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PODCAST

The Morning Brief

The Economic Times

To make sense of the week’s hottest stories in business, economy, politics and markets, journalists from the Economic Times chat with reporters and industry leaders in this thrice-weekly (Tuesday, Thursday, Friday) podcast.

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All Episodes

27:07

South Capital: TN’s Playbook of Distrubuted Growth

The Morning Brief ·

2025/08/22

In this episode of South Capital, the focus is on Tamil Nadu, India's manufacturing powerhouse and one of its most industrialized states. Known as the “Detroit of Asia” for its auto sector and the “Manchester of the South” for its textiles, Tamil Nadu plays a pivotal role in India’s GDP, exports, patents, and electronics manufacturing, including iPhone assembly. Host Dia Rekhi speaks with Tamil Nadu’s Industries Minister TRB Rajaa, who shares the state’s

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29:04

Rare Earths to Rx: Explaining the India-China Reset

The Morning Brief ·

2025/08/21

For months, India has felt the squeeze of China’s export chokehold on rare earth magnets vital for EVs, fertilizers key to food security, and raw materials that keep pharma running. Automakers faced stalled assembly lines, farmers braced for higher costs, and drugmakers feared supply disruptions. Now, with Prime Minister Modi set to visit China for the SCO summit, a narrow trade package is on the table. Host Anirban Chowdhury speaks with ET’s Sharmistha Mukherjee, Shambhavi Anand, Vikas

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20:39

India’s Setting New Rules for the Digital Space, but...

The Morning Brief ·

2025/08/19

Another week, another rulebook for India’s digital economy this time, a competition code. The Digital Competition Bill (DCB) would flip enforcement from ex-post litigation to ex-ante guardrails for “systemically significant” platforms, banning self-preferencing, data misuse against business users, coercive tying, and stealth blocks on interoperability under the CCI, not a new super-regulator. It’s meant to supplement the Competition Act, not replace it. In this episode Kazim

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22:51

Corner Office Conversation with Naveen Tewari,...

The Morning Brief ·

2025/08/18

Naveen Tewari thrives on pivots and preempting market demand before it becomes obvious to everyone else.In this deep-dive with the founder and CEO of InMobi and Glance, host Anirban Chowdhury traces India’s earliest unicorn from its 2007 pivot from mKhoj (SMS search) to mobile advertising, SoftBank’s $200 million backing, and a “born-global” scale-up: InMobi today derives 65%–70% of revenue from North America. We also unpack the second act: Glance, the AI-led

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21:19

South Capital: Telangana’s Push for Mini-Hyderabads

The Morning Brief ·

2025/08/15

Telangana, India’s youngest state, is charting an ambitious path to become a trillion-dollar economy by leveraging its strengths in technology, AI, and skilled talent. In a candid conversation host Dia Rekhi talks with Industries and IT Minister Sridhar Babu to analyse how Hyderabad, already a global hub for tech giants, pharma leaders, and GCCs is driving growth into tier-2 and tier-3 cities, expanding tourism, and adding value to agriculture through processing and market linkages. The state

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30:51

Text-to-Theater? How AI is Rewriting Cinema Part 1

The Morning Brief ·

2025/08/14

AI in films is no longer a fringe experiment. It moved from a backstage assistant to calling the shots. In three years, Gen AI models have evolved from conjuring massive battle scenes in Lord of the Rings to making full fledged feature films through prompts. Questions of course remain on credibility and credits, but film makers like Darren Aronofsky are helming AI film projects too. In this heady jamboree of tech, creativity and storytelling can India be far behind? In this episode, host Anirban

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12:50

Big Money’s Mood Swings: Explaining the FII Flight

The Morning Brief ·

2025/08/12

In this episode, we dive into why foreign investors have been quietly pulling billions out of India’s stock markets even as they talk up the country’s growth potential. We break down the main drivers: stock prices are high compared to history and other Asian markets, corporate earnings growth has slowed, the rupee has weakened, and economic activity has lost some steam. And then came the curveball hefty U.S. tariffs on Indian exports. This unexpected move has rattled investors already on

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15:59

South Capital: Karnataka Grows Beyond Bengaluru

The Morning Brief ·

2025/08/08

Karnataka drives 65% of India’s aerospace and defence output, over half of its machine tools, and 60% of its biotech exports but much of that growth is concentrated in and around Bengaluru. This week, we unpack the state’s broader industrial ambitions and historic legacy from the Wadiyar dynasty’s investments in education to Asia’s first hydroelectric power in Mysore and the streetlights of Bengaluru in 1905. Host Nidhi Sharma speaks with Karnataka large and medium industries

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24:32

Ram Madhvani on Blending VR, AI and Bharat

The Morning Brief ·

2025/08/07

Virtual Reality in India has long been seen as a futuristic gaming gimmick flashy, expensive, and niche. But that’s changing. Host Anirban Chowdhury and ETs Rajesh Naidu talk to national award winning film maker Ram Madhvani (Neerja, Aarya) who is reimagining VR as a cultural and spiritual experience. His latest project? A five-minute immersive film on the Bhagavad Gita not for streaming, but to be experienced through VR headsets in temples, forts, and museums across India. With plans to roll

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26:23

US’ Tariff Blow: What can India Do?

The Morning Brief ·

2025/08/05

What happens when economic friction between two global partners sparks deeper strategic questions? In this episode of The Morning Brief, host Anirban Chowdhury talks to Agneshwar Sen, trade policy leader, EY India, to unpack the implications of recent US tariff on India and threats for more. From the unexpected 25% tariff to the intricate triangle of the US-India-Russia dynamic, the conversation navigates the fine line between trade penalties and geopolitical signaling. Is Washington's move a matter

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25:39

Corner Office Conversation with The New Leaders of...

The Morning Brief ·

2025/08/04

India’s pharma sector is at a turning point transitioning from a global generics powerhouse to a serious contender in biotech and innovation. In this episode, host Vikas Dandekar is joined by Namita Thapar, Executive Director, Emcure Pharmaceuticals, Aman Mehta, Managing Director, Torrent Pharma, and Sharvil Patel, Managing Director, Zydus Lifesciences to explore what it takes to climb the innovation ladder. From regulatory roadblocks and pricing pressures to building a robust R&D

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23:27

South Capital: Kerala Rising

The Morning Brief ·

2025/08/01

Kerala, India’s smallest southern state by area, is often celebrated for its pioneering “Kerala Model,” where social progress laid the foundation for economic growth. Decades of focus on education and healthcare have led to high literacy, long life expectancy, and rising per capita income. But today, the state grapples with fresh challenges: outward migration of skilled talent, an ageing population, growing healthcare needs, and limited land for industrial growth. In this second

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19:17

The Anil Ambani Annals

The Morning Brief ·

2025/07/31

Once valued at over ₹1 lakh crore, Anil Ambani’s Reliance ADAG group is now facing one of its biggest reckonings. The Enforcement Directorate has launched a sweeping probe into alleged loan fraud and money laundering worth over ₹24,000 crore—spanning Yes Bank transactions, shell firms, and suspected quid pro quo deals with Rana Kapoor’s family offices. In this episode, host Anirban Chowdhury, ET’s banking editor Sangita Mehta and its tracker of financial wrongdoings Rashmi

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22:11

Future Ready or Ruthless: Explaining TCS' Mass Layoffs

The Morning Brief ·

2025/07/29

Tata Consultancy Services (TCS) is set to lay off around 12,000 employees, its biggest workforce reduction to date. While the move might seem driven by automation, the company attributes it instead to a widening skills gap. As TCS shifts to newer technologies and agile delivery models, many existing roles especially at the mid and senior levels no longer align with business needs. Bench policies are also being tightened, with extended periods of unassigned time potentially leading to termination

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21:24

South Capital: Andhra Pradesh’s Comeback

The Morning Brief ·

2025/07/25

When Tamil Nadu claimed the title of “India’s No. 1” in economic growth, Andhra Pradesh hit back with a sharp, self-aware message: “We are No. 2. We work harder.” Borrowing from a legendary advertising playbook, the move sparked a fresh wave of competition among southern states vying for investment and influence. In the first episode of our special limited series South Capital, we put the spotlight on Andhra Pradesh’s renewed push under Chief Minister N

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29:13

Two Entrepreneurs are Helping Create Nonprofit Unicorns

The Morning Brief ·

2025/07/24

What if the next billion-dollar idea wasn’t about making money but about making a difference? In this episode, host Anirban Chowdhury sits down with Varun Aggarwal, deeptech entrepreneur and AI researcher, and Shubham Bansal, a YCombinator alum turned social impact leader. Together, they lead Change Engine, a first-of-its-kind nonprofit accelerator aiming to build 20 nonprofit unicorns in India each impacting over a million lives. They discuss their bold vision for scaling nonprofits with

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26:53

Why are Consumer Co CEOs Losing Their Jobs?

The Morning Brief ·

2025/07/22

It’s been a turbulent fortnight for corporate leadership, with sudden CEO exits at companies like HUL, Coca Cola bottler HCCB, L’Oréal, Diageo, Kenvue and WPP. In this episode of The Morning Brief, host Ratna Bhushan speaks to ET’s Associate Editor Arijit Barman and Vibhav Dhawan, Partner at Positive Moves Consulting to unpack what’s driving this churn: from slowing demand to soaring competition, from tariff pressures to slackening control over ad networks, from a lack

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36:35

Corner Office Conversation with Pawan Goenka,...

The Morning Brief ·

2025/07/21

India is not just watching the space race — it’s entering the arena with serious firepower. In this Corner Office Conversation, hosts Anirban Chowdhury and Nirmal John sit down with Pawan Goenka, Chairperson of IN-SPACe to explore how India is opening up the final frontier for private players. From transferring ISRO’s rocket technology to industry, to creating a Rs 1,000 crore space-focused VC fund and setting up new launchpads in Tamil Nadu, Goenka outlines the roadmap for turning

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20:30

Brandalore Rising!

The Morning Brief ·

2025/07/18

Bengaluru is rapidly emerging as India’s new advertising epicenter, challenging the long-standing reign of Mumbai and Delhi. What’s driving this transformation? A dynamic combination of thriving startups, digitally native D2C brands, and a fresh crop of independent agencies that are reshaping the creative landscape. From fintech to fantasy sports, the city is drawing in forward-thinking advertisers eager to experiment. Its strong tech foundation positions it as a frontrunner in

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19:20

Inspiration vs Appropriation: Why Global Fashion...

The Morning Brief ·

2025/07/17

India’s aesthetic legacy is lighting up luxury runways across Paris and Milan from Louis Vuitton’s “Voyage to India” to Prada’s controversial Kolhapuri-inspired sandals. But behind the global admiration lies a deeper story: one of borrowed beauty, blurred boundaries, and battles for credit. We explore the fine line between celebration and exploitation. Fashion scholar Phyllida Jay joins host Apoorva Mittal to unpack how India stands between being endlessly mined for

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