When a Prime Minister asks a billion people to stop buying gold, something has already broken. In this episode of The Morning Brief, host Anirban Chowdhury sits down with Suvankar Sen, MD and CEO of Senco Gold, Atmadip Ray, Senior Editor at The Economic Times, and Madan Sabnavis, Chief Economist at Bank of Baroda — on what actually happened to consumer demand the moment Modi spoke, why India's ₹16 lakh crore gold loan market is now under RBI's scanner, and whether a rupee at 95, a crude bill of $123 billion and a $38 billion drop in forex reserves adds up to a crisis — or careful management. The numbers are stark. The question is whether the policy response is early enough.

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