Top of the Morning

Oil Shock on Dalal Street | TCS Opens Earnings Season Under A Cloud | A Japanese Watchmaker Bets Big On India 08.07.2026 13min

A rough Wednesday on Dalal Street, a slipping rupee, TCS on the clock, a Japanese watchmaker's India play, and a packaging loophole that let counterfeit medicines pass as real. Nelson John breaks down five stories that matter, in plain language, in about ten minutes. Learn more about your ad choices. Visit megaphone.fm/adchoices

The 6 GHz WiFi Standoff | Temasek Bets On Pixxel | Gold And Silver Cool Off 08.07.2026 15min

Nelson John walks you through the five business stories shaping the day: the 6 GHz WiFi standoff over interference with ISRO's satellites, the government's second attempt at making small town aviation viable through Viksit UDAN, the cooling of the gold and silver rally, Adani's nearly $10 billion capital raise, and Temasek's bet on Indian space startup Pixxel. Clear, neutral, and quick. Learn more about your ad choices. Visit megaphone.fm/adchoices

A 1.1 Billion Dollar IPO | The AI Bill Nobody Budgeted | India's Office Boom Is Back 07.07.2026 14min

Good Morning, I'm Nelson John. Today on Top of the Morning: the AI token bill that Indian IT never put in the budget, and why this could be the sector's weakest June quarter in years. Manipal Health gets the green light for a 1.1 billion dollar IPO. The government puts a slice of Cochin Shipyard up for sale. Ola Electric is back in the insolvency courts over unpaid supplier dues. And India's office market just posted its strongest six months on record, with global capability centres leading the charge. Five stories, one clear picture of where the money is moving. Tap in. Learn more about your ad choices. Visit megaphone.fm/adchoices

Delhi's All Electric Push | Airports Vs The Airline Discount | A New Way To Draw Retirement Income 30.06.2026 14min

Delhi clears an aggressive new EV policy, ESDS heads for India's first data centre listing, private airports push back on an airline discount, the government moves to fix MSME payments, and the NPS adds a new retirement income option. Your fast, clear morning brief on Indian business and markets. Learn more about your ad choices. Visit megaphone.fm/adchoices

HDFC Bank's Clean Chit | Raymond's Aerospace Climb | Cube Highways Hits The Road 29.06.2026 15min

Crude slipped back toward pre-war levels last week, and then the Strait of Hormuz flared again, leaving Indian refiners on edge. On today's Top of the Morning, we unpack five stories shaping Indian business this Monday. Cube Highways Trust starts roadshows for a 5,000 crore rupee listing, a first-of-its-kind shift for an Indian InvIT. Piramal Consumer Healthcare goes deep instead of wide, chasing a 200 million dollar target by 2030 on the back of premium skincare and quick commerce. Raymond's aerospace arm, JK Maini Global Aerospace, grows at 25% as global OEMs lean into India under China-plus-one. And HDFC Bank gets a clean chit from an independent legal review, even as former chairman Atanu Chakraborty calls the whole exercise superfluous. Learn more about your ad choices. Visit megaphone.fm/adchoices

The E20 Insurance Question | India's New Satellite Internet Rules | India's Shipbuilding Push Delivers 25.06.2026 13min

Good Morning, I'm Nelson John. Today on Top of the Morning: the RBI quietly hands Tata Sons a reprieve from a forced IPO. India finalises its satellite internet rulebook and drops the local sourcing rule for Starlink and rivals. The country's shipbuilding push starts pulling in real orders from global names. The E20 fuel scare turns out to be a story about your insurance fine print, not your fuel tank. And a tax tribunal shows the clubbing rule can actually work in your favour. Learn more about your ad choices. Visit megaphone.fm/adchoices

The 100x Jio Jackpot | Milk Without A Cow | Cred Founder To WhatsApp Boss 23.06.2026 15min

Good Morning, I'm Nelson John. On today's Top of the Morning: India just filed for its biggest IPO ever, as the NSE goes public at a ₹5 trillion valuation. A little known businessman is sitting on a ₹5,800 crore fortune from one early Jio bet. Meta is dropping $900 million on Cred and handing its founder the keys to WhatsApp. The telecom department says no to cheaper spectrum. And the milk in your fridge has quietly become much harder to fake-check. 15 minutes, five stories, zero fluff. Tap play. Learn more about your ad choices. Visit megaphone.fm/adchoices

Five Triggers For Indian Markets This Week | Jio + NSE: IPOs Are Back | No Wires, No Green Power 21.06.2026 11min

A peace deal ends the Iran war, oil crashes, and then Iran says the Strait of Hormuz is closed again over the weekend. On today's Top of the Morning: what the whiplash means for crude and for India's import bill, why Kevin Warsh's first Fed meeting rattled the dollar, gold and bitcoin while stocks shrugged, the five triggers steering Indian markets this week and thehe quiet boom in India's power grid stocks. Learn more about your ad choices. Visit megaphone.fm/adchoices

JLR's Record Dividend In A Year Of Losses | Swiggy's Founders Back India's Rocket Story | The Swipe That Quietly Costs You Lakhs 16.06.2026 15min

Oil is cooling after the US and Iran agree on a roadmap, but India's relief may be slow to arrive. Jaguar Land Rover writes its biggest ever dividend cheque in a year it falls into the red. Swiggy's founders buy a small stake in India's first space unicorn. A ₹7 trillion pool sits barely touched in Reits and InvITs. And the everyday credit card swipe that quietly chips away at your savings. Nelson John walks you through five stories shaping India's markets this morning. Learn more about your ad choices. Visit megaphone.fm/adchoices

Sarvam Becomes India's Newest AI Unicorn | World Bank lifts India's growth outlook | Markets Rip Higher On The US Iran Deal | 16.06.2026 14min

Good Morning, I'm Nelson John The US and Iran have reached a deal to end the war and reopen the Strait of Hormuz, and markets responded immediately. Today we cover the relief rally across global and Indian equities, the slide in oil and the firmer rupee, and what a steadier Gulf means for India's import bill and exporters. Plus, the World Bank lifts India's FY27 growth forecast to 6.6 percent against a slowing world, Sarvam becomes India's newest AI unicorn with HCLTech leading a 234 million dollar round, and a thoughtful take on what stays uniquely human in leadership as AI spreads. About 15 minutes, everything you need before the day begins. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jio-Airtel: Airwaves Standoff | NSE IPO Finally Moves | More Parts In Every Car 15.06.2026 14min

Good Morning, I'm Nelson John.. The IPO India has waited nearly ten years for is finally moving. Today, the NSE files its draft papers, with a dozen big investors lining up to sell and LIC the name to watch. We also unpack the quiet income hit landing on small mutual fund distributors, NMDC's push to build a future beyond iron ore, why auto suppliers are packing more value into every vehicle, and a low-key standoff between Jio and Airtel over unused 5G airwaves. Plus the morning's headline roundup, from market mood and foreign outflows to the RBI's dollar push and SpaceX's Nasdaq debut. Learn more about your ad choices. Visit megaphone.fm/adchoices

India's Tax Free Dollar Deposit That Pays Like Equity | Central Banks Turn Hawkish, And India Watches 12.06.2026 14min

The RBI is offering NRIs tax free dollar deposits that, with leverage, can deliver equity-like returns, part of a wider push to steady the rupee. US firm Opendoor is shutting its India operations and betting on AI instead, reigniting the debate over the future of back office work here. MetLife wants majority control of PNB MetLife now that India allows full foreign ownership in insurance. A weak El Nino monsoon threatens hydropower as power demand hits records. And the European Central Bank has hiked rates for the first time in three years, with the Fed up next. Top of the Morning with Nelson John is your daily briefing on Indian business, markets, policy and the global stories that move them. New episode every morning. #IndianEconomy #RBI #FCNR #Opendoor #ECB #Hydropower #BusinessNews Learn more about your ad choices. Visit megaphone.fm/adchoices

India's Hunt For World Class Universities | Modi, The States, And The Jobs Question | TCS & The Million Agent Prediction 11.06.2026 12min

Good Morning, Welcome to Top Of The Morning, I'm Nelson John. TCS chairman N. Chandrasekaran just made one of the boldest calls in Indian IT history, predicting the company could soon run as many AI agents as human employees. On today's Top of the Morning, we unpack what that means for six million engineers and a sector built on scale. We also cover PM Modi's NITI Aayog meeting with the states on jobs and skilling, the war in West Asia weighing on the economy, the government's push to build four new world-class private universities, Abu Dhabi's nearly ₹2,000 crore Lenskart share sale, and Adani Green Energy's record-breaking run alongside its growing debt. Plus a quick headline roundup on the markets, foreign investor outflows, the RBI's stance, Zepto's IPO filing, and more. Five stories. One clear eyed briefing. No noise. 🎧 Don't miss the latest Nelson John 360, a deep dive into the money behind football, the business most fans never see. Learn more about your ad choices. Visit megaphone.fm/adchoices

Full Rooms, Falling Stocks | Big Money Eyes Indian Roads and Grids | More Milk, Even With a Dry Sky 07.06.2026 15min

Good Morning, I'm Nelson John. On today's Top of the Morning: India's top hotels posted record FY26 earnings, yet their stocks slid up to 35%. Canara Bank's new chief moved to reassure investors as SEBI's ₹15 lakh crore probe into Rajesh Exports widened. A new rule now forces solar projects to use Indian-made cells, and it's nudging tariffs higher. Global investor I Squared Capital is lining up a fresh India infrastructure fund. And India's milk output is set to rise 6% despite a weaker monsoon. Five stories, one clear briefing. Listen now. Learn more about your ad choices. Visit megaphone.fm/adchoices

India Hit With New Tariffs | ₹15 Trillion Fraud? | The Deal That's 99% Done 04.06.2026 15min

Good Morning, I'm Nelson John. Today on Top of the Morning: Washington proposes fresh tariffs on India and 59 others over forced labour, even as Ambassador Gor says the bigger India-US deal is 99 percent done. The cabinet clears nearly 20,000 crore rupees for jet fuel stability and cleaner transport in Delhi-NCR. Suzlon reinvents itself from a wind-turbine maker into a full-stack renewable player. And SEBI bars Rajesh Exports, alleging it inflated revenue by a staggering 15 trillion rupees. Listen now. Learn more about your ad choices. Visit megaphone.fm/adchoices

India's First Homegrown FDA Drug | Is Airtel's Fast Lane Fair? | Godrej Enters Wealth 02.06.2026 15min

Good Morning, I'm Nelson John. Today on Top of the Morning: Godrej launches its wealth arm with a ₹1 lakh crore target. Wockhardt wins FDA approval for India's first fully homegrown new drug. The weak rupee is squeezing AI startups, and founders are getting creative. The regulator looks set to clear Airtel's priority 5G plan. And the Supreme Court closes the casino industry's tax loophole. Five stories, ten minutes, no fluff. Listen now. Learn more about your ad choices. Visit megaphone.fm/adchoices

Why Foreign Money Skips India | Adani's Hidden Builder | Mythos Too Dangerous to Release | 02.06.2026 18min

Five stories from India and the world, in twelve minutes. Adani's quiet infrastructure giant AIIL has crossed ₹50,000 crore in orders. Timex India is betting on watches under ₹10,000 even as it pushes Aston Martin at the top end. Foreign investors are staying selective on Indian bonds. The RBI meets this week with the rupee sliding and oil elevated. And Anthropic's Mythos is forcing a hard conversation about powerful AI. Hosted by Nelson John. Learn more about your ad choices. Visit megaphone.fm/adchoices

Your Salary, On Auto-Invest | Made In India, Sold Abroad | GIFT City Goes After Global Money 27.05.2026 11min

On today's Top of the Morning with Nelson John, we cover five stories shaping India's money and markets. SEBI has proposed letting employers deduct mutual fund investments straight from your salary, before it hits your account. We break down what it means and who it leaves out. We unpack the myths investors carry into a global crisis as the oil shock rattles markets. We look at the honest scorecard on India's PLI manufacturing push, big wins in electronics and uneven results elsewhere. We dig into how GIFT City is courting fintech firms and Gulf money to rival Dubai and Singapore. And we track the redesigned standard gauge Vande Bharat as India tries to export its trains to the world. Learn more about your ad choices. Visit megaphone.fm/adchoices

India’s solar makers lose access to the U.S. market | Indian IT feels the visa squeeze | Airtel’s new 5G plans bring net neutrality back into focus 25.05.2026 13min

Good Morning, I'm Nelson John. On today's Top of the Morning: India's six biggest IT firms saw H-1B approvals fall nearly 40%, and they're moving more work home. India climbed to No. 2 among emerging markets in April, but the oil behind it is straining the rupee. US tariffs above 230% have wiped out India's solar exports, so makers are sourcing cells from Ethiopia. Airtel's new 5G priority plans have reopened the net neutrality fight. And a home services startup is recording inside customers' homes to train physical AI. Five stories worth your morning. Listen now. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bajaj’s Next Big Move | Traders Are Obsessed With Nifty 23,800 | India’s Ev Bus Revolution Is Almost Complete 22.05.2026 17min

Good Morning, I’m Nelson John. India’s electric bus rollout is entering its final phase, the Bajaj family is making a major healthcare bet after decades of restraint, LIC says global tensions could affect household savings, sugar exports are slowing sharply, and traders are closely watching the Nifty’s 23,800 resistance level. Learn more about your ad choices. Visit megaphone.fm/adchoices