

The Daily Brief
Zerodha
A daily podcast that dives into the biggest stories happening in the Indian markets and the global business landscape.
Episodes
Mentioned books

11 snips
Sep 23, 2025 • 26min
The new H1B rules take a hit at Indian IT
Explore the new challenges facing Indian IT as visa fees soar, pushing firms to rethink their staffing and operations. Discover how industry giants are adapting by offshoring and automating. Dive into France’s political deadlock and debt crisis, revealing the struggles of a post-war provider state amidst rising costs and unsustainable pensions. Plus, catch quick updates on KKR’s acquisition in healthcare and Yes Bank’s ambitious wealth management plans.

15 snips
Sep 22, 2025 • 23min
India's deadlock on pricing internet from satellites
Struggling to bring satellite internet to millions, India faces a pricing deadlock involving TRAI's proposals and Jio's auction push. Meanwhile, the nation's energy transition is complicated by limited natural gas supply and the political clout of coal. In quick updates, Tamil Nadu's ambitious global city project takes shape, while the CBI digs into legal matters surrounding prominent figures. Stay informed and entertained as these crucial issues unfold!

13 snips
Sep 19, 2025 • 21min
The puzzle of why rural India is consuming more
Explore the intriguing rise in rural India's consumption, driven by good monsoons but tempered by potential economic fragility. Delve into the latest advancements in AI, including new models and tools, while considering their impacts on jobs and energy demands. Stay updated with bites of economic news, from appeals in energy regulation to corporate acquisitions and Google's infrastructure initiatives in Africa. This varied discussion highlights key trends shaping the economy and tech landscape today.

Sep 18, 2025 • 24min
Another Indian steelmaker wants a big piece of Europe
A deep dive into Jindal Steel's ambitious non-binding offer for ThyssenKrupp's Duisburg plant reveals the potential transformation of its global standing. The discussion also highlights the challenges posed by China’s hyper-competition, or 'neijin', driven by state incentives and oversupply, affecting various industries from steel to EVs. Additionally, quick updates on JSW Paints' new acquisition and SBI's stake adjustment in Yes Bank provide further insights into current market dynamics.

13 snips
Sep 17, 2025 • 22min
The Supreme Court wants to fix India’s real estate
A landmark ruling by India's Supreme Court has emerged, categorizing housing as a fundamental right and pushing for significant reforms in the real estate sector. The court's focus is on protecting genuine homebuyers while enhancing the insolvency processes for developers. In another segment, the podcast dives into the challenges facing the hydrogen industry, weighing its potential as a renewable fuel against production inefficiencies and compliance hurdles. These discussions shed light on both real estate and energy futures.

30 snips
Sep 16, 2025 • 19min
The oil markets are in a weird place right now
The podcast dives into the peculiar state of oil markets, highlighting job cuts and a slowdown in shale drilling. It explores how these changes are affecting major oil companies and the geopolitical ramifications for countries like Russia. The discussion then shifts to the influence of overproduction and OPEC Plus interventions on global trade. Additionally, the evolving role of currencies, especially the dollar and rising renminbi, is examined, alongside how geopolitical tensions are reshaping trade dynamics and invoicing practices.

13 snips
Sep 15, 2025 • 23min
Indian banks want a shot at funding business takeovers
Discover how Indian banks are navigating the tricky waters of financing mergers and acquisitions amidst restrictive policies. Learn about the challenges posed by a fragile global trading system and the shifting landscape of world trade. The discussion also highlights the decline in energy costs for sustainable factories and the push for a regulatory framework that supports responsible lending. Finally, delve into the second unbundling of globalization and its effects on global income inequality and economic integration.

13 snips
Sep 12, 2025 • 22min
The part of the electronics puzzle no one's talking about
Dive into the fascinating world of printed circuit boards (PCBs) and their crucial role in modern electronics. Discover how these components influence global geopolitics and supply chains, especially amid rising tensions like the US-China trade war. Explore the complexities of PCB manufacturing and the emergence of Southeast Asia as a manufacturing hub. Uncover India's challenges and ambitions in the sector, all while learning about the impact of advancements in AI and clean energy on the industry.

10 snips
Sep 11, 2025 • 24min
When economics needs a (battery) chemistry lesson
The podcast dives into the pivotal role of battery chemistry in shaping economic dynamics, exploring how innovations can alter market trends and supply chains. It discusses the challenges faced by Indian textile exporters due to new US tariffs, highlighting the potential loss of livelihoods and necessary adaptive strategies. Insights into production costs and the complexities of exports unveil the intricate relationship between policy changes and market forces. Tune in for a blend of technology and economic discourse!

12 snips
Sep 10, 2025 • 23min
Your internet comes from the bottom of the ocean
Undersea cables are the hidden backbone of the internet, enabling over 95% of international data transfer. The show explores the geopolitical tug-of-war over these vital infrastructures, highlighting concerns over security with companies like Huawei. It also delves into the delicate economic relationship between India and China, presenting opportunities for collaboration despite historical tensions. The conversation highlights the increasing demands for internet connectivity and the vulnerabilities posed to this essential network.