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The Daily Brief

Latest episodes

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Jul 12, 2024 • 11min

How India gets high!

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/
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Jul 11, 2024 • 7min

Investors are thirsting for shiny sectoral funds

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/
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Jul 10, 2024 • 9min

Will Reliance Kill Decathlon?

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.
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Jul 9, 2024 • 13min

Indian real estate is back from the dead

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
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Jul 8, 2024 • 17min

Are we in a bull market or a bubble?

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.
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Jul 6, 2024 • 16min

The Weekly Brief: SEBI vs. Hindenburg, Miracle Drugs, and India's Employment Crisis

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/
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Jul 5, 2024 • 12min

VCs are once again hot for India 🔥

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
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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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