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Top of the Morning
Mint - HT Smartcast
772 episodes
1 day ago
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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Business News
Business,
Investing,
News,
Daily News
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All content for Top of the Morning is the property of Mint - HT Smartcast and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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
Show more...
Business News
Business,
Investing,
News,
Daily News
Episodes (20/772)
Top of the Morning
India's Infrastructure Revolution, Pollution Emergency & US Defense Partnership
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 missiles and Excalibur rounds. Learn more about your ad choices. Visit megaphone.fm/adchoices
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1 day ago
14 minutes

Top of the Morning
Railways' Biggest Budget Ever | Russia's Boldest Defense Move Yet | Android Had This in 2023. iPhone Gets It Now |
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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2 days ago
20 minutes

Top of the Morning
India's New Smart Passports | Sheikh Hasina Extradition | Russia Wants to Build Ships in Mumbai & Chennai
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 choices. Visit megaphone.fm/adchoices
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3 days ago
20 minutes

Top of the Morning
Trump's $82M Bond Shopping Spree | Gen Z's War on Cash | India's Russia Bet | Manipal vs upGrad: The Byju's Bidding War |
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
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5 days ago
24 minutes

Top of the Morning
₹14,599 CRORE FRAUD | Steel War Tricks | Biscoff vs Parle-G
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 – highlighting the cat-and-mouse game between policymakers and market players. The arrest of Jaypee Infratech's former MD Manoj Gaur by the Enforcement Directorate brings into sharp focus the governance challenges in India's real estate sector, with ₹14,599 crore allegedly diverted from homebuyers to unrelated entities. Learn more about your ad choices. Visit megaphone.fm/adchoices
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1 week ago
12 minutes

Top of the Morning
Trump DEFENDS H-1B Visas | Pakistan's Constitutional Coup | Groww's Billion-Dollar Debut
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
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1 week ago
18 minutes

Top of the Morning
SoftBank's $5.8B Nvidia Exit for OpenAI | Adani's Multi-Billion Battery Storage Play | Trump Signals Major India Tariff Cuts |
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 about your ad choices. Visit megaphone.fm/adchoices
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1 week ago
13 minutes

Top of the Morning
China's Rare Earth Olive Branch | Ather vs Ola | Cognizant Productivity Tracking
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 Different industries, different challenges, same lesson: adaptation under pressure is everything. Learn more about your ad choices. Visit megaphone.fm/adchoices
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1 week ago
24 minutes

Top of the Morning
America’s Skies on Pause | HAL–GE Aerospace Engine Deal | Google Maps Gets Smarter in India
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 controllers aren’t being paid, flights are being slashed, and political gridlock is grounding families ahead of Thanksgiving. Infrastructure, it turns out, can’t run on politics. Back home, Dr. Reddy’s lost ₹2.16 crore to an email scam one capital letter fooled its finance team. A reminder that the weakest link in any digital system is still human. Meanwhile, Google Maps is getting a Gemini AI upgrade for India smarter routes, live alerts, even accident-prone zone warnings. It’s a glimpse of AI that’s genuinely useful, though it raises fresh privacy questions. SEBI, on the other hand, is warning investors about digital gold those flashy online gold products aren’t regulated, meaning no safety net if things go wrong. And HAL just inked a $1 billion deal with GE Aerospace for fighter jet engines. Critical for India’s defense ambitions, but also proof we still depend heavily on foreign tech. From government grids to financial systems, from AI tools to defense deals, one truth stands out: the most advanced systems fail at their simplest points trust, oversight, and human judgment. Learn more about your ad choices. Visit megaphone.fm/adchoices
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1 week ago
19 minutes

Top of the Morning
India's Latin America Pivot | Bigger Banks Coming | India's Banking Consolidation Push |
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 competitive world. Learn more about your ad choices. Visit megaphone.fm/adchoices
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2 weeks ago
19 minutes

Top of the Morning
RCB Eyes $2 Billion Sale | US-China Trade War Gets a Temporary Truce | How Zohran Mamdani sees India?
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 its Royal Challengers Bangalore investment, potentially valuing Virat Kohli's IPL team at $2 billion and setting a new benchmark for cricket franchises. On the global stage, the US-China trade war saw a temporary thaw as Beijing suspended most retaliatory tariffs following a Trump-Xi meeting in South Korea, offering relief to businesses caught in the crossfire. Back in India, Maharashtra became the first state to partner with Elon Musk's Starlink for satellite internet, promising to bridge the digital divide in remote regions. Finally, Titan defied conventional wisdom by posting strong earnings despite record gold prices of ₹1.33 lakh per 10 grams, as Indian consumers adapted by buying lighter jewelry ahead of the crucial wedding season. Together, these stories reveal a world marked by political disruption, evolving valuations of cultural assets, tentative diplomatic progress, technological leaps, and remarkable consumer resilience. Learn more about your ad choices. Visit megaphone.fm/adchoices
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2 weeks ago
19 minutes

Top of the Morning
US HIRE Act: India's IT Under Threat | IndiGo's ₹2,600 Crore Forex Loss | Canada's Mass Visa Cancellation Plan
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
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2 weeks ago
25 minutes

Top of the Morning
India-Bahrain Partnership | Airtel's Premium Play | Vi's Lifeline | Cement War Heats Up
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2 weeks ago
26 minutes

Top of the Morning
ISRO's Heaviest Satellite Launch | Buffett Sells for 12th Straight Quarter | Canada Courts India to Ditch US
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 reactions have been mixed due to unclear ROI paths, especially for Meta. India faces a severe trade crisis as US tariffs hit 50%, causing exports to plummet 37.5% between May and September, devastating sectors from textiles to smartphones. On a positive note, ISRO successfully launched India's heaviest communication satellite (4,410kg) from Indian soil, proving growing self-reliance in space technology. Finally, Canadian Prime Minister Mark Carney is actively improving relations with India as part of his strategy to reduce Canada's economic dependence on the United States, aiming to double non-US exports within a decade. Learn more about your ad choices. Visit megaphone.fm/adchoices
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2 weeks ago
20 minutes

Top of the Morning
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
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 $1 Trillion IPO Learn more about your ad choices. Visit megaphone.fm/adchoices
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3 weeks ago
23 minutes

Top of the Morning
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
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 hope after the Supreme Court allowed a reassessment of its ₹9,450-crore dues — a potential lifeline for India’s most indebted carrier. SEBI’s also shaking up the mutual fund industry, slashing brokerage costs and boosting transparency to protect retail investors. Beyond business, Japan’s new prime minister, Sanae Takaichi, is ramping up defence spending to 2% of GDP ahead of her meeting with Trump, signalling Tokyo’s growing assertiveness in the Indo-Pacific. And back home, India’s pushing to seal a free-trade deal with New Zealand, reviving talks stalled for nearly a decade. From aviation shocks to trade talks and tech triumphs — this week’s business headlines had everything. Learn more about your ad choices. Visit megaphone.fm/adchoices
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3 weeks ago
22 minutes

Top of the Morning
RuPay Outsmarts Visa | Caller ID for All | SEBI’s Mutual Fund Shake-up
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 about to show caller names. Blume Ventures is betting big on AI. And shrimp farmers say Trump's tariffs might be the wake-up call India needed. Five stories, one episode. Learn more about your ad choices. Visit megaphone.fm/adchoices
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3 weeks ago
9 minutes

Top of the Morning
Trump vs Xi- The Asia Showdown | Delhi’s Gov’s plan to Make It Rain | India’s ₹79,000 Crore Defense Gamble
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 immigrant allegedly high on drugs, had somehow obtained a California CDL. Federal officials are calling it a “systemic failure,” while Washington froze $40 million in funding over weak language standards for truckers. Singh faces manslaughter and DUI charges. Trump’s High-Stakes Asia Trip: President Trump heads to Asia for his first meeting with Xi Jinping since returning to office — and it’s make-or-break. After months of tariff threats and China’s rare-earth export curbs, Trump’s opening line to Xi will be about fentanyl. Washington blames Beijing for chemical flows fueling America’s drug crisis. The outcome could reset U.S.-China trade — or reignite tensions. India’s Big Defense Push: India approved ₹79,000 crore in new defense buys — missiles, warships, and AI-powered air systems — part of a wider push for self-reliance after Operation Sindoor. The move boosts combat readiness across all forces while backing Indian defense tech. Delhi Bets on Artificial Rain: Delhi may finally make it rain — literally. Using IIT Kanpur’s cloud seeding tech, the city plans its first artificial rainfall by October 29 to fight smog. Five trials are planned — science versus pollution. India-Canada Thaw Begins: After a year of diplomatic frost, India and Canada are talking again. Ottawa can now send back diplomats under a “reciprocal” staffing deal — a cautious reset after Trudeau’s explosive 2023 accusation over Hardeep Nijjar’s death. Learn more about your ad choices. Visit megaphone.fm/adchoices
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4 weeks ago
9 minutes

Top of the Morning
Meta AI Layoffs | Karnataka CM Succession Row | Indian Army Modernization | Trump Sanctions Russia
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 Lumpur in person. Over 30 leaders, including China’s Li Qiang and Brazil’s Lula, are attending. With India-US ties strained by Trump’s steep 50% tariffs on Indian goods, Modi’s absence avoids an awkward meet without a trade breakthrough. Talks to reduce tariffs to 15–16% are ongoing, but India is treading carefully amid delicate diplomacy — balancing QUAD and BRICS ties at once. Kuala Lumpur, meanwhile, is under lockdown with 16,000 officers on duty. Siddaramaiah’s Son Upsets Karnataka’s Succession Equation Yathindra Siddaramaiah has thrown a curveball into Karnataka politics by backing minister Satish Jarkiholi as his father’s successor — sidelining Deputy CM DK Shivakumar. With the Congress government hitting its halfway mark, talk of a “November revolution” is gaining traction. For Shivakumar, once seen as next in line, the message is clear: the race is no longer his alone. Indian Army Goes Tech-First India’s Army is arming up for the future — signing a ₹2,770-crore deal with Bharat Forge and Adani’s PLR Systems for 4.25 lakh modern carbines. New drone platoons and elite commando battalions are rolling out, while US-made Javelin missiles are being added. The shift marks a major leap from manpower-heavy to AI-driven combat readiness. Meta Cuts 600 Jobs in AI Reality Check Meta’s AI dream just hit turbulence — 600 layoffs at its AI Superintelligence Labs. Despite a $14 billion spree to hire top AI talent, several big names have already quit. CEO Alexandr Wang says “leaner is faster,” but the move reveals internal tension between expensive new hires and a thinning support base. Trump Slaps Russia with Oil Sanctions, Eyes India Next President Trump has sanctioned Russia’s oil giants Rosneft and Lukoil, warning Putin to end the Ukraine war. The move also turns the heat on India, with Trump insisting Modi promised to cut Russian oil imports — claims New Delhi hasn’t confirmed. The message from Washington: stop buying Russian oil or face crushing tariffs. Learn more about your ad choices. Visit megaphone.fm/adchoices
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1 month ago
9 minutes

Top of the Morning
Trump Claims, India Denies | Gujarat’s Power Reset | Trump-Putin Budapest Meeting | India’s Housing Milestone
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 new team, to be sworn in at Mahatma Mandir, could nearly double in size. Amit Shah and JP Nadda are flying in, underscoring how high the stakes are for the BJP’s strongest state. Across the world, Donald Trump’s back in the headlines — twice over. First, he claimed PM Modi promised to stop Russian oil imports. India flatly denied it, saying its energy policy serves its own people, not foreign politics. Then, Trump revealed plans to meet Vladimir Putin in Budapest to “end the Ukraine war,” right as Zelensky lands in Washington. It’s diplomacy — Trump-style — loud, unpredictable, and headline-hungry. Back in South Asia, India has clearly chosen sides in the Afghanistan–Pakistan border fight — and it’s not Islamabad. Delhi slammed Pakistan for “sponsoring terrorism,” backing Kabul after deadly cross-border strikes. The timing is sharp — just as a Taliban minister visits India. And finally, a milestone worth celebrating — India’s housing mission just crossed one million approvals under PM Awas Yojana 2.0, with half reserved for women. A quiet, inclusive success amid all the noise Learn more about your ad choices. Visit megaphone.fm/adchoices
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1 month ago
8 minutes

Top of the Morning
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