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The Daily Brief

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The Daily Brief

Zerodha

India’s data centres look to the salty seas

June 28, 2026 8:35pm 24 min

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   Tidbi...

India might change how it sells its airports

June 24, 2026 8:35pm 21 min

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 s...

India's batteries are getting longer, not just bigger

June 23, 2026 8:25pm 25 min

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   Ti...

A Dhan Dhana Dhan IPO for Jio

June 22, 2026 8:42pm 21 min

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 cris...

There’s nothing straight about Hormuz

June 21, 2026 8:28pm 23 min

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 ou...

The company behind every trade in India is going public

June 18, 2026 8:25pm 21 min

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 W...

Japan discovers the price of money

June 17, 2026 8:45pm 24 min

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   Tidbi...

The price of a Wavin’ Flag

June 16, 2026 8:35pm 24 min

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 ...

India’s maritime makeover

June 15, 2026 8:25pm 22 min

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 se...

When price caps on pharma drugs fail

June 14, 2026 8:30pm 23 min

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 sen...

A 10-minute parcel comes for Dalal Street

June 11, 2026 8:47pm 24 min

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 ou...

Between income and distributions

June 10, 2026 8:27pm 23 min

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 W...

A lending boom with fewer borrowers

June 09, 2026 8:28pm 21 min

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   Tid...

We're measuring rooftop solar by the wrong number

June 08, 2026 8:23pm 23 min

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   Tidb...

SEBI finds glitters of ₹15 lakh crore that aren’t gold

June 07, 2026 8:30pm 26 min

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 ...

How the rupee grounded Indigo’s profits

June 04, 2026 8:35pm 20 min

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 a...

India’s fuel-blending machine enters its next costly phase

June 03, 2026 8:34pm 25 min

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 W...

Do ATMs still make sense?

June 03, 2026 3:29am 12 min

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 ...

Reliance’s eight perfect minutes

June 02, 2026 8:27pm 22 min

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   Reliance’s Eight-Minute Trade 10:54   The Future of Cash in India 21:27   Tidbits ...

What SEBI found in Suzlon's books?

June 01, 2026 8:23pm 22 min

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 al...

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