Episodios

  • The biggest stories in the stock market this week.
    Jul 27 2024
    This is the fourth weekly brief. 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 to listen to the daily episodes. So don't worry, we've got you covered. Every week, we'll publish a new episode simplifying the biggest stories of the week so that you can still look smart in front of your friends. In this week's episode, we look at these stories: 1) Reliance is feeling the blues 2) Bajaj Finance is in a mixed state 3) This quarter, Axis got axed 4) Did the budget disappoint you? 5) Gold fell by more than 5% 6) India China, bhai bhai…again! 7) China has become a hoarder! 8) India is building Aadhaar for agriculture? 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/
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    25 m
  • India China, bhai bhai…again!
    Jul 26 2024
    In today’s episode, we look at 7 big stories: - This quarter, Axis got axed - L&T’s CFO is concerned about skilled laborers - India China, bhai bhai…again! - China has become a hoarder! - Can MapMyIndia Map India? - India is building an Aadhaar for agriculture? - Rain rain, please don’t go away! 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/ Checkout today's edition: https://open.substack.com/pub/thedailybriefing/p/india-china-bhai-bhaiagain?r=45bycr&utm_campaign=post&utm_medium=web
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    19 m
  • Gold falls, India rocks!
    Jul 25 2024
    In today’s episode, we look at 3 big stories: - A closer look at the budget - Gold fell by more than 5% - Bajaj Finance is in a mixed state 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/
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    16 m
  • The Daily Brief Special: What the hell is in the budget for all of us?
    Jul 24 2024
    FM read a 62-page document in 80 minutes as the budget speech. But does all that complicated stuff really matter to you? Probably, not. There were some good news and some bad ones about taxation that impacted you and me. And we tried to simplify that for you. Listen in to this conversation with Vishvajit Sonagara, founder and CEO of Quicko, and Dinesh Pai, Head and Chief Strategist at Rainmatter as we try to decode the important stuff for you.
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    33 m
  • How did the budget make you feel?
    Jul 24 2024
    In today’s episode, we look at 3 big stories: - Did the budget disappoint you? - Microfinance—a problem in the making? - Byjus is out of juice 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/
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    10 m
  • Will the budget fill your pocket or break your heart?
    Jul 23 2024
    In today’s episode, we look at 4 big stories: - Reliance is feeling the blues - Slow and steady for HDFC - Will the budget fill your pocket or break your heart? - Will Amazon hit on Swiggy? 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/
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    15 m
  • This is how the world ends
    Jul 22 2024
    In today’s episode, we look at 6 big stories. - Massive tech breakdown affected all types of companies - Government’s new PSU plan - RBI’s latest Indian economy report - Netflix’s performance in India this quarter - Infosys’s latest earnings report Insights - Paytm’s quarterly earnings result 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/
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    15 m
  • Best of the week: IPO craziness, the Indian borrowing binge, a new risky asset class, and more.
    Jul 20 2024
    This is the third weekly brief. 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 to listen to the daily episodes. So don't worry, we've got you covered. Every week, we'll publish a new episode simplifying the biggest stories of the week so that you can still look smart in front of your friends. In this week's episode, we look at these stories: 1) Are Indian fund managers really value investors? 2) SEBI proposes a new asset class for people who want to take risk 3) The Global Economy is a Little Good, a Little Bad 4) Zomato wants more money! 5) Are gig workers- employee or on contract? 6) SME IPO Frenzy 7) Credit looked like a party until RBI stepped in 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/
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    17 m