

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

13 snips
Aug 18, 2025 • 23min
From AAA to ashes: The DHFL story
Uncover the financial deceit behind Diwan Housing Finance Corporation Limited's ₹22,000 crore fraud, including a fictitious branch that inflated loan disbursements. Explore the resilience of major Indian real estate players like DLF and Godrich Properties amidst market challenges. Dive into the latest advancements in real estate and business strategies, including DreamFox's new direction and significant reforms in India's nuclear sector. Stay informed on potential trading regulation proposals from SEBI and a recent credit rating upgrade from S&P Global.

19 snips
Aug 14, 2025 • 21min
How much are Indians buying: A story told through con-calls
Dive into the complexities of India's economy as the podcast tackles the question: Have Indians stopped buying? Discover how unseasonal monsoons disrupt production and challenge companies. Explore the surprising resilience of rural markets in the auto sector while urban areas face fatigue. Unearth the gender dynamics affecting manufacturing, revealing the need for greater female participation. Get ready for a captivating exploration of consumer confidence and the evolving economic landscape!

42 snips
Aug 13, 2025 • 27min
Concrete, cash, and confidence: Decoding residential real estate
Delve into the intriguing world of India's real estate, where virtual property bookings challenge buyers. Explore the critical land acquisition strategies and recent regulatory shifts that protect customer payments. Discover how developers navigate market trends amidst rising prices and construction challenges. The podcast also touches on the startling surge in alcohol and tobacco consumption in India, scrutinizing governmental taxation efforts. Lastly, it analyzes the struggles of Indian IT companies and the implications of new shipping legislation for trade.

29 snips
Aug 12, 2025 • 22min
Android on trial
The discussion dives into Google's ongoing antitrust battle over Android payments and what it means for their dominance in India. It highlights the devastating impact of extreme heat on rural farmers and their livelihoods. The struggle against climate change is emphasized, revealing the urgent need for investment in non-agricultural jobs and better infrastructure. Strategies for coping with these challenges are also explored, shedding light on how families adapt in an increasingly harsh environment.

12 snips
Aug 11, 2025 • 22min
Tata-Shapoorji Palonji Talks Resume
Dive into the corporate rivalry between Tata Sons and the Shapoorji Palonji Group, tracing their shift from cooperation to conflict. Explore India's innovative push for eco-friendly ethanol-blended fuels and its broader environmental impacts. Learn about the nation's energy challenges, including the effects of EU sanctions on oil imports and Adani Power's significant coal investments. This insightful discussion uncovers the intricate balance between economic growth and sustainable practices.

9 snips
Aug 8, 2025 • 21min
What's going on with banks?
The podcast dives into the stagnant state of Indian banks, exploring contrasting strategies between public and private sectors. It highlights the challenges of declining interest margins while emphasizing the importance of treasury income. The discussion shifts to innovative energy storage solutions, their impact on electricity markets, and the complexities of battery management. Additionally, it uncovers risks associated with India’s rare earth crisis and the broader implications for various financial sectors.

13 snips
Aug 7, 2025 • 24min
The industry that keeps India's lights on
Explore the surprising growth of India's wires and cables industry, even during a typically slow season, fueled by real estate and government projects. Dive into the competitive strategies within the logistics sector, highlighting how different companies tackle the evolving market. One focuses on premium, time-sensitive deliveries while another aims for cost-efficiency. Discover the implications of these shifts and the challenges that come with navigating India's dynamic business landscape.

23 snips
Aug 6, 2025 • 24min
Can JSW craft a slag-to-riches story?
The discussion highlights JSW Cement's ambitious IPO and strategic goals in a competitive landscape. The complexities of cement production and the use of byproducts are examined, alongside India’s renewable energy initiatives. Key concerns about the power grid's urgent needs for renewable integration are revealed, along with significant investments in the steel sector. The shifting dynamics in the electric scooter market and legal issues faced by Vedanta add further intrigue and depth to the conversation.

16 snips
Aug 5, 2025 • 22min
Nothing is forever: The De Beers story
Dive into the fascinating journey of De Beers, the titan of the diamond industry, and discover how it struggles with the rise of lab-grown diamonds. Uncover the implications of shifting consumer preferences that challenge its long-held dominance. Meanwhile, explore the booming gold market, where investment in gold is soaring amid global uncertainties. Learn about the dynamics affecting gold demand and supply, from geopolitical tensions to changing consumer habits, highlighting a major pivot in luxury markets.

27 snips
Aug 4, 2025 • 23min
Can bad eyes make for a good business?
Lenskart's IPO makes waves in India's eyewear market, blending medical necessity with fashion. The shift from franchise to wholly owned stores could change the company’s control dynamics and profitability. Meanwhile, the launch of India's largest REIT IPO signals a growing interest in real estate investments. Discover how REITs function and their appeal as safe investment options in today's market, while key metrics can help evaluate their potential. Dive into the blend of innovation and opportunity shaping the economy!


