The Daily Brief

What a government audit found in India’s EV subsidy scheme? Sep 1, 2026 00:21:09 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04   Intro 00:30   FAME under the scanner 12:44   Fragrance giants under scrutiny 19:12   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.

How do you manufacture a medicine that keeps changing? Aug 31, 2026 00:20:57 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04   Intro 00:54   The future of cancer vaccines 13:14   Meghalaya vs Uranium mining 19:15   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.substa

The split personalities of Indian FMCG Aug 28, 2026 00:21:44 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04   Intro 01:11   FMCG’s two speed growth 13:55   Why NPAs are so low 19:55   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:

SEBI finds fraud in the cloud Aug 27, 2026 00:22:02 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04   Intro 00:30   Smoke and Servers 13:19   Beyond the commission cap 20:10   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:

India can’t find a sweet spot for its sugar policy Aug 26, 2026 00:18:43 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:32 India’s sugar problem 13:05 The case for hydrogen trains 16:45 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

Can a “miracle drug” change how we work? Aug 25, 2026 00:22:20 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:32 Do GLP-1s boost productivity? 12:03 Taking bonds to retail 20:19 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

The areca nut with an identity crisis Aug 24, 2026 00:14:51 In today’s episode of The Daily Brief, we ask: why is India's humble supari causing a massive customs headache? 00:04 Intro 00:22 The supari smuggling game 12:22 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 onl

Indian auto: an export boom and a supply crunch Aug 21, 2026 00:17:12 In today’s episode of The Daily Brief, we ask: how did India’s four-wheelers fare in Q1 amid booming exports and supply constraints? 00:04 Intro 00:26 Auto’s export boom 14:39 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 informationa

Indian urea makers will make lesser money now Aug 20, 2026 00:14:27 In today’s episode of The Daily Brief, we unpack why Indian urea makers will now make less money. 00:04 Intro 00:24 A tighter urea formula 11:49 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 st

A 40-year old battle over India’s minerals hits a climax Aug 19, 2026 00:17:23 In today's episode of The Daily Brief, we unpack the explosive 40-year battle over who gets to control and tax India's mineral wealth. 00:04 Intro 00:24 Centre vs States over minerals 14:49 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 fo

How does the Indian government buy stuff? Aug 18, 2026 00:17:49 In today's episode of The Daily Brief, we cover a major story shaping the Indian economy and global markets: 00:04 Intro 00:24 How GeM really works 15:11 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 o

India’s data fortress is a maze of conflicts Aug 17, 2026 00:17:50 In today's episode of The Daily Brief, we cover a major story shaping the Indian economy and global markets: 00:04 Intro 00:39 The fight over Indian data 15:12 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.

What is happening with the 86-year-old drug law? Aug 14, 2026 00:23:57 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:26 Fixing India’s drug regulation 12:59 Why tractor sales are surging 21:46 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: Thi

Why Bengaluru's Metro takes forever? Aug 13, 2026 00:26:03 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:28 Bengaluru Metro’s costly delays 11:28 Reconductoring: India’s grid fix 24:17 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:

Indian cement meets both new bridges and broken roads Aug 12, 2026 00:23:31 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:26 Cement’s Q1 divide 09:51 When America cuts R&D 21:32 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 inf

India’s private banks are growing again, but at a cost Aug 11, 2026 00:25:58 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:24 Private Banks: Growth vs Margins 11:50 Inside India’s Makhana Economy 24:06 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:

Swiggy and Eternal pick different fights Aug 10, 2026 00:26:38 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 01:15 Two bets on quick commerce 13:43 India’s dairy margin crunch 25:47 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 cont

How is natural gas traded in India? Aug 7, 2026 00:27:20 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 01:15 Why gas isn't traded 13:43 Cable industry check 25:47 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 i

Why is America bailing out the yen? Aug 6, 2026 00:24:32 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:27 US backs the Yen 10:43 Midcap IT & AI 22:34 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 information

Who gets the spare space on India's power grid? Aug 5, 2026 00:23:41 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:28 The open access battle 10:07 The refrigerant freeze 21:41 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 f

SEBI finds another plot-hole in the Zee script Aug 4, 2026 00:25:29 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:29 Inside the Zee case 12:07 Digging for Hydrogen 23:49 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 in

What does it mean to close a mine? Aug 3, 2026 00:25:46 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:42 What Mine Closure Means 12:52 Keeping Carbon Grounded 24:01 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

Inside Manipal Health IPO Jul 31, 2026 00:23:09 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:26 Inside Manipal Health IPO 13:00 India's Manufacturing Shift 21:47 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 conte

India’s airlines try to fix their radar Jul 30, 2026 00:25:17 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:53 The state of Indian aviation 12:01 LIC front running scam 23:24 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 China slowly changing how it finances itself? Jul 29, 2026 00:26:16 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:37 China's financing shift 13:11 Rethinking power markets 24:30 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

Fresh year, no fresh start for India’s largest IT firms Jul 28, 2026 00:26:03 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:37 IT Earnings Decoded 12:28 IndiGo's Tough Quarter 24:03 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 i

What does it take to dig underground tunnels? Jul 27, 2026 00:24:05 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:26 Digging Beneath Mumbai 10:44 The Cost of QCOs 22:35 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 info

Reliance opens the year on the front foot Jul 24, 2026 00:23:45 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:25 Reliance FY27 Q1 13:01 TRAI vs Truecaller 22:17 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 informat

Is the moat of the FMCG industry changing? Jul 23, 2026 00:28:03 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:26 The FMCG reset 13:41 Building strategic trade 26:29 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 info

No More Critical Minerals for the World? Jul 22, 2026 00:24:45 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:27 Future of critical minerals 10:45 India's fibre challenge 22:30 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 the third time the charm for Oyo? Jul 21, 2026 00:24:06 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:26 OYO's third IPO 12:00 The ship-breaking business 22:41 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 i

A knockout at the XBOX-ing ring of death Jul 20, 2026 00:24:53 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:41 Xbox under pressure 13:08 Is AI overhyped? 23:00 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 inform

The three bodies that couldn’t kill Airtel Jul 17, 2026 00:25:57 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 01:00 Inside Airtel's rise 12:48 Can RBI save the rupee? 24:27 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 fo

Birla buys a renewable firm from Shell for $1.8 billion Jul 16, 2026 00:23:17 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:28 Birla's Energy Push 10:44 Mining's Hidden Costs 21:33 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 in

Full charge, no power: the software behind EVs Jul 15, 2026 00:27:07 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:28 Full Charge, No Power 12:01 Where should banks lend? 24:58 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 f

SBI Funds is going public Jul 14, 2026 00:23:18 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:26 SBI funds IPO 10:55 The land bottleneck 21:49 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 informatio

Cult.fit’s IPO promises to lift heavier weights, but can it? Jul 13, 2026 00:25:13 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:41 The Cult.fit IPO 12:15 Can the web survive AI? 23:59 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 inf

The world’s investment outlook gets bigger and gloomier Jul 10, 2026 00:22:46 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:29 Where global money flows 11:02 The road to formalisation 21:37 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

The coordination puzzle staring at India’s EV ambitions Jul 9, 2026 00:25:29 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:27 The EV bottleneck 13:17 Micromax reboot 24:10 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 informatio

Brexit and the price of friction Jul 8, 2026 00:25:54 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 01:18 Brexit and trade friction 13:25 BoB's ₹5,700 cr settlement 24:34 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 conten

India’s bullet train: kickstarts and standstills Jul 7, 2026 00:26:36 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:29 India's bullet train 12:54 Aviation hub India 25:41 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 info

Amazon goes for the quick commerce pie Jul 6, 2026 00:23:27 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 01:49 Amazon's 10-minute play 12:15 India's new financial rules 22:30 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

The long con behind a fake “Zerodha” SMS Jul 3, 2026 00:23:14 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:28 The ₹140 crore scam 11:27 Credit for small businesses 22:16 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

Indian midcap IT bulks up for a heavyweight fight Jul 2, 2026 00:24:35 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:28 Midcap IT goes shopping 12:53 Energy report card 23:25 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 i

Connecting rural India to the internet Jul 1, 2026 00:24:02 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:27 India's broadband mission 12:22 Fixing power demand 22:48 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 fo

A deep dive into the textile industry Jun 30, 2026 00:24:12 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:27 Textile industry decoded 11:26 Can India create jobs? 23:02 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

India’s data centres look to the salty seas Jun 29, 2026 00:24:51 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:44 The data centre water problem 13:04 Why battery makers are worried 23:40 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: Thi

India might change how it sells its airports Jun 25, 2026 00:21:01 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:33 Rethinking airport sales 09:16 Solving stubble burning 19:57 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

India's batteries are getting longer, not just bigger Jun 24, 2026 00:25:37 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:28 Why India needs longer batteries 12:02 America’s pension fund problem 24:24 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:

A Dhan Dhana Dhan IPO for Jio Jun 23, 2026 00:21:56 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 01:25 Jio goes public 09:15 Super El Niño risk 20:49 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 informati

There’s nothing straight about Hormuz Jun 22, 2026 00:23:17 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:43 Hormuz's long recovery 11:20 The MSME safety net 21:46 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 i

The company behind every trade in India is going public Jun 19, 2026 00:21:48 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:27 India’s biggest ever IPO 11:35 Can fertilisers arrive on time? 20:26 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 co

Japan discovers the price of money Jun 18, 2026 00:24:44 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 01:09 The country without interest 12:09 Sovereign debt gets complicated 23:30 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: Thi

The price of a Wavin’ Flag Jun 17, 2026 00:24:30 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:27 FIFA always wins 12:31 The state balance sheet 23:35 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 inf

India’s maritime makeover Jun 16, 2026 00:22:41 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:27 Can India win the seas? 11:17 The protein price surge 21:41 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

When price caps on pharma drugs fail Jun 15, 2026 00:23:38 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:25 Why medicine prices matter 13:08 Hotels bet on India 22:28 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 f

A 10-minute parcel comes for Dalal Street Jun 12, 2026 00:24:19 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:25 Will Zepto’s IPO deliver? 09:47 AI's memory race 23:05 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 i

Between income and distributions Jun 11, 2026 00:23:35 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:27 Understanding REIT results 10:13 India's inflation stress test 21:59 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 co

A lending boom with fewer borrowers Jun 10, 2026 00:21:32 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:27 RBI’s hidden economic signals 12:18 Tyre industry hits a tough patch 20:36 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: T

We're measuring rooftop solar by the wrong number Jun 9, 2026 00:23:38 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:27 India's rooftop solar problem 12:17 How electricity changed in 2025 22:30 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: Th

SEBI finds glitters of ₹15 lakh crore that aren’t gold Jun 8, 2026 00:26:36 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:39 What SEBI Found at Rajesh Exports 14:13 The Long Road to Profits in Space 25:04 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/ No

How the rupee grounded Indigo’s profits Jun 5, 2026 00:20:36 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:27 Turbulence ahead for IndiGo 09:20 Banks, farmers & droughts 19:14 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 conte

India’s fuel-blending machine enters its next costly phase Jun 4, 2026 00:25:14 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:27 Fuel blending enters a new era 13:07 Turning waste into wealth 23:54 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 co

Do ATMs still make sense? Jun 3, 2026 00:12:21 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:23 The Future of Cash in India 10:52 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

What SEBI found in Suzlon's books? Jun 2, 2026 00:22:16 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:26 Why SEBI Fined Suzlon 10:19 RBI’s Liquidity Balancing Act 21:16 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 conten

The changing shape of energy security Jun 1, 2026 00:22:31 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: Story 1: India’s New Energy Security Dilemma We will look into how India is balancing two parallel energy strategies — rapidly expanding renewable energy while also investing heavily in oil refineries. The story explores how energy security is changing in an electrifying world, the chal

Real estate’s three measures of success May 29, 2026 00:24:44 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:28 India’s Real Estate Q4 Story 11:47 Is Faster Internet Fair? 23:30 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 cont

Indian pharma: lofty aims in the midst of chaos May 27, 2026 00:23:52 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:27 The New Race in Indian Pharma 12:38 The New Divide in Credit Cards 22:54 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: Th

SpaceX: A valuation built on miracles May 26, 2026 00:23:50 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:27 Inside SpaceX’s Massive IPO 11:23 Inside India’s Auto Shift 22:43 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 cont

Gold, securitised May 25, 2026 00:22:54 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:38 SEBI’s Gold Market Experiment 11:49 Premium drinks are winning in India 21:51 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/ Not

An inventory high before a pricing hangover May 22, 2026 00:24:23 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:27 The Crisis Building Behind Oil Profits 11:09 Why Dairy Margins Are Falling 23:12 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/ N

India’s two-wheelers drift through a collision of forces May 21, 2026 00:24:23 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:27 India’s Bike Market Shift 11:18 India's biogas problem 22:56 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

The Indian EMS industry moves up and sideways May 20, 2026 00:23:40 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:27 India’s EMS Growth Story 11:53 The Hormuz Oil Shock 22:05 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 fo

Margin crush in a gold rush May 19, 2026 00:23:54 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:27 India’s Gold Rush, Margin Crunch 12:12 The Municipal Bond Reset 22:39 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 c

How Big Bazaar fell through the cracks May 18, 2026 00:24:15 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:38 Inside Future Retail’s Crash 12:54 India’s Cement Slowdown 23:15 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 conten

A record year for public-sector banks meets a turning point May 15, 2026 00:22:27 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:27 Record Year for PSU Banks 11:19 The meeting that cost 2.5 crores 21:08 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

India’s grid must match its solar ambitions May 14, 2026 00:24:27 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:28 India’s Electricity Grid Problem 12:29 Why Coal Mines Leak Methane 23:09 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: Thi

Decoding the Vedanta Demerger May 13, 2026 00:24:55 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:33 Inside Vedanta’s Corporate Split 12:25 The Hidden Side Of Foreign Loans 23:41 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

A new chapter in the delivery wars May 12, 2026 00:23:25 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:30 The Delivery War Changes 11:03 The AI Shift in IT 22:23 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

India's great health bargain is falling apart May 11, 2026 00:24:58 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:38 India’s universal healthcare model under pressure 12:00 India’s cable industry hits a new high 24:01 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://thedailybri

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