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


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Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.

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.

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.