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.

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.

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.