Today

Japan and the future of an ageing world

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04 Intro00:30 Japan’s demographic challenge12:48 Night-shifts and Women’s jobs22:35 TidbitsWe also send out a crisp and short daily newsletter for The Daily Brief. Put ... Show More

24m 17s

Yesterday

The trade chaos behind your cooking oil

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04 Intro00:27 India’s Cooking Oil Dependency10:43 India’s Solar Success20:40 TidbitsWe also send out a crisp and short daily newsletter for The Daily Brief. Put your e ... Show More

22m 2s

Aug 22

In India, all (online) bets are off

In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets:00:04 Intro00:28 India bans Real-Money gaming10:54 GST 2.0 on the way23:02 TidbitsWe also send out a crisp and short daily newsletter for The Daily Brief. Put your email ... Show More

24m 49s

Aug 2024

Is there a bubble waiting to burst in India?

Indian equities are soaring right now. The country’s benchmark Nifty 50 index has doubled in just five years, beating out the pace of Japan, China and even the US. And it’s all being driven by millions of domestic investors who are piling into the market for the first time. But t ... Show More

20m 58s

Mar 2025

The week begins on a risk-off note

US inflation concerns intensified, with the core PCE rising 2.8% year-on-year, fuelling fears of stagflation. Tariffs remain a significant concern, with the US poised to unveil new measures on Wednesday. The EU is bracing itself for a potential 20% tariff, and Goldman Sachs has i ... Show More

12m 22s

Mar 2025

Impact Of Currency & Energy Declines.. And Market Reality Check On China 3/5/25

Declines in the U.S Dollar and Crude Oil taking hold of the market this week, as geopolitical tensions heat up. How the latest tariff headlines are hitting currencies and commodities, and the impact it has on the broader market. Plus Markets in need of a China reality check? Why ... Show More

42m 57s

Aug 5

US’ Tariff Blow: What can India Do?

What happens when economic friction between two global partners sparks deeper strategic questions? In this episode of The Morning Brief, host Anirban Chowdhury talks to Agneshwar Sen, trade policy leader, EY India, to unpack the implications of recent US tariff on India and threa ... Show More

26m 23s

May 7

India & Pakistan Strikes, UK-US Trade Talks, Merz’s Chaotic First Day

Your morning briefing, the business news you need in just 15 minutes. On today's podcast: (1) India conducted targeted military strikes against Pakistan, which said it retaliated in expected tit-for-tat blows after a militant attack last month in Kashmir that killed 26 people. (2 ... Show More

16m 10s

Feb 2025

Decoding Trumponomics 2.0, India Impact

David S Waddell, CEO and Chief Investment Strategist at Waddell & Associates, joins host Dia Rekhi on The Morning Brief to dissect the global economic shifts under the Trump administration. From the impact of tariff wars on emerging markets like India to the potential productivit ... Show More

22m 10s

Aug 6

Trump slaps a further 25% tariff on India

As president Donald Trump's tariff regime on goods entering the United States from 69 countries around the world comes into effect, we discuss the impact it will have on global trade. With India facing a threat of 50% tariffs on exports to the US due Delhi's purchase of oil from ... Show More

26m 29s

Aug 2024

466: How Japan's Inflation Problem Became a U.S. Stock Market Problem

Why did Japan’s interest rate hike have such a big impact on the U.S. stock market? Earlier this month I discussed the stock market chaos that led to a sharp drop in prices. I mentioned that Japan’s decision to raise interest rates played a part in this, but how? This episode I’m ... Show More

8m 27s

Jul 1

Record level of concerns hit global supply chains

Global supply chains are in trouble, driven by crises due to tariffs, geopolitical shocks and Middle East instability, according to the latest survey carried out by CIPS Pulse of the Chartered Institute of Procurement and Supply. Roger Hearing hears from Ben Farrell, CIPS CEO. Al ... Show More

49m 26s

Aug 21

A significant intra-day reversal in US technology stocks

The Nasdaq 100 fell as much as 1.5% before recovering to close just 0.6% lower. Markets remain on edge ahead of key events, including Jay Powell's speech at the Jackson Hole Symposium tomorrow, whilst the USD remains unchanged and gold rises amid concerns over Fed independence. U ... Show More

11m 38s

A Costly Compromise on Clean Air?