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Good Evening, and welcome to today’s edition of The Daily Brief! It’s May 22, and here are the two stories we're covering today:

1. The boom before the storm: Q4 at the oil marketing business

India’s oil marketing companies reported record profits in Q4, but the Hormuz crisis, soaring crude prices, and mounting LPG losses are setting up a far more difficult year ahead.

2. Cracks in the half-full glass of Indian dairy

India’s dairy companies are struggling with a severe milk shortage, rising input costs, and global disruptions, while betting on higher-margin products like ice cream, paneer, and protein to protect profitability.

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 21, and here are the two stories we're covering today:

1. India’s two-wheelers drift through a collision of forces

India’s two-wheeler makers are battling rising raw material costs, fuel shocks, and supply disruptions while leaning on premium bikes and EVs to protect growth and margins.

2. India’s biogas problem

India has massive biogas potential that could cut fuel imports and reduce pollution, but weak logistics, poor plant utilisation, and patchy infrastructure are holding the sector back.

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

Good Aftrernoon, and welcome to today’s edition of The Daily Brief! It’s May 20, and here are the two stories we're covering today:

1. India’s EMS companies are building their way out of thin margins

India’s EMS firms are moving beyond low-margin assembly into components, semiconductors, and specialised electronics as they try to build more durable and profitable businesses.

2. How the Hormuz crisis changed oil markets

The Hormuz crisis has disrupted global oil and fuel flows, forcing countries to redraw supply chains, drain reserves, and adapt to shortages in key fuels like LPG, diesel, and jet fuel.

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 19, and here are the two stories we're covering today:

1. Three colours of gold: Q4 at India’s biggest jewellers

India’s top jewellers saw booming sales despite soaring gold prices, but sharp differences in margins revealed how each company is balancing bullion, jewellery mix, and sourcing strategies.

2. SEBI wants to make municipal bonds great

SEBI is trying to revive India’s tiny municipal bond market by making it easier for cities to raise money and for retail investors to participate in local infrastructure financing.

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 May 18, and here are the two stories we're covering today:

1. Big bazaar, bigger crashout

Future Retail’s rise and collapse reveal how aggressive expansion, hidden leverage, and weak governance brought down one of India’s biggest retail empires.

2. India’s cement sector hits a wall it didn’t build

India’s cement companies are slowing expansion plans and focusing on margins, branding, and efficiency as weak demand and rising costs squeeze profitability.

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 May 15, and here are the two stories we're covering today:

1. A record year for public-sector banks meets a turning point

PSU banks delivered record profits and strong asset quality in FY26, but falling rates, sticky deposit costs, and upcoming RBI provisioning rules are creating new pressure points.

2. The meeting that cost 2.5 crores

SEBI’s insider trading case against former Religare chairperson Rashmi Saluja shows how a single meeting, a takeover bid, and suspiciously timed share sales turned into a high-profile corporate governance battle.

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 May 11, and here are the two stories we're covering today:

1. Why private hospitals are walking away from government schemes

Private hospitals are increasingly pulling back from government healthcare schemes as low reimbursement rates and long payment delays make the economics unsustainable.

2. The wires & cables industry run up the hill — with some bumps

India’s wires and cables industry continues to see strong demand from infrastructure, power, and data centers, but rising raw material costs and capacity constraints are creating fresh challenges.

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