The Daily Brief

In today’s episode, we look at 4 big stories: 1) Why are potatoes getting expensive? 2) Ambani wedding, Jio divorce 3) SME IPO frenzy 4) Is the economic treadmill too fast for China? 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/

In today’s episode, we look at 3 big stories: 1) Inflation in India and the US is a tale of two cities 2) Is there a microfinance bubble brewing? 3) TCS’s results and what it means for the Indian IT sector. 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/

Topics discussed in this podcast include madness in thematic and sectoral mutual funds, RBI's new guidelines on interest payments, Uttar Pradesh making hybrid cars more attractive, China's ban on short-selling, and the real estate boom after a decade of underperformance.

In today’s episode, we look at 5 big stories: 1) Jerome Powell gave some slightly good news 2) Uttar Pradesh makes hybrid cars more attractive 3) Indians welcome desi daaru 4) Chocolates become a luxury 5) China stupidly bans short-selling 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/

In today’s episode, we look at 4 big stories: 1) The craziness in thematic and sectoral mutual funds 2) RBI’s guidelines on interest payments will hurt banks and NBFCs. 3) The confusion over the classification of gaming companies 4) Currency volumes migrate to the Singapore Stock Exchange 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/

Exploration of Reliance's potential entry into the sports and athleisure market in India, financial controversies surrounding Yes Bank, and the hurdles faced by India's largest stock exchange in pursuing an IPO.

Explore why Indian companies are not investing, the resurgence of residential and commercial real estate, Shein's comeback with a partnership with Reliance, and the 90% decrease in exchange-traded currency derivative volumes after RBI guidelines

Discussing the Indian stock market bull run and its implications on investors. Exploring the removal of angel tax and its impact on startups. Highlighting the growth of SME IPOs and Bajaj's CNG plans amidst the rise of EVs. SEBI chief addressing market mischief. TCS facing challenges in filling job vacancies due to low salaries and skills mismatch in the IT sector.

This is the first weekly briefing. 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. Every week, we'll publish a new episode simplifying the biggest stories of the week so that you can still look smart in front of your friends. In this week's episode, we look at these stories: 1) Why are Foreign Direct investments (FDI) in India falling? 2) Naukri’s new report gives us mixed signals 3) Hindenburg vs Adani: Round 2 4) Fed Chairman says “hold…” 5) Miracle Drugs We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we'll make you smart everyday: https://thedailybriefing.substack.com/

SEBI working to make bonds more accessible to retail investors, Indian job market showing mixed signals, credit-to-deposit ratio in India, VCs investing in India startup market