up!00:27 Intro01:02 Are Indian consumers ditching affordable products for premium?07:09 Big Tech’s trillion-dollar AI race15:42 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/You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
16:5504/11/2024
Rural vs. Urban: Why are villages driving growth?
In today’s episode, we look at 3 big stories:00:04 Stories Coming Up!00:22 Intro00:55 Why is the demand slowing down in urban?07:10 Maruti’s budget car sales are falling—Is trouble brewing?13:21 6 big warnings from RBI Governor20:12 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://thedailybriefing.substack.com/You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
22:0931/10/2024
Massive crisis in the microfinance sector
In today’s episode, we look at 3 big stories:- Stories Coming Up!- Intro- How bad is the crisis in microfinance?- Why Is Burger King India Struggling?- Why Are Tata Technologies' Profits Declining?- 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://thedailybriefing.substack.com/You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
19:3630/10/2024
From Takeoff to Tailspin: Inside IndiGo's ₹990 Crore Collapse
In today’s episode, we look at 3 big stories:00:00 - Stories Coming Up! 00:28 - Intro01:02 - Why Did IndiGo post a ₹990 Crore Loss Despite Strong Revenue Growth?10:18 - What is happening in the alcohol industry?15:19 - Why did Oil Prices Drop After Israel Struck Iran?19:13 - 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://thedailybriefing.substack.com/You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
20:4229/10/2024
Can India Beat China in Electronics Manufacturing?
In today’s episode, we look at 3 big stories:00:00 - Stories Coming Up! 00:26 - Intro 01:08 - Can India's Electronics Journey Go From Importer to Exporter?10:20 - Can India Break China's Critical Minerals Monopoly? 16:58 - Inside ITC's Latest Quarter 25:38 - 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://thedailybriefing.substack.com/You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
27:0128/10/2024
₹82,000 Crore Gone! Why Foreign Investors Are Ditching Indian Markets
In today’s episode, we look at 3 big stories: - Foreign investors have been on a selling spree- Is rural India powering India's economic growth? - Can TVS lead India's electric two-wheeler race? - 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://thedailybriefing.substack.com/You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
20:0425/10/2024
Zomato's Game-Changer: Is Blinkit Taking Over?
In today’s episode, we look at 3 big stories: - Zomato's Big Shift: Blinkit and Beyond - Something’s Brewing in the Silver Market- The Global Economy in 2024 – Outlook & Risks- 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://thedailybriefing.substack.com/You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
23:1224/10/2024
Blocked but Not Broken: Paytm’s Fight to Stay on Top!
In today’s episode, we look at 3 big stories:- Paytm’s Rollercoaster Quarter- Can Rural India Rely on Farming as Expenses Keep Rising?- The markets, according to Stanley Druckenmiller- 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://thedailybriefing.substack.com/You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
17:4323/10/2024
The Surprising Reason HDFC Bank Slowed Down
In today’s episode, we look at 3 big stories:- HDFC Bank Growth is Slowing but Investors are not Disappointed - Quick Commerce vs The Government- Corporate Bonds made Easier- 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://thedailybriefing.substack.com/You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
18:4722/10/2024
From $22 Billion to Nothing: The Catastrophic Fall of Byju’s
In today’s episode, we look at 3 big stories:- Byjus without juice - Another one bites the dust ft. Navi- Rising Rubber Prices May Erase Gains for Investors - 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://thedailybriefing.substack.com/You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
22:3021/10/2024
Weekly Brief: Russia’s Gambit, Oil’s Fate, and a Global Shift Unfolds
In this episode, we discuss:00:00 Intro01:42 Stories Coming Up!02:38 Russia's Invasion: A Catalyst for Change in Global Geopolitics and Energy55:43 Food Inflation01:07:25 Global Oil Dilemma from Gulf to PumpWe 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.
01:23:4519/10/2024
How Europe’s Carbon Tax Could Hurt Indian Exports
In today’s episode, we look at 3 big stories:- India- EU- CBAM- Will Bajaj overtake OLA?- Big Trends in Energy- 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://thedailybriefing.substack.com/You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
17:5818/10/2024
Space Meets Telecom: Starlink vs Jio in India
In today’s episode, we look at 3 big stories:
- Elon Musk vs Mukesh Ambani. Who’ll win India’s internet wars?
- Oil Prices Amid Middle East Tensions
- Why are vegetable prices rising?
- 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/
You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/
Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
21:5117/10/2024
Jio, Retail and Renewables: How Reliance is Shaping India’s Future
In today’s episode, we look at 2 big stories:- Is Reliance doing well?- Nobel Prize- 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://thedailybriefing.substack.com/Disclaimer: Some image(s) may have been created using AI, no copyright infringement is intended.Note: This content is for informational purposes only. None of the stocks, brands or products mentioned are recommendations or endorsements.
17:0916/10/2024
AI: The Future We Can’t Escape
In today’s episode, we look at 3 big stories:- RBI Governor on Inflation, Debt, Tech & The Future of Central Banks- AI: Hype, Hope, and Reality - Global trade - 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://thedailybriefing.substack.com/Disclaimer: Some image(s) may have been created using AI, no copyright infringement is intended.Note: This content is for informational purposes only. None of the stocks, brands or products mentioned are recommendations or endorsements.
18:5315/10/2024
The Rupee Hits Record Low: Crisis or Opportunity?
In today’s episode, we look at 3 big stories:- Rupee is falling, but why?- The Indian govt wants to help shipping companies- TCS resultsYou can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/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/Disclaimer: Some image(s) may have been created using AI, no copyright infringement is intended.Note: This content is for informational purposes only. None of the stocks, brands or products mentioned are recommendations or endorsements.
17:3614/10/2024
India’s hidden oil treasure: The race against renewables
In today’s episode, we look at 3 big stories: 1. India's cautious FDI balancing act2. Energy transition 3. India’s growth story4. Tidbits 5. Ratan Tata: A tribute from team Daily BriefWe 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/You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.com/Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
19:1511/10/2024
Against the tide: RBI holds rates as the world cuts
In today’s episode, we look at 3 big stories:- RBI Keeps Repo Rates Unchanged- First quick commerce now quick food- FTSE Russell is Pro Indian Bonds- 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://thedailybriefing.substack.com/Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
14:2710/10/2024
Tata’s take on the future of jewellery
In today’s episode, we look at 3 big stories:1. Zudio-fication of jewellery2. All that shines... IS gold!3. India’s forex win4. 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. Subscribe here.Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
13:4009/10/2024
Why Adani is doubling down on cement
In today’s episode, we look at 2 big stories:- Adani is bullish on cement- No one is buying cars anymore?- 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://thedailybriefing.substack.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
10:4108/10/2024
India-US vs China: The race for critical minerals
In today’s episode, we look at 2 big stories:- India-America bhai bhai- Indians are no more playing it safe- 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://thedailybriefing.substack.com/ Note: This content is for informational purposes only. None of the stocks, brands or products mentioned are recommendations or endorsements.
10:3707/10/2024
Is the international order dead or dying?
Welcome to "The world, simplified", a weekly show that will break down some of the biggest developments in finance and economics that are shaping our world.We started this show because many of you asked us to cover global topics, considering The Daily Brief focuses on India. This is what we will do in these weekly episodes.In this episode, we talk about—whether it’s dying and if the world is breaking apart. We will also explore what’s happening with the green transition and the challenges that poorer countries are facing.So, please listen and do let us know your feedback @zerodhamarkets on Twitter (we still like to call it Twitter😉)
22:3005/10/2024
Here's what SEBI is doing to restrict F&O trading
In today’s episode, we look at 2 big stories:
- SEBI changes F&O rules
- RBI is concerned about gold loans
- 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.
15:1304/10/2024
Outcome of SEBI's board meeting
In today’s episode, we look at 3 big stories:
- Results of SEBI's board meeting
- Open AI is revolutionary but loss making
- Is India really working hard?
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.
16:4403/10/2024
Are we headed for the greatest oil shock ever?
19:1401/10/2024
Swiggy’s IPO: Can it take down Zomato?
In today’s episode, we look at 3 big stories:1. Will Swiggy hit a sixer like Zomato?2. Are India’s semiconductor dreams becoming a reality?3. Will our groceries become expensive?4. 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://thedailybriefing.substack.com/ If you prefer video: https://www.youtube.com/@marketsbyzerodhaThis content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
13:4430/09/2024
The Weight Loss Drug Revolution: Transforming Bodies and Reshaping Economies | The Global Brief
In this episode, we will explore the revolutionary impact of a new "miracle drug" transforming weight loss and reshaping the healthcare landscape. Delve into the complexities of China's economy, navigating recession-like challenges while thriving in green technology, electric vehicles, and artificial intelligence. Join us as we unpack the intricacies of these global phenomena!
- Miracle Drug
- China
- AI
Take the survey: https://forms.gle/rj7doecMwSxohPb86
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.
31:1828/09/2024
Hyundai wants to ride the bull run
In today’s episode, we look at 3 big stories:
- Hyundai wants to ride the bull run
- The Great Indian Promoter Sell-off
- The steel industry is stuck between a rock and a hard place
- Tidbits
You can also watch this episode in Hindi on @marketsbyzerodhahindi : https://youtu.be/qkb6AWmhWPE
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.
18:3527/09/2024
The death of bank deposits? A new era of investing
In today’s episode, we look at 4 big stories:1. Investment bankers and SME IPOs2. Slowdown in personal loans3. What’s happening with the home textiles industry? 4. Money is imaginary 5. 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://thedailybriefing.substack.com/ If you prefer video: https://www.youtube.com/@marketsbyzerodhaThis content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
21:2926/09/2024
Rise of AI and endgame for Intel?
In today’s episode, we look at 3 big stories:1. There’s some intel on Intel2. Watts Up, India?3. Is India really the next China?4. 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://thedailybriefing.substack.com/ If you prefer video: https://www.youtube.com/@marketsbyzerodhaThis content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
18:3425/09/2024
What SEBI’s new CDS rule means for investors
In today’s episode, we look at 3 big stories:1. Mutual funds want to become Michael Burry2. The fall of Europe’s industrial giant3. India is doing well, but what about the states?4. 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://thedailybriefing.substack.com/ If you prefer video: https://www.youtube.com/@marketsbyzerodhaThis content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
19:0724/09/2024
Why Axis Capital got barred by SEBI
In today’s episode, we look at 3 big stories:- Axis Capital got axed- China is getting older- Are we exporting enough?- 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://thedailybriefing.substack.com/ If you prefer video: https://www.youtube.com/@marketsbyzerodhaThis content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
17:3223/09/2024
Recap: India’s Economy, US Rate Cut, Trade Deficit and Quick Commerce Clash
This is the twelfth weekly brief. We publish a new episode every day to help you understand the biggest stories in the Indian markets. But we understand that you may be busy and don't have the time to listen to the daily episodes. So don't worry; we've got you covered.
- Intro
- How’s the Indian economy doing?
- Fed Rate Cut
- Quick commerce vs Govt?
- India’s trade deficit
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.
23:0921/09/2024
Major US Rate Cut: What will India do?
In today’s episode, we look at 2 big stories:
00:04 Stories Coming Up!
00:22 Intro
00:35 First time in 4 years
03:45 India’s trade deficit
08:51 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/
This content is for informational purposes only. None of the stocks, brands or products mentioned are recommendations or endorsements.
If you prefer video: https://www.youtube.com/@marketsbyzerodha
10:0720/09/2024
How the Fed Rate Cut Will Shake Up India's Economy?
In today’s episode, we look at 2 big stories:
- How does the Fed rate cut affect India
- Quick Commerce vs Govt
- 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/
This content is for informational purposes only. None of the stocks, brands or products mentioned are recommendations or endorsements.
If you prefer video: https://www.youtube.com/@marketsbyzerodha
11:5119/09/2024
SEBI targets unregistered advisors with new asset class
In today’s episode, we look at 3 big stories:1. SEBI wants to kill scammy advisors and PMS managers want in2. How’s the Indian economy doing?3. Why India's rice market is making headlines and what it means for youWe 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/If you prefer video, you can watch this episode in English and Hindi.Watch in English: https://www.youtube.com/@marketsbyzerodhaWatch in Hindi: https://www.youtube.com/@marketsbyzerodhahindiThis content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
17:2318/09/2024
Ford’s Comeback - Can it Win in India Again?
In today’s episode, we look at 3 big stories:- Ford wants to come back in the game, again!- The tale of three Chinas- Double whammy for Indonesia and MalaysiaWe 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.If you prefer video, you can watch this episode in English here and in Hindi here.This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
15:0617/09/2024
India’s Youth vs The Skill Gap: A National Crisis?
In today’s episode, we look at 3 big stories:
00:00 Intro
00:13 Stories Coming Up!
00:29 India’s skill gap
05:29 China vs World
10:27 What the scrap
14:20 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/
This content is for informational purposes only. None of the stocks, brands or products mentioned are recommendations or endorsements.
If you prefer video: https://www.youtube.com/@marketsbyzerodha
15:5316/09/2024
Recap: Rising scams, India's changing food habits, Adani's port ambitions and more
This is the eleventh weekly brief. We publish a new episode every day to help you understand the biggest stories in the Indian markets. But we understand that you may be busy and don't have the time to listen to the daily episodes. So don't worry; we've got you covered.00:00 Intro00:22 Another mega trading scam04:01 Tel (oil) lene gaya08:24 How big is the front running problem in the Indian stock market?14:25 A Decade of Change on India's Plate: Progress and Challenges18:39 Adani's big port ambitionsWe 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/If you prefer video: https://www.youtube.com/@marketsbyzerodhaThis content is for informational purposes only. None of the stocks, brands or products mentioned are recommendations or endorsements.
27:1114/09/2024
Onions are Expensive Again! But Why?
In today’s episode, we look at 3 big stories:
00:00 Intro
00:14 Stories Coming Up!
00:29 Why do onion prices make us cry every time?
04:25 Adani’s plan hit a speed bump
12:48 FAME III replaced by PM-E drive
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/
If you prefer video: https://www.youtube.com/@marketsbyzerodha
This content is for informational purposes only. None of the stocks, brands or products mentioned are recommendations or endorsements.
18:0113/09/2024
Donald Trump vs. The World
In today’s episode, we look at 4 big stories:00:00 Intro00:14 Stories Coming Up!00:49 Trump06:29 A Decade of Change on India's Plate: Progress and Challenges10:44 Antitrust case against Google18:53 It’s India vs. China for Apple’s AttentionWe 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/ If you prefer video: https://www.youtube.com/@marketsbyzerodha
24:0912/09/2024
Who will win the 2 wheeler EV race?
In today’s episode, we look at 3 big stories:
- Ather Energy files for an IPO
- India’s diamond industry is in deep distress
- How big is the front-running problem in the Indian stock market?
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/
If you prefer video: https://www.youtube.com/@marketsbyzerodha
17:5511/09/2024
India signs a chips agreement with Singapore
In today’s episode, we look at big stories:
00:00 Intro
00:11 Stories Coming Up!
00:28 Modi Ji wants to make India the new Taiwan
05:15 Another mega trading scam
08:55 Tel (oil) lene gaya
13:20 Mera corn kidhar hai?
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/
If you prefer video: https://www.youtube.com/@marketsbyzerodha
16:0310/09/2024
Government vs Government on EVs
In today’s episode, we look at 3 big stories:
- No subsidy for EVs?
- SEBI tells RBI to do the math right for household savings!
- Steel market is chaotic!
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/
If you prefer video: https://www.youtube.com/@marketsbyzerodha
13:2609/09/2024
Recap: Oil prices and the world economy, Indians spending less, Auto makers vs dealers and more
This is the tenth weekly brief. We publish a new episode every day to help you understand the biggest stories in the Indian markets. But we understand that you may be busy and don't have the time to listen to the daily episodes. So don't worry; we've got you covered.
In this episode we look at:
00:00 Intro
00:25 Is oil telling something about the global economy?
03:13 Indian consumers are finally starting to spend
07:51 Auto manufacturers vs Auto dealers
12:01 Reliance wants to go green..ish
18:59 Is the IPO gold rush over?
You can also watch this episode on YouTube: https://youtu.be/fVWYqby3BlE?si=X6D0zwkWeGACwgfO
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/
23:3307/09/2024
Investing scams have exploded!
In today’s episode, we look at 4 big stories:
- Stock market scams
- Is the IPO gold rush over?
- Indian textile industry benefits because of Bangladesh
- When RBI Sneezes, the Industry Catches Cold
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/
If you prefer video: https://www.youtube.com/@marketsbyzerodha
20:0306/09/2024
India wants to make homemade guns and bullets!
In today’s episode, we look at 3 big stories:
00:00 Intro
00:18 Stories Coming Up!
00:30 Desi bullet
06:07 Is oil telling something about the global economy?
08:56 Men are grooming, and FMCG companies are excited!
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/
If you prefer video: https://www.youtube.com/@marketsbyzerodha
13:0105/09/2024
Why are Indian consumers not spending?
In today’s episode, we look at 4 big stories:
00:00 Intro
00:18 Stories Coming Up!
00:33 Indian consumers are finally starting to spend
05:12 It’s party time for the sugar industry
09:45 It’s sunshine and rose for Indian hospitality sector
13:36 Daikin wants a piece of the red-hot Indian AC market
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