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The Daily Brief

Zerodha

A daily podcast that dives into the biggest stories happening in the Indian markets and the global business landscape.

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65 episodes
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#592
Friday · 24 min
Inside India’s first household travel survey
In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets: 1. India’s 25-Minute Commute We’ll cover: Why two-wheelers dominate India’s daily commute while mass transit serves only a small share of workers. What the 25-minute commute really says about Indian cities, jobs and transport costs. How mobility constraints affect women, students and rural households. 2. Why Are Cancer Drugs Marked Up 10x? We’ll cover: How India regulates the prices of scheduled and non-scheduled medicines. Why a high initial MRP can still leave room for large margins .How the government’s proposed 30% trade-margin cap could affect non-scheduled anti-cancer medicines. Audio Timestamps 00:04 Intro 01:04 Inside India’s travel survey 14:20 Can cancer drugs get cheaper? 22:29 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://thedailybrief.zerodha.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
#591
Thursday · 25 min
The Chinese whispers in India’s EV batteries
In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets: 1. India’s EV Battery Problem We’ll cover: Why making battery cells is much harder than assembling battery packs How China’s dominance and tighter technology-transfer rules are affecting India How JSW, Tata, Reliance and Ola are trying different ways to reduce dependence on China 2. Why Airlines Want Cheaper Fuel We’ll cover: Why ATF prices have risen sharply despite India refining enough fuel domestically Why the government’s earlier ₹10,000-crore fuel stabilisation scheme failed to attract airlines What airlines are now asking for, and why higher fares may not be enough to offset rising costs Audio Timestamps 00:04 Intro 00:30 Can India build its own batteries? 13:26 Why airlines want cheaper fuel 23:21 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://thedailybrief.zerodha.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
#590
Wednesday · 22 min
Does Indian steel really need so much protection?
In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets: 1. Indian Steel: Too Much Protection? We’ll cover: Why Indian steel is cheaper to produce but still sells at a premium How iron ore export duties and import barriers support steelmakers What could happen if steel protection is gradually reduced 2. India Finalises CAFE 3 Norms We’ll cover: Why Maruti’s proposed small-car concession was dropped How the new weight-based formula affects Maruti, Mahindra and Toyota How EVs, hybrids, CNG and compliance credits can help carmakers meet targets Audio Timestamps 00:04 Intro 00:30 The cost of protecting steel 13:06 CAFE 3: The new rules 20:16 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://thedailybrief.zerodha.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
#589
Tuesday · 21 min
Why isn't gas connection enough in India?
In today’s episode of The Daily Brief, we take a deep dive into one key story and cover another story shaping Indian and global markets: 1. Why LPG Connections Aren’t Enough We’ll cover: - Why many Ujjwala households still rely on firewood despite having LPG connections - How refill costs, informal LPG access and migrant challenges affect usage - Why making clean cooking affordable is becoming an increasingly expensive policy challenge 2. Why Airlines Resist Navi Mumbai - Why Mumbai’s T1 redevelopment could push international flights to Navi Mumbai - Why airlines are worried about costs, connections and operational readiness - How airport slots and capacity allocation complicate the proposed shift Audio Timestamps 00:04 - Intro 00:30 - Why LPG isn’t enough 12:20 - Why airlines resist Navi Mumbai 19:42 - Tidbits We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart every day: https://thedailybrief.zerodha.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
#588
Monday · 24 min
Is India's finance boom outrunning its real economy?
In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets: 1. India’s Macro Report Card We’ll cover: ●Why private investment remains weak despite cleaner corporate balance sheets ●How household savings are shifting towards financial markets while debt rises ●Why India’s growth may be more fragile than headline GDP numbers suggest 2. Can You Put a Score on a Hospital? We’ll cover: ●What India’s proposed hospital quality framework could measure ●Why comparing hospitals requires more than mortality or accreditation scores ●The data challenges and unintended consequences of hospital ratings Audio Timestamps 00:04 Intro 00:29 India’s macro report card 13:39 Can hospitals be rated? 22:44 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://thedailybrief.zerodha.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
#587
October 1 · 25 min
Inox Clean’s second attempt at a first impression
In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets: 1. Inox Clean Energy’s ₹10,000 Crore IPO We’ll cover: ●How Inox Clean makes money from renewable power and solar manufacturing ●Why acquisitions and group companies are central to its growth ●What its ₹10,000 crore IPO will fund and the key risks investors need to understand 2. Why Sanctioned Tankers Are Taking Russia’s Flag We’ll cover: ●How the Russia-linked shadow fleet grew ●Why a ship’s flag matters for its legal status ●How Russia’s registry is helping sanctioned tankers keep moving cargo Audio Timestamps 00:04 Intro 00:30 Inox Clean’s ₹10,000 crore IPO 15:12 Why tankers are flying Russia’s flag 23:10 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://thedailybrief.zerodha.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
#586
September 30 · 22 min
The agro-mutual fund that crashed and burned
In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets: 1. Growpital’s Alleged Investment Fraud We’ll cover: ●Growpital raised ₹193 crore from over 5,200 investors. ●A claimed ₹62 crore revenue from a 75-acre jeera farm was far above SEBI’s estimated maximum of around ₹30 lakh. ●Nearly ₹96 crore was traced through layers of entities to the promoters. ●SEBI has ordered refunds with 12% annual interest and imposed bans and penalties. 2. Indian Railways’ New Financing Model We’ll cover: ●Six freight corridors will cover 647 km and mainly transport coal, iron ore and bauxite. ●Private companies could fund around 60% of construction costs under HAM. ●The model shifts freight-risk away from private developers and back to Railways. ●The six projects have a combined Bid Project Cost of ₹15,976 crore. Audio Timestamps 00:04 Intro 00:30 The Growpital investment scam 13:07 Railways tries the highway model 20:34 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://thedailybrief.zerodha.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
#585
September 29 · 25 min
The Indian states that solar is forgetting
In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets: 1. The Indian states solar is forgetting We’ll cover: ●Why India’s solar boom is concentrated in six states ●Why coal-rich states struggle to diversify their economies ●Why green jobs may not replace coal-linked livelihoods 2. Why power plants run short on coal We’ll cover: ●Why coal can be available at mines but not at power plants ●Where bottlenecks emerge across India’s coal supply chain ●What can be done to prevent future coal shortages Audio Timestamps 00:04 Intro 00:29 Can coal states go green? 14:27 India’s coal logistics problem 23:38 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://thedailybrief.zerodha.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
#584
September 28 · 22 min
The ebbs and flows of India’s irrigation story
In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets: 1. India’s Irrigation Story We’ll cover: ●How irrigation made India less dependent on the monsoon ●Why tubewells and subsidised power drove groundwater overuse ●How drip irrigation and solar pumps are changing water use 2. Why India Imports Teak We’ll cover: ●Why India imports most of its teak logs ●Why farmers hesitate to grow teak commercially ●Maharashtra’s attempt to ease teak harvesting rules and what happened next Audio Timestamps 00:04 Intro 00:29 India’s irrigation dilemma 13:56 The teak behind your furniture 21:07 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://thedailybrief.zerodha.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
#583
September 25 · 22 min
What happens when insurance commissions are cut?
In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets: 1. Insurance Commissions: What Is IRDAI Changing? We’ll cover: ●Why IRDAI wants to cut insurance commissions ●How the changes could affect insurers, distributors and banks ●Whether lower commissions could actually make insurance cheaper and improve coverage 2. How Much Does a Country Name Affect Its Credit Rating? We’ll cover: ●What determines a sovereign credit rating ●Why countries with similar fiscal numbers can receive different ratings ●What the study says about India’s credit rating and the “country effect” Audio Timestamps 00:04 Intro 00:29 The big insurance commission change 13:02 What drives a country’s credit rating? 20:31 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://thedailybrief.zerodha.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
#582
September 24 · 22 min
Sunday joys, Monday blues for the hotel business
In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets: 1. India’s Hotels Have a Monday Problem We’ll cover: ●Why leisure hotels charge more than business hotels ●Why hotel companies are acquiring existing resorts instead of building new ones ●How hotels are tackling the weekday occupancy problem 2. Why Telecom Plans Are Still Bundled We’ll cover: ●Why TRAI is pushing for cheaper voice-only recharge plans ●Why telecom companies worry about revenue cannibalisation ●What the new rules mean for mobile users and telecom pricing Audio Timestamps 00:04 Intro 00:30 The weekend trap for hotels 10:32 Can telecom plans be unbundled? 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://thedailybrief.zerodha.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
#581
September 23 · 22 min
A not-so-festive season for electronic appliances
In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets: 1. Why Electronics Prices Are Rising We’ll cover: ●Why AC, refrigerator and TV prices are rising ●How commodity prices, chips and the rupee affect appliance costs ●Why a bigger festive discount may not mean a better deal 2. India’s Jute Industry Makes a Comeback We’ll cover: ●Why India’s jute industry is expected to rebound ●How MSP, raw-jute prices and government procurement shape the industry ●Whether biodegradable jute products can reduce dependence on plastic Audio Timestamps 00:04 Intro 00:30 The rising cost of appliances 12:54 India’s golden fibre returns 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://thedailybrief.zerodha.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
#580
September 22 · 24 min
India's textile waste problem
In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets: 1. India’s Textile Waste Problem We’ll cover: ●India generates 7,073 kilotonnes of textile waste every year ●Why recycling clean factory scraps is easier than recycling used clothes ●How the lack of textile EPR and segregation is holding back circularity 2. India’s Telecom Hardware Problem We’ll cover: ●Why India remains dependent on China for critical telecom hardware ●Inside the ₹5,500 crore Gwalior Telecom Manufacturing Zone ●Can Gwalior help India build a domestic 5G and telecom hardware supply chain? Audio Timestamps 00:04 Intro 00:27 India's textile waste problem 14:08 Inside India’s telecom hardware plan 22:51 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://thedailybrief.zerodha.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
#579
September 21 · 21 min
How private is India’s private nuclear push?
In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets: 1. How Private is India’s Private Nuclear Push? We’ll cover: ● How private companies already participate in India’s nuclear sector ● The different roles companies can play—from contractors to financiers and technology partners ● Why private ownership and operation of nuclear plants is still largely theoretical despite the SHANTI Act 2. A Crisis in India’s Tea Industry We’ll cover: ● Why rising tea prices are masking deeper problems in the industry ● How erratic weather is making tea production and prices increasingly unpredictable ● Why small growers, tea estates and packaged-tea companies are all feeling the pressure Audio Timestamps 00:04 Intro 00:44 How Private is India’s Private Nuclear Push? 13:56 A Crisis in India’s Tea Industry 20:46 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://thedailybrief.zerodha.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
#578
September 18 · 22 min
India’s untapped pool of copper
In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets: 1. India’s Untapped Copper Pool We’ll cover: ●How much copper India already has in use ●Why copper scrap cannot immediately solve the supply gap ●India’s recycling, refining and scrap-import challenges 2. Why Indian Industry Still Needs Coal We’ll cover: ●Why cleaner electricity doesn't automatically mean less industrial coal use ●The challenge of decarbonising steel production ●What India’s upcoming industrial investments mean for coal demand Audio Timestamps 00:04 Intro 00:41 India’s copper recycling challenge 13:46 India can’t quit coal yet 20:33 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://thedailybrief.zerodha.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
#577
September 17 · 22 min
The fragile compromises of the BRICS summit
In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets: 1. The BRICS Summit: What Was Actually Achieved? We’ll cover: ●Why BRICS is struggling to build an alternative to the US dollar ●The challenges around local-currency payments and a BRICS currency ●What the summit revealed about tensions between India, China, Russia, Iran and the UAE 2. UK Recognises India’s Carbon Market We’ll cover: ●How the UK’s CBAM affects Indian exporters ●Why India’s carbon credits cannot simply offset the UK’s carbon charge ●The challenges around carbon pricing, verification and claiming relief Audio Timestamps 00:04 Intro 00:30 Inside the BRICS summit 13:43 UK recognises India’s carbon market 21:18 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://thedailybrief.zerodha.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
#576
September 16 · 22 min
How India's elder-care industry works
In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets: 1. How India’s elder-care industry works We’ll cover: ●Why India’s ageing population is driving demand for organised elder care ●How senior housing, home care and assisted living businesses work ●Why affordability, caregiver shortages and limited coverage remain challenges 2. India’s new internet gateway We’ll cover: ●Why data centres and submarine cables are increasingly being built close together ●How Andhra Pradesh is using incentives to attract data-centre and internet infrastructure ●Why new cable routes matter for India’s internet resilience and connectivity Audio Timestamps 00:04 Intro 01:17 India’s elder care industry 14:07 Building India’s next internet hub 21:14 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://thedailybrief.zerodha.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
#575
September 15 · 23 min
Is America’s $40 trillion debt a problem?
In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets: 1. Is America’s $40 Trillion Debt a Problem? We’ll cover: ●Why the $40 trillion debt figure can be misleading ●Rising US interest costs and the growing burden of refinancing debt ●What could signal a real US debt crisis 2. India Gets Closer to Satellite Internet We’ll cover: ●India’s proposed satellite spectrum pricing ●Where satellite internet can compete with fibre and mobile networks ●Starlink, Jio and Airtel’s changing roles in India’s satcom market Audio Timestamps 00:04 Intro 01:07 America’s $40 trillion debt 13:40 India’s satellite internet push 21:53 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://thedailybrief.zerodha.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
#574
September 11 · 22 min
Why is India paying more for floating solar?
In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets: 1. Floating Solar: Why Is India Paying More? We’ll cover: ●Why India is turning to floating solar despite its higher costs ●How floating solar can help with land, grid and water constraints ●Whether the 25% cost premium can be justified and where floating solar makes the most sense 2. India’s First Tokenised Bond We’ll cover: ●What tokenised bonds actually change in the existing financial system ●Why atomic settlement, CBDC and shared ledgers could reshape bond markets ●What REC’s pilot tells us — and the key questions that India’s tokenisation push still needs to answer Audio Timestamps 00:04 Intro 00:32 Why solar on water? 12:27 India’s first tokenised bond 20:33 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://thedailybrief.zerodha.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
#573
September 10 · 22 min
SECI wants to make India’s industries electric
In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets: 1. SECI’s Industrial Electrification Push We’ll cover: ●Why industrial heat is a major decarbonisation challenge for India. ●How SECI’s demand aggregation model could make renewable power cheaper and easier for smaller factories to access. ●Why electrifying industrial heat will require more than just cheap green electricity. 2. Auto Ancillaries Look Beyond Cars We’ll cover: ●Why companies such as RACL Geartech, Sansera, Sundram Fasteners and Bharat Forge are moving beyond automobiles. ●How their existing precision manufacturing capabilities can be applied to new industries. ●Whether diversification is actually delivering higher growth and better returns. Audio Timestamps 00:04 Intro 00:30 SECI’s green power push 12:37 From cars to aerospace 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://thedailybrief.zerodha.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

Showing 1–20 of 65 episodes