Episodes

  • Real estate’s three measures of success
    May 29 2026

    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 content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

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    25 mins
  • Indian pharma: lofty aims in the midst of chaos
    May 27 2026

    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: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

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    24 mins
  • SpaceX: A valuation built on miracles
    May 26 2026

    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 content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

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    24 mins
  • Gold, securitised
    May 25 2026

    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/

    Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

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    23 mins
  • An inventory high before a pricing hangover
    May 22 2026

    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/

    Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

    Show More Show Less
    24 mins
  • India’s two-wheelers drift through a collision of forces
    May 21 2026

    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 for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

    Show More Show Less
    24 mins
  • The Indian EMS industry moves up and sideways
    May 20 2026

    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 for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

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    24 mins
  • Margin crush in a gold rush
    May 19 2026

    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 content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

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    24 mins