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 Fractures in the Streaming Business

We’ll cover:

Why Netflix is seeing a decline in viewing time despite growing revenue.
How Amazon, Disney and YouTube have advantages in monetising viewers' attention.
Why advertising, live sports and changing viewing habits could reshape the future of streaming.

2. Indian Tyre Makers Hit a Cost Puncture

We’ll cover:

How rising rubber and crude oil prices have affected tyre makers' margins and profitability.
Why strong vehicle sales have kept tyre demand growing despite higher prices.
How the BKT-Pirelli partnership could reshape competition in India's premium tyre market.

Audio Timestamps

00:04 Intro
00:51 Can Netflix keep us watching?
13:26 The cost pressure on tyre makers
25:28 Tidbits

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The fractures in the streaming business