The Morning Brief

Indian stock markets are experiencing their longest slump in recent years, with FIIs selling at unprecedented levels and small- and mid-cap stocks taking significant hits. In this episode, we break down the factors driving this downturn, examine global market influences, and analyze whether this is a temporary correction or the beginning of a prolonged decline. Host Anirban Chowdhury speaks with E...

From his first Phd thesis to his illustrious and tumultuous stint in Twitter to his current assignment as head of safety and trust at dating behemoth Match Group, Yoel Roth has been a crusader for safety on the internet, the social web and dating apps. Roth is in fact a crusader who hasn’t stopped short of raising his voice against his former boss Elon Musk and his close friend Donald Trump....

Tata Consumer Products has been on a transformative journey, evolving from a tea and salt company into a diversified FMCG business. With changing consumer preferences, rising competition, and the rapid growth of digital commerce, the company is navigating a dynamic landscape while expanding its footprint across multiple categories. Host Ratna Bhushan talks to Sunil D’Souza, CEO & MD of T...

Agentic AI—or an artificial intelligence system that can think, plan, navigate complex workflows and decide for itself—is at the forefront of the AI revolution. Companies across the world from Siemens to JP Morgan are investing in and finding use cases for agentic AI. Satya Nadella has said it will lead to the death of Saas, while Marc Benioff, CEO of Salesforce has said his biggest fo...

Between finance minister Nirmala Sitharaman’s tax sops for the middle class and Donald Trump’s tariff missiles on three countries he really dislikes, it’s been a largely eventful three days. And as usual, The Morning Brief is buzzing with questions: From tax cuts and fiscal discipline to capital expenditure, is the so-called “impossible trifecta” too good to be true?...

A little-known Chinese AI startup just sent shockwaves through the global tech world—wiping off $593 billion from the market value of one of the world’s most valuable companies and challenging Silicon Valley’s dominance. How did DeepSeek, a newcomer, manage to rattle AI behemoths like OpenAI and Nvidia? And what does its rise mean for the future of AI, economics, and geopolitics?...

At the Davos World Economic Forum Arijit Barman had an insightful conversation with Nicolai Tangen, CEO of Norges Bank Investment Management, about managing one of the world’s largest sovereign wealth funds. From the rise of AI and Big Tech dominance to the impact of geopolitical tensions and shifting energy policies, Tangen breaks down the forces shaping global finance. He also shares insig...

Parth Jindal , Managing Director, JSW Cement and Priya Aggarwal Hebbar , Chairperson, Hindustan Zinc talk to Arijit Barman about the yeas and nays of Davos 2025, the most interesting people they met there, overdoing AI, navigating China and ESG and wokeism in the Trump era.  If you like this episode, check out more Corner Office Conversations from the podcast: Adar Poonawalla , Sandip Patel ,...

Arijit Barman is joined by Adar Poonawalla, CEO, Serum Institute of India, at the World Economic Forum 2025 where he sheds light on concerns around Trump’s pullout from the WHO, progress in achieving vaccine equity, status of key projects like the HPV vaccine to combat cervical cancer, and upcoming vaccines for malaria, dengue, and chikungunya. He also discusses the institute’s $2 bill...

Dreaming of studying abroad as an Indian student? The path to global education is becoming increasingly fraught with soaring tuition fees, inflation, and a depreciating rupee. From onerous education loans to repayment challenges, we’ll discuss whether these global degrees are worth the investment. Are there cost-effective destinations offering quality education, or is the dream becoming unsu...

India reported 24 lakh TB cases last year, despite a government program launched in 2018 aiming to eliminate TB by 2025. This conversation examines critical advancements, including innovative diagnostics, improved treatment regimens, and public-private partnerships. Host Vikas Dandekar is joined by a distinguished panel comprising Dr. Urvashi Sing h, Deputy Director General (TB) from the Ministry...

From Eveready torches to luxury tents, and from ash-smeared sadhus to Instagram-worthy holy dips, a spiritual extravaganza like no other, where over 400 million devotees, brands, and marketers converge in Prayagraj. They discover how spirituality is shaping India’s consumer culture. With record-breaking revenues and global attention, the Maha Kumbh has become the Super Bowl of India for mark...

Ola Electric’s recent announcement of its expansion plans on X before the exchanges and the resultant spike in its stock price has earned it the regulator’s ire. Sebi has accused it of flouting market disclosure norms. Are new age listed companies lax about sharing material information on social platforms for quick impact? Or should the regulator move with the times and make disclosure...

Chinese companies are embracing ‘Indianisation’ strategies. Because of an unsaid mandate from the Indian government, wary of security concerns that Chinese presence brings to the country’s industry. Over the last one year, Chinese giants in consumer electronics and automotive have been establishing joint ventures with Indian companies and appointing Indians on the boards of their...

A financial void post retirement can be a scary possibility if you don't start to plan early. How early? Well the day you join your first job preferably. There is a clear math on how much you should save, where you should invest and how frugally you should live, depending on how early you want to retire. Bringing you all those details in this episode of ET Wealth and Beyond is ET’s markets e...

As global tech layoffs make headlines, IBM is charting a different path in India with ambitious plans for talent expansion and innovation. The tech giant is doubling down on tier-two cities like Kochi and Ahmedabad, building labs, and partnering with startups to leverage AI and hybrid cloud technologies. In this episode, Dia Rekhi speaks to Sandip Patel , Managing Director for IBM India & Sout...

From debunking myths about the Human Metapneumovirus (HMPV) to highlighting the importance of decentralized surveillance systems and rapid vaccine development, host Vikas Dandekar talks to  Dr. Rajeev Jayadevan , Chairman, Research Cell, Kerala State IMA, Dr. Vinod Scaria , Chief Data Officer, Karkinos Healthcare, and Dr. Raches Ella , Chief Development Officer (Cdo), Bharat Biotech. They dis...

India’s long-awaited Digital Personal Data Protection Act, 2023, is finally here, setting the stage for a new era in data privacy and security. The most interesting aspect of the rules is how it seeks to e-protect children. The act, among other things, mandates verifiable parental consent of children below 18 years of age for them to access social media, e-commerce sites and gaming apps. In...

Welcome to the world of index funds and ETFs. Thanks to diversified holdings, lower costs and higher accessibility passive investments have really caught the fancy of investors in the last few years. They have grown at a CAGR of 55% in the last five years. Passive assets are expected to account for 40% of overall assets in India by 2027 up from 13% in 2022. Tune in to this episode as ET&rsquo...

India’s space program is poised for a transcend in 2025, marking its most pivotal year yet. With ISRO leading missions such as Gaganyaan’s uncrewed test flight, the Chandrayaan-4 lunar return mission, and the ambitious SpaDex docking experiment, India is set to join an elite club of spacefaring nations. Collaborations like the NASA-ISRO NISAR satellite will advance climate science and...

India is eyeing a manufacturing leap, aiming to raise the sector’s GDP contribution to 25% by 2047. But inadequate housing near industrial hubs threatens this ambition. Enter dorm-style worker housing, inspired by successful models in China and Vietnam. Tamil Nadu is leading the charge with large-scale projects like Foxconn's Sriperumbudur campus housing 18,000 employees. Join Dia Rekhi and...

Sriram Krishnan recent high profile appointment in Donald Trump’s government has sparked a row on immigrant employment and H-1B visas in the US. This episode examines the broader implications of the ongoing debates around immigration, and the gap it exposes between the US’ requirement for a skilled workforce and its immigration policies. Hosts Annapurna Roy, in conversation with Poorvi...

The exponential growth in markets and investment activity has also led to a surge in the number of traders. These are the skilled craftsmen of the trade, one ear firmly on the ground of India Inc the other on the reverberations of money movements. The massive growth brings its shares of opportunities but also challenges in terms of regulations, tech innovations and newer risks. The world of F&...

More and more women are stepping into top leadership roles at Indian tech cos, primarily at Indian units of global tech firms. Recent high-profile appointments highlight a reversal of the long-standing narrative of gender disparity at the executive level. While global tech giants are making strides with Diversity, Equity, and Inclusion (DEI) initiatives, the question remains: are Indian IT firms k...

Body positivity–which once held the promise of being a revolutionary movement that redefined beauty standards and empowered millions to embrace self-love–is now facing an unexpected challenge–the rise of weight loss drugs like Ozempic. As these drugs dominate global markets and reshape perceptions of “ideal” body types, their ripple effects are being felt across indus...