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The Morning Brief

The Morning Brief

The Economic Times

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.

1058 - The Cancer Drug Price Trap
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  • 1058 - The Cancer Drug Price Trap

    Why does a cancer injection bought by a hospital for ₹11,000 end up costing a patient ₹1.3 lakh? India’s drug pricing system is under scrutiny as the government caps trade margins on hundreds of cancer medicines at 30%. While prices of several drugs have fallen sharply, nearly one in four packs has seen no reduction. And a 30% margin still allows a markup of nearly 43% over the manufacturer’s price. So who profits from expensive medicines? Why have previous interventions failed? And will the latest price cuts actually bring relief to patients? Anirban Chowdhury talks to ET's pharma editor Vikas Dandekar. Listen in:

    You can follow Anirban Chowdhury on his social media:X andLinkedin

    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, Two Women Fought to Change India's Maternity Laws...and Succeeded,Can India Truly End Naxalism?, Semaglutide Goes Generic: Big Pharma’s Moat Breaks  andmuch more.

     

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

    See omnystudio.com/listener for privacy information.

    Tue, 03 Nov 2026
  • 1057 - AI Agents Are Breaking the Internet’s Ad Model

    When AI agents book your flights, buy your groceries and pick your hotels, no one is scrolling, and no one sees an ad. So how does the internet make money?

    Lightspeed India partners Harsha Kumar and Hemanth Mohapatra explain which purchases agents will take over and which will stay human. They also cover why you can’t upsell an AI agent, what that means for the ad-based internet, and why India may prefer paying per outcome over subscriptions. They make the case for vertical AI built for tier-two and tier-three India, compare today’s AI wave with the dot-com era, and share how they use AI assistants themselves.

    Tune in.

    You can follow Himanshi Lohchab 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, Two Women Fought to Change India's Maternity Laws...and Succeeded,Can India Truly End Naxalism?, Semaglutide Goes Generic: Big Pharma’s Moat Breaks  andmuch more.

     

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

    See omnystudio.com/listener for privacy information.

    Mon, 02 Nov 2026
  • 1056 - China vs US: The New War Over Cancer Drugs and Biotech Supremacy | The Morning Brief Decode

    China challenged America's dominance in manufacturing, technology and artificial intelligence. Now, it is threatening another American stronghold: the pharmaceutical industry.

    Chinese biotech companies are developing breakthrough drugs faster and cheaper than their American counterparts. One Chinese cancer drug, ivonescimab, is emerging as a potential challenger to Keytruda, Merck's $31-billion blockbuster. Meanwhile, Western pharmaceutical giants are striking multibillion-dollar licensing deals with Chinese innovators.

    But Washington is worried. Could America's growing dependence on Chinese biotechnology become a national security threat? And could India benefit from this escalating rivalry?

    In this episode of The Morning Brief Decode, Anirban Chowdhury speaks to The Economic Times' pharma editor Vikas Dandekar about China's biotech revolution, the battle for the future of medicine, the US response and India's opportunity to become a bigger player in global drug innovation.

    See omnystudio.com/listener for privacy information.

    Fri, 30 Oct 2026
  • 1055 - Does Slumping Smartphone Demand Spell a Gloomy Diwali?

    India’s smartphone market is heading into Diwali on a sour note. Shipments fell sharply in the July–September quarter, with the sub-₹20,000 segment hit hardest. A global memory-chip crunch is raising costs, pushing up prices and forcing buyers to delay upgrades, settle for fewer features or choose refurbished phones. But does this slump signal a wider squeeze on household spending, or is it a supply shock tied to the race to build AI data centres? We examine what falling shipments reveal about affordability, consumption and India’s mobile growth, with Counterpoint Research’s Tarun Pathak and Bank of Baroda chief economist Madan Sabnavis.

    See omnystudio.com/listener for privacy information.

    Thu, 29 Oct 2026
  • 1054 - The $1.5 Billion Bet on a World Without Coders | Emergent’s Mukund Jha

    What if you didn’t need a tech team, or any code, to build software?
    In this episode of Corner Office Conversation, Anirban Chowdhury sits down with Mukund Jha, Founder and CEO of Emergent, the AI platform where anyone with an idea can build a real, hosted, working app. A former Google engineer, Mukund also co-founded Dunzo, the unicorn that became a verb in India...and then folded.
    He shares hard-won Dunzo lessons on growth versus endurance, focus and unit economics, and why second-mover advantage matters in AI. Emergent says 18 million apps have been built on it. Mukund believes anyone could soon build any software without code.

    See omnystudio.com/listener for privacy information.

    Tue, 27 Oct 2026
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