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In today's episode of The Daily Brief, we cover 2 major stories shaping the Indian economy and global markets: 1. Mounjaro's India Debut: A Game-Changer for Weight Loss? Eli Lilly has launched its weight-loss drug Mounjaro in India, marking the arrival of GLP-1 medications that have taken the world by storm. These drugs, initially developed for diabetes, have shown surprising effects beyond weight loss—helping with addictions, mental health, and even chronic diseases. While prices remain steep, competition from Novo Nordisk and generics in 2026 could change the game. 2. PLI Schemes: India's Manufacturing Push Falling Short? India's ambitious Production-Linked Incentive (PLI) scheme aimed to boost manufacturing, but it has missed nearly two-thirds of its targets. While sectors like electronics and pharmaceuticals have thrived, others are lagging due to bureaucratic delays, overambitious goals, and slow fund disbursement. With the future of PLI uncertain, can India still become a global manufacturing powerhouse? Timestamps: 00:00 Stories Coming Up! 00:18 Intro 00:35 Mounjaro comes to India 08:39 What’s up with PLI Schemes? 14:08 Tidbits Get smarter every day with our daily newsletter. Subscribe here: https://thedailybrief.zerodha.com/ Check out our latest newsletter "Aftermarket Report" here: https://aftermarketreport.substack.com/ Every day, each team member shares something they've learned, not limited to finance. It's our way of trying to be a little less dumb every day. Check it out here: https://onethingwelearned.today/ Listen to this episode on your preferred podcast platform: Spotify: https://open.spotify.com/show/2SJiLdv5LdxN2y2TKzJcdn Apple Podcasts: https://podcasts.apple.com/in/podcast/the-daily-brief/id1754694834 Watch this episode in Kannada on @marketsbyzerodhakannada : https://youtu.be/vuz9elzVP3g 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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