Breaking down Persistent Systems' deal with Nagarro | The Daily Brief #498

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. Indian Midcap IT's AI Acquisition Wave Why are Indian midcap IT companies suddenly spending billions on acquisitions? We explain how AI is driving firms like Persistent, Coforge and others to buy global companies for domain expertise, new markets and long-term growth. 2. The World's Energy Report Card The latest global energy report reveals a world consuming more energy than ever. We break down the rise of solar power, why fossil fuels still dominate, and what the report says about India's clean energy transition and energy security. Timestamps 00:00 Intro 00:28 Midcap IT goes shopping 13:03 Energy report card 23:41 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.

Amazon goes for the quick commerce pie | India’s financial rules are evolving | The Daily Brief #500
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Amazon goes for the quick commerce pie | India’s financial rules are evolving | The Daily Brief #500

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Jobs At Risk, The AI Boom Or Bubble Debate & Stock Market Valuations: Aswath Damodaran's Interview

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Why AI Tokens are so Expensive - Computerphile

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ICICI Prudential's S Naren's Playbook For A Slow Market | EXCLUSIVE | Top Picks

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India's data centres need more water | Understanding battery recycling rules | The Daily Brief #495

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Textile industry decoded | Can India create jobs? | The Daily Brief #496

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PM Modi's Economic Advisor Sanjeev Sanyal Explains India's Growth Strategy | Crux Of The Matter

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Japan discovers the price of money | Sovereign debt gets complicated | The Daily Brief #489

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Fund Manager Explains why he is buying Big IT names | Says large acquisitions are a concern

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Why India needs longer batteries | The patient investor runs out of patience | The Daily Brief #493

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Top Fund Managers on SIPs: A Masterclass for Retail Invetors | Global Risks, Themes & Bear Market

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What Top Fund Managers are doing with your SIP money

India's broadband mission | Solving electricity’s demand problem? | The Daily Brief #497
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India's broadband mission | Solving electricity’s demand problem? | The Daily Brief #497

Mohnish Pabrai VALUEx BRK 2026
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Mohnish Pabrai VALUEx BRK 2026

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The Real Reason European Cars Can't Compete

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Bharti Airtel's impossible survival story | Intermission E03 - Bharti Airtel | The Ken

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SEBI cracks ₹144 crore stock manipulation scam| Credit for small businesses | The Daily Brief #499

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Jeremy Grantham on How to Tell if a Bubble's About to Burst | Odd Lots

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Investing in US stocks (Exposed)

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An $800M Investor on Market Bubbles, India’s Future & F.I.R.E. | ft. Ashish Dhawan