Top of the Morning

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

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...

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 offic...

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

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...

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...

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...

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 g...

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...

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 agai...

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...

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 E...

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...

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...

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....

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 st...

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 convers...

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 scorecar...

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 h...

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

Good Morning, Welcome to Top of the Morning, I'm Nelson John India is rewiring itself. From how the Adani Group is structured, to how India's offices are run during an oil shock, to how universities back their own startups, to how Tata is building India's first commercial 300mm chip fab, to how the country plans to store its renewable power. Learn more about your ad choices. Visit megaphone.fm/adc...

Good Morning, I'm Nelson John. Today on Top of the Morning, five stories about pressure and how institutions respond when it shows up. TCS has quietly told managers to classify 5% of employees as underperformers under "Band D," right after completing a 12,200-person workforce cut. We break down what Band D actually means, why this 5% quota is new, and what it says about margins in the IT sector. V...

Good Morning, I'm Nelson John, and on Top of the Morning today every story is about a trade-off. Letting go of one risk to take on another. India is considering pushing ethanol blending past E20, all the way to E85 and E100 flex fuel cars. The savings on crude imports are real. But farmers are already switching from oilseeds and pulses to maize, rice and cane. India's edible oil and pulses import...

Good Morning, I'm Nelson John and today we're covering five stories that tell you exactly where India stands right now. GIFT City is quietly becoming India's gateway to global markets, but there's a catch most investors don't know about. India's MSME sector has survived COVID, war, and trade chaos and the data shows just how costly that survival has been. India's IT giants are in the middle of a f...

Good Morning, I'm Nelson John, and this is Top of the Morning. Today, the World Bank just raised India's growth forecast to 6.6% for FY27, calling it the fastest-growing major economy on the planet. India's EV market nearly doubled in FY26 with close to 2 lakh units sold, and the competition between Tata, Mahindra, and Maruti is heating up fast. Anthropic just revealed an AI model so powerful they...