Top of the Morning

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

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

The 6 GHz WiFi Standoff | Temasek Bets On Pixxel | Gold And Silver Cool Off

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

A 1.1 Billion Dollar IPO | The AI Bill Nobody Budgeted | India's Office Boom Is Back

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 quar

Delhi's All Electric Push | Airports Vs The Airline Discount | A New Way To Draw Retirement Income

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

HDFC Bank's Clean Chit | Raymond's Aerospace Climb | Cube Highways Hits The Road

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

The E20 Insurance Question | India's New Satellite Internet Rules | India's Shipbuilding Push Delivers

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

The 100x Jio Jackpot | Milk Without A Cow | Cred Founder To WhatsApp Boss

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

Five Triggers For Indian Markets This Week | Jio + NSE: IPOs Are Back | No Wires, No Green Power

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 me

JLR's Record Dividend In A Year Of Losses | Swiggy's Founders Back India's Rocket Story | The Swipe That Quietly Costs You Lakhs

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

Sarvam Becomes India's Newest AI Unicorn | World Bank lifts India's growth outlook | Markets Rip Higher On The US Iran Deal |

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 r

Jio-Airtel: Airwaves Standoff | NSE IPO Finally Moves | More Parts In Every Car

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

India's Tax Free Dollar Deposit That Pays Like Equity | Central Banks Turn Hawkish, And India Watches

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 shut

India's Hunt For World Class Universities | Modi, The States, And The Jobs Question | TCS & The Million Agent Prediction

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 comp

Full Rooms, Falling Stocks | Big Money Eyes Indian Roads and Grids | More Milk, Even With a Dry Sky

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 mov

India Hit With New Tariffs | ₹15 Trillion Fraud? | The Deal That's 99% Done

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

India's First Homegrown FDA Drug | Is Airtel's Fast Lane Fair? | Godrej Enters Wealth

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 full

Why Foreign Money Skips India | Adani's Hidden Builder | Mythos Too Dangerous to Release |

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 u

Your Salary, On Auto-Invest | Made In India, Sold Abroad | GIFT City Goes After Global Money

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 investmen

India’s solar makers lose access to the U.S. market | Indian IT feels the visa squeeze | Airtel’s new 5G plans bring net neutrality back into focus

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 cl

Bajaj’s Next Big Move | Traders Are Obsessed With Nifty 23,800 | India’s Ev Bus Revolution Is Almost Complete

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