China's $1.2T Surplus vs India's Trade Gamble | ₹60,000 Crore Gap: Who Pays?

Good Morning, I'm Nelson John. Today on Top of the Morning: India's Budget 2026 promises fiscal discipline while betting ₹12.2 lakh crore on infrastructure. Meanwhile, China posts a record $1.2 trillion trade surplus, proving tariffs couldn't stop its export machine. And closer to home, the government's ₹1.4 trillion telecom receipt target could spell trouble for Airtel's AGR relief hopes. Budget math, trade wars, and telecom tensions — all connected, all consequential. Learn more about your ad choices. Visit megaphone.fm/adchoices