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Good Morning, and welcome to today’s edition of The Daily Brief! It’s May 07, and here are the two stories we're covering today:

1. Banks recovered, but have new worries

Indian banks saw corporate lending, deposits, and margins stabilize in Q4, but rising geopolitical risks and uncertainty around rates are creating fresh concerns.

2. Empty recycling plants await a deluge of used batteries

The world is racing to build battery recycling capacity before a massive wave of dead EV batteries arrives, even though most recycling plants today remain underutilized.

You can read the piece on Substack, watch our YouTube Video, or listen to the podcast on Spotify or Apple Podcasts.

Good Evening, and welcome to today’s edition of The Daily Brief! It’s May 04, and here are the two stories we're covering today:

1. The cost of Building Your Dreams, Part II

BYD’s turnaround was powered by battery innovation and deep vertical integration, helping it scale rapidly and dominate the global EV race despite rising competition and geopolitical hurdles.

2. India’s jet fuel problem

High taxes and a global price shock have made jet fuel extremely expensive in India, squeezing airlines and exposing structural issues in aviation fuel pricing.

You can read the piece on Substack, watch our YouTube Video, or listen to the podcast on Spotify or Apple Podcasts.

Good Afternoon, and welcome to today’s edition of The Daily Brief! It’s April 30, and here are the two stories we're covering today:

1. The UAE leaves OPEC

The UAE’s exit from OPEC signals cracks in the cartel, as rising capacity, geopolitical tensions, and shifting energy dynamics weaken the logic of coordinated oil supply.

2. No money, more problems for the music business

India’s music industry is booming in usage but not revenue, with labels thriving on rights ownership while streaming platforms struggle to stay profitable.

You can read the piece on Substack, watch our YouTube Video, or listen to the podcast on Spotify or Apple Podcasts.

Good Afternoon, and welcome to today’s edition of The Daily Brief! It’s April 29, and here are the two stories we're covering today:

1. Making record money in a falling market: Q4 at the AMC business

Despite a market correction, mutual funds saw record inflows, with steady retail SIP money cushioning the industry even as market-linked treasury losses hit profits.

2. The double-edged sword of India’s digital financial inclusion

While digital payments have expanded access, they may be increasing spending volatility for poorer households, showing that access alone doesn’t guarantee financial stability.

You can read the piece on Substack, watch our YouTube Video, or listen to the podcast on Spotify or Apple Podcasts.

We’d love to hear your thoughts on the episode. Share your perspectives or any suggestions you have!

Good Afternoon, and welcome to today’s edition of The Daily Brief! It’s April 27, and here are the two stories we're covering today:

1. Why Indian conglomerates are chasing fast fashion

India’s biggest conglomerates are dominating value fashion not through brand or taste, but by building large-scale, fast, and flexible supply chains that smaller players struggle to match.

2. The IMF has a grim outlook for the world

Rising global conflicts are reshaping economies, with higher defence spending, weaker growth, and long-lasting damage showing how costly war and rearmament can be.

You can read the piece on Substack, watch our YouTube Video, or listen to the podcast on Spotify or Apple Podcasts.

We’d love to hear your thoughts on the episode. Share your perspectives or any suggestions you have!