Mint - HT Smartcast

Top of the Morning

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Top of the Morning is a daily podcast hosted by Nelson John , in which we bring you all the action from the global markets and the business world to kick-start your day on a well-informed note. This is a Mint production, brought to you by HT Smartcast

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Mint - HT Smartcast

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News

Latest episode

Jul 8, 2026

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Episodes

Air India's $1.6b Loss | Blackstone Wants RCB | OpenAI Wants $50 Billion 23.01.2026

Good Morning, I'm Nelson John. Today on Top of the Morning: Air India stares at a $1.6 billion loss as the Ahmedabad crash and Pakistan airspace closure derail its turnaround. India's $686 billion forex reserves look healthy on paper but there's a worrying trend underneath. Global giants Blackstone and Temasek are circling RCB in what could be cricket's biggest ownership deal. Sam Altman is in the...

India - EU Mother Of All Deals Incoming | China Squeezes India's Ev Dream | $100 BILLION Shadow Fleet Exposed 21.01.2026

Good Morning, I'm Nelson John. Today on Top of the Morning: Beijing just pulled the plug on battery export rebates and Indian EV makers are scrambling. We unpack what this means for prices at your local showroom. Then, the shadow fleet of oil tankers that moves 100 billion dollars worth of crude while dodging sanctions just got bigger. And finally, India and the EU are days away from signing what...

Apple Needs Google Now | Toll Roads Go Barrier-free | India's Space Defense Bet 16.01.2026

Good Morning, I'm Nelson John. Today on Top of the Morning: Apple just handed Siri's brain to Google in a billion-dollar deal that's reshaping the AI landscape. India's private space startups are pivoting hard toward defense contracts worth hundreds of crores. China just pulled the plug on solar export rebates, and Indian manufacturers are celebrating. Plus, India's highways are going barrier-free...

Fed Under Fire | India To Join Pax Silica | MUFG-Shriram $4.4B Deal 14.01.2026

Good Morning, I'm Nelson John. The DOJ just subpoenaed Fed Chair Powell in what critics call an attack on central bank independence. India gets invited to Pax Silica, America's chip alliance. Japan's MUFG is pouring $4.4 billion into Shriram Finance amid governance debates. India's electronics sector targets $500 billion by 2030. And health-tech startups bet on AI to keep you engaged. Five stories...

US exits 66 international organizations | Europe racing to rearm | Oil prices heading down | Exporters diversifying beyond US 12.01.2026

Good Morning, I'm Nelson John, and today we're looking at how the world is reorganizing itself. The US just walked away from 66 international organizations, but the UN says the energy transition continues regardless. Europe is scrambling to build its own military without American backing. Oil markets are heading toward a massive surplus that could crash prices. India is buying 6,000 more electric...

New Airlines Exposed | Studying Abroad? The Hidden Tax On Your Dreams | Rupee At 91 | Big Tech Vs India | 09.01.2026

Good Morning, I'm Nelson John. Today on Top of the Morning, we dig into the uncomfortable truths behind India's newly approved airlines. One has directors convicted in court. Another is led by a promoter who went from driving a tempo to planning a 30-plane fleet. We also unpack what the rupee hitting 91 means for your portfolio and for families planning overseas education. Plus, why Big Tech is fi...

Grok AI controversy | Japan's India tech bet | Steel cartel bombshell | Semaglutide patent wars | 07.01.2026

Good Morning. I'm Nelson John. India's IT ministry gives X a 72-hour ultimatum over Grok's explicit content. The semaglutide patent war could slash weight-loss drug prices by 90%. A steel cartel bombshell names 56 executives including Sajjan Jindal and TV Narendran. Japanese giants MUFG and Nidec double down on India GCCs. And the finance ministry weighs a major credit guarantee for microfinance l...

Venezuela Crisis Sends Gold Past $4,400 | Silver's 137% Year | India Opens Nuclear to Private Sector 06.01.2026

Good Morning, Welcome to top of The Morning, I'm Nelson John.. The US capture of Venezuelan President Maduro has sent gold past $4,400 an ounce, reinforcing its role as the world's geopolitical hedge. Silver is having an even bigger moment, with ETF inflows tripling in India and returns hitting 137% in 2025. Meanwhile, the SHANTI Bill opens India's nuclear sector to private investment for the firs...

RBI's 3 Trillion Rupee Banking Boost | Gold Silver Historic Rally | Samsung India Engineering Powerhouse 24.12.2025

The RBI just announced 3 trillion rupees in liquidity support to stabilize banks and the rupee. Swiggy Instamart opened a physical store in Gurugram a surprising move in the quick commerce wars. Samsung revealed India is now its most critical engineering hub outside South Korea, even as it fights to regain market share. Gold and silver hit record highs, posting their strongest gains since 1979 ami...

Apple Got Fined Again, Your Watch Reads BP, AI Jobs & That Oman Deal 23.12.2025

On today's episode: Italy hits Apple with a €98 million fine over App Tracking Transparency. Indian IT giants TCS, Infosys and Wipro pivot hard toward AI integration. India's 850,000 cooperatives face pressure to go digital. Smartwatches earn medical certifications for hypertension tracking. And the India Oman trade deal opens new doors amid global tariff pressures. Learn more about your ad choice...

Railways Need 600 Crore, Pharma Wants a Billion, and Indians cleaning Russian Streets 22.12.2025

This week: Indian Railways announces its second fare hike of the year, adding 10 to 28 rupees on long-distance trips. India's capital formation slumps to a decade low as households pour money into gold instead of productive investments. IndiaRF looks to exit Synthimed Labs at a billion-dollar valuation. Defence and aerospace startups like Skyroot are now competing with Big Tech for IIT engineers....

Rupee at Record Low, IndiGo Grounded, Data Centres Under Pressure 16.12.2025

The rupee's slide past 90 is hitting travellers beyond just US-bound trips. IndiGo's flight chaos reveals a pattern of reactive governance. TRAI proposes slashing backhaul spectrum charges. The $70 billion data centre rush runs into resource constraints. And record-low inflation might not be the good news it appears. What connects them? Systems under stress. Learn more about your ad choices. Visit...

AI Valuations, RBI Warnings, and Hollywood's Biggest Deal 15.12.2025

AI stocks now make up 30% of the S&P 500 is a bubble brewing? India's burnout crisis hits Parliament with the Right to Disconnect Bill. RBI slams the door on stablecoins and bets on the Digital Rupee. Netflix makes an $83 billion play for Warner Bros that could reshape India's streaming wars. Plus, Acko preps for a blockbuster IPO. Five stories shaping money, markets, and policy all in one episode...

How UPI Changed 500 Million Daily Lives | Prada's $900 Indian Sandals | Mickey Mouse Meets AI 12.12.2025

Welcome to Top Of The Morning. I'm Nelson John. In this episode, we explore how India's UPI has become the world's largest real-time payment system, processing more daily transactions than Visa globally. We break down Mexico's new 50% tariffs threatening nearly $2 billion in Indian auto exports. We follow the story of how Prada turned a cultural appropriation controversy into an $800 collaboration...

Billion Dollar Moves: TCS, Trump's Gold Card, and India's Trade Shuffle 11.12.2025

Good Morning, I'm Nelson John.. In this episode, we unpack five major developments reshaping India's economic and trade landscape. We start with the government's exploration of higher ethanol blends beyond E20, including E23 and E27, and why the auto industry is pushing for flex-fuel vehicles instead. Then we examine the US-India trade negotiations happening under the shadow of a Supreme Court cas...

Peak XV Doubles Down | Adani's Bankruptcy Play | China's Eight-Month Slump 09.12.2025

Welcome to Top of the Morning, I'm Nelson John. Peak XV's Meesho IPO success. AI's enterprise determinism problem. Adani's 15,000 crore bankruptcy play. RCB's $2 billion sale question. China's eight-month manufacturing slump. Five stories that show how money, technology, and power are being repositioned globally. Learn more about your ad choices. Visit megaphone.fm/adchoices

SEBI's Biggest Finfluencer Crackdown | IndiGo's STAFFING DISASTER | The Consumer AI Bet 08.12.2025

Good Morning, I'm Nelson John.. This week on Top of the Morning: SEBI delivers its biggest finfluencer crackdown, ordering Avadhut Sathe and his trading academy to return ₹546 crore in "unlawful gains." IndiGo's pilot shortage cancels 3,600+ flights and exposes years of staffing decisions. Putin visits Delhi amid US tariffs and sanctions, signing 16 agreements as India maintains its strategic bala...

BYD’s Fast Lane in India | Gen Alpha Wants to Redesign Work | India’s Data Law Puts Consent First 03.12.2025

Welcome to Top Of The Morning, Im Nelson John Today, India’s workplaces, industries, and digital systems are all shifting at once. Gen Alpha is rewriting the rules of work before they’ve even entered the workforce — expecting hybrid setups, AI partners, VR meetings, and shorter weeks. In the market, BYD’s rapid rise in EV sales shows how fast global players are reshaping India’s electric future. A...

No SIM, No WhatsApp | British Airways Doubles Down on India | 01.12.2025

A JetBlue flight suddenly drops altitude. Investigation reveals: solar radiation corrupted flight control data. The result? The largest mass recall in Airbus history, with 6,000 jets grounded worldwide. Meanwhile, British Airways announces major India expansion, adding a third daily Delhi-London flight. India's DoT mandates that WhatsApp and Telegram must link to active SIM cards. And PM Modi's Ma...

Canada Start-up Visa Crisis | China Controls Your Pills | India's Labour Standoff 28.11.2025

Welcome to Top of The Morning, I'm Nelson John. Today, Canada's immigration dream turns into a 10 year wait. China's pharma grip tightens. Mahindra bets big on electric SUVs. Indian unions strike. The tax net widens. Five stories about systems under pressure and what happens when the rules change. Learn more about your ad choices. Visit megaphone.fm/adchoices

Wall Street's AI Hangover | The Magnet We Don't Make | Eight Digits, One Crore 27.11.2025

Welcome to Top of The Morning, I'm Nelson John.. What's something really worth? This episode explores the price of ambition from Wall Street's growing panic over a $5 trillion AI bubble, to Tesla opening its first all-in-one centre in Gurugram, India's ₹7,280 crore bet on rare earth magnets after China nearly shut down our EV industry, UPI's historic linkage with Europe's payments system, and a Ha...

Why China Cleared Its Skies While India Still Chokes | Trump's Gold Card | India's Nuclear Gambit 25.11.2025

Welcome to Top of the Morning, I'm Nelson John. Today America puts a price tag on citizenship, India-Canada restart trade talks, China's air got clean while India's didn't, nuclear power opens to private players, and AI transforms farming. Five stories, one theme: execution beats intention Learn more about your ad choices. Visit megaphone.fm/adchoices

India's War on Superbugs | Canada Moves Beyond the US | Battery Storage Bets on India 24.11.2025

I'm Nelson John. Welcome to "Top of The Morning" by Mint. Five stories, one theme: strategic inflection points. India launches a comprehensive plan to combat antibiotic resistance threatening millions of lives globally. Fluence Energy bets on India as supply chains shift away from concentrated manufacturing bases. India implements its biggest labour reform since Independence, overhauling 29 coloni...

India's New Smart Passports | Sheikh Hasina Extradition | Russia Wants to Build Ships in Mumbai & Chennai 23.11.2025

Welcome to Top Of The Morning, I'm Nelson John. India launches biometric e-passports, faces pressure to extradite Bangladesh's ex-PM, debates a billionaire's 72-hour workweek proposal, explores Russian shipbuilding partnerships, and gets Google AI localized. Five stories revealing how India's rebuilding infrastructure—both physical and digital—for global competition. Learn more about your ad choic...

Railways' Biggest Budget Ever | Russia's Boldest Defense Move Yet | Android Had This in 2023. iPhone Gets It Now | 23.11.2025

Welcome to Top Of The Morning, I'm Nelson John. Today's Top of the Morning: WhatsApp finally brings multi-account to iPhone (2 years late), Russia offers India unrestricted Su-57 tech transfer, Indian Railways heads for record ₹2.76T budget, and half of young American men are gambling. Four stories about big bets. Learn more about your ad choices. Visit megaphone.fm/adchoices

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