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The Morning Brief

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Dec 12, 2023 • 26min

Outlook 2024 with JPMorgan: Will Cuts be the Catalysts for Macros and Markets?

Central banks around the world are starting to signal a shift in monetary policy, hinting at potential interest rate cuts in 2024. This comes after months of aggressive tightening to combat rising inflation. Market projections suggest at least 100 basis points (bps) of cuts by the end of 2024 by the US Fed. The prospect of interest rate cuts has already begun to impact financial markets. Bond yields have fallen, while stock prices have rallied to record highs. So, will the party continue? What is in store for 2024? Will the US Fed fuel the market with rate cuts? Will India’s uneven recovery reveal a new risk? Listen to Jahangir Aziz, Head of Emerging Market Economics at JPMorgan as he shares insights with host Anupriya Nair in the latest episode of The Morning Brief podcast! If you like this conversation, check out more such interesting chats with India’s Surge In Satta: How cheap options can turn very costly, The SME Sizzle: Success Story or a Smokescreen?, SEBI on Steroids and a whole lot more! You can follow our host, Anupriya Nair on her social media: Twitter & LinkedIn. Catch the latest episode of ‘The Morning Brief’ on ET Play, The Economic Times Online, Spotify, Apple Podcasts, JioSaavn, Amazon Music and Google Podcasts. Credits: CNBC Television 1, Bloomberg Television, The Economic Times 1, Yahoo Finance 1, CBC News, Daily Mail, NHK WORLD-JAPAN, The Economic Times 2, News9 Live, CNBC Television 2, Yahoo Finance 2See omnystudio.com/listener for privacy information.
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Dec 8, 2023 • 1h 1min

Episode 500: The Big TMB Adda!

In this special 500th episode, the hosts of The Morning Brief podcast engage in a fun conversation about their favorite audio stories from the past year. They cover diverse topics such as Jio Financial, Gautam Adani, fatigued pilots, toxic work culture, sleazy business of live streaming, fate of Asia's largest refinery, AI in education, and more. They also express gratitude to their amazing listeners and invite suggestions for future episodes.
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Dec 7, 2023 • 26min

Inside the High-Stakes World of IIT Placements

The placement pressure is on! Is Job Mela going to give a jolt of joy? Host Prachi Verma travels to the high-stakes world of IIT placements as she speaks to students, and placement directors to gauge the sentiment far more muted than last year. Those in charge of placements reveal the new pressure and change in strategy to attract new recruiters as the lists get lighter.  In this episode, Prachi Verma talks to: Dr Dhiraj K. Mahajan, Head of Training & Placement, IIT Ropar,  Dr Lalit Mohan Pandey, Head of Centre for Career Development at IIT Guwahati, Sreeradha Basu, Senior Assistant Editor, ET  Tune in as we take you through the pressure inside IIT placement cells.  Check out the other interesting episodes like Long Work Hours: Productive or Punitive?, The Great Indian Job Jhol, Vile & Viral: Growing Toxic Work Culture, ESOP Fables: Risks and Rewards, and more! You can follow Prachi Verma on her social media: Twitter and Linkedin Catch the latest episode of ‘The Morning Brief’ on ET Play, The Economic Times Online, Spotify, Apple Podcasts, Amazon Music and Google Podcasts. Credits: CNBC, KTVU FOX 2 San FranciscoSee omnystudio.com/listener for privacy information.
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Dec 5, 2023 • 25min

Family Feuds: From Living Room to Boardroom

The Singhania scandal and saga may be the headlines right now but Indian family feuds have seen showbiz scale drama over the past 2 decades. As siblings and spouses squabble, the silent sufferers are the shareholders. In this episode Host Kiran Somvanshi questions the role of the board and regulation that needs to step in to ensure living room battles don't impact the boardroom. Weighing in on the matter industry veteran Harsh Mariwala, Chairman - Marico and advisor to many family settlements Ketan Dalal, Managing Director - Katalyst Advisors, Tune in! If you like this episode, listen to more such conversations on TMB : The Hinduja hullabaloo, Does Infy need a Gen Next reboot?, Royalty Raj: HUL reopens Pandora's Box, ITC Demerger Drama: A Party-Spoiler for Investors & Much more You can follow our host Kiran Somvanshi on her social media: Twitter & Linkedin Catch the latest episode of ‘The Morning Brief’ on ET Play, The Economic Times Online, Spotify, Apple Podcasts, JioSaavn, Amazon Music and Google Podcasts.See omnystudio.com/listener for privacy information.
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Dec 1, 2023 • 26min

Finding Riches In Rags: How Recykal Is Digitising Kabadiwallas

India's informal waste management sector is a $100 bn opportunity. Recykal, a B2B tech startup, is trying to disrupt through a digital marketplace for the sale and purchase of trash. Tune in as ET’s Shishir Prasad and Richa Sharma speak to Recykal founder Abhay Deshpande to understand the marketplace for scrap, what caught the eye of marquee investors Morgan Stanley and Singapore-based Circulate Capital, among others and what it takes it to really clean up the mess. Listen to the latest episode of The Morning Brief podcast! If you like The Corner Office Conversations, check out some interesting chats with Sam Altman, Nithin Kamath, Mithun Sacheti,  Adam Selipsky and a whole lot more! Catch the latest episode of ‘The Morning Brief’ on ET Play, The Economic Times Online, Spotify, Apple Podcasts, JioSaavn, Amazon Music and Google Podcasts. See omnystudio.com/listener for privacy information.
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Nov 30, 2023 • 27min

COP28: Another cop or another cop-out?

The 28th Conference of the Parties (COP28) kicks off in Dubai, marked by rising temperatures, a global energy crisis and conflicting climate goals due to changing priorities. The planet briefly breached the 2-degree Celsius warming threshold just ahead of the summit. Meanwhile, several nations have slowed down on their climate commitments, while India has proposed to increase coal production to meet rising demand. And, this could also very be the COP of irony, as The UAE, the host of COP28, reportedly plans to discuss fossil fuel deals alongside climate talks. Will COP28 be a turning point for climate action or another cop-out? Host Mugdha Variyar talks to  Urmi Goswami, ET’s resident climate and environment expert  Dhanpal Jhaveri, Vice Chairman & CEO, Everstone Group and EverSource Capital Tune in! If you like this episode, dive into additional episodes from The Morning Brief, delving into the same compelling topic: Is Climate Change Making You ill?, El Niño: Little Boy, Big Trouble, Investing in Earth - Earth Day Special, Are we also living in a Joshimath?, Ban vs Pause: The Plastic Dilemma, India plays bad cop to the developed world at COP27, and more!  You can follow Mugdha Variyar on her social media: Twitter and Linkedin Catch the latest episode of ‘The Morning Brief’ on ET Play, The Economic Times Online, Spotify, Apple Podcasts, Amazon Music and Google Podcasts. Credits: ARTE.tv Documentary, CNN-News18, CBC News: The National, WION 1, WION 2, ABPLIVE, COP28 UAESee omnystudio.com/listener for privacy information.
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Nov 28, 2023 • 26min

Corner Office Conversation with Air India CEO and MD, Campbell Wilson

The Tata Group has a lot riding on the success of Air India. The original founder of the airline got it back in 2022 after 67 years of govt ownership. Since then, it has put its might behind shoring up the carrier’s fortunes-from placing a historic order of 470 Airbus and Boeing planes and putting in place a multi-billion dollar 5 year transformation programme, to appointing a top management team with global aviation experience. But legacy issues accumulated over two decades continue to haunt the carrier, even as it fast becomes one player in a fast forming airline duopoly in India. CEO and Managing Director Campbell Wilson tells host Anirban Chowdhury how he and his team are balancing the current challenges at Air India with its immense future potential. Listen to the latest episode of The Morning Brief podcast!If you like this episode from Anirban Chowdhury, check out his other interesting episodes on Fatigued & Flying: Why tired pilots are a wake-up call, Vizhinjam Port: Can Adani make India a global shipping hub?, Bhilai to Burj: The Rs. 5,000 Cr Bollywood Studded Mahadev Book Scam and more! You can follow Anirban Chowdhury on his social media: Twitter and Linkedin  Catch the latest episode of ‘The Morning Brief’ on ET Play, The Economic Times Online, Spotify, Apple Podcasts, Amazon Music and Google Podcasts. See omnystudio.com/listener for privacy information.
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Nov 24, 2023 • 25min

Coca-Cola’s Mega Marketing Transformation

Manolo Arroyo, Global CMO of Coca-Cola Co., talks about Coca-Cola's marketing transformation, focusing on Gen Z consumers and using AI to capture consumer attention. They discuss the significance of all-weather marketing strategy, diversification, dynamics of beverage categories, and increasing the consumer base through partnerships with OpenAI.
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Nov 23, 2023 • 17min

Nike to Plaeto: Legendary Designer Focuses on Indian Sneaker Heads

Lace-up, Sneakerheads! We know you’ve got a Nike pair. But what if we told you we sat down with the man behind some of those kicks? Aaron Cooper, a former Nike designer, took us through his journey crafting sneakers for legends like Serena Williams, Michael Jordan and LeBron James. From responding to fan mails addressed to his office at Nike to taking on a new role as the Chief Design Mentor at Plaeto – an Indian footwear company, Aaron has remained passionate about affordable and empathetic design. Tune in to the latest episode of The Morning Brief podcast hosted by Shephali Bhatt for an insider's view on sneaker culture. Check out the other interesting episodes like Copy vs Copyright: Whose Content Is It Anyway?, Brand SRK: The Baazigar of Bollywood, The Karobar of a Bar, Battle of the Bikes: Harley Davidson vs Royal Enfield, Game of 'Threads’, and more! You can follow Shephali Bhatt on her social media: Instagram, Twitter and Linkedin Catch the latest episode of ‘The Morning Brief’ on ET Play, The Economic Times Online, Spotify, Apple Podcasts, JioSaavn, Amazon Music and Google Podcasts.See omnystudio.com/listener for privacy information.
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Nov 21, 2023 • 22min

IPO Corner Office Conversation with the Tata Tech CEO

Two decades after TCS, the Tata Group returns to Dalal Street with its 30th company ready to be listed. The investor interest is soaring much above the price band which is fixed at ₹475 to ₹500 per equity share. But aside from the ‘Tata Premium’ what does Tata Tech offer? What is the business model? Is Tata Motors being the promoter and biggest client a risk or a boost?  Why should an investor pick it over group competitor Tata Elxsi or KPIT? Tune in as Tata Tech CEO, Warren K. Harris breaks it down to ET’s Anupriya Nair and Ashutosh Shyam in the latest episode of The Morning Brief podcast. If you like The Corner Office Conversations, check out some interesting chats with Sam Altman, Nithin Kamath, Mithun Sacheti,  Adam Selipsky and a whole lot more! You can follow our host, Anupriya Nair on her social media: Twitter & LinkedIn.You can follow Ashutosh Shyam on LinkedinCatch the latest episode of ‘The Morning Brief’ on ET Play, The Economic Times Online, Spotify, Apple Podcasts, JioSaavn, Amazon Music and Google Podcasts.See omnystudio.com/listener for privacy information.

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