The Daily Brief

Sri Lanka is at a crossroads, grappling with the urgent need for debt restructuring to avoid total economic collapse. The podcast explores past financial struggles and recent optimism in the bond market. It questions whether these strategies will be sufficient in tackling deep-rooted issues, including unsustainable borrowing and misguided agricultural policies. As the country negotiates its way to recovery, the implications for global markets and India's economic challenges are also up for discussion.

Discover Vedanta's ambitious $2 billion investment in Saudi Arabia, aimed at establishing a state-of-the-art copper manufacturing facility. This project could satisfy half of India's copper demand while supporting global renewable energy trends. Explore India's plans to boost FDI in the insurance sector and stay updated with the latest economic developments shaping the landscape.

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!00:19   Intro00:37   Union cabinet approved Vodafone's bank guarantee issue07:43   Trump doesn't want to do business with Mexico and Canada?14:18   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.

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!00:26   Intro00:43   Why is India unhappy with the COP29 deal?08:21   Why is RBI letting India's forex reserve fall?13:31   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.

In today's episode of The Daily Brief, we cover 3 major stories shaping the Indian economy and global markets:1. SEBI’s Big Move in SME IPOsSEBI tightens SME IPO rules to curb misuse, ensure funds boost growth, and protect investors. Key steps include stricter OFS rules, longer lock-ins, and better monitoring.2. Royalty Payments Under SEBI's LensSEBI flags ₹10,779 crore in FY23 royalties, often exceeding profits. It proposes linking royalties to earnings, better disclosures, and expiry dates for agreements.3. India’s Economic CrossroadsIndia’s economy is uneven: services exports boom, but middle-class consumption struggles, and rural recovery remains weak. Inflation and jobs need focus.You can also watch this episode here: https://youtu.be/aCXfyy4Eql8Get smarter every day with our daily newsletter. Subscribe here: https://thedailybrief.zerodha.com/Check out our latest newsletter "Aftermarket Report" here: https://aftermarketreport.substack.com/

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!00:19   Intro00:51   Why is Adani in trouble?06:51   Is the government not spending on health?13:17   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.

The podcast dives into Google's potential breakup as the US government confronts its monopolistic practices, including a federal proposal to separate Chrome from its other services. It also examines the implications for the tech industry and internet governance. Additionally, the discussion shifts to the financial struggles of Indian municipalities, stressing their dependence on state funding and the need for better revenue strategies to maintain city services and infrastructure.

We don’t have The Daily Brief episode today as the markets are closed. So we're uploading an episode from one of our other shows "The world, simplified", where we break down the big global issues affecting our money and lives in simple terms.In this episode, we cover:1. The Chip War: US vs ChinaWe dive into the world of semiconductors—the tiny chips powering everything from smartphones to supercomputers—and explore the intense U.S.-China rivalry over control of this critical technology, its impact on AI, and the global stakes in the semiconductor race.2. BRICS: A New World Order? The expanded BRICS alliance aims to challenge Western financial dominance, building alternatives like the New Development Bank and BRICS Pay. Despite internal conflicts, the group’s push for a parallel financial system signals a major shift in the global economic order.If you want to view detailed charts and deep dive into sources discussed in the episode, check out our newsletter: https://thedailybrief.zerodha.com/p/who-controls-the-chips-controls-the 

In today's episode of The Daily Brief, we cover 3 major stories shaping the Indian economy and global markets:00:04   Stories Coming Up!00:27   Intro01:07   Mamaearth reported a 19 crore loss- what happened?07:06   What’s driving the gold price rally?12:24   How Campus, Bata, and Metro are Reshaping India's Footwear Industry18:08   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. 

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!00:22   Intro00:40   Diabetes: India’s Silent Health Crisis09:41   Capex Slowdown: A Temporary Blip or a Sign of Caution?15:50   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.