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Zerodha
A daily podcast that simplifies the biggest stories that are moving the Indian markets.
Why your city is running out of money?
In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04 Stories Coming Up!00:20 Intro00:38 Is this the end for Google?07:49 Who pays to fix your city?13:57 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://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.
15:2921/11/2024
The Daily Bried Special: The Chip Wars - US vs China
We don’t have The Daily Brief episode today as the markets are closed. So we're uploading an episode from one of our other shows "The world, simplified", where we break down the big global issues affecting our money and lives in simple terms.In this episode, we cover:1. The Chip War: US vs ChinaWe dive into the world of semiconductors—the tiny chips powering everything from smartphones to supercomputers—and explore the intense U.S.-China rivalry over control of this critical technology, its impact on AI, and the global stakes in the semiconductor race.2. BRICS: A New World Order? The expanded BRICS alliance aims to challenge Western financial dominance, building alternatives like the New Development Bank and BRICS Pay. Despite internal conflicts, the group’s push for a parallel financial system signals a major shift in the global economic order.If you want to view detailed charts and deep dive into sources discussed in the episode, check out our newsletter: https://thedailybrief.zerodha.com/p/who-controls-the-chips-controls-the
24:5020/11/2024
What is happening to Mamaearth?
In today's episode of The Daily Brief, we cover 3 major stories shaping the Indian economy and global markets:00:04 Stories Coming Up!00:27 Intro01:07 Mamaearth reported a 19 crore loss- what happened?07:06 What’s driving the gold price rally?12:24 How Campus, Bata, and Metro are Reshaping India's Footwear Industry18:08 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.
19:5219/11/2024
India’s Diabetes Crisis: A Ticking Time Bomb
In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04 Stories Coming Up!00:22 Intro00:40 Diabetes: India’s Silent Health Crisis09:41 Capex Slowdown: A Temporary Blip or a Sign of Caution?15:50 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.
17:1218/11/2024
Can India become the next major oil refining hub?
In today's episode of The daily brief, we cover 3 major stories shaping the Indian economy and global markets:- Stories Coming Up!- Intro- India wants to use fossil fuels but also wants to go green- Is India's inflation rate too high?- How do changes in commodity prices affect our daily lives- 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.
27:4514/11/2024
What's going on with Asian Paints?
In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04 Stories Coming Up!00:23 Intro00:40 Why did profits fall by 40% this quarter for Asian Paints06:39 Is India collecting less property tax?13:13 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.
15:2013/11/2024
IndiGo’s bold moves vs Air India’s big merger
In today’s episode, we look at 3 big stories:00:04 Stories Coming Up!00:33 Intro00:50 How IndiGo and Air India are Shaping the Future of Flying07:39 Did Tata Motors have a bad quarter?16:02 Dr. Reddy’s wants people to lose weight21:08 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.
22:2512/11/2024
Fed Cuts Rate Again: Here's what it means
In today’s episode, we look at 3 big stories:00:04 Stories Coming Up!00:31 Intro00:47 Why did Fed cut rates?06:55 How is India's steel industry doing?13:37 Indian companies turn to exports as domestic demand slow21:21 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.
22:3911/11/2024
Trump II: What it means for the global economy?
In today’s episode, we look at 2 big stories:00:04 Stories Coming Up!00:18 Intro00:48 Trump effect: What a second term means for the world08:44 How affordable housing is bridging India’s homeownership gap16:27 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.
18:0408/11/2024
HDB Financial’s ₹12,500 Crore IPO: India’s Biggest NBFC Offering
In today’s episode, we look at 3 big stories:00:04 Stories Coming Up!00:34 Intro00:51 One of the largest NBFC IPOs07:29 India’s auto sector: A September crash, followed by an October comeback13:25 Titan’s Revenue is up but profits are down, why?18:01 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.
19:3507/11/2024
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