Top of the Morning
Today: #134 in News, India on our combined chart.
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Latest episodes
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Oil Shock on Dalal Street | TCS Opens Earnings Season Under A Cloud | A Japanese Watchmaker Bets Big On India
July 8, 2026 · 13 minA 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…
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The 6 GHz WiFi Standoff | Temasek Bets On Pixxel | Gold And Silver Cool Off
July 8, 2026 · 15 minNelson 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…
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A 1.1 Billion Dollar IPO | The AI Bill Nobody Budgeted | India's Office Boom Is Back
July 7, 2026 · 14 minGood 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…
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Delhi's All Electric Push | Airports Vs The Airline Discount | A New Way To Draw Retirement Income
June 30, 2026 · 14 minDelhi 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…
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HDFC Bank's Clean Chit | Raymond's Aerospace Climb | Cube Highways Hits The Road
June 29, 2026 · 15 minCrude 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…
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The E20 Insurance Question | India's New Satellite Internet Rules | India's Shipbuilding Push Delivers
June 25, 2026 · 13 minGood 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…
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The 100x Jio Jackpot | Milk Without A Cow | Cred Founder To WhatsApp Boss
June 23, 2026 · 15 minGood 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…
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Five Triggers For Indian Markets This Week | Jio + NSE: IPOs Are Back | No Wires, No Green Power
June 21, 2026 · 11 minA 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…
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JLR's Record Dividend In A Year Of Losses | Swiggy's Founders Back India's Rocket Story | The Swipe That Quietly Costs You Lakhs
June 16, 2026 · 15 minOil 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…
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Sarvam Becomes India's Newest AI Unicorn | World Bank lifts India's growth outlook | Markets Rip Higher On The US Iran Deal |
June 16, 2026 · 15 minGood 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…
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Jio-Airtel: Airwaves Standoff | NSE IPO Finally Moves | More Parts In Every Car
June 15, 2026 · 15 minGood 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…
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India's Tax Free Dollar Deposit That Pays Like Equity | Central Banks Turn Hawkish, And India Watches
June 12, 2026 · 14 minThe 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…