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The Daily Brief

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Sep 23, 2024 • 18min

Why Axis Capital got barred by SEBI

In today’s episode, we look at 3 big stories:- Axis Capital got axed- China is getting older- Are we exporting enough?- 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/ If you prefer video: https://www.youtube.com/@marketsbyzerodhaThis content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
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Sep 21, 2024 • 23min

Recap: India’s Economy, US Rate Cut, Trade Deficit and Quick Commerce Clash

This is the twelfth weekly brief. We publish a new episode every day to help you understand the biggest stories in the Indian markets. But we understand that you may be busy and don't have the time to listen to the daily episodes. So don't worry; we've got you covered. - Intro - How’s the Indian economy doing? - Fed Rate Cut - Quick commerce vs Govt? - India’s trade deficit 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/ Note: This content is for informational purposes only. None of the stocks, brands or products mentioned are recommendations or endorsements.
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Sep 20, 2024 • 10min

Major US Rate Cut: What will India do?

In today’s episode, we look at 2 big stories: 00:04 Stories Coming Up! 00:22 Intro 00:35 First time in 4 years 03:45 India’s trade deficit 08:51 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/ This content is for informational purposes only. None of the stocks, brands or products mentioned are recommendations or endorsements. If you prefer video: https://www.youtube.com/@marketsbyzerodha
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Sep 19, 2024 • 12min

How the Fed Rate Cut Will Shake Up India's Economy?

In today’s episode, we look at 2 big stories: - How does the Fed rate cut affect India - Quick Commerce vs Govt - 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/ This content is for informational purposes only. None of the stocks, brands or products mentioned are recommendations or endorsements. If you prefer video: https://www.youtube.com/@marketsbyzerodha
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Sep 18, 2024 • 17min

SEBI targets unregistered advisors with new asset class

In today’s episode, we look at 3 big stories:1. SEBI wants to kill scammy advisors and PMS managers want in2. How’s the Indian economy doing?3. Why India's rice market is making headlines and what it means for youWe 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/If you prefer video, you can watch this episode in English and Hindi.Watch in English: https://www.youtube.com/@marketsbyzerodhaWatch in Hindi: https://www.youtube.com/@marketsbyzerodhahindiThis content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
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Sep 17, 2024 • 15min

Ford’s Comeback - Can it Win in India Again?

In today’s episode, we look at 3 big stories:- Ford wants to come back in the game, again!- The tale of three Chinas- Double whammy for Indonesia and MalaysiaWe 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.If you prefer video, you can watch this episode in English here and in Hindi here.This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
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Sep 16, 2024 • 16min

India’s Youth vs The Skill Gap: A National Crisis?

In today’s episode, we look at 3 big stories: 00:00 Intro 00:13 Stories Coming Up! 00:29 India’s skill gap 05:29 China vs World 10:27 What the scrap 14:20 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/ This content is for informational purposes only. None of the stocks, brands or products mentioned are recommendations or endorsements. If you prefer video: https://www.youtube.com/@marketsbyzerodha
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Sep 14, 2024 • 27min

Recap: Rising scams, India's changing food habits, Adani's port ambitions and more

This is the eleventh weekly brief. We publish a new episode every day to help you understand the biggest stories in the Indian markets. But we understand that you may be busy and don't have the time to listen to the daily episodes. So don't worry; we've got you covered.00:00   Intro00:22   Another mega trading scam04:01   Tel (oil) lene gaya08:24   How big is the front running problem in the Indian stock market?14:25   A Decade of Change on India's Plate: Progress and Challenges18:39   Adani's big port ambitionsWe 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/If you prefer video: https://www.youtube.com/@marketsbyzerodhaThis content is for informational purposes only. None of the stocks, brands or products mentioned are recommendations or endorsements.
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Sep 13, 2024 • 18min

Onions are Expensive Again! But Why?

The podcast dives into the soaring onion prices in India, exploring how weather woes and government measures impact food inflation. It also highlights the Adani Group's ambitious global plans, from airport acquisitions to port projects, shaking up shipping competition. Lastly, the discussion shifts to India's revamped electric vehicle policy with the PME drive scheme, focusing on incentives for two-wheeled transport and the future of government support in the EV sector.
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Sep 12, 2024 • 24min

Donald Trump vs. The World

In today’s episode, we look at 4 big stories:00:00   Intro00:14   Stories Coming Up!00:49   Trump06:29   A Decade of Change on India's Plate: Progress and Challenges10:44   Antitrust case against Google18:53   It’s India vs. China for Apple’s AttentionWe 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/ If you prefer video: https://www.youtube.com/@marketsbyzerodha   

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