As a new year kickstarts in the trading calendar we take stock of the trends in equity markets and economy. Samir Arora of Helios Capital and Sajjid Chinoy of JPMorgan weigh in on the risks, rate cycle and market returns with host Anupriya on The Morning Brief



You can follow our host Anupriya Bahadur on his social media:

Twitter: https://twitter.com/anupria
Linkedin: https://www.linkedin.com/in/anupriya-nair-297b4a7/



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

As a new year kickstarts in the trading calendar we take stock of the trends in equity markets and economy. Samir Arora of Helios Capital and Sajjid Chinoy of JPMorgan weigh in on the risks, rate cycle and market returns with host Anupriya on The Morning Brief
 
You can follow our host Anupriya Bahadur on his social media:
Twitter: <a href="https://twitter.com/anupria">https://twitter.com/anupria </a>Linkedin: <a href="https://www.linkedin.com/in/anupriya-nair-297b4a7/">https://www.linkedin.com/in/anupriya-nair-297b4a7/</a>
 
Catch the latest episode of ‘The Morning Brief’ on<a href="https://www.etplay.com/etplay"> ET Play</a>,<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://podcasts.google.com/feed/aHR0cHM6Ly93d3cub21ueWNvbnRlbnQuY29tL2QvcGxheWxpc3QvNjBiMmU5MjYtZTVmOC00YjkwLWE0NjUtYWVmOTAxMTYzMDAxLzk1ZmQ3YzU5LTc5MGQtNDk2ZS1iYmRlLWFlZjkwMTE2N2ZlNC84YWU1NDc2My05OTI1LTQwY2EtOGMzZC1hZWY5MDExNjdmZmIvcG9kY2FzdC5yc3M?sa=X&amp;ved=2ahUKEwi2gOG4la36AhUvjtgFHcdWDU8Q9sEGegQIARAC"> Google Podcasts</a>.

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

Macro and Markets: Optics vs Optimisim

What surprised and worried Glean’s founder?

Why start again after Google and Rubrik now!

Does this feel like a full circle moment now?

Has Glean solved the problem it set out to do?

Is first mover advantage fading in AI now?

 How big is your team?

Where does India stand on revenue today

Are enterprises really willing to pay for AI?

Is Glean ready if the AI bubble finally burst?

Has AI killed the first mover advantage today?

Does the pace of change keep you up at night?

What was your biggest mistake so far till now?

How enterprise buying changed in last decade?

Does sovereign AI help or hurt global scaling?

What does Glean’s next growth phase look like?

Conclusion

Credits

Arvind Jain couldn't find his own company's data at Rubrik. So in 2019 before ChatGPT, before the AI boom, he built Glean, the first enterprise generative AI company. Now they're doubling past $100M ARR with 1,100 employees and watching tech giants copy their playbook. But Jain admits his biggest mistake: being too conservative. "We should have gone much bigger, much faster," he says, crediting his Indian upbringing for the cautious approach. Still, Glean remains years ahead as competitors scramble to build "AI that knows your company's data." His contrarian take on AI? It won't shrink workforces, it'll just raise the bar for everyone. The real edge isn't the technology; it's execution. And despite the relentless pace keeping him up at night, Jain's never been more optimistic about building a multi-billion dollar business.

You can follow Swathi Moorthy on her 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.

Arvind Jain couldn't find his own company's data at Rubrik. So in 2019 before ChatGPT, before the AI boom, he built Glean, the first enterprise generative AI company. Now they're doubling past $100M ARR with 1,100 employees and watching tech giants copy their playbook. But Jain admits his biggest mistake: being too conservative. "We should have gone much bigger, much faster," he says, crediting his Indian upbringing for the cautious approach. Still, Glean remains years ahead as competitors scramble to build "AI that knows your company's data." His contrarian take on AI? It won't shrink workforces, it'll just raise the bar for everyone. The real edge isn't the technology; it's execution. And despite the relentless pace keeping him up at night, Jain's never been more optimistic about building a multi-billion dollar business. You can follow Swathi Moorthy on her social media: <a href="https://x.com/kpswathi?utm_source=chatgpt.com">X</a> and <a href="https://www.linkedin.com/in/swathi-moorthy-1a628115/?utm_source=chatgpt%2Ecom&amp;originalSubdomain=in">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>.

ET In The Valley: Arvind Jain, Co-Founder And CEO Of Glean

Is Navi Mumbai’s long-awaited airport ready?

Where does Navi Mumbai Airport connect today?

Pune area connectivity to Navi Mumbai Airport?

 What about passenger numbers?

International ramp-up at Navi Mumbai Airport?

Odd delays despite ample time to plan schedule

Are airlines wooed with incentives at NMIA?

How Adani Airports winning via non-aero play!

Why Adani is going all in on airport retail?

Adani Airports and the challenge of fair play!

Mumbai finally has its second airport — a long-awaited addition that could reshape how India’s busiest aviation market moves. Beyond the terminal and runway, it signals the scale of Adani’s airport ambitions. In just a few years, the group has built a network of eight airports, and in FY25 its airport business turned profitable with ₹9,276 crore in revenue, ₹4,350 crore in EBITDA and ₹772 crore profit, supported by passenger growth, tariff resets and fast-expanding non-aero revenue from retail, duty-free, lounges and F&B. But there’s a road ahead — connectivity to NMIA needs to catch up, international flights will ramp gradually, and service experience will define passenger sentiment as numbers rise. On latest episode of The Morning Brief, ET’s aviation expert Forum Gandhi joins host Anirban Chowdhury to break down how Adani is building India’s biggest airport portfolio, what Navi Mumbai changes for travellers, and where the airport business goes next.

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.

Mumbai finally has its second airport &mdash; a long-awaited addition that could reshape how India&rsquo;s busiest aviation market moves. Beyond the terminal and runway, it signals the scale of Adani&rsquo;s airport ambitions. In just a few years, the group has built a network of eight airports, and in FY25 its airport business turned profitable with ₹9,276 crore in revenue, ₹4,350 crore in EBITDA and ₹772 crore profit, supported by passenger growth, tariff resets and fast-expanding non-aero revenue from retail, duty-free, lounges and F&amp;B. But there&rsquo;s a road ahead &mdash; connectivity to NMIA needs to catch up, international flights will ramp gradually, and service experience will define passenger sentiment as numbers rise. On latest episode of The Morning Brief, ET&rsquo;s aviation expert Forum Gandhi joins host Anirban Chowdhury to break down how Adani is building India&rsquo;s biggest airport portfolio, what Navi Mumbai changes for travellers, and where the airport business goes next. 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>.

Adani's Airport Playbook

Trade stops outgrowing GDP logistics shifts on

Global reach tested as supply chains fragments

Is China-plus-one now also US-plus-one trade?

Volatility era forces constant strategy resets

How DHL plays China+1 South Asia trade shifts?

Top three emerging markets and how list change

Asia routes adapt Red Sea disruption persists

Why DHL is making a long India investment bet

Why DHL avoids acquisitions beyond Blue Dart

Why logistics still costs India 10% of GDP

Any plans for a hub at Navi Mumbai airport?

How AI reshapes logistics and where risks lie

The next big shift logistics isn’t ready for

Global trade is entering a more complicated phase. It is no longer outpacing global GDP, and the ideas that once drove seamless globalization are increasingly under pressure. In this episode, host Anirban Chowdhury speaks with Tobias Meyer, CEO of DHL Group, to cut through the rhetoric around “deglobalization” and focus on what is actually happening to trade flows and supply chains. Rather than collapsing, supply chains are being reworked—spread across more locations, stretched across longer routes, and shaped by political risk as much as cost. The conversation examines how US trade policy and intensifying strategic competition with China are influencing manufacturing choices and capital allocation. India and South Asia appear as potential beneficiaries, but not without limits imposed by infrastructure gaps, cost structures, and execution challenges. The episode also looks beyond policy, into logistics resilience, technology adoption, and the physical realities that still constrain commerce. 

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

Listen to Corner Office Conversation: Corner Office Conversation with Knight Frank’s William Beardmore-Gray and Shishir Baijal, 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 and much more.

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

Global trade is entering a more complicated phase. It is no longer outpacing global GDP, and the ideas that once drove seamless globalization are increasingly under pressure. In this episode, host Anirban Chowdhury speaks with Tobias Meyer, CEO of DHL Group, to cut through the rhetoric around &ldquo;deglobalization&rdquo; and focus on what is actually happening to trade flows and supply chains. Rather than collapsing, supply chains are being reworked&mdash;spread across more locations, stretched across longer routes, and shaped by political risk as much as cost. The conversation examines how US trade policy and intensifying strategic competition with China are influencing manufacturing choices and capital allocation. India and South Asia appear as potential beneficiaries, but not without limits imposed by infrastructure gaps, cost structures, and execution challenges. The episode also looks beyond policy, into logistics resilience, technology adoption, and the physical realities that still constrain commerce. You can follow Anirban Chowdhury on his social media: <a href="https://twitter.com/AnirbanET">Twitter</a> and <a href="https://www.linkedin.com/in/anirban-chowdhury-b5067219/">Linkedin </a>Listen to Corner Office Conversation: <a href="https://podcasts.apple.com/in/podcast/corner-office-conversation-with-knight-franks-william/id1827451035?i=1000733611681">Corner Office Conversation with Knight Frank&rsquo;s William Beardmore-Gray and Shishir Baijal</a>, <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> and <a href="https://podcasts.apple.com/in/podcast/corner-office-conversation/id1827451035">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>.

Corner Office Conversation with Tobias Meyer, CEO, DHL Group

Macro and Markets: Optics vs Optimisim

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