The Daily Brief

The conjurings of data center finance

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    How Data Centers Get Financed 12:00    SEBI’s new fund rules 23:52    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.

Keytruda: The clone wars

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   The race to replicate Keytruda 13:21   How CBAM hits Indian steel 22:22   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.

India's metro ridership problem

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04   Intro 00:25   The metro ridership gap 09:56   NBFC growth isn’t uniform 21:12   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.

What’s behind the Great Nicobar Megaproject?

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04   Intro 00:31   Behind the Great Nicobar megaproject 12:29   Pax Silica: The new chip bloc 24:43   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 the US Supreme Court killed Liberation Day

In today's episode of The Daily Brief, we cover two major stories shaping the Indian economy and global markets: 00:04    Intro 00:34    US court stops tariffs 12:49    A banking scandal unfolds 23:09    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.