Zee Rise and Debt

NCLT Plan Sparks Debate

What 22000 Crore Means

Why Guarantees Fail

Net Worth Unravels

Why Creditors Voted Yes

 Voting Conflicts and Loopholes

IBC Promise vs Reality

What Happens Next

Zee Second Act and Wrap

Subhash Chandra’s latest insolvency battle has produced a startling equation: ₹22,006 crore in admitted claims against just ₹6.25 crore for creditors. But the headline hides a more complicated story. These claims largely arise from personal guarantees for corporate borrowings, even as major lenders question the repayment plan, creditor voting and what happened to Chandra’s once-vast personal wealth. Meanwhile, Zee is rebuilding after the collapse of its Sony merger, and its promoters are seeking to increase their stake again. Anirban Chowdhury talks to Shiram Subramanian, founder and MD of InGovern about the Essel debt crisis, the controversial NCLT order and what a promoter’s personal guarantee is really worth.

Subhash Chandra&rsquo;s latest insolvency battle has produced a startling equation: ₹22,006 crore in admitted claims against just ₹6.25 crore for creditors. But the headline hides a more complicated story. These claims largely arise from personal guarantees for corporate borrowings, even as major lenders question the repayment plan, creditor voting and what happened to Chandra&rsquo;s once-vast personal wealth. Meanwhile, Zee is rebuilding after the collapse of its Sony merger, and its promoters are seeking to increase their stake again. Anirban Chowdhury talks to Shiram Subramanian, founder and MD of InGovern about the Essel debt crisis, the controversial NCLT order and what a promoter&rsquo;s personal guarantee is really worth.

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

Subhash Chandra’s Insolvency Maths

Is India Really Booming

Meet the Economist

Why 7.8% Fails Reality

The Import Shock Clue

GDP Deflator Explained

Double Deflation Debate

PPI Data Transparency Gap

 Services and Informal Sector

Jobs and Market Disconnect

What Must Change Next

Wrap Up and Takeaways

India’s latest GDP estimate shows the economy growing at 7.8%. Rajeswari Sengupta, associate professor of economics at the Indira Gandhi Institute of Development Research is unconvinced. She tells Anirban Chowdhury why weak job creation, subdued investment, falling import volumes and an unresponsive stock market sit uneasily beside the headline number. She also explains why a low GDP deflator is economically logical, how double deflation is supposed to improve measurement, and why India’s new producer price indices raise questions. The government may have corrected important weaknesses in the earlier GDP series. But without detailed sources, methods and historical comparisons, Sengupta argues, economists cannot independently establish what changed—or whether the new number is credible.

India&rsquo;s latest GDP estimate shows the economy growing at 7.8%. Rajeswari Sengupta, associate professor of economics at the Indira Gandhi Institute of Development Research is unconvinced. She tells Anirban Chowdhury why weak job creation, subdued investment, falling import volumes and an unresponsive stock market sit uneasily beside the headline number. She also explains why a low GDP deflator is economically logical, how double deflation is supposed to improve measurement, and why India&rsquo;s new producer price indices raise questions. The government may have corrected important weaknesses in the earlier GDP series. But without detailed sources, methods and historical comparisons, Sengupta argues, economists cannot independently establish what changed&mdash;or whether the new number is credible.

India’s 7.8% GDP: The Number That Doesn’t Add Up

Deal Boom Returns

Why Proactivity Wins

Supply Chains And Tech Spend

Scale Premium And Stability

Investing In Resilience

China Turns Inward

Rates Oil And Deal Risk

I ROI And Valuations

AI Inside JPMorgan

India Foreign Capital Case

Old Economy Contrarian Bet

ET opens its World Leaders Forum podcast series with Anu Aiyengar, global chair of investment banking, J.P.Morgan. In conversation with Anirban Chowdhury, she explains why uncertainty is driving—not deterring—big-ticket deals, and why companies are buying scale, stability and resilience. She examines the risks posed by rising yields, inflation and oil, the curious leeway investors are giving AI spending, and how automation is reshaping entry-level investment-banking work. Aiyengar also makes the case for India as an under-owned market and reveals her contrarian bets on old-economy businesses, healthcare and cross-border dealmaking over the next five years.

ET opens its World Leaders Forum podcast series with Anu Aiyengar, global chair of investment banking, J.P.Morgan. In conversation with Anirban Chowdhury, she explains why uncertainty is driving&mdash;not deterring&mdash;big-ticket deals, and why companies are buying scale, stability and resilience. She examines the risks posed by rising yields, inflation and oil, the curious leeway investors are giving AI spending, and how automation is reshaping entry-level investment-banking work. Aiyengar also makes the case for India as an under-owned market and reveals her contrarian bets on old-economy businesses, healthcare and cross-border dealmaking over the next five years.

J.P.Morgan’s Anu Aiyengar on Mega Deals, AI’s Banking Reset and the India Bet

Welcome And Setup

Nepal Weather Turns Strange

Glacier Floods Escalate

Building Too Close

Roads Tourism Risk

Western Ghats Warning

Risk Informed Development

 Limits of Early Alerts

Cross Border Cooperation

Closing Credits

Climate change is making extreme weather more frequent and unpredictable. But are we making its consequences worse?

Across the Himalayas and the Western Ghats, glaciers are collapsing, rainfall patterns are shifting and landslides and flash floods are becoming increasingly destructive. At the same time, roads, hotels, hydropower projects and settlements are pushing deeper into fragile landscapes.

Reported by Alenjith K Johny, narrated by Anirban Chowdhury

Climate change is making extreme weather more frequent and unpredictable. But are we making its consequences worse?
Across the Himalayas and the Western Ghats, glaciers are collapsing, rainfall patterns are shifting and landslides and flash floods are becoming increasingly destructive. At the same time, roads, hotels, hydropower projects and settlements are pushing deeper into fragile landscapes.
Reported by Alenjith K Johny, narrated by Anirban Chowdhury

ET Deep Dive: When Development Turns Disaster

Subhash Chandra’s Insolvency Maths

The Morning Brief

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