HDFC Bank, long seen as India’s gold standard in banking, is facing rare questions on governance. The sudden exit of chairman Atanu Chakraborty—backed by a cryptic letter citing “values and ethics”—has triggered market jitters and investor unease.

Host Anirban Chowdhury talks to ET’s Saloni Shukla and Sashidhar Jagdishan, CEO, HDFC Bank about what India's banking world is afraid to answer: Was this one man's exit or an entire institution's warning signal?

HDFC Bank, long seen as India&rsquo;s gold standard in banking, is facing rare questions on governance. The sudden exit of chairman Atanu Chakraborty&mdash;backed by a cryptic letter citing &ldquo;values and ethics&rdquo;&mdash;has triggered market jitters and investor unease.
Host Anirban Chowdhury talks to ET&rsquo;s Saloni Shukla and Sashidhar Jagdishan, CEO, HDFC Bank about what India's banking world is afraid to answer: Was this one man's exit or an entire institution's warning signal?

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

HDFC’s Governance Ghost: What Triggered Atanu Chakraborty’s Exit?

Trade shocks ripple globally quick

Exports at risk: uneven hit across sectors now

Remittance buffer weakens in Middle East shock

Costly LNG threatens fertilizer and food price

Fiscal hit building as OMC losses mount again

Crude shock hits macros: growth dips CAD rises

 What about currency? 

RBI may pivot to rate hikes as inflation rises

Russia oil reliance grows: shift or risk ahead

Conclusion

Credits

As the Iran war enters its fourth week, global markets are scrambling to price in shocks. The impact is rapidly deepening for India. Goldman Sachs has already revised its outlook twice, flagging rising oil prices, a widening current account deficit, and slowing growth. Host Anirban Chowdhury talks to Santanu Sengupta, managing director and chief India economist and warns that Brent could average $85, with spikes worsening inflation and forcing RBI rate hikes. India’s reliance on Middle Eastern crude places it at the epicentre of risk, raising a critical question: how much pain can be absorbed before it reaches consumers?

Listen in.

You can follow Anirban Chowdhury on his social media: X and Linkedin

Check out other interesting episodes like: How Will a Volatile ₹ Impact You in 2026?, How Quick Commerce is Triggering a Health Crisis for Gen Z, India’s Labour Law Reboot, Viral to Valuation: Building Women’s Cricket as a Brand and much more.

Catch the latest episode of ‘The Morning Brief’ on The Economic Times Online, Spotify, Apple Podcasts, JioSaavn, Amazon Music and Youtube.

As the Iran war enters its fourth week, global markets are scrambling to price in shocks. The impact is rapidly deepening for India. Goldman Sachs has already revised its outlook twice, flagging rising oil prices, a widening current account deficit, and slowing growth. Host Anirban Chowdhury talks to Santanu Sengupta, managing director and chief India economist and warns that Brent could average $85, with spikes worsening inflation and forcing RBI rate hikes. India&rsquo;s reliance on Middle Eastern crude places it at the epicentre of risk, raising a critical question: how much pain can be absorbed before it reaches consumers? 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/the-morning-brief/id1568661777?i=1000742733036"> How Will a Volatile ₹ Impact You in 2026?</a>,<a href="https://podcasts.apple.com/in/podcast/the-morning-brief/id1568661777?i=1000740924439"> How Quick Commerce is Triggering a Health Crisis for Gen Z</a>,<a href="https://podcasts.apple.com/in/podcast/the-morning-brief/id1568661777?i=1000738734300"> India&rsquo;s Labour Law Reboot</a>,<a href="https://podcasts.apple.com/in/podcast/the-morning-brief/id1568661777?i=1000738205536"> Viral to Valuation: Building Women&rsquo;s Cricket as a Brand</a> and<a href="https://podcasts.apple.com/in/podcast/the-morning-brief/id1568661777"> much more</a>. 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>.

Iran War: India’s Macros Under Strain

Iran holds firm, markets on edge

Will markets shrug off war like Ukraine?

Could oil hit $180-$200? Not far-fetched

High oil costs could derail AI boom

Buy the war dip? Too bold or too soon?

18 months flat, is India's dip worth buying?

What will it take for globals to back India?

Dollar up, gold down — what's the war trade?

Best portfolio mix for war-torn markets?

A deepening geopolitical conflict in the Middle East is forcing markets to confront a far more structural shock than recent crises. Host and ET markets editor Nishanth Vasudevan talks to Bhanu Baweja, Chief Strategist at UBS Investment Bank who warns that investors may be underestimating the scale of disruption, particularly in oil, where potential supply losses dwarf the Russia-Ukraine impact. While markets remain anchored to a “short shock” playbook, the risk of prolonged volatility looms large. More critically, he flags a cascading threat where an oil shock morphs into a liquidity crunch and eventually disrupts AI-driven growth. For India, the real vulnerability lies not in foreign flows, but in the resilience of domestic investors.

You can follow our host Nishanth Vasudevan on his social media: Linkedin & Twitter

Check out other interesting episodes like: How Will a Volatile ₹ Impact You in 2026?, How Quick Commerce is Triggering a Health Crisis for Gen Z, India’s Labour Law Reboot, Viral to Valuation: Building Women’s Cricket as a Brand and much more.


Catch the latest episode of ‘The Morning Brief’ on The Economic Times Online, Spotify, Apple Podcasts, JioSaavn, Amazon Music and Youtube.

A deepening geopolitical conflict in the Middle East is forcing markets to confront a far more structural shock than recent crises. Host and ET markets editor Nishanth Vasudevan talks to Bhanu Baweja, Chief Strategist at UBS Investment Bank who warns that investors may be underestimating the scale of disruption, particularly in oil, where potential supply losses dwarf the Russia-Ukraine impact. While markets remain anchored to a &ldquo;short shock&rdquo; playbook, the risk of prolonged volatility looms large. More critically, he flags a cascading threat where an oil shock morphs into a liquidity crunch and eventually disrupts AI-driven growth. For India, the real vulnerability lies not in foreign flows, but in the resilience of domestic investors. You can follow our host Nishanth Vasudevan on his social media:<a href="https://www.linkedin.com/in/nishanth-vasudevan-21b75960/"> Linkedin</a> &amp; <a href="https://x.com/NishanthV_ET?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Eauthor">Twitter </a>Check out other interesting episodes like:<a href="https://podcasts.apple.com/in/podcast/the-morning-brief/id1568661777?i=1000742733036"> How Will a Volatile ₹ Impact You in 2026?</a>,<a href="https://podcasts.apple.com/in/podcast/the-morning-brief/id1568661777?i=1000740924439"> How Quick Commerce is Triggering a Health Crisis for Gen Z</a>,<a href="https://podcasts.apple.com/in/podcast/the-morning-brief/id1568661777?i=1000738734300"> India&rsquo;s Labour Law Reboot</a>,<a href="https://podcasts.apple.com/in/podcast/the-morning-brief/id1568661777?i=1000738205536"> Viral to Valuation: Building Women&rsquo;s Cricket as a Brand</a> and<a href="https://podcasts.apple.com/in/podcast/the-morning-brief/id1568661777"> much more</a>.
 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>.

Markets May Be Misreading This War: UBS’ Chief Strategist

The Unfinished Agenda

Reflecting on defining moments and tough tests

What more could Dr. Reddy’s have achieved?

Alignments and disagreements

Big picture view: are we nearing a major shift

Pharma shift to innovation, transformation lag

AI cuts drug timelines and reduces costs fast

From generics to innovation: is the pivot real

Consumer health boom: who will truly stand out

Indian investors undervalue pharma innovation

India: pharmacy of the world—what next?

India must close innovation gap with China now

Where should Dr. Reddy’s be a decade later

G.V. Prasad has spent over thirty years at the helm of Dr. Reddy's Laboratories — long enough to know where the opportunities were missed and where the potential and challenges lie. In a candid conversation with ET’s pharma editor Vikas Dandekar on Corner Office Conversation, the Co-Chairman and Managing Director pulls no punches: India is the generic pharmacy of the world, not the pharmacy of the world, and that distinction matters. He reflects on regulatory crises weathered, acquisitions never made, and an innovation pipeline that remained perpetually underfunded. On AI, he is deliberately unsentimental — helpful at the margins, not yet transformational. What he does believe in, firmly and urgently, is Dr. Reddy's next act: a decisive pivot from incremental generics to innovation-led growth, with a hard target and a ticking clock.

You can follow Vikas Dandekar on his social media: X and Linkedin and read her Newspaper Articles.

Listen to Corner Office Conversation: Corner Office Conversation with Sridhar Vembu, CEO, of Zoho Corporation, Corner Office Conversation with Gunjan Soni, Country Managing Director, Youtube India, Corner Office Conversation with Elizabeth Reid, Head of Search, Google, Corner Office Conversation with Rajan Anandan, Managing Director, Peak XV & Surge and much more.

Catch the latest episode of “Corner Office Conversation” on: Spotify, Amazon Music, Apple Podcasts,and wherever you get your podcasts from.

G.V. Prasad has spent over thirty years at the helm of Dr. Reddy's Laboratories &mdash; long enough to know where the opportunities were missed and where the potential and challenges lie. In a candid conversation with ET&rsquo;s pharma editor Vikas Dandekar on Corner Office Conversation, the Co-Chairman and Managing Director pulls no punches: India is the generic pharmacy of the world, not the pharmacy of the world, and that distinction matters. He reflects on regulatory crises weathered, acquisitions never made, and an innovation pipeline that remained perpetually underfunded. On AI, he is deliberately unsentimental &mdash; helpful at the margins, not yet transformational. What he does believe in, firmly and urgently, is Dr. Reddy's next act: a decisive pivot from incremental generics to innovation-led growth, with a hard target and a ticking clock. You can follow Vikas Dandekar on his social media:<a href="https://twitter.com/VikasReports"> X</a> and<a href="https://www.linkedin.com/in/vikas-dandekar-2a0a619"> Linkedin</a> and read her<a href="https://economictimes.indiatimes.com/etreporter/author-vikas-dandekar-479242213.cms?from=mdr"> Newspaper Articles</a>. Listen to Corner Office Conversation:<a href="https://podcasts.apple.com/in/podcast/corner-office-conversation-with-sridhar-vembu-ceo-of/id1827451035?i=1000731722117"> Corner Office Conversation with Sridhar Vembu, CEO, of Zoho Corporation</a>,<a href="https://podcasts.apple.com/in/podcast/corner-office-conversation/id1827451035?i=1000731513423"> Corner Office Conversation with Gunjan Soni, Country Managing Director, Youtube India</a>,<a href="https://podcasts.apple.com/in/podcast/corner-office-conversation/id1827451035?i=1000728953575"> Corner Office Conversation with Elizabeth Reid, Head of Search, Google</a>,<a href="https://podcasts.apple.com/in/podcast/corner-office-conversation/id1827451035?i=1000748828081"> Corner Office Conversation with Rajan Anandan, Managing Director, Peak XV &amp; Surge</a> and<a href="https://podcasts.apple.com/in/podcast/corner-office-conversation/id1827451035"> much more</a>.
Catch the latest episode of &ldquo;Corner Office Conversation&rdquo; on:<a href="https://open.spotify.com/show/4fq4hKHPZO3MVDNhtOQ5OU?si=99e033dfb01a44c7"> Spotify</a>,<a href="https://music.amazon.com/podcasts/1f0c9fc5-f702-4a84-bd7d-4f010bea72a5/corner-office-conversation"> Amazon Music</a>,<a href="https://podcasts.apple.com/in/podcast/the-morning-brief/id1568661777"> Apple Podcasts</a>,and wherever you get your podcasts from.

Corner Office Conversation with  G.V. Prasad, Co-Chairman and Managing Director Dr Reddy’s Laboratories Ltd

HDFC’s Governance Ghost: What Triggered Atanu Chakraborty’s Exit?

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