Podcast Episodes
Back to SearchIs microfinance a bubble?
Episode 18
In today’s episode, we look at 3 big stories: 1) Inflation in India and the US is a tale of two cities 2) Is there a microfinance bubble brewing? 3) …
1 year, 11 months ago
Thematic madness, China's stupidity, real estate boom and more.
Episode 17
This is the second weekly briefing. We publish a new episode every day to help you understand the biggest stories in the Indian markets. But we under…
1 year, 11 months ago
How India gets high!
Episode 16
In today’s episode, we look at 5 big stories: 1) Jerome Powell gave some slightly good news 2) Uttar Pradesh makes hybrid cars more attractive 3) Ind…
1 year, 11 months ago
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 hu…
1 year, 11 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 l…
1 year, 11 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 underperfo…
1 year, 11 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 IP…
1 year, 11 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 unders…
1 year, 11 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…
1 year, 11 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…
1 year, 11 months ago