Show Notes
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. Floating Solar: Why Is India Paying More? We’ll cover: ●Why India is turning to floating solar despite its higher costs ●How floating solar can help with land, grid and water constraints ●Whether the 25% cost premium can be justified and where floating solar makes the most sense
2. India’s First Tokenised Bond
We’ll cover: ●What tokenised bonds actually change in the existing financial system ●Why atomic settlement, CBDC and shared ledgers could reshape bond markets ●What REC’s pilot tells us — and the key questions that India’s tokenisation push still needs to answer
Audio Timestamps 00:04 Intro 00:32 Why solar on water? 12:27 India’s first tokenised bond 20:33 Tidbits
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More from The Daily Brief
In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets:
In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets:
In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets:
In today's episode of The Daily Brief, we cover a deep dive and another story for the day shaping Indian and global markets:
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. Breaking down the Nobel Prize for Economics 2026 We’ll cover: How Robert Hall and Michael Woodford’s economic theories became the operating manual for modern central banks. The mechanics of "forward guidance" and the "natural rate of interest," and why the new US Fed Chairman is actively pushing back against them. The fatal flaws in their models, including the failure to account for real-world credit markets and the inability to predict the 2008 financial crisis. 2. IDBI’s Long Road to Privatisation We’ll cover: How Prem Watsa’s Fairfax won the bid to acquire a 60.72% stake in IDBI Bank for ~₹53,000 crore in India's first true bank privatisation. IDBI’s turbulent history, from an industrial lender crippled by bad loans to a profitable bank rescued by LIC. The massive regulatory hurdles still ahead, including the RBI’s strict rules on voting rights, promoter stake dilution, and the mandatory fixes for CSB Bank. Audio Timestamps 00:04 Intro 00:29 Understanding the economics nobel 13:17 IDBI bank’s road to privatisation 21:32 Tidbits