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  • The cycle of capital goods twists and turns
    Jan 23 2026

    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 Machines That Move the Economy
    12:28 The Limits of Central Bank Power
    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 Min.
  • How the Indian Railways became electrified
    Jan 22 2026

    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 The electrification of Indian Railways
    11:39 Inside Reliance’s latest results
    19:39 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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    21 Min.
  • Indian IT tries to fight the rising tide of uncertainty
    Jan 21 2026

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

    00:04 Intro
    00:31 Taking the Pulse of Indian IT
    11:54 Why India’s solar manufacturing is stuck
    23:19 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 Min.
  • Can Shadowfax deliver?
    Jan 20 2026

    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 Shadowfax’s Unusual Journey
    11:11 The end of the Mauritius tax route
    22:36 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 Min.
  • Just (can’t) do it?
    Jan 19 2026

    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 Just (can’t) do it?
    12:03 India’s drug quality problem
    23:18 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.

    Mehr anzeigen Weniger anzeigen
    25 Min.
  • Why Venezuelan oil needs Indian refineries
    Jan 16 2026

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

    00:04 Intro
    00:27 Will India refine Venezuelan oil?
    11:50 India’s Urban Funding Gap Explained
    22:55 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 Min.
  • Inside Amagi Media Labs IPO
    Jan 14 2026

    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 Amagi’s Curious Media Model
    11:56 Financing the AI boom
    21:56 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 Min.
  • No middle ground in the EMS business
    Jan 13 2026

    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 Why EMS is a tough business
    12:52 AI round-up: Jan 2026
    23:23 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.

    Mehr anzeigen Weniger anzeigen
    25 Min.