Podcasts by Category
- 104 - 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 - Intro
01:02 - 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 - 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.
Tue, 29 Oct 2024 - 20min - 103 - 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 - 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.
Mon, 28 Oct 2024 - 27min - 102 - ₹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.
Fri, 25 Oct 2024 - 20min - 101 - 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.
Thu, 24 Oct 2024 - 23min - 100 - 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.
Wed, 23 Oct 2024 - 17min - 99 - 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.
Tue, 22 Oct 2024 - 18min - 98 - 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.
Mon, 21 Oct 2024 - 22min - 97 - Weekly Brief: Russia’s Gambit, Oil’s Fate, and a Global Shift Unfolds
In this episode, we discuss:
00:00 Intro
01:42 Stories Coming Up!
02:38 Russia's Invasion: A Catalyst for Change in Global Geopolitics and Energy
55:43 Food Inflation
01:07:25 Global Oil Dilemma from Gulf to Pump
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.
Sat, 19 Oct 2024 - 1h 23min - 96 - 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.
Fri, 18 Oct 2024 - 17min - 95 - 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.
Thu, 17 Oct 2024 - 21min - 94 - 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
- 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/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.
Wed, 16 Oct 2024 - 17min - 93 - 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.
Tue, 15 Oct 2024 - 18min - 92 - 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.
Mon, 14 Oct 2024 - 17min - 91 - 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 act
2. Energy transition
3. India’s growth story
4. Tidbits
5. Ratan Tata: A tribute from team Daily Brief
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.
Fri, 11 Oct 2024 - 19min - 90 - 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
- 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.
Thu, 10 Oct 2024 - 14min - 89 - Tata’s take on the future of jewellery
In today’s episode, we look at 3 big stories:
1. Zudio-fication of jewellery
2. All that shines... IS gold!
3. India’s forex win
4. 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. Subscribe here.
Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
Wed, 9 Oct 2024 - 13min - 88 - 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?
- 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.
Tue, 8 Oct 2024 - 10min - 87 - 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
- 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.
Mon, 7 Oct 2024 - 10min - 86 - 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😉)
Sat, 5 Oct 2024 - 22min - 85 - 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.
Fri, 4 Oct 2024 - 15min - 84 - 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.
Thu, 3 Oct 2024 - 16min - 83 - Are we headed for the greatest oil shock ever?
In today’s episode, we look at 3 big stories: 1. Are we headed for the greatest oil shock ever? 2. China is pumping money. Again! 3. Smartphones are now India’s largest export to US 4. 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/ 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.
Tue, 1 Oct 2024 - 19min - 82 - 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. 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/
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.
Mon, 30 Sep 2024 - 13min - 81 - 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.
Sat, 28 Sep 2024 - 31min - 80 - 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.
Fri, 27 Sep 2024 - 18min - 79 - 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 IPOs
2. Slowdown in personal loans
3. What’s happening with the home textiles industry?
4. Money is imaginary
5. 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/
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.
Thu, 26 Sep 2024 - 21min - 78 - Rise of AI and endgame for Intel?
In today’s episode, we look at 3 big stories:
1. There’s some intel on Intel
2. Watts Up, India?
3. Is India really the next China?
4. 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/
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.
Wed, 25 Sep 2024 - 18min - 77 - 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 Burry
2. The fall of Europe’s industrial giant
3. India is doing well, but what about the states?
4. 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/
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.
Tue, 24 Sep 2024 - 19min - 76 - 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?
- 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/
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.
Mon, 23 Sep 2024 - 17min - 75 - 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.
Sat, 21 Sep 2024 - 23min - 74 - 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
Fri, 20 Sep 2024 - 10min - 73 - 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
Thu, 19 Sep 2024 - 11min - 72 - 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 in
2. How’s the Indian economy doing?
3. Why India's rice market is making headlines and what it means for you
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, you can watch this episode in English and Hindi.
Watch in English: https://www.youtube.com/@marketsbyzerodha
Watch in Hindi: https://www.youtube.com/@marketsbyzerodhahindi
This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
Wed, 18 Sep 2024 - 17min - 71 - 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 Malaysia
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.
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.
Tue, 17 Sep 2024 - 15min - 70 - 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
Mon, 16 Sep 2024 - 15min - 69 - 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 Intro
00:22 Another mega trading scam
04:01 Tel (oil) lene gaya
08:24 How big is the front running problem in the Indian stock market?
14:25 A Decade of Change on India's Plate: Progress and Challenges
18:39 Adani's big port ambitions
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.
Sat, 14 Sep 2024 - 27min - 68 - 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.
Fri, 13 Sep 2024 - 18min - 67 - Donald Trump vs. The World
In today’s episode, we look at 4 big stories:
00:00 Intro
00:14 Stories Coming Up!
00:49 Trump
06:29 A Decade of Change on India's Plate: Progress and Challenges
10:44 Antitrust case against Google
18:53 It’s India vs. China for Apple’s Attention
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
Thu, 12 Sep 2024 - 24min - 66 - 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
Wed, 11 Sep 2024 - 17min - 65 - 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
Tue, 10 Sep 2024 - 16min - 64 - 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
Mon, 9 Sep 2024 - 13min - 63 - 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/
Sat, 7 Sep 2024 - 23min - 62 - 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
Fri, 6 Sep 2024 - 20min - 61 - 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
Thu, 5 Sep 2024 - 13min - 60 - 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 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
Wed, 4 Sep 2024 - 17min - 59 - Reliance Industries is trying to transform itself
In today’s episode, we look at 3 big stories:
00:00 Intro
00:35 Stories Coming Up!
00:53 Reliance wants to go green..ish
07:52 Auto manufacturers vs Auto dealers
12:18 The global oil markets need nimbu and mirch
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
Tue, 3 Sep 2024 - 15min - 58 - What are lab grown diamonds?
In today’s episode, we look at 3 big stories: 00:00 Intro 00:38 Stories Coming Up! 00:56 Diamonds for everyone 07:34 Will PhonePe and Google start blocking users? 10:59 WazirX drama becomes more dramatic 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
Mon, 2 Sep 2024 - 13min - 57 - Weekly Brief: China's economic history, the early August panic, and are Indian markets overvalued?
We publish a new episode of the Daily Brief every day. On the weekend, we would compile the best stories of the week and release a recap for those who didn't have time to listen during the week.
However, many of you have shared feedback that you listen to the Daily Brief daily and would prefer not to hear the same stories repeated over the weekend. So we are trying something different.
In this episode, we discuss:
- Oil demand & China's economic history
- Why are the markets falling?
- Are the Indian markets overvalued
You can also watch this episode on YouTube. If you have any feedback, do let us know @zerodhamarkets on X (Twitter).
Sat, 31 Aug 2024 - 35min - 56 - What’s happening with AI stealing our jobs?
In today’s episode, we look at 3 big stories: - Does Maruti Suzuki hate EVs? - Analysts disappoint NVIDIA earnings - Will AI take my job or not? 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
Fri, 30 Aug 2024 - 12min - 55 - Will we have our own global desi daaru?
In today’s episode, we look at 3 big stories: - India might soon get a signature drink! - The end of oil? - NSE IPO finally? and some interesting 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/ If you prefer video: https://www.youtube.com/@marketsbyzerodha
Thu, 29 Aug 2024 - 18min - 54 - The name is bond, Indian government bond
In today’s episode, we look at 3 big stories:
- Angrez people are hot for Indian government bonds
- Bangladesh is not paying electricity bills to India
- It’s like UPI but for loans
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. Subscribe here.
You can also watch this podcast in video version on our YouTube channel.
Wed, 28 Aug 2024 - 11min - 53 - Jay Powell says, 'Let the party continue'
In today’s episode, we look at 4 big stories: - Powell bhai says get ready to party! - Drama in the RBI monetary policy committee? - The global shipping crisis has an Indian twist - The fantastic world of SME IPOs? 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
Tue, 27 Aug 2024 - 17min - 52 - Big trends from this results season
In today’s episode, we look at 2 big stories: - Quarterly earnings recap - Kilelr acquisitions and competition 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. If you prefer video: https://www.youtube.com/@marketsbyzerodha
Mon, 26 Aug 2024 - 14min - 51 - Recap: Trade wars, bullish private sector, past, present and future of the Indian economy and more
This is the eighth 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:
1. Trade wars
2. The private sector is hot for India again
3. The past present and future of the Indian economy
4. Is India open for business?
5. Will Zomato pull another Blinkit?
You can also watch this episode on YouTube: https://youtu.be/ICNa2s-sb3A
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/
Sat, 24 Aug 2024 - 20min - 50 - People are swiping right on electric vehicles
In today’s episode, we look at 3 big stories: - What will it take for Electric vehicles to go mainstream in India? - Will Zomato pull another Blinkit? - Does Piyush Goyal hate Amazon? 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
Fri, 23 Aug 2024 - 15min - 49 - Are domestic investors as big as foreign investors?
In today’s episode, we look at 4 big stories: - The relentless rise of the Indian investors - Is India open for business? - Just give me a job - RBI governor has some things to say 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
Thu, 22 Aug 2024 - 17min - 48 - Why is China dumping everything everywhere?
In today’s episode, we look at 4 big stories:
- Trade wars
- Private sector is hot for India once again!
- The past, present and future of the Indian economy
- Why is the RBI governor worried about deposit growth
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
Wed, 21 Aug 2024 - 18min - 47 - Is this the end for peer-to-peer lending platforms?
In today’s episode, we look at 3 big stories: - End of peer-to-peer lending? - Cough up more money for coffee - Good news for social organisation 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
Tue, 20 Aug 2024 - 12min - 46 - Who will win the quick commerce wars?
In today’s episode, we look at 3 big stories: - Is quick commerce a bubble? - Your electricity bill might go up - Chinese troubles are getting worse 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
Mon, 19 Aug 2024 - 14min - 45 - Recap: RBI's concerns, cash floods mutual funds, inflation, and housing push
This is the seventh 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. Every week, we'll publish a new episode simplifying the biggest stories of the week so that you can still look smart in front of your friends. In this week's episode, we look at these stories: - RBI governor is worried about a lot of things - It’s raining cash for mutual funds - Inflation is not inflating - The govt wants to make housing affordable for all 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
Sat, 17 Aug 2024 - 12min - 44 - The govt wants to make housing affordable for all!
In today’s episode, we look at 3 big stories: - The govt wants to make housing affordable for all - China is getting rid of its oil addiction - Today's youth is stressed and anxious 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
Fri, 16 Aug 2024 - 09min - 43 - Introducing: The Big Perspective and Please help me understand!
Happy Independence Day to you, and a very happy Birthday to us. Zerodha turns 14 today. There will be no new episodes today. Instead, let me introduce you to two of our new shows: The Big Perspective and Please Help Me Understand. On the big perspective we sit down with some of the brightest minds in the financial world. These experts have been in the game for decades, and we’re here to pick their brains. Whether you are an experienced investor or just starting out, this show will help you make sense of the markets. We go beyond the headlines and the noise to uncover what truly drives the markets. It is engaging, relatable, and full of practical insights. So, to get a fresh perspective on the markets, tune in to 'The Big Perspective'! Spotify: https://open.spotify.com/show/3fjDmrUxkVo3iewpfyRoSB?si=f597f58940b346b1 Apple Podcast: https://podcasts.apple.com/us/podcast/the-big-perspective/id1758739473 Youtube: https://youtube.com/playlist?list=PLuJA1JMOOYDwqntvYZGRitCX0_XnNj7G_&feature=shared We all know how confusing financial jargons can be, right? Sometimes, even the so-called 'expert explanations' leave us more puzzled than before. And let’s be honest—your friends probably aren’t much help either, since most people don’t really get finance. This is where 'Please Help Me Understand' comes in. Here we talk to top finance experts, but we’re asking the simple, no-nonsense questions that you’re too embarrassed to ask. We’ll cover everything from stock markets and trading to investing and beyond, breaking it all down in a way that’s easy to understand. No jargon, no fancy language—just clear, straightforward explanations. Spotify: https://open.spotify.com/show/5FPvjOZVn5dtgWdj61eMWx?si=d149b55030774c71 Apple Podcast: https://podcasts.apple.com/in/podcast/please-help-me-understand/id1759320717 Youtube: https://youtube.com/playlist?list=PLuJA1JMOOYDxOTWv7Pux5STEj-4MBKo-N&feature=shared So, whether you’re after the big picture with 'The Big Perspective' or you just need some clarity with 'Please Help Me Understand,' we’ve got you covered. These shows are all about making finance approachable, relatable, and—dare we say it—a little bit fun! 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/
Thu, 15 Aug 2024 - 02min - 42 - Did inflation really fall?
In today’s episode, we look at 3 big stories: - Inflation is not inflating - Indian consumers are feeling the blues - Gold hits lifetime highs 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
Wed, 14 Aug 2024 - 09min - 41 - Hindenburg vs. SEBI round 3
In today’s episode, we look at 4 big stories: - Hindenburg vs Adani vs SEBI round 3 - RBI governor is worried about a lot of things - It’s raining cash for mutual funds - Indian markets can’t stop attracting more money 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
Tue, 13 Aug 2024 - 12min - 40 - Narrative vs Reality ft. microfinance
In today’s episode, we look at 4 big stories: - The skies are cloudy for Indian solar - Narrative vs Reality ft. microfinance - Fear the taxman - China is sneezing, and this time it caught a 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/
Mon, 12 Aug 2024 - 15min - 39 - What happened in the markets this week?
This is the sixth 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. Every week, we'll publish a new episode simplifying the biggest stories of the week so that you can still look smart in front of your friends. In this week's episode, we look at these stories: - Why are the markets falling? - Will gold continue to shine? - SEBI chair’s comments - Will UPI change how India borrows? - Is Amazon going back to basics? 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.
Sat, 10 Aug 2024 - 18min - 38 - Do Indian banks have a retail loan problem?
In today’s episode, we look at 3 big stories: - Are unsecured loans a problem? - Roti Rice Rate - Did Reliance fire thousands of people? 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/
Fri, 9 Aug 2024 - 11min - 37 - Is the game over for Amazon in India?
In today’s episode, we look at 6 big stories: - Will UPI change how India borrows? - Is Amazon going back to basics? - What the Bangladesh chaos means for Indian investors - Will gold continue to shine? - Indexation benefit is no longer mandatory for real estate - A new CPI basket 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/
Thu, 8 Aug 2024 - 19min - 36 - Two indicators say the US is entering a recession
In today’s episode, we look at 4 big stories: - SEBI chair’s comments - How do you go from middle class to rich? - I just want data that agrees with my beliefs - You will now get bonus faster Correction: At 11:31 we mentioned "A 1-year bond pays more than a 10-year bond", it is "A 10-year bond pays more than a 1-year bond." 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/
Wed, 7 Aug 2024 - 17min - 35 - Why are the markets falling?
In today’s episode, we look at 3 big stories: - Why are the markets falling? - Will the US Federal Reserve make an emergency rate cut? - Why are tractor sales falling? 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/
Tue, 6 Aug 2024 - 11min - 34 - SEBI is making some really big changes
In today’s episode, we look at 4 big stories: - SEBI is changing the way Indian markets function - Foreign investors are going with the flow - Tata motors is preparing for an electric age - End of the world—software edition 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/
Mon, 5 Aug 2024 - 15min - 33 - Best stories of this week.
This is the fifth 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. Every week, we'll publish a new episode simplifying the biggest stories of the week so that you can still look smart in front of your friends. In this week's episode, we look at these stories: - Adani vs Birla - SBI Cards earnings have taken a lunch break - F&Oh No! - Are the telecom wars over? - Love-hate relationship between India and China - The world's coal addiction got a little worse 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/
Sat, 3 Aug 2024 - 17min - 32 - The world's coal addiction got a little worse
In today’s episode, we look at 2 big stories: - Are people only buying SUVs? - The world's coal addiction got a little worse 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/
Fri, 2 Aug 2024 - 09min - 31 - Aditya Birla is getting into the jewellery business
In today’s episode, we look at 3 big stories: - Aditya Birla is getting into the jewellery business - Will insurance become cheaper? - Will crude prices go back above $100? 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/
Thu, 1 Aug 2024 - 08min - 30 - Are the telecom wars over?
In today’s episode, we look at 6 big stories: - F&Oh No! - Are the telecom wars over? - Will Blackstone eat Haldiram’s Bhujia? - Being a PMS manager just became harder - Ola is taking a cab to court - Love-hate relationship between India and China 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/
Wed, 31 Jul 2024 - 17min - 29 - Adani vs Birla: Who will cement the top spot?
In today’s episode, we look at 5 big stories: - Reverse Robinhood - Adani vs Birla - SBI Cards earnings have taken a lunch break - Are more Indians flying than ever? - The govt doesn’t care about gold bonds 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/
Tue, 30 Jul 2024 - 14min - 28 - Is the RBI worried about bank runs?
In today’s episode, we look at 5 big stories: - Is the RBI worried about bank runs due to online banking and UPI? - Govt asks PE and VCs to cough up capital gains tax on money they made. - Finally, some positive news for Paytm. - Is the US economy entering a recession? - Crypto is slowly becoming mainstream 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/
Mon, 29 Jul 2024 - 13min - 27 - The biggest stories in the stock market this week.
This is the fourth 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. Every week, we'll publish a new episode simplifying the biggest stories of the week so that you can still look smart in front of your friends. In this week's episode, we look at these stories: 1) Reliance is feeling the blues 2) Bajaj Finance is in a mixed state 3) This quarter, Axis got axed 4) Did the budget disappoint you? 5) Gold fell by more than 5% 6) India China, bhai bhai…again! 7) China has become a hoarder! 8) India is building Aadhaar for agriculture? We have launched two new shows: "Please Help Me Understand" and "The Big Picture." On "Please Help Me Understand," we'll ask experts all the dumb questions that you are embarrassed about asking. The goal is to help you understand things that seem complicated. On "The Big Picture," we will talk to some of the smartest people in the markets about big trends that are shaping the financial markets. If you want to be an expert on finance, just listen to our shows. 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/
Sat, 27 Jul 2024 - 24min - 26 - India China, bhai bhai…again!
In today’s episode, we look at 7 big stories: - This quarter, Axis got axed - L&T’s CFO is concerned about skilled laborers - India China, bhai bhai…again! - China has become a hoarder! - Can MapMyIndia Map India? - India is building an Aadhaar for agriculture? - Rain rain, please don’t go away! 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/ Checkout today's edition: https://open.substack.com/pub/thedailybriefing/p/india-china-bhai-bhaiagain
Fri, 26 Jul 2024 - 18min - 25 - Gold falls, India rocks!
In today’s episode, we look at 3 big stories: - A closer look at the budget - Gold fell by more than 5% - Bajaj Finance is in a mixed state 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/
Thu, 25 Jul 2024 - 16min - 24 - The Daily Brief Special: What the hell is in the budget for all of us?
FM read a 62-page document in 80 minutes as the budget speech. But does all that complicated stuff really matter to you? Probably, not. There were some good news and some bad ones about taxation that impacted you and me. And we tried to simplify that for you. Listen in to this conversation with Vishvajit Sonagara, founder and CEO of Quicko, and Dinesh Pai, Head and Chief Strategist at Rainmatter as we try to decode the important stuff for you.
Wed, 24 Jul 2024 - 33min - 23 - How did the budget make you feel?
In today’s episode, we look at 3 big stories: - Did the budget disappoint you? - Microfinance—a problem in the making? - Byjus is out of juice 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/
Wed, 24 Jul 2024 - 09min - 22 - Will the budget fill your pocket or break your heart?
In today’s episode, we look at 4 big stories: - Reliance is feeling the blues - Slow and steady for HDFC - Will the budget fill your pocket or break your heart? - Will Amazon hit on Swiggy? 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/
Tue, 23 Jul 2024 - 15min - 21 - This is how the world ends
In today’s episode, we look at 6 big stories. - Massive tech breakdown affected all types of companies - Government’s new PSU plan - RBI’s latest Indian economy report - Netflix’s performance in India this quarter - Infosys’s latest earnings report Insights - Paytm’s quarterly earnings result 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/
Mon, 22 Jul 2024 - 14min - 20 - Best of the week: IPO craziness, the Indian borrowing binge, a new risky asset class, and more.
This is the third 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. Every week, we'll publish a new episode simplifying the biggest stories of the week so that you can still look smart in front of your friends. In this week's episode, we look at these stories: 1) Are Indian fund managers really value investors? 2) SEBI proposes a new asset class for people who want to take risk 3) The Global Economy is a Little Good, a Little Bad 4) Zomato wants more money! 5) Are gig workers- employee or on contract? 6) SME IPO Frenzy 7) Credit looked like a party until RBI stepped in 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/
Sat, 20 Jul 2024 - 17min - 19 - Mega Indian crypto hack
In today’s episode, we look at 5 big stories. - SEBI proposes a new asset class for people who want to take risk - Another mega crypto hack - The global economy is a little good, a little bad - Will the bull market continue? - Results roundup 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/
Fri, 19 Jul 2024 - 15min - 18 - Zomato wants more money!
In today’s episode, we look at 1 interesting tidbit about Indian fund managers and 5 big stories. Are Indian Mutual Fund Managers Value Investors? Zomato Wants More Money! Are Gig Workers- Employees or on Contract? Apple's Sales Growth in India India's Credit Growth Is India's Economy Fit? 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/
Thu, 18 Jul 2024 - 13min - 17 - Is Jio ready to be a grown-up?
In today’s episode, we look at 4 big stories: 1) Why are potatoes getting expensive? 2) Ambani wedding, Jio divorce 3) SME IPO frenzy 4) Is the economic treadmill too fast for China? 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/
Tue, 16 Jul 2024 - 14min - 16 - Is microfinance a bubble?
In today’s episode, we look at 3 big stories: 1) Inflation in India and the US is a tale of two cities 2) Is there a microfinance bubble brewing? 3) TCS’s results and what it means for the Indian IT sector. 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/
Mon, 15 Jul 2024 - 08min - 15 - Thematic madness, China's stupidity, real estate boom and more.
This is the second weekly briefing. 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. Every week, we'll publish a new episode simplifying the biggest stories of the week so that you can still look smart in front of your friends. In this week's episode, we look at these stories: 1) Madness in thematic and sectoral mutual funds. 2) RBI’s new guidelines on interest payments that could hurt banks and NBFCs. 3) Uttar Pradesh makes hybrid cars more attractive. 4) China stupidly bans short-selling. 5) After a decade of underperformance real estate is booming. 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/
Sat, 13 Jul 2024 - 12min - 14 - How India gets high!
In today’s episode, we look at 5 big stories: 1) Jerome Powell gave some slightly good news 2) Uttar Pradesh makes hybrid cars more attractive 3) Indians welcome desi daaru 4) Chocolates become a luxury 5) China stupidly bans short-selling 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/
Fri, 12 Jul 2024 - 11min - 13 - Investors are thirsting for shiny sectoral funds
In today’s episode, we look at 4 big stories: 1) The craziness in thematic and sectoral mutual funds 2) RBI’s guidelines on interest payments will hurt banks and NBFCs. 3) The confusion over the classification of gaming companies 4) Currency volumes migrate to the Singapore Stock Exchange 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/
Thu, 11 Jul 2024 - 06min - 12 - Will Reliance Kill Decathlon?
In this episode of, “The Daily Brief by Zerodha,” we look at 3 big stories: 1) Will Reliance kill Decathlon? 2) Yes bank says “Nonsense” 3) India’s largest stock exchange will IPO? 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/
Wed, 10 Jul 2024 - 09min - 11 - Indian real estate is back from the dead
In this episode of, “The Daily Brief by Zerodha,” we look at 4 big stories: 1) Why aren’t Indian companies investing? 2) After a decade of underperformance, both residential and commercial real estate are booming. 3) Shein gets a new lease of life with Reliance partnership. 4) Exchange-traded currency derivative volumes down by 90% after RBI’s guidelines 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/
Tue, 9 Jul 2024 - 13min - 10 - Are we in a bull market or a bubble?
In this episode, we’ll talk about: - What the Indian stock market bull run means for us investors - Angel tax is going away. What does it mean? - SME IPOs and their unreal growth - Bajaj’s CNG plans in a world of EVs - What SEBI chief has to say regarding mischief in the markets Finally, we’ll talk the unemployment problem of TCS
Mon, 8 Jul 2024 - 16min - 9 - The Weekly Brief: SEBI vs. Hindenburg, Miracle Drugs, and India's Employment CrisisSat, 6 Jul 2024 - 16min
- 8 - VCs are once again hot for India 🔥
In this episode, we’ll talk about 4 stories: 1. How the SEBI is working towards making bonds more accessible to retail investors 2. How the Indian job market has been giving us mixed signals about its growth 3. The credit-to-deposit ratio in India 4. A look at the private markets & look at how VCs are investing in India
Fri, 5 Jul 2024 - 12min - 7 - Ed-tech startups fail to graduate 🎓
In this episode, we’ll talk about 4 stories. 1. A Vietnamese EV giant, VinFast, is soon going to enter India. We’ll understand what it means for us. 2. The ed-tech industry is back in the news, and it’s no surprise that it’s for the wrong reasons. We’ll understand why. 3. We’ll look at what’s happening in the global markets with US inflation. 4. Why foreign investments in India have been reducing.
Thu, 4 Jul 2024 - 13min - 6 - Hindenburg vs Adani: Round 2! 🥊
Today, we’ll be talking about 4 interesting stories: 1. Adani and Hindenburg are in the news again. We talk about why. 2. SEBI’s new suggestions for Mutual Funds 3. The story of a new drug that can shake up multiple industries! 4. Auto industry sales - in a little more detail than we did yesterday
Wed, 3 Jul 2024 - 10min - 5 - Rising shipping costs hit Indian industries
Episode Notes
In today’s episode, we’ll talk about 4 interesting stories:
1. The Indian rupee is getting stronger against the US dollar. And what that means for us
2. What’s happening in the global shipping industry and why it could harm the global economy
3. What Quant Mutual Fund is saying in response to the frontrunning allegations against them
4. And finally, we’ll take a quick look at the EV industry’s numbers and what’s happening there
Tue, 2 Jul 2024 - 07min
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