The Daily Brief

In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets: 1. India’s Untapped Copper Pool We’ll cover: ●How much copper India already has in use ●Why copper scrap cannot immediately solve the supply gap ●India’s recycling, refining and scrap-import challenges 2. Why Indian Industry Still Needs Coal We’ll cover: ●Why cleaner electricity doesn't automatically mean less industrial coal use ●The challenge of decarbonising steel production ●What India’s upcoming industrial investments mean for coal demand Audio Timestamps 00:04 Intro 00:41 India’s copper recycling challenge 13:46 India can’t quit coal yet 20:33 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://thedailybrief.zerodha.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 a deep dive and another story for the day shaping Indian and global markets: 1. The BRICS Summit: What Was Actually Achieved? We’ll cover: ●Why BRICS is struggling to build an alternative to the US dollar ●The challenges around local-currency payments and a BRICS currency ●What the summit revealed about tensions between India, China, Russia, Iran and the UAE 2. UK Recognises India’s Carbon Market We’ll cover: ●How the UK’s CBAM affects Indian exporters ●Why India’s carbon credits cannot simply offset the UK’s carbon charge ●The challenges around carbon pricing, verification and claiming relief Audio Timestamps 00:04 Intro 00:30 Inside the BRICS summit 13:43 UK recognises India’s carbon market 21:18 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://thedailybrief.zerodha.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 a deep dive and another story for the day shaping Indian and global markets: 1. How India’s elder-care industry works We’ll cover: ●Why India’s ageing population is driving demand for organised elder care ●How senior housing, home care and assisted living businesses work ●Why affordability, caregiver shortages and limited coverage remain challenges 2. India’s new internet gateway We’ll cover: ●Why data centres and submarine cables are increasingly being built close together ●How Andhra Pradesh is using incentives to attract data-centre and internet infrastructure ●Why new cable routes matter for India’s internet resilience and connectivity Audio Timestamps 00:04 Intro 01:17 India’s elder care industry 14:07 Building India’s next internet hub 21:14 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://thedailybrief.zerodha.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 a deep dive and another story for the day shaping Indian and global markets: 1. Is America’s $40 Trillion Debt a Problem? We’ll cover: ●Why the $40 trillion debt figure can be misleading ●Rising US interest costs and the growing burden of refinancing debt ●What could signal a real US debt crisis 2. India Gets Closer to Satellite Internet We’ll cover: ●India’s proposed satellite spectrum pricing ●Where satellite internet can compete with fibre and mobile networks ●Starlink, Jio and Airtel’s changing roles in India’s satcom market Audio Timestamps 00:04 Intro 01:07 America’s $40 trillion debt 13:40 India’s satellite internet push 21:53 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://thedailybrief.zerodha.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 a deep dive and another story for the day shaping Indian and global markets: 1. Floating Solar: Why Is India Paying More? We’ll cover: ●Why India is turning to floating solar despite its higher costs ●How floating solar can help with land, grid and water constraints ●Whether the 25% cost premium can be justified and where floating solar makes the most sense 2. India’s First Tokenised Bond We’ll cover: ●What tokenised bonds actually change in the existing financial system ●Why atomic settlement, CBDC and shared ledgers could reshape bond markets ●What REC’s pilot tells us — and the key questions that India’s tokenisation push still needs to answer Audio Timestamps 00:04 Intro 00:32 Why solar on water? 12:27 India’s first tokenised bond 20:33 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://thedailybrief.zerodha.com/ Note: This content is for informational purposes only. None of the stocks, brands, or products mentioned are recommendations or endorsements.