The Daily Brief
Hosted by Zerodha
About this Show
A daily podcast that dives into the biggest stories happening in the Indian markets and the global business landscape.
Latest Episodes
India’s AI boom runs through a strand of glass
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 Fiber Optics Powering India’s AI Boom We’ll cover: How optical fiber cables are made and where the value lies in the manufacturing process.Why AI data centr...
Bajaj Finance has started behaving like a bank
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. Why Bajaj Finance Is Thinking Like a Bank We’ll cover: Bajaj Finance’s growth, profitability, and ₹17,500 crore capital raise.How RBI regulations, interest rate...
What does owning a foreign mine actually buy India?
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. Why Owning a Mine Abroad Isn’t Enough We’ll cover: Why India imports coking coal and copper despite having significant domestic mineral resources.What overseas ...
Where is India’s crackdown on food safety headed?
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. Where Is India’s Food Safety Crackdown Headed? We’ll cover: Why FSSAI inspections and food safety crackdowns have increased across India.Whether state regulator...
Breaking down the Nobel Prize for Economics 2026
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. Breaking down the Nobel Prize for Economics 2026 We’ll cover:How Robert Hall and Michael Woodford’s economic theories became the operating manual for modern central ...
The RBI’s 3-front war on inflation, explained
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 RBI’s 3-Front War on Inflation We’ll cover: Why food prices, crude oil and a weaker rupee are pushing inflation higher.How the RBI’s repo rate hike to 5.50%...
The business behind Zetwerk's ₹5,000 crore IPO
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. Inside Zetwerk’s ₹5,000 Crore IPO We’ll cover: How Zetwerk connects manufacturers, suppliers and industrial customers.Revenue growth, profit margins and the com...
The US is one step away from banning green cards
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 US Is Tightening Green Card Rules We’ll cover: Why the US has frozen PERM applications and how it affects H-1B workers.Why Indian IT companies are reducing ...
Can ₹84,000 crore get India drilling?
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. Can ₹84,000 Crore Help India Find More Oil? We’ll cover: Why India’s domestic oil production is falling and what untapped reserves could mean.How the Samu...
Inside India’s first household travel survey
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 25-Minute Commute We’ll cover: Why two-wheelers dominate India’s daily commute while mass transit serves only a small share of workers.What the 25...
The Chinese whispers in India’s EV batteries
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 EV Battery Problem We’ll cover: Why making battery cells is much harder than assembling battery packsHow China’s dominance and tighter technology...
Does Indian steel really need so much protection?
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. Indian Steel: Too Much Protection? We’ll cover: Why Indian steel is cheaper to produce but still sells at a premiumHow iron ore export duties and import b...
Why isn't gas connection enough in India?
In today’s episode of The Daily Brief, we take a deep dive into one key story and cover another story shaping Indian and global markets:1. Why LPG Connections Aren’t EnoughWe’ll cover:- Why many Ujjwala households still rely on firewood despite having LPG connections- How refill costs, informal L...
Is India's finance boom outrunning its real economy?
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 Macro Report Card We’ll cover: ●Why private investment remains weak despite cleaner corporate balance sheets●How household savings are shifting towards ...
Inox Clean’s second attempt at a first impression
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. Inox Clean Energy’s ₹10,000 Crore IPO We’ll cover: ●How Inox Clean makes money from renewable power and solar manufacturing●Why acquisitions and group companies...