Podcast Episodes

Investors are thirsting for shiny sectoral funds

Episode 15

In today’s episode, we look at 4 big stories: 1) The craziness in thematic and sectoral mutual funds 2) RBI’s guidelines on interest payments will hurt banks and NBFCs. 3) The confusion over the cla…

Published on 1 year, 5 months ago

Will Reliance Kill Decathlon?

Episode 14

In this episode of, “The Daily Brief by Zerodha,” we look at 3 big stories: 1) Will Reliance kill Decathlon? 2) Yes bank says “Nonsense” 3) India’s largest stock exchange will IPO? We also send out a…

Published on 1 year, 5 months ago

Indian real estate is back from the dead

Episode 13

In this episode of, “The Daily Brief by Zerodha,” we look at 4 big stories: 1) Why aren’t Indian companies investing? 2) After a decade of underperformance, both residential and commercial real estat…

Published on 1 year, 5 months ago

Are we in a bull market or a bubble?

Episode 12

In this episode, we’ll talk about:

- What the Indian stock market bull run means for us investors

- Angel tax is going away. What does it mean?

- SME IPOs and their unreal growth

- Bajaj’s CNG plans in a…

Published on 1 year, 5 months ago

The Weekly Brief: SEBI vs. Hindenburg, Miracle Drugs, and India's Employment Crisis

Episode 11

This is the first weekly briefing. We publish a new episode every day to help you understand the biggest stories in the Indian markets. But we understand that you may be busy and don't have the time …

Published on 1 year, 5 months ago

VCs are once again hot for India 🔥

Episode 10

In this episode, we’ll talk about 4 stories:

1.⁠ ⁠How the SEBI is working towards making bonds more accessible to retail investors

2.⁠ ⁠How the Indian job market has been giving us mixed signals about…

Published on 1 year, 5 months ago

Ed-tech startups fail to graduate 🎓

Episode 9

In this episode, we’ll talk about 4 stories.

1. A Vietnamese EV giant, VinFast, is soon going to enter India. We’ll understand what it means for us.

2. The ed-tech industry is back in the news, and it…

Published on 1 year, 5 months ago

Hindenburg vs Adani: Round 2! 🥊

Episode 8

Today, we’ll be talking about 4 interesting stories:

1. Adani and Hindenburg are in the news again. We talk about why.

2. SEBI’s new suggestions for Mutual Funds

3. The story of a new drug that can shak…

Published on 1 year, 5 months ago

Rising shipping costs hit Indian industries

Episode 7

Episode Notes

In today’s episode, we’ll talk about 4 interesting stories:

1. The Indian rupee is getting stronger against the US dollar. And what that means for us

2. What’s happening in the global ship…

Published on 1 year, 5 months ago

The rise of illegal gambling in India

Episode 5

In today's episode, we'll talk about:

1. SEBI's update in F&O criteria

2. Ola's plans to enter the quick commerce space

3. Rise of illegal online gambling after heavy taxes on the legitimate players

4. L…

Published on 1 year, 6 months ago