The Morning Brief

The Economic Times
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May 17, 2023 • 29min

Corner Office Conversation With Nestle India CMD, Suresh Narayanan

Nestle India has delivered its highest growth in a quarter in the last decade, but a lot more is brewing at the Maggi maker. Host Ratna Bhushan catches up with Suresh Narayanan, CMD, Nestle India, as they engage in  a healthy debate on nutrition and the upcoming competition.If you like this episode from Ratna Bhushan, check out her other episodes on Millet Mania, From Bite to Flight: Varun Berry’s Big Plans Ahead, From Bikaner to BSE: Snacking Away and more! You can follow our host Ratna Bhushan on her social media:Twitter - https://mobile.twitter.com/ratnabhushanETLinkedin - https://www.linkedin.com/in/ratna-bhushan-aa83aa21 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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May 15, 2023 • 36min

Go First: The Insolvency Flight Path

Embark on a captivating exploration with The Morning Brief as we delve into the intriguing decision-making process behind Wadia's choice to navigate the treacherous skies of insolvency through the NCLT route. Uncover the motives and intricacies behind this daring flight path, where a seemingly perilous journey could ultimately lead to a flawless landing in the realm of insolvency. In this episode, we hear from  Rajesh Sharma, a former technical member of the National Company Law Tribunal (NCLT), explains the legal ramifications of this insolvency. Anirban Chowdhury, ET’s Aviation Journalist, describes the Pratt & Whitney troubles and the factors that led to Go First's demise.  Sangita Mehta, Banking Journalist at ET outlines the history of corporate insolvency in India. Mohit Bhalla, Senior Editor at ET, examines how Mauritius-based Wadia Group, received a $300 million loan from Deutsche Bank. Credits: Spanner Films, First Post, WION and Republic TV  If you like this episode from Anirban Chowdhury, check out his other interesting episodes on El Niño: Little Boy, Big Trouble, Will music streaming platforms survive in India?, Lufthansa CEO on its turnaround, India and Air India, and much more! If you like this episode from Anupriya, check out her other episodes on Survivor Island: The Startup Finale, Downsizing to Down Rounds, Nirav Modi: Extradition or Asylum - The Scam Explained, Call of Duty: The Inflation Warzone and more! You can follow Anirban Chowdhury on his social media: Twitter and Linkedin.You can follow our host Anupriya 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, JioSaavn, Amazon Music and Google Podcasts.See omnystudio.com/listener for privacy information.
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May 11, 2023 • 22min

The Uncertain Fate Of Asia’s Largest Refinery

Team TMB traveled 400 kilometers to a site that was unknown to many but soon became famous for its protest. The site was proposed for setting up Asia's largest oil refinery, but soon became the epicenter of protests. In this episode we hear from villagers about why they don't want this refinery in Ratnagiri. Do they think the refinery will bring development and job creation to the region? They discussed the adverse effects that the refinery may have on the environment and much more. Host Kalpana Pathak talks to the villagers about their demands and expectations in this ground report episode. . Credits: ABP MAJHA, The Indian Express, LOKMAT If you like this episode, check out Kalpana Pathak’s episode on Are we also living in a Joshimath?, Industry 4.0: Enterprise vs Employee?, Can diamonds be for every pocket? and more!  You can follow our host Kalpana Pathak 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, JioSaavn, Amazon Music and Google Podcasts.See omnystudio.com/listener for privacy information.
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May 8, 2023 • 29min

Beauty Battles: Who will be crowned the retail royalty?

India’s $20 billion dollar beauty market has many suitors for the crown and it may not be a pretty or a petty bout. With the latest contestant Tira, arriving from the Reliance camp, the rules of the BPC business look to be getting a makeover with e-commerce firms setting up shops and veteran retailers looking to grab a piece of online sales. But looking at Nykaa’s not-so-pretty performance at the stock market one questions the business behind the buzz.  Host Shabori Das talks to: Biju Kassim, President (Beauty) at Shoppers Stop, on balancing the online and offline market simultaneously Dharmarajan K, Chief Business Officer (Beauty) at Tata CLiQ on the unit economics of a retail store Arjun Anand, Managing Director & Head of Asia at Verlinvest on how the economics of beauty retails works in India Arvind Singhal, Chairman at Technopak Advisors on the relevance of beauty as a category Credits: Glamrs By Purple, Khushmag, Preity Prerna, Vogue INDIA  You can follow our host Shabori Das on her social media: Twitter and Linkedin If you like this episode from Shabori Das, check out his other interesting episodes on The Dating App Paradox: Low Success Rate, Booming Business, The Business of Whiskey and much 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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May 4, 2023 • 26min

Has milk politics turned sour in Karnataka?

Milk has become a boiling political issue in Karnataka ahead of the elections. Amul's potential entry is seen as a threat to the local brand Nandini. But what is the economics behind dairy politics? Host Mugdha Variyar travels through the milk belt of Karnataka in Mandya district to do a ground check on farmers' troubles, and to find out what the Amul-Nandini issue means for them.We speak to: Anitha Ramlingegowda, director of the women's dairy cooperative in Sunnadadoddi in Mandya district,  HK Putamma, women’s president of the Mandya District Bharatiya Kisan Sangha,  H Sudhakar, general manager of Mandya Milk Union, and  Madhu Chandan, founder of Organic Mandya, who is the Mandya candidate for the Sarvodaya Karnataka Party. Credits: NDTV, Narendra Modi Youtube Channel,  NewsFirst Kannada 1 and NewsFirst Kannada 2.  If you like this episode from Mugdha Variyar, check out her other interesting episodes on Angel Tax, the demon that haunts startups, Saving Face On Social Media: The New Era of Brand Protection, The Gig Economy Gets Grimmer and more! You can follow our host 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, JioSaavn, Amazon Music and Google PodcastsSee omnystudio.com/listener for privacy information.
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May 3, 2023 • 29min

Reliance Capital: ADAG’s Dust, Hinduja’s Dreams?

Reliance Capital was the last big bastion to fall in Anil Ambani’s business empire. Once competing with the likes of ICICI and HDFC, it has been, for the last year, languishing in India’s bankruptcy court. The complex resolution process is a two-horse race between Gujarati pharma giant Torrent Group and auto-hospitals-banking conglomerate Hinduja Group. The prize is RCap’s lucrative insurance business with assets worth Rs 56,000 crore.  Host Anirban Chowdhury speaks to: Sudip Bandyopadhyay, Group Chairman of Inditrade Capital and Former MD of Reliance Money on the rise of Reliance Capital Sangita Mehta, ET’s Senior Editor on the fall and the challenges faced by the company over the years G Chokkalingam, Founder of Equinomics Research & Advisory on the opportunities that came along the way of Reliance Capital Sugata Ghosh, ET’s Associate Editor on what will the winner get once they buy the RCap.   Credits: CNBC-TV18 1, CNBC-TV18 2, Business Standard, CNBC-TV18 3, CNBC-TV18 4, CNBC-TV18 5, CNBC-TV18 6, Reliance Capital If you like this episode from Anirban Chowdhury, check out his other interesting episodes on El Niño: Little Boy, Big Trouble, Will music streaming platforms survive in India?, Lufthansa CEO on its turnaround, India and Air India, and much 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, JioSaavn, Amazon Music and Google Podcasts.See omnystudio.com/listener for privacy information.
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May 1, 2023 • 36min

ET Awards 2022: India Inc Debates The Capex & Growth Commitment

A revival in private sector capex is key to driving economic growth, creating jobs, and strengthening competitiveness. While most companies said they have the appetite to invest, some others are still in a wait-and-watch mode. At the ET Awards for Corporate Excellence India's top leaders discussed ways of increasing capital investment. If you liked this episode from Arijit Barman, check out his other episodes on Where does Gautam Adani Go From Here? Part 1, Gautam Adani: Dharavi's New Dada and Vodafone Idea: Any Idea Sirji? You can follow our host Arijit Barman 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, JioSaavn, Amazon Music and Google Podcasts.See omnystudio.com/listener for privacy information.
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Apr 27, 2023 • 37min

The Changing World Order For VCs with Hemant Taneja & Fareed Zakaria

Candid Conversation with Fareed Zakaria & Hemant Taneja, CEO and managing director of global VC firm General Catalyst on how changing geopolitics are changing the game for VCs as well. In a new world order of lowered liquidity and a tsunami of tech transcending borders host Anupriya Nair & Apoorva Mittal question where Indian startups stand in the new global funding landscape? Do founders need to face the new reality of valuations? And how are VCs balancing patience and profitability in an era of tech disruption? Hemant Taneja is CEO and MD of VC firm General Catalyst, backers of legendary companies like Stripe, Snap, Samsara, Airbnb, Kayak and Gusto. Hemant is also a best selling author and advocate for Responsible Innovation.Fareed Zakaria is the host of Fareed Zakaria GPS on CNN and a columnist for The Washington Post. He is the author of four New York Times bestselling books. If you like this episode from Anupriya, check out her other episodes on Survivor Island: The Startup Finale, Downsizing to Down Rounds, Nirav Modi: Extradition or Asylum - The Scam Explained, Call of Duty: The Inflation Warzone and more! You can follow our host Anupriya 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, JioSaavn, Amazon Music and Google Podcasts.See omnystudio.com/listener for privacy information.
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Apr 26, 2023 • 33min

Watch Before You Eat

A recent social media influencer video about the sugar content of Bournvita caused an uproar. Influencer Revant Himatsingka withdrew the video after receiving a legal notice from the firm that owned the health drink brand, which rejected claims that it had a high sugar content. Around 12 million people had watched the video, which several well-known people also shared on social media. This raised the issues of health and, more crucially, what MNCs are doing to maintain consumer faith in their brands. Was this the case always? Exist any rules for the current brand communication situation? In order to address everything, host Kiran Somvanshi speaks to: Dr. Arun Gupta, a paediatrician and representative of NAPI, seeks to understand the truth about numerous companies that make claims to be "healthy." Revant Himatsingka, a health coach and content creator known as "FoodPharmer," discusses how he decoded various so called ‘nutritious’ brands and what are his findings.  Ratna Bhushan, ET’s Senior Editor and TMB Co-Host, describes how Mondelez India and other MNCs circumvent the system to their advantage.  If you like this episode from Kiran Somvanshi, you can check out her other episodes on - Dividends from Drones, World Cancer Day: India’s Growing Cancer Bill, Royalty Raj: HUL reopens Pandora's Box and 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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Apr 24, 2023 • 32min

El Niño: Little Boy, Big Trouble

El Niño, the climate force that warms up the Pacific and disrupts weather across the world, is back. Scientists fear it will contribute to 2024 being the hottest year in recorded history. For India, which is reeling under massive heat waves, it’s particularly worrisome. 60% of the country’s droughts in 130 years have coincided with El Nino events. The jury is out on how severe the imminent bout will be. But El Nino can disrupt rains; which has knock-on effects on food prices, consumption, markets, and public health. How worried should you be? And as the world heats up and climate shocks become more frequent, how long before India becomes truly climate-proof?  Host Anirban Chowdhury speaks to: - Dr. Kim Cobb, an American climate scientist and Professor at Brown University on how El Nino has evolved over the years and its links with industrialization - Kamiar Mohaddes, Associate Professor in Economics at the University of Cambridge about how El Nino impacts some countries negatively, and benefits others.  - Saransh Bajpai, Associate Director - Climate Program at WRI India on the impact of such events in India and how states are coping.  - Saugata Bhattacharya - Senior Vice President and Chief Economist at Axis Bank on El Niño’s cascading impact on various sectors of the Indian economy  -  Pankaj Pandey, Head Research at ICICI Securities on which stocks are vulnerable to El Nino and which do well on such occurrences. Credits: CNBC, MoneyControl, WION, Julien Miquel, Emma Saying, National Geographic, BQ Prime, Fox 11, Seeker, NDTV, NDTV 2, WION 2 and The El Nino Song If you like this episode from Anirban Chowdhury, check out his other interesting episodes on Will music streaming platforms survive in India?, Lufthansa CEO on its turnaround, India and Air India, Can Air India be an Emirates? and much 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, JioSaavn, Amazon Music and Google Podcasts.See omnystudio.com/listener for privacy information.

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