

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

15 snips
Oct 15, 2025 • 23min
India has a new plan for hydropower
India's ambitious new hydropower plan aims to optimize transmission in the Brahmaputra Basin, addressing vital geopolitical concerns and balancing renewable energy sources. The challenges hindering development include logistical and environmental barriers. Meanwhile, the discussion shifts to India's dependence on imported coking coal for steelmaking, highlighting domestic quality issues and the need for innovative solutions to reduce reliance. In quick snippets, retail inflation and a major jet update add further context.

11 snips
Oct 14, 2025 • 25min
Is there a private capex crisis in India?
The discussion explores the slowdown of India's growth engine and the critical state of private capital expenditure. Key factors like corporate risk aversion and weak demand are highlighted as constraints on investment. The challenges facing the Indian tea industry are also examined, revealing significant cash losses and export disruptions. Erratic weather and rising costs further threaten tea production. Lastly, brief updates on TCS's data center equity plans and other market reforms add intriguing insights to the conversation.

Oct 13, 2025 • 25min
India’s biggest state telecom operator tries a comeback
Explore the ambitious comeback plan of India’s largest telecom operator as it navigates a complex landscape marked by a recent subscriber surge and challenges from competitors. Discover how deep-sea mining has captured global interest, despite legal and environmental hurdles. Uncover the technological challenges of mining at extreme depths and the countries positioning themselves for future exploitation. Listen in for brief tidbits on submarine cable developments and industry relaunches that keep the conversation buzzing.

Oct 10, 2025 • 25min
The sky’s the limit — for only two aircraft makers
Discover the riveting dynamics of the passenger aircraft duopoly dominated by Airbus and Boeing, exploring the hefty costs and long timelines of aircraft development. Delve into why new entrants continually face hurdles and the importance of a stable supplier network. Transitioning to India's ambitions, learn about its strategic focus on critical minerals, the significance of processing over mere mining, and how it aims to reduce import reliance through policy interventions. Exciting insights on geopolitical economics await!

Oct 9, 2025 • 25min
GIFT City: India’s high-stakes gamble
Explore India's ambitious GIFT City, aiming to revolutionize financial hubs with real-time dollar transaction systems. Dive into the challenges of creating such a hub, including talent attraction and infrastructure needs. Discover the hurdles facing GIFT, from regulatory red tape to market limitations. Transitioning to renewables is also a hot topic, as advancements face grid bottlenecks despite declining solar costs. Learn why India's renewable strategies are gaining global attention while facing future tests in transmission and financing.

Oct 8, 2025 • 21min
India wants to insure against climate change
India explores innovative funding for disaster recovery through parametric insurance, offering faster payouts and broader coverage tailored for climate risks. Discover the challenges traditional insurers face and the advantages of this new model. Additionally, the unlisted share market sees a surge of retail investors, impacting pricing and exposing risks amid regulatory scrutiny. Learn how structural changes have altered this landscape and why investors remain drawn to potential pre-IPO gains despite the dangers involved.

Oct 7, 2025 • 29min
How UPI is Changing Cash Use in India
Explore how India's adoption of UPI is curbing cash use, with insights into declining ATM withdrawals and varying state uptake. Discover the nuances of global trade disruptions, from longer shipping routes to the impact of tariffs and geopolitical tensions. Learn about India's improved port connectivity and the shift towards sustainable shipping practices. Finally, delve into the complexities of consumer finance, including the booming IPO market and rising loan defaults, shaping the economic landscape.

17 snips
Oct 6, 2025 • 27min
Inside India’s biggest NBFC IPO yet
The spotlight shines on Tata Capital's ambitious ₹15,500 crore IPO and the surprising pre-listing price drop. Explore the crucial role of NBFCs in bridging credit gaps through digital innovation. Additionally, delve into a World Bank study revealing insights on India’s healthcare labor market, including workforce distribution, quality challenges, and the significant role of women. Learn about the urban-rural divide in health worker locations and the dynamic future scenarios predicted for the sector by 2035.

Oct 3, 2025 • 24min
The RBI just silently made some huge moves
Recent actions by the RBI have stirred discussions on India's economic outlook. The pause on rate cuts raises questions about inflation and global uncertainties. With 22 regulatory reforms, including updates on deposit insurance and capital market lending, significant changes are underway. Microfinance faces challenges from rising repayment stress and borrower trends, yet there's cautious optimism for recovery. Additionally, the internationalization of the rupee is explored as new lending practices emerge, potentially redefining regional finance.

Oct 1, 2025 • 22min
A cruise through the shipbuilding industry
Explore the fascinating world of shipbuilding, which is vital for global trade. Discover how different types of ships are made and the factors driving their demand. Dive into why East Asia has dominated this industry and the barriers facing India's shipbuilding potential. Learn about a recent SEBI investigation involving hidden subsidiaries and the significant impact on financial accountability. Stay tuned for updates on corporate news, including developments from prominent companies.


