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

    Oil Shock on Dalal Street | TCS Opens Earnings Season Under A Cloud | A Japanese Watchmaker Bets Big On India
    2026/07/08
    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
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    13 分
  • The 6 GHz WiFi Standoff | Temasek Bets On Pixxel | Gold And Silver Cool Off

    The 6 GHz WiFi Standoff | Temasek Bets On Pixxel | Gold And Silver Cool Off
    2026/07/08
    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
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    15 分
  • A 1.1 Billion Dollar IPO | The AI Bill Nobody Budgeted | India's Office Boom Is Back

    A 1.1 Billion Dollar IPO | The AI Bill Nobody Budgeted | India's Office Boom Is Back
    2026/07/07
    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
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    14 分
  • Delhi's All Electric Push | Airports Vs The Airline Discount | A New Way To Draw Retirement Income

    Delhi's All Electric Push | Airports Vs The Airline Discount | A New Way To Draw Retirement Income
    2026/06/30
    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
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    14 分
  • HDFC Bank's Clean Chit | Raymond's Aerospace Climb | Cube Highways Hits The Road

    HDFC Bank's Clean Chit | Raymond's Aerospace Climb | Cube Highways Hits The Road
    2026/06/29
    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
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    15 分
  • The E20 Insurance Question | India's New Satellite Internet Rules | India's Shipbuilding Push Delivers

    The E20 Insurance Question | India's New Satellite Internet Rules | India's Shipbuilding Push Delivers
    2026/06/25
    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
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    13 分
  • The 100x Jio Jackpot | Milk Without A Cow | Cred Founder To WhatsApp Boss

    The 100x Jio Jackpot | Milk Without A Cow | Cred Founder To WhatsApp Boss
    2026/06/23
    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
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    15 分
  • Five Triggers For Indian Markets This Week | Jio + NSE: IPOs Are Back | No Wires, No Green Power

    Five Triggers For Indian Markets This Week | Jio + NSE: IPOs Are Back | No Wires, No Green Power
    2026/06/21
    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
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    11 分