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The Daily Brief

Zerodha

A daily podcast that dives into the biggest stories happening in the Indian markets and the global business landscape.

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#598
Yesterday · 24 min
Where is India’s crackdown on food safety headed?
In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets: 1. Where Is India’s Food Safety Crackdown Headed? We’ll cover: Why FSSAI inspections and food safety crackdowns have increased across India. Whether state regulators have enough laboratories and resources to enforce food safety rules effectively. How proposed warning labels could change packaged food regulations and consumer choices. 2. Yes Bank’s ₹8,415 Crore AT1 Bond Problem Returns We’ll cover: Why Yes Bank wrote off ₹8,415 crore worth of AT1 bonds during its 2020 crisis. How the Supreme Court ruling could affect Yes Bank’s capital, profitability and shareholders. What the judgment means for AT1 bondholders, mutual funds and investor confidence in India’s banking sector. Audio Timestamps 00:04 Intro 00:57 India’s food safety crackdown 13:16 Yes Bank’s 2020 crisis returns 22:46 Tidbits 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://thedailybrief.zerodha.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
#597
Friday · 23 min
Breaking down the Nobel Prize for Economics 2026
In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets: 1. Breaking down the Nobel Prize for Economics 2026 We’ll cover: How Robert Hall and Michael Woodford’s economic theories became the operating manual for modern central banks. The mechanics of "forward guidance" and the "natural rate of interest," and why the new US Fed Chairman is actively pushing back against them. The fatal flaws in their models, including the failure to account for real-world credit markets and the inability to predict the 2008 financial crisis. 2. IDBI’s Long Road to Privatisation We’ll cover: How Prem Watsa’s Fairfax won the bid to acquire a 60.72% stake in IDBI Bank for ~₹53,000 crore in India's first true bank privatisation. IDBI’s turbulent history, from an industrial lender crippled by bad loans to a profitable bank rescued by LIC. The massive regulatory hurdles still ahead, including the RBI’s strict rules on voting rights, promoter stake dilution, and the mandatory fixes for CSB Bank. Audio Timestamps 00:04 Intro 00:29 Understanding the economics nobel 13:17 IDBI bank’s road to privatisation 21:32 Tidbits
#596
Thursday · 26 min
The RBI’s 3-front war on inflation, explained
In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets: 1. The RBI’s 3-Front War on Inflation We’ll cover: Why food prices, crude oil and a weaker rupee are pushing inflation higher. How the RBI’s repo rate hike to 5.50% and currency measures aim to control inflation. How liquidity tightening works and the risks it poses to India’s economic growth. 2. Will Tougher Pharma Rules Change Prescriptions? We’ll cover: What India’s pharmaceutical marketing code (UCPMP) restricts and why its enforcement has faced challenges. How stricter rules could affect pharma companies’ marketing costs, profit margins and sales. Why established drugmakers and trade generics could benefit from changes in how medicines are promoted and sold. Audio Timestamps 00:04 Intro 00:29 How the RBI is fighting inflation 14:43 Who influences your prescription? 24:34 Tidbits 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://thedailybrief.zerodha.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
#595
Wednesday · 26 min
The business behind Zetwerk's ₹5,000 crore IPO
In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets: 1. Inside Zetwerk’s ₹5,000 Crore IPO We’ll cover: How Zetwerk connects manufacturers, suppliers and industrial customers. Revenue growth, profit margins and the company’s cash flow challenges. How the IPO proceeds will be used to repay debt and fund future growth. 2. Who Pays When It’s Too Hot to Work? We’ll cover: How heatwaves affect workers’ earnings, health and productivity. Why the lack of drinking water, shade and cooling makes the problem worse. How heat action plans, workplace improvements and insurance can help protect workers. Audio Timestamps 00:04 Intro 00:30 Zetwerk’s ₹5,000 crore IPO 14:49 The cost of working in the heat 25:12 Tidbits 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://thedailybrief.zerodha.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
#594
October 13 · 21 min
The US is one step away from banning green cards
In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets: 1. The US Is Tightening Green Card Rules We’ll cover: Why the US has frozen PERM applications and how it affects H-1B workers. Why Indian IT companies are reducing their dependence on US work visas. How offshoring, local hiring and AI could reshape the future of Indian IT. 2. India’s Housing Boom Is Narrowing We’ll cover: Why ₹2–5 crore homes are seeing strong demand while affordable housing struggles. How falling affordable housing launches and slower sales are affecting buyers. How rising interest rates and home loan EMIs could impact India’s real estate market. Audio Timestamps 00:04 Intro 00:30 Indian IT vs US immigration rules 13:30 India’s housing market: A growing divide 20:02 Tidbits 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://thedailybrief.zerodha.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
#593
October 12 · 22 min
Can ₹84,000 crore get India drilling?
In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets: 1. Can ₹84,000 Crore Help India Find More Oil? We’ll cover: Why India’s domestic oil production is falling and what untapped reserves could mean. How the Samudra Manthan scheme plans to reduce exploration risks for companies. The challenges of offshore drilling, investment returns and the timeline for new oil production. 2. Why Is Rice Getting Expensive Despite Record Stocks? We’ll cover: How the weak monsoon could affect India’s rice production and food inflation. Why government buffer stocks aren’t effectively bringing down retail rice prices. How ethanol production and lower reservoir levels could affect future rice supplies. Audio Timestamps 00:04 Intro 00:32 Can ₹84,000 crore find India more oil? 13:20 Too much rice, yet higher prices? 20:31 Tidbits 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://thedailybrief.zerodha.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
#592
October 9 · 24 min
Inside India’s first household travel survey
In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets: 1. India’s 25-Minute Commute We’ll cover: Why two-wheelers dominate India’s daily commute while mass transit serves only a small share of workers. What the 25-minute commute really says about Indian cities, jobs and transport costs. How mobility constraints affect women, students and rural households. 2. Why Are Cancer Drugs Marked Up 10x? We’ll cover: How India regulates the prices of scheduled and non-scheduled medicines. Why a high initial MRP can still leave room for large margins .How the government’s proposed 30% trade-margin cap could affect non-scheduled anti-cancer medicines. Audio Timestamps 00:04 Intro 01:04 Inside India’s travel survey 14:20 Can cancer drugs get cheaper? 22:29 Tidbits 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://thedailybrief.zerodha.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
#591
October 8 · 25 min
The Chinese whispers in India’s EV batteries
In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets: 1. India’s EV Battery Problem We’ll cover: Why making battery cells is much harder than assembling battery packs How China’s dominance and tighter technology-transfer rules are affecting India How JSW, Tata, Reliance and Ola are trying different ways to reduce dependence on China 2. Why Airlines Want Cheaper Fuel We’ll cover: Why ATF prices have risen sharply despite India refining enough fuel domestically Why the government’s earlier ₹10,000-crore fuel stabilisation scheme failed to attract airlines What airlines are now asking for, and why higher fares may not be enough to offset rising costs Audio Timestamps 00:04 Intro 00:30 Can India build its own batteries? 13:26 Why airlines want cheaper fuel 23:21 Tidbits 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://thedailybrief.zerodha.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
#590
October 7 · 22 min
Does Indian steel really need so much protection?
In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets: 1. Indian Steel: Too Much Protection? We’ll cover: Why Indian steel is cheaper to produce but still sells at a premium How iron ore export duties and import barriers support steelmakers What could happen if steel protection is gradually reduced 2. India Finalises CAFE 3 Norms We’ll cover: Why Maruti’s proposed small-car concession was dropped How the new weight-based formula affects Maruti, Mahindra and Toyota How EVs, hybrids, CNG and compliance credits can help carmakers meet targets Audio Timestamps 00:04 Intro 00:30 The cost of protecting steel 13:06 CAFE 3: The new rules 20:16 Tidbits 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://thedailybrief.zerodha.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
#589
October 6 · 21 min
Why isn't gas connection enough in India?
In today’s episode of The Daily Brief, we take a deep dive into one key story and cover another story shaping Indian and global markets: 1. Why LPG Connections Aren’t Enough We’ll cover: - Why many Ujjwala households still rely on firewood despite having LPG connections - How refill costs, informal LPG access and migrant challenges affect usage - Why making clean cooking affordable is becoming an increasingly expensive policy challenge 2. Why Airlines Resist Navi Mumbai - Why Mumbai’s T1 redevelopment could push international flights to Navi Mumbai - Why airlines are worried about costs, connections and operational readiness - How airport slots and capacity allocation complicate the proposed shift Audio Timestamps 00:04 - Intro 00:30 - Why LPG isn’t enough 12:20 - Why airlines resist Navi Mumbai 19:42 - Tidbits 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://thedailybrief.zerodha.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
#588
October 5 · 24 min
Is India's finance boom outrunning its real economy?
In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets: 1. India’s Macro Report Card We’ll cover: ●Why private investment remains weak despite cleaner corporate balance sheets ●How household savings are shifting towards financial markets while debt rises ●Why India’s growth may be more fragile than headline GDP numbers suggest 2. Can You Put a Score on a Hospital? We’ll cover: ●What India’s proposed hospital quality framework could measure ●Why comparing hospitals requires more than mortality or accreditation scores ●The data challenges and unintended consequences of hospital ratings Audio Timestamps 00:04 Intro 00:29 India’s macro report card 13:39 Can hospitals be rated? 22:44 Tidbits 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://thedailybrief.zerodha.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
#587
October 1 · 25 min
Inox Clean’s second attempt at a first impression
In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets: 1. Inox Clean Energy’s ₹10,000 Crore IPO We’ll cover: ●How Inox Clean makes money from renewable power and solar manufacturing ●Why acquisitions and group companies are central to its growth ●What its ₹10,000 crore IPO will fund and the key risks investors need to understand 2. Why Sanctioned Tankers Are Taking Russia’s Flag We’ll cover: ●How the Russia-linked shadow fleet grew ●Why a ship’s flag matters for its legal status ●How Russia’s registry is helping sanctioned tankers keep moving cargo Audio Timestamps 00:04 Intro 00:30 Inox Clean’s ₹10,000 crore IPO 15:12 Why tankers are flying Russia’s flag 23:10 Tidbits 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://thedailybrief.zerodha.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
#586
September 30 · 22 min
The agro-mutual fund that crashed and burned
In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets: 1. Growpital’s Alleged Investment Fraud We’ll cover: ●Growpital raised ₹193 crore from over 5,200 investors. ●A claimed ₹62 crore revenue from a 75-acre jeera farm was far above SEBI’s estimated maximum of around ₹30 lakh. ●Nearly ₹96 crore was traced through layers of entities to the promoters. ●SEBI has ordered refunds with 12% annual interest and imposed bans and penalties. 2. Indian Railways’ New Financing Model We’ll cover: ●Six freight corridors will cover 647 km and mainly transport coal, iron ore and bauxite. ●Private companies could fund around 60% of construction costs under HAM. ●The model shifts freight-risk away from private developers and back to Railways. ●The six projects have a combined Bid Project Cost of ₹15,976 crore. Audio Timestamps 00:04 Intro 00:30 The Growpital investment scam 13:07 Railways tries the highway model 20:34 Tidbits 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://thedailybrief.zerodha.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
#585
September 29 · 25 min
The Indian states that solar is forgetting
In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets: 1. The Indian states solar is forgetting We’ll cover: ●Why India’s solar boom is concentrated in six states ●Why coal-rich states struggle to diversify their economies ●Why green jobs may not replace coal-linked livelihoods 2. Why power plants run short on coal We’ll cover: ●Why coal can be available at mines but not at power plants ●Where bottlenecks emerge across India’s coal supply chain ●What can be done to prevent future coal shortages Audio Timestamps 00:04 Intro 00:29 Can coal states go green? 14:27 India’s coal logistics problem 23:38 Tidbits 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://thedailybrief.zerodha.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
#584
September 28 · 22 min
The ebbs and flows of India’s irrigation story
In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets: 1. India’s Irrigation Story We’ll cover: ●How irrigation made India less dependent on the monsoon ●Why tubewells and subsidised power drove groundwater overuse ●How drip irrigation and solar pumps are changing water use 2. Why India Imports Teak We’ll cover: ●Why India imports most of its teak logs ●Why farmers hesitate to grow teak commercially ●Maharashtra’s attempt to ease teak harvesting rules and what happened next Audio Timestamps 00:04 Intro 00:29 India’s irrigation dilemma 13:56 The teak behind your furniture 21:07 Tidbits 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://thedailybrief.zerodha.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
#583
September 25 · 22 min
What happens when insurance commissions are cut?
In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets: 1. Insurance Commissions: What Is IRDAI Changing? We’ll cover: ●Why IRDAI wants to cut insurance commissions ●How the changes could affect insurers, distributors and banks ●Whether lower commissions could actually make insurance cheaper and improve coverage 2. How Much Does a Country Name Affect Its Credit Rating? We’ll cover: ●What determines a sovereign credit rating ●Why countries with similar fiscal numbers can receive different ratings ●What the study says about India’s credit rating and the “country effect” Audio Timestamps 00:04 Intro 00:29 The big insurance commission change 13:02 What drives a country’s credit rating? 20:31 Tidbits 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://thedailybrief.zerodha.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
#582
September 24 · 22 min
Sunday joys, Monday blues for the hotel business
In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets: 1. India’s Hotels Have a Monday Problem We’ll cover: ●Why leisure hotels charge more than business hotels ●Why hotel companies are acquiring existing resorts instead of building new ones ●How hotels are tackling the weekday occupancy problem 2. Why Telecom Plans Are Still Bundled We’ll cover: ●Why TRAI is pushing for cheaper voice-only recharge plans ●Why telecom companies worry about revenue cannibalisation ●What the new rules mean for mobile users and telecom pricing Audio Timestamps 00:04 Intro 00:30 The weekend trap for hotels 10:32 Can telecom plans be unbundled? 20:10 Tidbits 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://thedailybrief.zerodha.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
#581
September 23 · 22 min
A not-so-festive season for electronic appliances
In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets: 1. Why Electronics Prices Are Rising We’ll cover: ●Why AC, refrigerator and TV prices are rising ●How commodity prices, chips and the rupee affect appliance costs ●Why a bigger festive discount may not mean a better deal 2. India’s Jute Industry Makes a Comeback We’ll cover: ●Why India’s jute industry is expected to rebound ●How MSP, raw-jute prices and government procurement shape the industry ●Whether biodegradable jute products can reduce dependence on plastic Audio Timestamps 00:04 Intro 00:30 The rising cost of appliances 12:54 India’s golden fibre returns 21:08 Tidbits 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://thedailybrief.zerodha.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
#580
September 22 · 24 min
India's textile waste problem
In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets: 1. India’s Textile Waste Problem We’ll cover: ●India generates 7,073 kilotonnes of textile waste every year ●Why recycling clean factory scraps is easier than recycling used clothes ●How the lack of textile EPR and segregation is holding back circularity 2. India’s Telecom Hardware Problem We’ll cover: ●Why India remains dependent on China for critical telecom hardware ●Inside the ₹5,500 crore Gwalior Telecom Manufacturing Zone ●Can Gwalior help India build a domestic 5G and telecom hardware supply chain? Audio Timestamps 00:04 Intro 00:27 India's textile waste problem 14:08 Inside India’s telecom hardware plan 22:51 Tidbits 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://thedailybrief.zerodha.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.
#579
September 21 · 21 min
How private is India’s private nuclear push?
In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets: 1. How Private is India’s Private Nuclear Push? We’ll cover: ● How private companies already participate in India’s nuclear sector ● The different roles companies can play—from contractors to financiers and technology partners ● Why private ownership and operation of nuclear plants is still largely theoretical despite the SHANTI Act 2. A Crisis in India’s Tea Industry We’ll cover: ● Why rising tea prices are masking deeper problems in the industry ● How erratic weather is making tea production and prices increasingly unpredictable ● Why small growers, tea estates and packaged-tea companies are all feeling the pressure Audio Timestamps 00:04 Intro 00:44 How Private is India’s Private Nuclear Push? 13:56 A Crisis in India’s Tea Industry 20:46 Tidbits 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://thedailybrief.zerodha.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

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