The Daily Brief

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

Indian IT sees some clarity in the unknown May 8, 2026 00:25:08 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 Indian IT’s New Line of Sight 13:16 Dollar prices and economic pain 23:51 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/ Note: Th

India’s banks trade old fears for new ones May 7, 2026 00:24:34 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 Banks Face New Challenges 11:55 The Future of EV Batteries 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: Thi

2020: A space odyssey May 6, 2026 00:23:32 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 Space I: Birthing a future 12:36 India’s MSME Digital Struggle 22:13 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/ Note: This co

Beneath the Bagmane REIT IPO May 5, 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 00:27 India’s Biggest REIT IPO—But With a Catch 12:08 Can Ethanol Still Save the Sugar Sector? 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.s

The cost of Building Your Dreams, Part II May 4, 2026 00:23:58 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:37 BYD’s winning formula 13:48 India's jet fuel 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 OPEC’s worst ever defection Apr 30, 2026 00:26:11 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 UAE Walks Out of OPEC 12:29 India’s Streaming Paradox 24:53 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

SIPs, slumps and the AMC machine Apr 29, 2026 00:22:50 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 Mutual Funds vs Market Fall 12:09 UPI Boom, But At What Cost? 21:38 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/ Note: This con

One event that changed Reliance’s year Apr 28, 2026 00:23:56 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 Reliance Q4: Profits Hit, Growth Intact 12:10 Gas Crisis: Supply Hit, Prices Spike 22:50 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.substac

Why Indian conglomerates are chasing fast fashion Apr 27, 2026 00:21:02 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:38 India’s fast fashion race heats up 08:32 IMF flags rising global risks 19:59 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:

SBI fights the court on what a telecom loan means Apr 24, 2026 00:22:43 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:28 Spectrum Ruling Hits Banks 10:32 India's impending solar squeeze 21:26 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

India’s Railway Blues turn color Apr 23, 2026 00:20:22 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 How India’s Trains Are Changing 10:12 The Drone Warfare Shift 19:06 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: This con

What really broke India's banks in 2010s Apr 22, 2026 00:24:08 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 What really caused India’s NPA crisis? 12:19 More jobs, less productivity 22:45 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/ No

May the thinnest (prices) win? Apr 21, 2026 00:19:32 In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04 Intro 00:28 India enters the GLP-1 race 10:10 Do stronger patents boost exports? 18:21 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

Will India grow old before it gets rich? Apr 20, 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 00:37 Why India’s youth can’t find jobs 11:10 An armor for the Indian Railways 22:01 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/ Not

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