The Daily Brief

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04 Intro00:30 The anatomy of a QSR marriage10:29 Quiet Shifts in India’s Insurance Business20:25 TidbitsWe 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.

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04   Intro00:30   The Long Story of Mining12:17   Inside India’s Trade Blitz24:32   TidbitsWe 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.

In today's episode of The Daily Brief, we've 10 questions for 2026:00:04 Intro00:36 US–China Slowdown Risk02:55 Can Quick Commerce Become Profitable?05:02 Where Are Interest Rates Headed?07:08 Will Reforms Transform India’s Economy?08:53 Natural vs Lab-Grown Diamonds10:51 Can India Replace the US in Trade?13:10 Microfinance: At the Bottom or Bounce-Back?15:47 If AI Is a Bubble, Who Gets Hurt?18:25 Can Indian IT Survive the AI Shift?20:36 What Comes After Solar for India?23:04 TidbitsWe 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 Daily Brief is on break till January 1. In the meantime, allow us to introduce the writing team.Today, we’re talking to Pranav Agarwal.Pranav is the only person on the team who truly deserves to be called a writer. He takes crude first drafts and, somehow, turns them into pieces people actually love reading.

The Daily Brief is on break till January 1. In the meanwhile, allow us to introduce the writing team.Today, we’re talking to Kashish Kapoor.Kashish is the only one even slightly qualified to do this job, which is to say, he's finished CFA level 1.