• Fresh year, no fresh start for India’s largest IT firms
    Jul 28 2026

    In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:

    00:04 Intro
    00:37 IT Earnings Decoded
    12:28 IndiGo's Tough Quarter
    24:03 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://thedailybriefing.substack.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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    26 mins
  • What does it take to dig underground tunnels?
    Jul 27 2026

    In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:

    00:04 Intro
    00:26 Digging Beneath Mumbai
    10:44 The Cost of QCOs
    22:35 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://thedailybriefing.substack.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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    24 mins
  • Reliance opens the year on the front foot
    Jul 24 2026

    In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:

    00:04 Intro
    00:25 Reliance FY27 Q1
    13:01 TRAI vs Truecaller
    22:17 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://thedailybriefing.substack.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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    24 mins
  • Is the moat of the FMCG industry changing?
    Jul 23 2026

    In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:

    00:04 Intro
    00:26 The FMCG reset
    13:41 Building strategic trade
    26:29 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://thedailybriefing.substack.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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    28 mins
  • No More Critical Minerals for the World?
    Jul 22 2026

    In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:

    00:04 Intro
    00:27 Future of critical minerals
    10:45 India's fibre challenge
    22:30 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://thedailybriefing.substack.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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    25 mins
  • Is the third time the charm for Oyo?
    Jul 21 2026

    In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:

    00:04 Intro
    00:26 OYO's third IPO
    12:00 The ship-breaking business
    22:41 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://thedailybriefing.substack.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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    24 mins
  • A knockout at the XBOX-ing ring of death
    Jul 20 2026

    In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:

    00:04 Intro
    00:41 Xbox under pressure
    13:08 Is AI overhyped?
    23:00 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://thedailybriefing.substack.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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    25 mins
  • The three bodies that couldn’t kill Airtel
    Jul 17 2026

    In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:

    00:04 Intro
    01:00 Inside Airtel's rise
    12:48 Can RBI save the rupee?
    24:27 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://thedailybriefing.substack.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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    26 mins