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The Daily Brief

Latest episodes

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Nov 13, 2024 • 15min

What's going on with Asian Paints?

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04   Stories Coming Up!00:23   Intro00:40   Why did profits fall by 40% this quarter for Asian Paints06:39   Is India collecting less property tax?13:13   TidbitsWe 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/You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.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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Nov 12, 2024 • 22min

IndiGo’s bold moves vs Air India’s big merger

In today’s episode, we look at 3 big stories:00:04   Stories Coming Up!00:33   Intro00:50   How IndiGo and Air India are Shaping the Future of Flying07:39   Did Tata Motors have a bad quarter?16:02   Dr. Reddy’s wants people to lose weight21:08   TidbitsWe 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/You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.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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Nov 11, 2024 • 23min

Fed Cuts Rate Again: Here's what it means

In today’s episode, we look at 3 big stories:00:04   Stories Coming Up!00:31   Intro00:47   Why did Fed cut rates?06:55   How is India's steel industry doing?13:37   Indian companies turn to exports as domestic demand slow21:21   TidbitsWe 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/You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.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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Nov 8, 2024 • 18min

Trump II: What it means for the global economy?

In today’s episode, we look at 2 big stories:00:04   Stories Coming Up!00:18   Intro00:48   Trump effect: What a second term means for the world08:44   How affordable housing is bridging India’s homeownership gap16:27   TidbitsWe 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/You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.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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Nov 7, 2024 • 20min

HDB Financial’s ₹12,500 Crore IPO: India’s Biggest NBFC Offering

In today’s episode, we look at 3 big stories:00:04   Stories Coming Up!00:34   Intro00:51   One of the largest NBFC IPOs07:29   India’s auto sector: A September crash, followed by an October comeback13:25   Titan’s Revenue is up but profits are down, why?18:01   TidbitsWe 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/You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.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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Nov 6, 2024 • 19min

India’s Real Estate Boom: What’s Driving the Comeback?

In today’s episode, we look at 3 big stories:00:04   Stories Coming Up!00:25   Intro00:56   India’s Real Estate Boom: What’s Driving the Comeback?07:26   SEBI kicks out Embassy REIT CEO11:35     SEBI pushes mutual funds to invest NFO money faster17:17      TidbitsWe 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/You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.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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Nov 5, 2024 • 21min

100+ tonnes of Indian gold finally comes home

In today’s episode, we look at 3 big stories:00:00   Stories Coming Up!00:31   Intro00:50  Announcement01:07   Ghar wapsi for gold05:07  Temporary bullishness for oil11:44   Indian corporate earnings are seriously disappointing19:32   TidbitsWe 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/You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.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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Nov 4, 2024 • 17min

Premiumisation - The next big thing for companies?

In today’s episode, we look at 2 big stories:00:04   Stories Coming Up!00:27   Intro01:02   Are Indian consumers ditching affordable products for premium?07:09   Big Tech’s trillion-dollar AI race15:42   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://thedailybriefing.substack.com/You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.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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Oct 31, 2024 • 22min

Rural vs. Urban: Why are villages driving growth?

In today’s episode, we look at 3 big stories:00:04   Stories Coming Up!00:22   Intro00:55   Why is the demand slowing down in urban?07:10   Maruti’s budget car sales are falling—Is trouble brewing?13:21   6 big warnings from RBI Governor20:12   TidbitsWe 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/You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.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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Oct 30, 2024 • 20min

Massive crisis in the microfinance sector

In today’s episode, we look at 3 big stories:- Stories Coming Up!- Intro- How bad is the crisis in microfinance?- Why Is Burger King India Struggling?- Why Are Tata Technologies' Profits Declining?- TidbitsWe 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/You can also listen to this episode in Hindi: https://the-daily-brief-hindi.simplecast.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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