GST Meeting Preview

Top Reforms Ahead

ITC Unblocking Explained

Inverted Duty Refunds

Ease of Doing Business

Will Prices Fall

Working Capital Boost

Exports and Overseas Units

Delivery Platforms GST

E Way Bill Simplification

Wrap Up and Credits

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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Ahead of the GST Council meeting, Bipin Sapra, &nbsp;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&mdash;and what they could mean for business costs, working capital and consumer prices. These are expected changes, not final decisions. Tune in:

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

GST Council: Will Consumers Pay Less? 

Race To Do Right

Meet Laila Ibrahim

Risks And Openness

Regulation Vs Speed

Readiness Role In India

Farming And Languages

Scaling India Innovations

AI For Education Equity

Global Divide And India Edge

AI At Home Use Cases

DeepMind Early Lessons

One Line Responsibility

Closing Credits

As AI becomes more powerful, who gets to shape its direction—and share its benefits? ET’s tech editor Surabhi Agarwal speaks to Google DeepMind’s Chief AI Readiness Officer, Lila Ibrahim, about the tension between rapid development and responsible deployment. They discuss India’s place in the global AI race, the role of teachers in AI-enabled classrooms, and research that could help farmers grow more resilient crops. Ibrahim also reflects on responsibility inside DeepMind, the work around AlphaFold, and the everyday ways she uses AI as a parent. A conversation about preparing people and institutions for a technology already changing their lives.

As AI becomes more powerful, who gets to shape its direction&mdash;and share its benefits? ET&rsquo;s tech editor Surabhi Agarwal speaks to Google DeepMind&rsquo;s Chief AI Readiness Officer, Lila Ibrahim, about the tension between rapid development and responsible deployment. They discuss India&rsquo;s place in the global AI race, the role of teachers in AI-enabled classrooms, and research that could help farmers grow more resilient crops. Ibrahim also reflects on responsibility inside DeepMind, the work around AlphaFold, and the everyday ways she uses AI as a parent. A conversation about preparing people and institutions for a technology already changing their lives.

Who Gets Left Behind by AI? Google DeepMind’s Lila Ibrahim

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?

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

GST Council: Will Consumers Pay Less?

The Morning Brief

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