India’s two-wheelers drift through a collision of forces
21-05-2026 | 24 Min.
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 India’s Bike Market Shift
11:18 India's biogas problem
22:56 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.
The Indian EMS industry moves up and sideways
20-05-2026 | 23 Min.
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 India’s EMS Growth Story
11:53 The Hormuz Oil Shock
22:05 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.
Margin crush in a gold rush
19-05-2026 | 23 Min.
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 India’s Gold Rush, Margin Crunch
12:12 The Municipal Bond Reset
22:39 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.
How Big Bazaar fell through the cracks
18-05-2026 | 24 Min.
In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets:
00:04 Intro
00:38 Inside Future Retail’s Crash
12:54 India’s Cement Slowdown
23:15 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.
A record year for public-sector banks meets a turning point
15-05-2026 | 22 Min.
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 Record Year for PSU Banks
11:19 The meeting that cost 2.5 crores
21:08 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.
Netherlands