The Morning Brief

Blackstone wants to double its India investments to $100 billion in five years. What does Jonathan Gray see that nervous investors are missing? In this episode of ET Conversations, executive editor Sruthijith KK speaks to Blackstone’s president and COO about India’s growth prospects, the market pullback and the sectors attracting his capital. Gray explains why he remains optimistic about AI infrastructure, how Indian IT services firms can become AI deployment partners, and why a rising middle class creates opportunities across healthcare, travel, housing and finance. They also discuss rising interest rates, currency depreciation, private credit concerns and the discipline behind investing conviction.

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Misleading packaging, restaurant inspections and scrutiny of the kitchens behind your delivery apps: FSSAI is sharpening its enforcement. ET's FMCG editor Ratna Bhushan talks to FSSAI chief Rajit Punhani about holding food businesses accountable, taking regulatory action public, and the proposed changes that could help consumers know more about what they buy. Listen in:

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Airfares are rising just as the festive travel season approaches. ATF prices have jumped sharply in recent months, while a weaker rupee is adding to airlines’ fuel costs. At the same time, fewer flights and slower aircraft deliveries are tightening capacity even as demand picks up.

In this episode, Host Anirban Chowdhury speaks to ET's Forum Gandhi, about what is driving the surge in airfares, how airlines are balancing higher costs with weaker domestic traffic, and why Mumbai flyers could face an additional hit as capacity shifts to Navi Mumbai Airport. The conversation also looks at what passengers should watch over the next six months.
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You can follow Anirban Chowdhury on his social media: X and Linkedin

Check out other interesting episodes like - Cognizant’s Surya Gummadi on How AI Can Deliver Returns, The Future of Insurance in India | Sarbvir Singh of PB Fintech, Groww’s ₹6,600 Cr Leap - Fintech’s Big Market Test Begins , OML CEO on the Creator Economy’s Next Wave & much more.
Catch the latest episode of ‘The Morning Brief’ on The Economic Times Online, Spotify, Apple Podcasts, JioSaavn, Amazon Music and Youtube.

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Ahead of the GST Council meeting, Bipin Sapra,  Partner and Indirect Tax Policy Leader, EY India, explains to Anirban Chowdhury the proposed changes to input tax credit, refunds, exports and e-way bills—and what they could mean for business costs, working capital and consumer prices. These are expected changes, not final decisions.
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The Flydubai incident has raised a difficult question for aviation security: what happens when the threat comes from within the aircraft? As investigators work to establish the facts, the incident is already forcing a rethink of how airlines identify and mitigate insider threats.
Host Anirban Chowdhury speaks to aviation security experts Arik Arad and Shannon Wandmaker about the vulnerabilities exposed by the incident, why one-time background checks may not be enough in an age of rapid online radicalisation, and whether continuous vetting and stronger security cultures can close the gap. He also explains why aviation security is ultimately about layers of mitigation—not the promise of preventing every possible attack.

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You can follow Anirban Chowdhury on his social media: X and Linkedin

Check out other interesting episodes like - Cognizant’s Surya Gummadi on How AI Can Deliver Returns, The Future of Insurance in India | Sarbvir Singh of PB Fintech, Groww’s ₹6,600 Cr Leap - Fintech’s Big Market Test Begins , OML CEO on the Creator Economy’s Next Wave & much more.

Catch the latest episode of ‘The Morning Brief’ on The Economic Times Online, Spotify, Apple Podcasts, JioSaavn, Amazon Music and Youtube.

See omnystudio.com/listener for privacy information.

AI is moving from experimental technology to an increasingly powerful part of everyday work. At The Economic Times World Leaders Forum, Krish Ramineni, Founder and CEO of Fireflies.ai, joins ET’s Himanshi Lohchab to discuss AI agents, the future of knowledge work, India’s AI opportunity, and why falling AI costs could dramatically expand its adoption

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You can follow Himanshi Lohchab on her social media: X and Linkedin

Check out other interesting episodes like - Cognizant’s Surya Gummadi on How AI Can Deliver Returns, The Future of Insurance in India | Sarbvir Singh of PB Fintech, Groww’s ₹6,600 Cr Leap - Fintech’s Big Market Test Begins , OML CEO on the Creator Economy’s Next Wave & much more.

Catch the latest episode of ‘The Morning Brief’ on The Economic Times Online, Spotify, Apple Podcasts, JioSaavn, Amazon Music and Youtube.

See omnystudio.com/listener for privacy information.

Xi Jinping has sat across the table from both Narendra Modi and Donald Trump within two weeks. For years, a more assertive China pushed India closer to Washington. But what happens if the US and China learn to manage their rivalry?

On this episode of Morning Brief Decode, Pranab Dhal Samanta, National Editor (Politics) at The Economic Times explains to Anirban Chowdhury whether the reset is really happening in Washington, what the summit's optics signal, and how India should balance China, the US and BRICS. He also flags what to watch in the next six months: the India-EU relationship, Eurasian trade access, and possible exemptions in the US trade deal.

You can follow Anirban Chowdhury on his social media: X and Linkedin

Check out other interesting episodes like - Cognizant’s Surya Gummadi on How AI Can Deliver Returns, The Future of Insurance in India | Sarbvir Singh of PB Fintech, Groww’s ₹6,600 Cr Leap - Fintech’s Big Market Test Begins , OML CEO on the Creator Economy’s Next Wave & much more.

Catch the latest episode of ‘The Morning Brief’ on The Economic Times Online, Spotify, Apple Podcasts, JioSaavn, Amazon Music and Youtube.

See omnystudio.com/listener for privacy information.

The independence of India’s Election Commission rests on a constitutional framework that gives it wide powers — but questions remain over how that independence works in practice. On The Morning Brief, host Neil Ghai speaks to ET’s Anubhuti Vishnoi on the changing appointment process for Election Commissioners, the internal friction within the poll panel and the impact of electoral-roll revisions on voters. Anubhuti breaks down Article 324, the 2023 law governing the appointment of Election Commissioners and the debate over the executive’s role in selecting them.
She also examines the reported objections within the Commission over electoral-roll management, Form 6, centralised technology and the Special Intensive Revision.
Together, these issues raise a broader question about the institution’s ability to function collectively, independently and transparently as it prepares for elections ahead.

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The investigation into the death of IIT Bombay student Sahil Wakode is examining competing allegations and evidence. But beyond the immediate case lies a broader question: what are India’s premier institutions really preparing students for?

On The Morning Brief, host Anirban Chowdhury speaks to BITS Pilani Group Vice Chancellor V Ramgopal Rao, former JNU professor Rajeev Kumar and ET’s Rashmi Rajput about the intense pressure surrounding IIT admissions, the limitations of using exam performance as a measure of intellectual ability, and the challenges students face once they enter these highly competitive institutions.

The discussion also looks at AI and education: when should students be allowed to use AI, what should examinations test, and does the JEE system need to evolve as machines become increasingly capable of solving the very tests students compete to clear?

Listen In

You can follow Anirban Chowdhury on his social media: X and Linkedin

Check out other interesting episodes like - Cognizant’s Surya Gummadi on How AI Can Deliver Returns, The Future of Insurance in India | Sarbvir Singh of PB Fintech, Groww’s ₹6,600 Cr Leap - Fintech’s Big Market Test Begins , OML CEO on the Creator Economy’s Next Wave & much more.

Catch the latest episode of ‘The Morning Brief’ on The Economic Times Online, Spotify, Apple Podcasts, JioSaavn, Amazon Music and Youtube.

See omnystudio.com/listener for privacy information.

What makes some CEOs and founders successful? At The Economic Times World Leaders Forum, Cheryl Lim, Partner at McKinsey & Company, joins ET’s Anirban Chowdhury to explore the mindsets and behaviours that drive long-term value creation, how leaders balance big ambitions with disciplined execution, and what it takes to build organisations that can sustain growth.

Listen In

You can follow Anirban Chowdhury on his social media: X and Linkedin

Check out other interesting episodes like - Cognizant’s Surya Gummadi on How AI Can Deliver Returns, The Future of Insurance in India | Sarbvir Singh of PB Fintech, Groww’s ₹6,600 Cr Leap - Fintech’s Big Market Test Begins , OML CEO on the Creator Economy’s Next Wave & much more.

Catch the latest episode of ‘The Morning Brief’ on The Economic Times Online, Spotify, Apple Podcasts, JioSaavn, Amazon Music and Youtube.

See omnystudio.com/listener for privacy information.