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10 Big Questions for 2026 | The Daily Brief скачать в хорошем качестве

10 Big Questions for 2026 | The Daily Brief 3 месяца назад

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10 Big Questions for 2026 | The Daily Brief
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10 Big Questions for 2026 | The Daily Brief

In today's episode of The Daily Brief, we've 10 questions for 2026 1️⃣ US–China Slowdown Risk We will look into how both the US and China are facing economic challenges, and why a slowdown in either superpower could shake global trade and financial markets. 2️⃣ Can Quick Commerce Become Profitable? We will talk about Blinkit, Swiggy, Zepto and others expanding fast in 10-minute delivery — but still struggling to make profits as discounts, spending, and market share battles continue. 3️⃣ Where Are Interest Rates Headed? We will look into RBI’s big rate cuts and the uncertainty around inflation, growth, and global conditions — and what it means for loans, funding and the Indian economy in 2026. 4️⃣ Will Reforms Transform India’s Economy? We will talk about GST fixes, labour codes, trade policy changes and de-regulation — and whether 2026 will show if reforms are finally removing barriers to doing business in India. 5️⃣ Natural vs Lab-Grown Diamonds We will look into India’s unique diamond market, why consumers still prefer natural stones, and how long this resistance to lab-grown diamonds can last as global demand shifts. 6️⃣ Can India Replace the US in Trade? We will explore India’s new FTAs with New Zealand, UK, Oman and more — and whether deals with ASEAN/EU can help fill the gap left by US tariffs and protect export growth. 7️⃣ Microfinance: At the Bottom or Bounce-Back? We will talk about rising NPAs in microfinance, early signs of recovery, and whether 2026 will be the next upswing as rural cash flows stabilise. 8️⃣ If AI Is a Bubble, Who Gets Hurt? We’ll explore the global risks — from the US and China to Taiwan, Korea, Europe and India — if AI revenues don’t catch up with investments and the bubble pops. 9️⃣ Can Indian IT Survive the AI Shift? We will examine how Tier-1 IT firms face challenges from automation and shrinking demand, while smaller tech companies and AI-focused firms rise. 🔟 What Comes After Solar for India? We will talk about India’s solar boom, grid problems, and why energy storage — batteries, pumped hydro and more — could be the next big leap in the clean energy transition. Timestamps 00:00 Intro 00:38 US–China Slowdown Risk 02:54 Can Quick Commerce Become Profitable? 04:56 Where Are Interest Rates Headed? 06:59 Will Reforms Transform India’s Economy? 08:40 Natural vs Lab-Grown Diamonds 10:34 Can India Replace the US in Trade? 12:48 Microfinance: At the Bottom or Bounce-Back? 15:22 If AI Is a Bubble, Who Gets Hurt? 17:56 Can Indian IT Survive the AI Shift? 20:03 What Comes After Solar for India? 22:27 Tidbits Visit Coin by https://zerodha.com/open-account?c=ZM... Get smarter every day with our daily newsletter. Subscribe here: https://thedailybrief.zerodha.com/ Checkout Markets By Zeodha's Reddit here:   / marketsbyzerodha   Checkout The Chatter here: https://thechatterbyzerodha.substack.... Check out our latest newsletter "Aftermarket Report" here: https://aftermarketreport.substack.com/ Listen to this episode on your preferred podcast platform: Spotify: https://open.spotify.com/show/2SJiLdv... Apple Podcasts: https://podcasts.apple.com/in/podcast... Disclaimer: Some image(s) may have been created using Al, no copyright infringement is intended. Note: This content is for informational purposes only. None of the stocks, brands or products mentioned are recommendations or endorsements.

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