Sitemap - 2025 - The Daily Brief by Zerodha

Meet The Writers ft. Pranav Agarwal

Meet The Writers ft. Kashish Kapoor

Meet The Writers ft. Krishna Lohia

Meet The Writers ft. Pranav Manie

The stitch that doesn't hold

Indian banks court some suitors from Japan

India's new insurance playbook

India's 5G ambitions: fast rollout, slow revolution?

India’s state discoms are at the cusp of a big change

Pedal to the metal for India’s auto ancillaries

Where is the US-China tech race headed?

India bets on interest rate derivatives

Outlook 2026 - Part 2: Trade, government, and growth

Why are so many malls in India so empty?

Some strange things are taking over Hollywood

When Cloudflare sneezes, the internet catches a cold

The stationery industry has plenty of ink left in it

SEBI skins a notorious finfluencer

Why CAFE-3 has carmakers worried... and Why AI can’t replace humans yet | Who said what? S2E23

India’s airport industry fights to stick the landing

The Wakefit IPO: new dog, old tricks?

The race to remember

Diwali, discounts and disposable income: The value retail story

Indian hotels: a quarter of repairs

Outlook 2026 - Part 1: Global economy and AI

Inside India's retail surge and the AC market's big worry | Who said What? S2E22

From iPhones to AI servers

The economics of amusement

India has a new labour law regime

Diagnosing the Diagnostic Business

India’s 2-wheeler EVs: between high-speed and speed-breakers

Prefab Construction is rising… and Gold Loans are taking over | Who said What?S2E21

A new bill could sink India’s drones from the sky

India’s biggest carmakers switch gears — both up and down

What's the story behind India's near-zero inflation rates?

Indian banks: a little cleaner, a little meaner

The world's new energy order, in five stories

How global financial markets have grown and shifted over time

Ola says the market is flat, Tata Steel says it’s going green | Who said What? S2E20

Quick commerce feels the need for speed

A glass half full for Indian dairy

SEBI isn't a big fan of digital gold

The wires & cables industry is all charged up

India's alcohol market gets hit with a curveball

AI’s wild spending spree, Maruti’s unexpected turnaround | Who said What?S2E19

Rock-solid quarter for the cement sector

The literal building blocks of the future are here

The rise of premiumisation ft. SOIC

SEBI takes down another case of stock manipulation

Can boAt stay afloat?

Why India needs more solar… and Why PVR needs new ideas | Who said What?S2E18

India’s push to get the aam aadmi to fly

Reliance takes big swings this quarter

A household name in your kitchen is going public

Inside Meesho’s IPO

Why EVs are actually depreciating faster than gasoline cars

How we research at The Daily Brief

Global maritime trade through charts

Inside India’s Grocery Wars and Why Gold’s Rising | Who said What?S2E17

India's huge bet on smart electricity meters

A new front opens in the chip wars

The 2025 Nobel Prize in Economics: a breakdown

Blinkit is chasing growth over margins, and Bajaj isn’t happy with KTM | Who said What? S2E16

SEBI unearths a ₹173 crore insider trading scam

A small rule change by the RBI, a big leap for Indian banks

India has a new plan for hydropower

Is there a private capex crisis in India?

India’s biggest state telecom operator tries a comeback

From TCS to Reliance: Major shifts shaping India’s Economy | Who said What? S2E15

The sky’s the limit — for only two aircraft makers

GIFT City: India’s high-stakes gamble

India wants to insure against climate change

How UPI is Changing Cash Use in India

Inside India’s biggest NBFC IPO yet

RBI Bulletin: Interesting charts on the Indian economy

Saudi Buys EA, Botswana Eyes De Beers & Jamie Dimon Warns… | Who said What?S2E14

The RBI just silently made some huge moves

A cruise through the shipbuilding industry

Can WeWork sell India on premium offices?

Indian pharma wants to conquer cancer

AI Gold Rush, Accenture’s Gamble, Dalio’s Warning | Who said What? S2E13

India plugs into China’s batteries

India makes its first moves in the global chip market

The chip wars get wilder, twistier, and more intense

The new H1B rules take a hit at Indian IT

India's deadlock on pricing internet from satellites

On Ozempic & the GLP-1 Boom

Rising government interest costs, China’s solar pain, Trillion dollar chip race and more | Beyond the Charts

Amul’s Protein Push, Fed vs Trump & Nestle in Crisis | Who said What? S2E12

The puzzle of why rural India is consuming more

Another Indian steelmaker wants a big piece of Europe

The Supreme Court wants to fix India’s real estate

The oil markets are in a weird place right now

Indian banks want a shot at funding business takeovers

India’s Credit Crunch, The AI Talent War & China’s Engineering State | Who said What? S2E11

The part of the electronics puzzle no one's talking about

When economics needs a (battery) chemistry lesson

Your internet comes from the bottom of the ocean

From a YouTube channel for physics to a hot IPO

Introducing In The Money by Zerodha

The detours and contours of India's credit story

Why Indian markets are trailing the world

Less Dining Out, More Solar Power, and the AI Job Puzzle | Who said What? S2E10

And here comes GST 2.0

India's building materials sector needs a roof over its head

Why your vegetables matter more than you think

How power prices work in India

From coastlines to assembly lines: The Andhra experiment

How do Indian securities regulations and market infrastructure institutions compare to the US?

From Dream11’s fall to Intel’s drama & L&T’s big order book | Who said What?S2E9

How does one score the RBI?

The death of Evergrande

Japan and the future of an ageing world

The trade chaos behind your cooking oil

Changing demographics, India’s market premium, Impact of tariffs, and more

Is AI the New Dot-Com?, Smarter growth in Indian Hospitals | Who said What? S2E8

In India, all (online) bets are off

From smartphones to steering wheels : Xiaomi

What does 50% tariffs even mean?

Sizing up the GLP race

From AAA to ashes: The DHFL story

AC sales crash, EV charging puzzle & Trump targets trade | Who said What? S2E7

How much are Indians buying: A story told through con-calls

Concrete, cash, and confidence: Decoding residential real estate

Android on trial

Tata-Shapoorji Palonji Talks Resume

India’s economy through high-frequency indicators

Oil, Diamonds & A $60B IPO – 3 Big Stories You Can’t Miss | Who said What?S2E6

What's going on with banks?

The industry that keeps India's lights on

Can JSW craft a slag-to-riches story?

Nothing is forever: The De Beers story

Can bad eyes make for a good business?

Why is De Beers struggling, DMart betting big & Bajaj Finance tightening loans? | Who said What?S2E5

Nayara is under the pump

A report card for Indian IT companies

Will Tata Communications end up like Vodafone?

NSDL's IPO: Understanding the depository duopoly

From ‘Men Will Be Men’ to ‘Money Will Be Made'

Mid-2025 mutual fund trends: Where are investors putting their money?

Reliance vs Blinkit heats up, IT’s future in danger?, Trump on NVIDIA | Who said What?S2E4

A new pillar for Indian insurance

Milky Mist is going Public - Here’s what you should know

The off-shore casinos that want your life’s savings

Are we helpless about our sulphur emissions?

Of repo rates, black boxes and balance sheets

India’s Manufacturing debate, VIP’s crisis & shrinking Insurance market | Who said What? S2E3

To build factories, build homes

India's oil laws enter the 21st century

How Zee lost trust in its founders

ICICI Pru AMC's IPO: A window Into India’s MF boom

Is this the End of Cheap Chocolate?

Halfway through 2025: A world in transition

Vedanta's ponzi allegation, China’s industrial obsession, GST still broken? | Who said What? S2E2

Can India build iPhones without China?

A Greek tragedy

Bike taxis get a policy nod

Why Pakistan’s Solar Revolution Backfired

Inside SEBI’s crackdown on Jane Street

Analysing India from top-down to bottom-up

Business, Biotech & Brand Battles: A Story of Three Shifts | Who said What? S2E1

Lounge Access: Revoked?

Another fintech giant is going public

We’re entering a New Era of Global Finance

Why India's job market is broken

The story of trash

Reliance's soft drink shake-up

Everything you need to know about AI

India's hospitals are avoiding the expansion trap

The hidden costs of protecting Indian steel

Your favourite TV tipster may be trading against you

Why the US and China are watching Panama closely

All you need to know about ports

Can China crack the chip game?

The Game of Influencing Doctors

Has Japan lost the auto race?

How Chinese magnets are crushing Indian motors

Is Apple Losing Its Magic?

What’s driving Oil Giants back to India?

A 2005 deal could cost India big today

The one thing holding back clean energy

Digging through the RBI annual report

Can India break this Pharma Monopoly?

Two scooter giants, Two very different stories

India’s Hotels are playing the long game

Inside India’s complicated Liquor game

Three Warnings: From Your Diet to Your Future to The Dollar | Who said What #24

India’s CDMO surge: The business behind the Drugs

Why Sun Pharma Is Betting on New Drugs

India’s Infra projects were Broken—Until Now

Why the Paint Industry is under stress

How IndiGo hit $10 Billion revenue?

Is India’s fragmented pension system getting better?

From Diamonds to Disinflation: De Beers, RBI, and the Business of War | Who said what? #23

Nuclear: From Dangerous to Desirable?

Behind India’s changing Defence priorities

India’s Specialty Chemicals Industry Explained

India just drew the Line with Bangladesh

Batteries are the New Oil?

Can Apple really make its iPhones in India? | Who said what? #22

The US Might Change the Rules — Again

Why India’s LPG System Is Under Pressure

Food Wars are Far from Over

Yes Bank's Big Comeback?

Affordable Housing: The New Goldmine?

How Economics textbooks of the world ignore Indian realities

India’s Shifting Economy: Jobs, Coffee, Consumers, and the Big Banking Bet | Who said what? #21

A 6%+ jump in 2 Days – What’s pushing Taiwan’s Dollar?

India-UK Trade: Almost there?

What’s Powering the Cement Boom?

BPSL Ruling: Banks, Whistleblowers, and Big Questions

AI Is Changing Again—And It Matters

How to Lose Friends and Alienate Supply Chains

No Buyers for Maruti, No Limits for Zuckerberg, No Path for Growth | Who said what? #20

Urban Company: Big IPO, Bigger Questions

How Indian State reforms are stuck in the 1950s

Why Are India’s Top Banks Taking a Breather?

Introducing: The Chatter

Is Reliance Building the Future? Q4 Results Deep Dive

Why Samsung and LG Are Upset With India

Who said what about Global Shipping, Declining Dollar & Banking troubles

A Quiet Shift in India’s Economic Story

What’s Going Wrong with Indian IT?

The Story Behind Markets by Zerodha: Our Journey and Future Plans

Why Bank Stocks Are Suddenly Booming

Google & Meta’s Big Problem

WTO just sent a Warning!

Please help understand the end of US exceptionalism and India's position!

Who said what about the Dollar Supremacy, Structural Uncertainty, India’s Investment Thesis, and Global Trade Politics?

Understanding India's Data to Decode Investment Narratives

Is China Weaponising Rare Earth Minerals?

BRICS is becoming a Global Power Bloc

The New World Order: Understanding Global Economic Realignment in the Age of Trump

Who said what about The Fall of the US, Bonds vs Stocks, and Recession Warnings

Is China Dumping US Treasury Bonds? Panic in the Treasury Market Explained

Can Tariffs Break the Global Economy?

Why India Can’t Build the Next Apple or Tesla

Why Oil Prices Suddenly Crashed

Who said what about No Global Indian Giants, Bank Profit Illusions & India’s Trade Truth

Back to Trade Wars?

Why Do Small Businesses in India Struggle to Grow?

Rounding up one month of our book club!

Big Tariff Shift? India’s Bold Trade Response!

IMF’s New Take on India – Surprising?

Who said What about India’s middle class, India’s growth, US-China war and more

🎥 We Started a New Show!

Introducing the 2024 Capital Markets Yearbook

Hidden Traps in Health Insurance Claims!

Will UPI Stay Free Forever?

How India Controls the World’s Rice Supply

TV Anchor Caught in a ₹6 Crore Stock Scandal!

Abid Hassan on why we’re on the brink of an economic crisis

Weight Loss Just Got Easier in India?

Deepak Shenoy on How to Survive a Bear Market

Who said what About Globalization, India’s Slowdown, US Debt Crisis & China’s Grip on Minerals

Why is the Fed So Nervous Right Now?

The Fall of Germany’s Car Giants?

Why this 24-year partnership just ended!

Why China Won’t Let India Rise?

Why India Is Betting Big on E-Buses!

Who Said What About Market Volatility, Weak Dollar, India’s Economy & Trump’s Next Move

Jio, Airtel & Starlink – What’s Cooking?

IndusInd Bank Faces a Crisis!

The Roadblock to India’s Rise

Who Said What About FII Taxes, Small-Cap Boom, Market Panic, Trump Tariffs & Dalio’s Warning

Is Gensol Heading for a Crisis?

Trump’s Trade War Begins!

India’s Beverage Industry Faces a Major Challenge

The US Just Flipped on Crypto!

IMF Report Reveals Something Big!

Who Said What About Bear Market, Buffett’s Warning, China’s Manufacturing War, & More

We’d like to help you read more books

Why RBI Is Making Borrowing Easier Again!

This Man Holds America’s Economic Future

We started the book club!

What happens if your bank fails?

Is India’s Economic Growth Slipping?

Who said what About Fund Managers, Small-Cap Frenzy, Deregulation & Europe’s Crisis

Just a Little Beyond the Headlines - 21/02/25

Big Shake-Up in Indian Aviation!

Just a Little Beyond the Headlines - 20/02/25

How Intel Lost Its Edge

Just a Little Beyond the Headlines - 19/02/25

AI at Work: Who Wins & Who Loses?

Just a Little Beyond the Headlines - 18/02/25

Cement giants getting even bigger?

Just a Little Beyond the Headlines - 17/02/25

India’s Inflation is Cooling Down… But There’s a Catch!

Who said what About India's Stock Valuations, RBI’s Mistake, Ray Dalio’s Debt Warning & More

What Trump's tariffs mean for India

Hospitals deliver strong results

Hidden Frauds in India’s SME Market

India’s inflation is NOT slowing down!

A ₹104 Cr Fraud? SEBI’s Latest Investigation!

Who Said What About FIIs, Small-Cap Bubble, Trump’s Tariffs, India’s Trade & Zepto’s IPO

Why Home Loans Aren’t Flying Anymore

SEBI's latest algo trading rules

India’s FMCG Growth is Slowing

We're starting a book club!

Trump’s New Tariffs, Big Consequences!

India’s Economy: The Big Revelations

Who said what on India's economy, Zomato’s real value, drilling for oil & investing strategies?

Budget 2025: Tough Choices Ahead!

Why is everyone talking about DeepSeek?

SEBI Cracks Down on Front-Running!

Is Europe a lost cause?

Is this the start of a new trade era?

How Trump is Shaking Up H1-B Visas

Game-Changing Deal in the Skincare Industry

The Flip Side of Easy Loans in India

Is the Rupee Losing Its Power?

Reliance Q3 Performance: What Stands Out?

Who said what about overvalued markets, smuggling cigarettes, achieving AGI and the world ending

The Metal Powering Our Future

US sanctions on Russia make things tough for India

Geek out with us?

What caused the inflation to drop?

Here's how DMart works

TCS Quarterly Results: The Good, Bad, and Ugly

Who said what about the 90 hour work week, AGI, Trump buying Canada and more | #5

Why More Indians Are Leaving for Foreign Shores

Is the hotel sector the next big thing?

Why Green Hydrogen Could Revolutionize Clean Energy

The Silent Threat of Tariffs: Are We Ready?

SEBI’s Big Catch: Ketan Parekh and the ₹65 Crore Heist

Who said What About diamond prices, Indian startups, SBI deposits, and India's steel imports | #4

Why Co-Working Spaces are Taking Over India’s Office Market

Can India’s Economy Handle the Pressure?

2024 Reflections: How Curiosity, Quick Commerce, and AI Redefined Our World