Is the moat of the FMCG industry changing? | Building strategic trade | The Daily Brief #513

Start your investing journey for free! Open a zero-brokerage Demat and trading account with Zerodha to invest in Stocks, Mutual Funds, ETFs, and Bonds: https://zerodha.com/open-account/?c=Z... In today's episode of The Daily Brief, we cover two stories shaping Indian and global markets: 1. Is the FMCG Industry’s Moat Changing? India's FMCG giants have relied on strong brands and vast distribution networks for decades. But changing consumer preferences, niche digital-first brands, quick commerce, and data-driven retail are reshaping the industry. This story explores whether the traditional competitive advantages of FMCG companies are fading and how the biggest players are adapting to stay ahead. 2. India’s Trade Push for Critical Minerals India is accelerating trade partnerships with Indonesia, Australia, and Canada to secure critical minerals needed for EVs, batteries, semiconductors, and defence. But while these deals strengthen supply chains, the bigger question is whether India can build enough manufacturing strength to make these partnerships truly beneficial in the long run. Timestamps 00:00 Intro 00:26 The FMCG reset 13:49 Building strategic trade 26:42 Tidbits 📬 Subscribe to The Daily Brief newsletter: https://substack.com/@zerodhaonline 🎧 Listen on: Spotify — https://open.spotify.com/show/2SJiLdv... Apple Podcasts — https://podcasts.apple.com/in/podcast... Some images may have been created using AI. No copyright infringement intended. This content is for informational purposes only. Nothing mentioned constitutes a recommendation or endorsement.