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The Daily Brief

Latest episodes

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Jul 4, 2024 • 14min

Ed-tech startups fail to graduate 🎓

In this episode, we’ll talk about 4 stories. 1. A Vietnamese EV giant, VinFast, is soon going to enter India. We’ll understand what it means for us.2. The ed-tech industry is back in the news, and it’s no surprise that it’s for the wrong reasons. We’ll understand why.3. We’ll look at what’s happening in the global markets with US inflation.4. Why foreign investments in India have been reducing. 
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Jul 3, 2024 • 11min

Hindenburg vs Adani: Round 2! 🥊

Today, we’ll be talking about 4 interesting stories:1. Adani and Hindenburg are in the news again. We talk about why.2. SEBI’s new suggestions for Mutual Funds3. The story of a new drug that can shake up multiple industries!4. Auto industry sales - in a little more detail than we did yesterday
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Jul 2, 2024 • 7min

Rising shipping costs hit Indian industries

Episode NotesIn today’s episode, we’ll talk about 4 interesting stories:1. The Indian rupee is getting stronger against the US dollar. And what that means for us2. What’s happening in the global shipping industry and why it could harm the global economy3. What Quant Mutual Fund is saying in response to the frontrunning allegations against them4. And finally, we’ll take a quick look at the EV industry’s numbers and what’s happening there
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Jun 29, 2024 • 12min

The rise of illegal gambling in India

In today's episode, we'll talk about:1. SEBI's update in F&O criteria2. Ola's plans to enter the quick commerce space3. Rise of illegal online gambling after heavy taxes on the legitimate players4. Loss of workforce due to rising heatwaves5. Jio and Airtel hike tariffs 
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Jun 28, 2024 • 11min

The quick commerce wars heat up

Today we’ll be discussing 4 interesting stories: 1. Zepto’s fundraise and what’s ahead for Indian quick commerce2. ⁠SEBI tightening rules on market manipulation3. ⁠L&T managing director’s comments on India’s unemployment4. ⁠Why the cement industry is suddenly so hot
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Jun 27, 2024 • 9min

Indian real estate is booming

In today’s episode, we’ll talk about interesting stories:1. Moody’s Rating’s say on India’s water crisis2. US Fed’s decision to keep interest rates flat, and India’s repo rate3. The recent rise of real estate in India after a decade-long period of silence
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Jun 26, 2024 • 11min

Is Quant Mutual Fund front running?

In this episode, we talk about:- Quant mutual fund’s investigation due to front-running allegations- JP Morgan’s decision to include Indian Government bonds in their emerging markets bond index- Ather’s plans to go IPO and how the Indian EV industry stands- Byjus’s continued problems with its lenders and investors- India recording a current account surplus for the first time since 2021. 

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