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The Morning Brief

Latest episodes

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Jan 30, 2025 • 22min

ET@Davos: Corner Office Conversation with Nicolai Tangen

Nicolai Tangen, CEO of Norges Bank Investment Management, shares his expertise as he manages one of the largest sovereign wealth funds globally. He discusses the profound impact of AI and Big Tech on finance and the emerging risks from geopolitical tensions. Tangen highlights India’s growing role in investment strategies and the importance of transparency when overseeing $2 trillion. He also reflects on the complexities of climate change in finance and how these elements intertwine within the global economic landscape.
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Jan 28, 2025 • 36min

ET@Davos: The India Inc NexGen Adda

Join Parth Jindal, Managing Director of JSW Cement, and Priya Aggarwal Hebbar, Chairperson of Hindustan Zinc, as they share insights from Davos 2025. They dive into India's rising global significance amid competing powers like China. Explore the innovative energy policies and the balancing act between sustainability and economic growth. They also tackle the complexities of AI's impact on jobs and creativity, showcasing how these pioneers navigate modern business challenges while fostering a vibrant startup culture.
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Jan 24, 2025 • 24min

ET@Davos: Corner Office Conversation with Adar Poonawalla

Adar Poonawalla, CEO of Serum Institute of India and a leader in global vaccine production, shares insights from the World Economic Forum. He discusses the impact of Trump's withdrawal from the WHO and strides made in vaccine equity. Key projects like the HPV vaccine, along with innovations in malaria and dengue vaccine development, are highlighted. Poonawalla reveals a $2 billion investment focused on cutting-edge research and the integration of AI in clinical trials, while also diversifying into films and music. A captivating blend of health and business!
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Jan 23, 2025 • 25min

Indians Study Abroad ‘Undebterred’

Piyush Kumar, Regional Director at IDP Education, and Aniket Dani, Director of Research at Crisil Intelligence, dive into the financial labyrinth faced by Indian students aspiring to study abroad. They discuss the skyrocketing tuition fees and the impact of a depreciating rupee, questioning if the investment in global degrees remains valid. The duo analyzes trends in overseas education loans and potential cost-effective universities, shedding light on how technology is enhancing loan dynamics and shaping the future for students from diverse economic backgrounds.
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Jan 21, 2025 • 32min

India vs TB: Where are we at?

Urvashi Singh, Deputy Director General (TB) at the Ministry of Health and Family Welfare, leads a discussion on India's battle with tuberculosis. They dive into staggering statistics, revealing 24 lakh cases last year, and tackle the need for better diagnostics and treatment strategies. The panel highlights the stigma surrounding TB, the importance of treatment adherence, and innovative healthcare solutions. They also discuss the imbalance in research funding between TB and other diseases, urging for more investment in this critical area.
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Jan 17, 2025 • 28min

Maha Kumbh: Business in Blessings

In this engaging discussion, Shuvadip Banerjee, Chief Digital Marketing Officer at ITC Limited, sheds light on the Maha Kumbh Mela's unique fusion of spirituality and consumerism. He reveals how the event has become a marketing goldmine, attracting over 400 million devotees. Banerjee delves into cultural engagement in marketing, showcasing successful brand strategies that resonate deeply with local customs. He also critiques the commercialization of spirituality, emphasizing the need for authentic connections with pilgrims in spiritual tourism.
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Jan 16, 2025 • 17min

X or Exchanges? Should Market Disclosure Rules Taper Down?

Ola Electric faces scrutiny for announcing expansion plans on social media before stock exchanges, raising eyebrows about market disclosure norms. The discussion dives into how social media impacts stock prices and the need for updated regulations. Participants argue for transparency in information sharing and highlight the challenges Indian companies face in defining material information. SEBI's role in improving disclosure practices, alongside comparisons with U.S. regulations, adds layers to the debate, questioning if the traditional framework is still relevant.
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17 snips
Jan 14, 2025 • 18min

Why Chinese Cos Have Been “Indianising” Themselves.

In this engaging discussion, Sharmistha Mukherjee, an automotive industry expert from ET, delves into how Chinese companies are adopting 'Indianisation' strategies to navigate complex market dynamics. She explores how geopolitical tensions shape these partnerships and the government's role in demanding local leadership. The conversation also covers the challenges faced by brands like BYD and MG Motor in establishing a foothold in India’s automotive sector, while addressing the critical balance between trade deficits and security concerns.
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Jan 11, 2025 • 26min

Investing for Retirement: How Soon, How Late

In this enlightening discussion, M Pattabhiraman, an Associate Professor of Physics at IIT Madras and founder of Free Fincal, teams up with Ravi Saraogi, Co-founder of Samasthiti Advisors, to delve deep into retirement planning. They emphasize the critical need to start saving early, exploring concepts like the FIRE movement. The duo provides practical strategies for balanced asset allocation, safe withdrawal rates, and investment approaches tailored for retirees. They also highlight the cultural challenges in India regarding future savings versus current expenses.
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Jan 10, 2025 • 22min

Corner Office Conversation with Sandip Patel, MD, IBM India & South Asia

In this engaging conversation, Sandip Patel, Managing Director for IBM India & South Asia, shares insights on IBM's ambitious growth strategy in India despite global tech layoffs. He discusses the company's focus on expanding in tier-two cities, fostering talent, and driving innovation through technologies like AI and hybrid cloud. The chat covers exciting applications of IBM's WatsonX, the essential balance of responsible AI practices, and how emerging technologies could propel India towards a $10 trillion economy.

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