The Daily Brief

Zerodha
undefined
11 snips
Aug 22, 2025 • 25min

In India, all (online) bets are off

India's recent ban on real-money gaming raises questions about online regulation and social welfare. The podcast examines the implications for stakeholders in the digital market. It also delves into the complexities of India's Goods and Services Tax system, eight years after its launch. Challenges persist for small businesses, and calls for reforms highlight the need for a more efficient tax structure. Economic shifts, such as hydropower growth and changes in public sector lending, further emphasize the ongoing evolution of India's economy.
undefined
11 snips
Aug 21, 2025 • 22min

From smartphones to steering wheels : Xiaomi

Xiaomi's ambitious dive into electric vehicles is highlighted, showcasing their adaptive strategies amid fierce competition, especially when compared to Apple's struggles. The discussion then shifts to the pressing issue of zombie firms in India, emphasizing the need for reform in bankruptcy laws. The complexities surrounding business exits in the Indian market reveal the potential pathway to revitalizing the stagnant manufacturing sector. This episode serves up insights into both innovation and economic challenges.
undefined
72 snips
Aug 20, 2025 • 27min

What does 50% tariffs even mean?

Discover the impact of a 50% tariff on India's economy and the ripple effects on global markets. Explore how high tariffs disrupt supply chains and influence production costs. Learn about the challenges faced by Quick Service Restaurants in India, from franchising to tech innovations. Dive into how cost inflation and strategic pricing decisions are reshaping restaurant performance and customer engagement. This insightful discussion reveals the complex interplay between trade policies and market strategies.
undefined
15 snips
Aug 19, 2025 • 24min

Sizing up the GLP race

Explore the booming market for GLP-1 drugs in India as local pharmaceutical companies gear up to enter. Delve into the challenges of drug production and the implications of patent expirations. The discussion also highlights the need to rethink India's manufacturing contributions amid a perception of stagnation. Plus, uncover the intricacies of calculating GDP with innovative approaches like double deflation and examine the economic performance gaps in competitive sectors, featuring insights from firms like Swiggy and JSW Steel.
undefined
13 snips
Aug 18, 2025 • 23min

From AAA to ashes: The DHFL story

Uncover the financial deceit behind Diwan Housing Finance Corporation Limited's ₹22,000 crore fraud, including a fictitious branch that inflated loan disbursements. Explore the resilience of major Indian real estate players like DLF and Godrich Properties amidst market challenges. Dive into the latest advancements in real estate and business strategies, including DreamFox's new direction and significant reforms in India's nuclear sector. Stay informed on potential trading regulation proposals from SEBI and a recent credit rating upgrade from S&P Global.
undefined
19 snips
Aug 14, 2025 • 21min

How much are Indians buying: A story told through con-calls

Dive into the complexities of India's economy as the podcast tackles the question: Have Indians stopped buying? Discover how unseasonal monsoons disrupt production and challenge companies. Explore the surprising resilience of rural markets in the auto sector while urban areas face fatigue. Unearth the gender dynamics affecting manufacturing, revealing the need for greater female participation. Get ready for a captivating exploration of consumer confidence and the evolving economic landscape!
undefined
42 snips
Aug 13, 2025 • 27min

Concrete, cash, and confidence: Decoding residential real estate

Delve into the intriguing world of India's real estate, where virtual property bookings challenge buyers. Explore the critical land acquisition strategies and recent regulatory shifts that protect customer payments. Discover how developers navigate market trends amidst rising prices and construction challenges. The podcast also touches on the startling surge in alcohol and tobacco consumption in India, scrutinizing governmental taxation efforts. Lastly, it analyzes the struggles of Indian IT companies and the implications of new shipping legislation for trade.
undefined
29 snips
Aug 12, 2025 • 22min

Android on trial

The discussion dives into Google's ongoing antitrust battle over Android payments and what it means for their dominance in India. It highlights the devastating impact of extreme heat on rural farmers and their livelihoods. The struggle against climate change is emphasized, revealing the urgent need for investment in non-agricultural jobs and better infrastructure. Strategies for coping with these challenges are also explored, shedding light on how families adapt in an increasingly harsh environment.
undefined
12 snips
Aug 11, 2025 • 22min

Tata-Shapoorji Palonji Talks Resume

Dive into the corporate rivalry between Tata Sons and the Shapoorji Palonji Group, tracing their shift from cooperation to conflict. Explore India's innovative push for eco-friendly ethanol-blended fuels and its broader environmental impacts. Learn about the nation's energy challenges, including the effects of EU sanctions on oil imports and Adani Power's significant coal investments. This insightful discussion uncovers the intricate balance between economic growth and sustainable practices.
undefined
9 snips
Aug 8, 2025 • 21min

What's going on with banks?

The podcast dives into the stagnant state of Indian banks, exploring contrasting strategies between public and private sectors. It highlights the challenges of declining interest margins while emphasizing the importance of treasury income. The discussion shifts to innovative energy storage solutions, their impact on electricity markets, and the complexities of battery management. Additionally, it uncovers risks associated with India’s rare earth crisis and the broader implications for various financial sectors.

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app