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

India's Infrastructure Revolution, Pollution Emergency & US Defense Partnership 23.11.2025

Welcome to Top of The Morning with me Nelson John. Today: NHAI raises ₹46,000 crore through highway InvITs attracting global investors, BIS overhauls cybersecurity and wind energy standards, ED attaches more RCom properties amid ₹40,000 crore fraud probe, Delhi's air pollution crisis kills 1.72 million Indians annually per Lancet study, and the US approves $93 million defense deal for Javelin miss...

Trump's $82M Bond Shopping Spree | Gen Z's War on Cash | India's Russia Bet | Manipal vs upGrad: The Byju's Bidding War | 17.11.2025

Happy Monday! Welcome to Top of The Morning, I'm Nelson John. Today: Byju's gets carved up in bankruptcy court, India ditches cash for UPI, Trump's investment conflicts deepen, American voters inadvertently save Indian exporters, and India plays both superpowers while maintaining strategic autonomy. Learn more about your ad choices. Visit megaphone.fm/adchoices

₹14,599 CRORE FRAUD | Steel War Tricks | Biscoff vs Parle-G 14.11.2025

Welcome to Top Of The Morning, I'm your host Nelson John. In today's Top of the Morning, we dissect five major developments that illuminate the complexities of Asian economic transformation. We begin with India's latest anti-dumping duties on Vietnamese steel products, exploring how importers are already circumventing the $121.50/tonne levy by importing semi-finished products instead – highlightin...

Trump DEFENDS H-1B Visas | Pakistan's Constitutional Coup | Groww's Billion-Dollar Debut 13.11.2025

Good Morning, I'm Nelson John New episode explores five interconnected stories reshaping global business: from H-1B policy reversals to Pakistan's governance transformation to India's infrastructure revolution. The boundaries between tech and traditional industry are dissolving faster than ever. Learn more about your ad choices. Visit megaphone.fm/adchoices

SoftBank's $5.8B Nvidia Exit for OpenAI | Adani's Multi-Billion Battery Storage Play | Trump Signals Major India Tariff Cuts | 12.11.2025

Welcome to Top of the Morning, I’m your host Nelson John This episode connects five seemingly disparate stories - SoftBank selling Nvidia for OpenAI, Trump cutting India tariffs from 50% to 15%, Adani building massive battery storage, Modi strengthening Bhutan ties, and India's pharma crackdown - to reveal how India is transitioning from rule-taker to rule-maker on the global stage. Learn more abo...

China's Rare Earth Olive Branch | Ather vs Ola | Cognizant Productivity Tracking 11.11.2025

Welcome to Top of the Morning, I’m Nelson John. From Beijing to Bengaluru: Four stories about what happens when the rules suddenly change. China eases rare earth export restrictions after Trump-Xi meeting Ather Energy overtakes Ola Electric despite being the smaller player Vodafone Idea fights for survival with ₹2 trillion debt Cognizant introduces mouse-tracking surveillance for employees Differe...

America’s Skies on Pause | HAL–GE Aerospace Engine Deal | Google Maps Gets Smarter in India 10.11.2025

Welcome to Top of the Morning.. I’m Nelson John. This week’s stories may look unrelated a US government shutdown, a pharma firm duped by an email typo, Google Maps getting an AI brain, SEBI’s digital gold warning, and a billion-dollar jet engine deal. But they all point to one thing: how fragile our systems really are. In the US, a 40-day shutdown is pushing air travel toward collapse. Air traffic...

India's Latin America Pivot | Bigger Banks Coming | India's Banking Consolidation Push | 07.11.2025

Welcome to Top of the Morning by Mint.. I’m Nelson John Apple is paying Google around $1 billion annually for AI to power Siri's overhaul. Meanwhile, India is pushing for bigger banks, negotiating trade deals with Peru and Chile to diversify from the US market, and dealing with a trademark battle between IndiGo and Mahindra. The common thread? Scale, strategy, and survival in an increasingly compe...

RCB Eyes $2 Billion Sale | US-China Trade War Gets a Temporary Truce | How Zohran Mamdani sees India? 06.11.2025

This week's episode explores five major developments shaping business, politics, and society. In New York City, 34-year-old Zohran Mamdani made history as the first Muslim and Indian-origin mayor, defeating Andrew Cuomo with a progressive platform that embraced his multicultural heritage—though his criticism of PM Modi sparked fierce debate in India. Meanwhile, United Spirits announced a review of...

US HIRE Act: India's IT Under Threat | IndiGo's ₹2,600 Crore Forex Loss | Canada's Mass Visa Cancellation Plan 05.11.2025

US HIRE Act: India's IT Under Threat IndiGo's ₹2,600 Crore Forex Loss Canada's Mass Visa Cancellation Plan Learn more about your ad choices. Visit megaphone.fm/adchoices

India-Bahrain Partnership | Airtel's Premium Play | Vi's Lifeline | Cement War Heats Up 04.11.2025

Learn more about your ad choices. Visit megaphone.fm/adchoices

ISRO's Heaviest Satellite Launch | Buffett Sells for 12th Straight Quarter | Canada Courts India to Ditch US 03.11.2025

Warren Buffett's Berkshire Hathaway has sold stocks for 12 consecutive quarters, building a record $382 billion cash pile as the legendary investor prepares to step down as CEO, signaling caution about market conditions. Meanwhile, Big Tech is going the opposite direction—Amazon, Microsoft, Alphabet, and Meta are collectively spending over $380 billion on AI infrastructure, though investor reactio...

Trump & Xi Strike Deal | India Wins 6-Month Chabahar Exemption | JioBlackRock Enters India | Crypto Legally Recognized as Property in India | OpenAI Eyes $1 Trillion IPO 31.10.2025

Welcome to Top of the Morning by Mint, I’m your host Nelson John — This is your smart, daily briefing on what matters. From big moves in business to headlines shaping India and the world, we cut through the noise so you start your day informed and ahead. Trump & Xi Strike Deal India Wins 6-Month Chabahar Exemption JioBlackRock Enters India Crypto Legally Recognized as Property in India OpenAI Eyes...

Air India’s ₹4,000-cr Blow | Apple’s Best Launch in India | SC May Decide Vodafone Idea | India–New Zealand FTA | Mutual fund overhaul 30.10.2025

Air India’s flying through turbulence — a ₹4,000-crore hit from Pakistan’s airspace closure, route detours, and a crash have made it Tata’s biggest loss-maker despite rising revenue. Meanwhile, Apple’s hitting new highs in India. The iPhone 17 is smashing records, driving Apple past $10 billion in local revenue as Indians buy premium phones like never before. In telecom, Vodafone Idea finally sees...

RuPay Outsmarts Visa | Caller ID for All | SEBI’s Mutual Fund Shake-up 29.10.2025

Welcome to Top of the Morning by Mint, I’m your host Nelson John — This is your smart, daily briefing on what matters. From big moves in business to headlines shaping India and the world, we cut through the noise so you start your day informed and ahead.  It's Wednesday, October 29th. Let's get started! crushing global card networks with UPI. SEBI's slashing mutual fund fees by 83%. Your phone's a...

Trump vs Xi- The Asia Showdown | Delhi’s Gov’s plan to Make It Rain | India’s ₹79,000 Crore Defense Gamble 24.10.2025

Welcome to Top of the Morning by Mint.. I’m Nelson John and here are today’s top stories. California Tragedy Sparks National Debate: Dashcam footage captured the terrifying moment a semi-truck slammed into stopped traffic on California’s I-10 — killing three, injuring four, and igniting a firestorm over how commercial licenses are issued. The driver, 21-year-old Jashanpreet Singh, an undocumented...

Meta AI Layoffs | Karnataka CM Succession Row | Indian Army Modernization | Trump Sanctions Russia 23.10.2025

Welcome to Top of the Morning by Mint.. I’m Nelson John and here are today’s top stories. Modi Skips ASEAN Summit as Trump Heads to Malaysia Prime Minister Narendra Modi will attend the ASEAN Summit virtually, skipping what’s being billed as the largest gathering of world leaders in ASEAN history. The decision, officially linked to Chhath Puja, comes as US President Donald Trump lands in Kuala Lum...

Trump Claims, India Denies | Gujarat’s Power Reset | Trump-Putin Budapest Meeting | India’s Housing Milestone 17.10.2025

Welcome to Top of the Morning by Mint.. I’m Nelson John and here are today’s top stories. Politics and diplomacy are both running hot today — from Gandhinagar to Washington, and beyond. In Gujarat, Chief Minister Bhupendra Patel has hit the reset button — all 16 ministers resigned, giving him a clean slate to rebuild his cabinet. BJP insiders call it a strategic reset ahead of the 2027 polls. The...

TN ‘Hindi Ban’, Stalin Clarifies | Trump: Modi Agreed To Stop Russian Oil | SC’s Green Light for Diwali | India Pitches Missiles 16.10.2025

Welcome to Top of the Morning by Mint.. I’m Nelson John and here are today’s top stories. India’s global playbook just got a shake-up. First, President Trump dropped a bombshell from the Oval Office—Prime Minister Narendra Modi has agreed to stop buying Russian oil. After months of U.S. pressure and hefty 50% tariffs on Indian goods, Modi reportedly told Trump the shift will happen “within a short...

India’s New Uranium Ally | Google’s $15B Investment is Vizag | Op Sindoor: 100+ Pakistani Soldiers Neutralized 15.10.2025

Welcome to Top of the Morning by Mint.. I’m Nelson John and here are today’s top stories. First up, China’s rare earth chokehold just tightened. Beijing has slapped export bans on companies linked to foreign militaries — a blow to the US, whose fighter jets and missiles rely on these critical minerals. Treasury Secretary Scott Bessent says allies like India and Europe are rallying to build alterna...

Fixed Airfares Coming to India? | Tharoor’s Diplomatic Dig | India’s ₹6.4 Trillion Energy Push 14.10.2025

Welcome to Top of the Morning by Mint.. I’m Nelson John and here are today’s top stories. 1. Trump’s “Peace Talk” Moment Gets Awkward At the Gaza Peace Summit in Egypt, Donald Trump had a classic off-script moment. While praising PM Modi, he turned around to ask Pakistan’s Shehbaz Sharif if India and Pakistan will “live very nicely together.” Sharif smiled, and the cameras loved it. Trump has been...

India, Canada Hit Reset | Silver & Gold Surge | Trump Declares Gaza War Over | India at Gaza Summit 13.10.2025

Welcome to Top of the Morning by Mint.. I’m Nelson John and here are today’s top stories. Donald Trump just made a dramatic claim aboard Air Force One: “The war in Gaza is over.” The US President is flying to the Middle East, first stopping in Israel to address parliament, then co-hosting a peace summit in Egypt with President Abdel Fattah al-Sisi. His peace deal’s first step — Hamas frees all Isr...

Putin's Apology | UK–India Missile Deal | Delhi Dials Jerusalem | UK Universities in India 10.10.2025

Welcome to Top of the Morning by Mint.. I’m Nelson John and here are today’s top stories. India Fortifies Its Partnerships India and Australia signed three major defense agreements in Canberra on Thursday, covering intelligence sharing, submarine rescue cooperation, and joint military staff talks. Defense Minister Rajnath Singh met Australian Deputy PM Richard Marles as part of the inaugural Defen...

Taliban in Delhi | New US Ambassador to India | Mahindra’s Big Split | A Ceasefire on Paper 09.10.2025

Welcome to Top of the Morning by Mint.. I’m Nelson John and here are today’s top stories. 1. Trump’s Gaza Gamble: A Ceasefire on Paper After over a year of war, Israel and Hamas have agreed to a ceasefire — brokered by Donald Trump. Hostages will be freed, troops pulled back, and prisoners exchanged. Netanyahu called it “a great day for Israel,” while Hamas urged guarantees of compliance. Talks in...

Bihar’s Battle: Modi vs Rahul | Trump-Carney Trade Talks | BP's $4B India Bet | India Greenlights ₹24.6K Crore Rail Upgrade 08.10.2025

Welcome to Top of the Morning by Mint.. I’m Nelson John and here are today’s top stories. 1. Starmer’s India Pitch: Eastward Bound British PM Keir Starmer touched down in Mumbai with a 125-company strong business entourage, marking his first India visit. After clinching a landmark trade deal in July, he’s here to turn paperwork into partnership. “It’s a launchpad for growth,” he said, ahead of tal...

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