Episodios

  • Markets Take a Hit | Kerala Becomes Keralam | Reducing Your Tax Drag Without Breaking Your Compounding

    Markets Take a Hit | Kerala Becomes Keralam | Reducing Your Tax Drag Without Breaking Your Compounding
    Feb 25 2026
    Good Morning, I’m Nelson John and here’s what you need to know today. Sensex crashed over 1,000 points as Trump’s tariff threats and AI disruption fears rattled Dalal Street. IT stocks got hammered, the rupee weakened to 90.95 against the dollar, and about three lakh crore in investor wealth was wiped out. In better news, India’s shipbuilding sector is gearing up for a game-changing $500M joint venture between Cochin Shipyard and HD Hyundai. We also break down three smart strategies to reduce your tax drag without disturbing your long-term compounding. And Kerala just officially became Keralam after the Union Cabinet approved the historic name change. Full episode out now. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    13 m
  • IDFC First Bank Rs 590 Cr Fraud | New HRA Tax Rules Hit Rent-to-Parents Claims | Airtel's Rs 20,000 Crore NBFC Bet

    IDFC First Bank Rs 590 Cr Fraud | New HRA Tax Rules Hit Rent-to-Parents Claims | Airtel's Rs 20,000 Crore NBFC Bet
    Feb 24 2026
    Good Morning, I'm Nelson John, and on today's Top of the Morning: IDFC First Bank is reeling from a Rs 590 crore fraud at its Chandigarh branch — government money, forged cheques, and a 20% stock crash. Bharti Airtel is going all in on fintech, pumping Rs 20,000 crore into its NBFC arm to build one of India's biggest digital lending platforms. The $100,000 H-1B visa fee is backfiring on the US, turning India into a deep tech hiring magnet for Google, Amazon, and Microsoft. New draft tax rules are about to make it much harder to claim HRA on rent paid to your parents. And ONDC's dream of becoming the UPI of e-commerce is hitting some hard truths. Five stories. One theme: trust under pressure. Let's get into it. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    16 m
  • Formula 1 Is Coming Back to India | Why Lula Flew to India With 300 Businessmen | Karnataka Wants To Ban Phones For Under-16s

    Formula 1 Is Coming Back to India | Why Lula Flew to India With 300 Businessmen | Karnataka Wants To Ban Phones For Under-16s
    Feb 23 2026
    Good Morning, I'm Nelson John. The US Supreme Court killed Trump's sweeping tariffs and Indian exporters in textiles, leather, gems, pharma, and engineering now face just 10 percent instead of 25. Real competitive edge over China, Vietnam, and Bangladesh but India already made concessions for a deal at 18 percent. That conversation is now live in Washington. Europe is rearming with $800 billion and Indian defense manufacturers are squarely in the frame. Karan Adani says he is personally working to bring Formula 1 back to India the Buddh Circuit comes bundled with the Jaypee acquisition, and this time there is a serious business case behind it. Brazil's Lula doubled his own trade target on the spot. And Karnataka wants to ban phones for under-16s. All of that on today's Top of the Morning. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    17 m
  • The Adani-Telecom Standoff | India's Chief AI Officer Boom | Gold vs Equities vs Bonds

    The Adani-Telecom Standoff | India's Chief AI Officer Boom | Gold vs Equities vs Bonds
    Feb 19 2026
    Good Morning, I'm Nelson John. Today on Top of the Morning: India's boardrooms are creating a new C-suite role the Chief AI Officer. We also break down gold vs equities in 2026, the connectivity battle at Navi Mumbai Airport, Sridhar Vembu's bold AI prediction, and what the latest fresher hiring data means for India's young job seekers. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    16 m
  • Micron Fires Up India's First Chip Factory | PFC-REC Merger | RBI Rewrites the Rules on Capital Market Lending

    Micron Fires Up India's First Chip Factory | PFC-REC Merger | RBI Rewrites the Rules on Capital Market Lending
    Feb 17 2026
    Good Morning, I'm Nelson John. On today's Top of the Morning: Gold just had its worst crash in 40 years, falling 21% from record highs after Trump named Kevin Warsh as the next Fed Chair. India is rolling out its first commercial semiconductor chip from Micron's Gujarat facility this month. The trade deficit blew out to $34.68 billion in January, nearly doubling year-on-year, driven by a surge in gold and silver imports right before the crash. PFC and REC are merging into a $61 billion power finance giant. And the RBI just opened the door for banks to fund M&A deals up to 75% of value, while clamping down hard on broker lending. Tune in now. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    18 m
  • India's AI Impact Summit | India's 38-Nation Trade Web | Global Growth Hits a Wall

    India's AI Impact Summit | India's 38-Nation Trade Web | Global Growth Hits a Wall
    Feb 16 2026
    Good Morning, I'm Nelson John and today on Top of the Morning we're looking at a world in recalibration. India is about to host the biggest AI summit ever held in the Global South, but AI fears just wiped 5.7 lakh crore off Indian IT stocks. A new Fed Chair is about to change the game in Washington. India now has trade deals spanning 38 countries. And the UN says global growth is slowing but holding. Five stories, one theme. The rules are being rewritten. Listen now. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    15 m
  • India's Telecom Slowdown | SBI Overtakes TCS | RBI Takes On Mis-Selling

    India's Telecom Slowdown | SBI Overtakes TCS | RBI Takes On Mis-Selling
    Feb 12 2026
    Good Morning, Welcome to Top of The Morning, I'm Nelson John. A new analysis reveals US states have paid $199 billion in tariffs since March 2025, with $134 billion coming from key midterm battleground states. India's telecom sector posts its slowest growth in six quarters as tariff hike benefits fade. SBI surpasses TCS to become India's fourth largest company after record quarterly profits, a shift not seen in 15 years. And the RBI issues sweeping new guidelines to stop banks from mis-selling products and using dark patterns. Four stories about who really pays the price when the rules change. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    13 m
  • Sending Money Abroad Got Cheaper | New Tax Rules: Simpler Forms, Harder Choices | Neopolis: Hyderabad's New Manhattan |

    Sending Money Abroad Got Cheaper | New Tax Rules: Simpler Forms, Harder Choices | Neopolis: Hyderabad's New Manhattan |
    Feb 11 2026
    Good Morning, I'm Nelson John. On today's episode of Top of the Morning: Hyderabad's real estate market is on fire with 200 million square feet sanctioned in 2025 alone, and a new district called Neopolis is being called the city's Manhattan with land prices crossing 150 crore per acre. Meanwhile, Sattva Group just entered Mumbai with a massive 11,000 crore redevelopment bet across six projects. On the tax front, the new draft income tax rules look simpler on paper but actually make choosing between old and new regimes harder than ever. And if you send money abroad, TCS on education and medical remittances just dropped from 5 percent to 2 percent. All this and more on today's show. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    16 m