The Daily Brief

Zerodha
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31 snips
Sep 2, 2025 • 20min

How power prices work in India

Discover how India's electricity pricing system is influenced by recent Supreme Court rulings and the complexities of DISCOM financial struggles. Explore the challenges distribution companies face, including debt and regulatory issues, and their impact on the overall economy. Delve into the stark contrasts in economic growth trends between developing and wealthier nations, highlighting the successes of South Korea and Vietnam compared to others. This insightful discussion uncovers the critical implications for India's economic landscape.
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11 snips
Sep 1, 2025 • 22min

From coastlines to assembly lines: The Andhra experiment

Discover how Andhra Pradesh is transforming from an agrarian state into a booming industrial hub, facing challenges of unemployment and environmental impact. The discussion dives into the dual energy crisis, highlighting the stark contrast between rich and poor nations regarding carbon emissions. It also addresses energy poverty, focusing on vulnerable populations while emphasizing the need for sustainable energy solutions. Tune in for insights on the delicate balance between economic growth and environmental responsibility, alongside recent economic developments in India.
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9 snips
Aug 29, 2025 • 25min

How does one score the RBI?

Explore the Reserve Bank of India's quest for a new report card to evaluate its monetary policy effectiveness. The discussion dives into the challenges of measuring performance amidst evolving inflation targets. Discover how contrasting educational strategies between India and China since the mid-20th century have shaped their economic landscapes. The podcast highlights the consequences of India's elite-centric education on job opportunities and emphasizes the need for greater investment in human capital to boost national prosperity.
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Aug 28, 2025 • 25min

The greatest corporate failure in history

Dive into the dramatic collapse of Evergrande and its ripple effects on China's economy and citizens facing financial turmoil. Explore the rise of Contract Development and Manufacturing Organizations in India, set to revolutionize the pharmaceutical sector. The podcast highlights how evolving opportunities in global biotech could shift power dynamics away from China, while exciting developments in India's economy, such as Tata Motors' restructuring, signal a promising future. It's a captivating journey through corporate upheavals and emerging markets!
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26 snips
Aug 26, 2025 • 24min

Japan and the future of an ageing world

The discussion dives into Japan's pressing demographic challenges, notably plummeting fertility rates and an aging populace. It also explores innovative solutions like increasing women and senior workforce participation to adapt economically. A comparison with India reveals the stark contrasts in female employment trends, raising questions on legislative impacts. Finally, the podcast sheds light on necessary legal reforms to improve women's job safety and economic opportunities in both nations, underscoring the complexity of these issues.
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42 snips
Aug 25, 2025 • 22min

The trade chaos behind your cooking oil

Explore India's complex reliance on imported cooking oil and the government's efforts to boost local production amidst challenges like low profit margins. Delve into India's impressive rise in solar energy, highlighting innovative strategies that defy limited resources. Discover the impact of state control on renewable energy policies and the implications of tariffs on solar exports, especially in the competitive global market. Join the conversation on food security, inflation, and the future of energy in India.
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11 snips
Aug 22, 2025 • 25min

In India, all (online) bets are off

India's recent ban on real-money gaming raises questions about online regulation and social welfare. The podcast examines the implications for stakeholders in the digital market. It also delves into the complexities of India's Goods and Services Tax system, eight years after its launch. Challenges persist for small businesses, and calls for reforms highlight the need for a more efficient tax structure. Economic shifts, such as hydropower growth and changes in public sector lending, further emphasize the ongoing evolution of India's economy.
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11 snips
Aug 21, 2025 • 22min

From smartphones to steering wheels : Xiaomi

Xiaomi's ambitious dive into electric vehicles is highlighted, showcasing their adaptive strategies amid fierce competition, especially when compared to Apple's struggles. The discussion then shifts to the pressing issue of zombie firms in India, emphasizing the need for reform in bankruptcy laws. The complexities surrounding business exits in the Indian market reveal the potential pathway to revitalizing the stagnant manufacturing sector. This episode serves up insights into both innovation and economic challenges.
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72 snips
Aug 20, 2025 • 27min

What does 50% tariffs even mean?

Discover the impact of a 50% tariff on India's economy and the ripple effects on global markets. Explore how high tariffs disrupt supply chains and influence production costs. Learn about the challenges faced by Quick Service Restaurants in India, from franchising to tech innovations. Dive into how cost inflation and strategic pricing decisions are reshaping restaurant performance and customer engagement. This insightful discussion reveals the complex interplay between trade policies and market strategies.
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15 snips
Aug 19, 2025 • 24min

Sizing up the GLP race

Explore the booming market for GLP-1 drugs in India as local pharmaceutical companies gear up to enter. Delve into the challenges of drug production and the implications of patent expirations. The discussion also highlights the need to rethink India's manufacturing contributions amid a perception of stagnation. Plus, uncover the intricacies of calculating GDP with innovative approaches like double deflation and examine the economic performance gaps in competitive sectors, featuring insights from firms like Swiggy and JSW Steel.

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