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  • India's 5G ambitions: fast rollout, slow revolution?
    2025/12/19

    In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

    00:04 Intro
    00:30 Is India really using 5G yet?
    13:22 Coal is headed for retirement
    24:24 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 分
  • India’s state discoms are at the cusp of a big change
    2025/12/18

    In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

    00:04 Intro
    00:30 India’s Discom Crisis
    12:47 The new age of trade
    24:09 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 分
  • Pedal to the metal for India’s auto ancillaries
    2025/12/17

    In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

    00:04 Intro
    00:30 India’s Auto Parts Boom
    11:48 Is Shiprocket a platform or a broker?
    22:02 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://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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    23 分
  • Where is the US-China tech race headed?
    2025/12/16

    In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

    00:04 Intro
    00:29 Can Tech Wars Create Winners?
    12:29 The Rise of Digital Finance
    24:47 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 分
  • India bets on interest rate derivatives
    2025/12/15

    In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

    00:04 Intro
    00:28 Inside India’s interest rate bets
    12:21 Why car makers rely on suppliers
    23:58 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 分
  • Why are so many malls in India so empty?
    2025/12/12

    In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

    00:04 Intro
    00:29 India’s ghost malls need a revival
    10:14 Inside the CV sector’s big rebound
    20:50 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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    22 分
  • Some strange things are taking over Hollywood
    2025/12/11

    In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

    00:04 Intro
    00:30 Hollywood gets rumbled by Silicon Valley
    13:20 Too much solar, too little storage for India
    23:07 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://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 分
  • When Cloudflare sneezes, the internet catches a cold
    2025/12/10

    In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:

    00:04 Intro
    00:29 How to break the entire internet, twice
    12:36 Growth without pollution
    23:12 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://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 分