RBI Midnight Shock

Rupee Whiplash Explained

Aggressive RBI Toolkit

Why The Rupee Is Under Pressure

New Rules And The Catch

Meet The Guest And Setup

Urgency In RBI Messaging

Oil Dollar Window Breakdown

Costlier Hedges For Importers

FERR Rule Demystified

Impact On Genuine Importers

Will The Rally Last

Structural Problem Beyond RBI

NDF Market And Gift City Moves

How NDF Hits Onshore Rupee

Have We Reached The Limit

Wrap Up And Credits

The rupee has bounced. So why does the RBI seem so worried? Unusually timed announcements, a special dollar window for oil companies and tougher currency trading rules reveal an aggressive effort to arrest the slide. But could making currency protection more expensive leave Indian businesses exposed? Anirban Chowdhury speaks to The Economic Times’ Sugata Ghosh about how these interventions work, how offshore bets influence the rupee and why a lasting recovery requires more than central bank firepower. Is the RBI restoring stability—or buying time?

The rupee has bounced. So why does the RBI seem so worried? Unusually timed announcements, a special dollar window for oil companies and tougher currency trading rules reveal an aggressive effort to arrest the slide. But could making currency protection more expensive leave Indian businesses exposed? Anirban Chowdhury speaks to The Economic Times&rsquo; Sugata Ghosh about how these interventions work, how offshore bets influence the rupee and why a lasting recovery requires more than central bank firepower. Is the RBI restoring stability&mdash;or buying time?

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.

The Morning Brief

Explaining the RBI’s Rupee Rescue Mission

FPI Outflows And Mood

Meet Jonathan Gray

Global Economy Risks And Upside

AI Capex Bubble Fears

Real World AI Use Cases

How Jon Uses AI

India Outlook And Valuations

IT Services In The AI Era

Blackstone India Playbook

Targeting 100 Billion In India

Why India Markets Attract Capital

Explaining 37 Billion FPI Exit

LP Sentiment And Currency Risk

Sectors Blackstone Likes Next

Financial Services Expansion

Can India Absorb More Capital

Private Credit Noise Versus Reality

Running And Closing Thoughts

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.

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&rsquo;s president and COO about India&rsquo;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.

Blackstone’s Next $50 Billion: Why Jonathan Gray Is Betting on India

Coming Up

How Safe Is Your Food?

Is This Most Challenging Role Yet?

Has Food Safety Enforcement Taken Too Long?

States Take the Lead

Does Big Food Exert Pressure?

Calling Out Errant Companies Publicly

Do Notices Lead to Action?

Misleading Labels and ORS

Court Challenges

Consultation Before Mandates?

Social Media Enforcement Sensationalism?

There Should Be Zero Violations

Who’s Next on FSSAI’s Radar?

When Can We Expect Front-of-Pack Labelling?

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:

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:

India's Food Regulator Is Done Being Quiet

Airfares Are Rising

Who Pays for Higher Fuel Costs?

Why Airlines Are Cutting Capacity

The Aircraft Supply Crunch

Mumbai’s Airport Double Whammy

The Cost of Navi Mumbai Airport

Where Airfares Go From Here

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.
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.

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&rsquo; 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. Listen In You can follow Anirban Chowdhury on his social media:<a href="https://twitter.com/AnirbanET"> X</a> and<a href="https://www.linkedin.com/in/anirban-chowdhury-b5067219/"> Linkedin </a> Check out other interesting episodes like - <a href="https://podcasts.apple.com/in/podcast/cognizants-surya-gummadi-on-how-ai-can-deliver-returns/id1827451035?i=1000779596143">Cognizant&rsquo;s Surya Gummadi on How AI Can Deliver Returns</a>, <a href="https://podcasts.apple.com/in/podcast/the-future-of-insurance-in-india-sarbvir-singh-of-pb-fintech/id1827451035?i=1000777479937">The Future of Insurance in India | Sarbvir Singh of PB Fintech</a>, <a href="https://podcasts.apple.com/us/podcast/growws-%E2%82%B96-600-cr-leap-fintechs-big-market-test-begins/id1568661777?i=1000735482598">Groww&rsquo;s ₹6,600 Cr Leap - Fintech&rsquo;s Big Market Test Begins</a> , <a href="https://podcasts.apple.com/us/podcast/oml-ceo-on-the-creator-economys-next-wave/id1568661777?i=1000734328149">OML CEO on the Creator Economy&rsquo;s Next Wave</a> &amp; much more. Catch the latest episode of &lsquo;The Morning Brief&rsquo; on <a href="https://economictimes.indiatimes.com/podcast?from=mdr">The Economic Times Online</a>,<a href="https://open.spotify.com/show/6PL5kfPbwURBEu6fHCVTOL?si=26ec0fbfa7134fea"> Spotify</a>, <a href="https://podcasts.apple.com/in/podcast/the-morning-brief/id1568661777">Apple Podcasts</a>, <a href="https://www.jiosaavn.com/shows/the-morning-brief/1/GNPiFQD2xpY_">JioSaavn</a>, <a href="https://music.amazon.in/podcasts/f378141f-9afb-495d-83da-9b08ec5047ac/the-morning-brief">Amazon Music</a> and <a href="https://www.youtube.com/@theetpodcasts">Youtube</a>.

Why Airfares Are Rising: The War, Costlier Fuel and Fewer Flights

Explaining the RBI’s Rupee Rescue Mission

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