The Daily Brief

This is the eleventh weekly brief. 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.

00:00   Intro

00:22   Another mega trading scam

04:01   Tel (oil) lene gaya

08:24   How big is the front running problem in the Indian stock market?

14:25   A Decade of Change on India's Plate: Progress and Challenges

18:39   Adani's big port ambitions

We als...

In today’s episode, we look at 4 big stories:

00:00   Intro

00:14   Stories Coming Up!

00:49   Trump

06:29   A Decade of Change on India's Plate: Progress and Challenges

10:44   Antitrust case against Google

18:53   It’s India vs. China for Apple’s Attention

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/ 

If you prefer video: https://www.youtube.com/@marketsbyzerodha   

In today’s episode, we look at 3 big stories:

00:00   Intro

00:35   Stories Coming Up!

00:53   Reliance wants to go green..ish

07:52   Auto manufacturers vs Auto dealers

12:18   The global oil markets need nimbu and mirch

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/

If you prefer video: https://www.youtube.com/@marketsbyzerodha

We publish a new episode of the Daily Brief every day. On the weekend, we would compile the best stories of the week and release a recap for those who didn't have time to listen during the week.

However, many of you have shared feedback that you listen to the Daily Brief daily and would prefer not to hear the same stories repeated over the weekend. So we are trying something different.

In this episode, we discuss:

- Oil demand & China's economic history

- Why are the markets falling?

...

In today’s episode, we look at 3 big stories:

- Angrez people are hot for Indian government bonds

- Bangladesh is not paying electricity bills to India

- It’s like UPI but for loans

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. Subscribe here.

You can also watch this podcast in video version on our YouTube channel.

This is the eighth weekly brief. 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.

In this episode:

1. Trade wars

2. The private sector is hot for India again

3. The past present and future of the Indian economy

4. Is India open for business?

5. Will Zomato pull another Blinkit?

You can also...

In today’s episode, we look at 4 big stories:

- Trade wars

- Private sector is hot for India once again!

- The past, present and future of the Indian economy

- Why is the RBI governor worried about deposit growth

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/

If you prefer video: https://www.youtube.com/@marketsbyzerodha

In this episode, we’ll talk about:

- What the Indian stock market bull run means for us investors

- Angel tax is going away. What does it mean?

- SME IPOs and their unreal growth

- Bajaj’s CNG plans in a world of EVs

- What SEBI chief has to say regarding mischief in the markets

Finally, we’ll talk the unemployment problem of TCS.

We also send out a crisp and short daily newsletter for The Daily Brief. Put your email here and we...

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 fal...

In this episode, we’ll talk about 4 stories:

1.⁠ ⁠How the SEBI is working towards making bonds more accessible to retail investors

2.⁠ ⁠How the Indian job market has been giving us mixed signals about its growth

3.⁠ ⁠The credit-to-deposit ratio in India

4.⁠ A look at the private markets & look at how VCs are investing in India

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.

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 Funds

3. 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

Episode Notes

In 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 us

2. What’s happening in the global shipping industry and why it could harm the global economy

3. What Quant Mutual Fund is saying in response to the frontrunning allegations against them

4. And finally, we’ll take a quick look at the EV industry’s numbers and what’s happening there

In today's episode, we'll talk about:

1. SEBI's update in F&O criteria

2. Ola's plans to enter the quick commerce space

3. Rise of illegal online gambling after heavy taxes on the legitimate players

4. Loss of workforce due to rising heatwaves

5. Jio and Airtel hike tariffs 

Today we’ll be discussing 4 interesting stories:

1. Zepto’s fundraise and what’s ahead for Indian quick commerce

2. ⁠SEBI tightening rules on market manipulation

3. ⁠L&T managing director’s comments on India’s unemployment

4. ⁠Why the cement industry is suddenly so hot

In today’s episode, we’ll talk about interesting stories:

1. Moody’s Rating’s say on India’s water crisis

2. US Fed’s decision to keep interest rates flat, and India’s repo rate

3. The recent rise of real estate in India after a decade-long period of silence

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.