Episodios

  • Air India's $1.6b Loss | Blackstone Wants RCB | OpenAI Wants $50 Billion

    Air India's $1.6b Loss | Blackstone Wants RCB | OpenAI Wants $50 Billion
    Jan 23 2026
    Good Morning, I'm Nelson John. Today on Top of the Morning: Air India stares at a $1.6 billion loss as the Ahmedabad crash and Pakistan airspace closure derail its turnaround. India's $686 billion forex reserves look healthy on paper but there's a worrying trend underneath. Global giants Blackstone and Temasek are circling RCB in what could be cricket's biggest ownership deal. Sam Altman is in the Middle East hunting for $50 billion to fuel OpenAI's AI ambitions. And IndiGo's profits crashed 77% in a brutal December quarter. Let's break it all down. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    14 m
  • India - EU Mother Of All Deals Incoming | China Squeezes India's Ev Dream | $100 BILLION Shadow Fleet Exposed

    India - EU Mother Of All Deals Incoming | China Squeezes India's Ev Dream | $100 BILLION Shadow Fleet Exposed
    Jan 21 2026
    Good Morning, I'm Nelson John. Today on Top of the Morning: Beijing just pulled the plug on battery export rebates and Indian EV makers are scrambling. We unpack what this means for prices at your local showroom. Then, the shadow fleet of oil tankers that moves 100 billion dollars worth of crude while dodging sanctions just got bigger. And finally, India and the EU are days away from signing what some are calling the mother of all trade deals. A 2 billion person market. A quarter of global GDP. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    13 m
  • Apple Needs Google Now | Toll Roads Go Barrier-free | India's Space Defense Bet

    Apple Needs Google Now | Toll Roads Go Barrier-free | India's Space Defense Bet
    Jan 16 2026
    Good Morning, I'm Nelson John. Today on Top of the Morning: Apple just handed Siri's brain to Google in a billion-dollar deal that's reshaping the AI landscape. India's private space startups are pivoting hard toward defense contracts worth hundreds of crores. China just pulled the plug on solar export rebates, and Indian manufacturers are celebrating. Plus, India's highways are going barrier-free with AI-powered tolling. And why smartphone makers are pushing back against India's new security proposals Learn more about your ad choices. Visit megaphone.fm/adchoices
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    13 m
  • Fed Under Fire | India To Join Pax Silica | MUFG-Shriram $4.4B Deal

    Fed Under Fire | India To Join Pax Silica | MUFG-Shriram $4.4B Deal
    Jan 14 2026
    Good Morning, I'm Nelson John. The DOJ just subpoenaed Fed Chair Powell in what critics call an attack on central bank independence. India gets invited to Pax Silica, America's chip alliance. Japan's MUFG is pouring $4.4 billion into Shriram Finance amid governance debates. India's electronics sector targets $500 billion by 2030. And health-tech startups bet on AI to keep you engaged. Five stories, one theme: who controls the future? Learn more about your ad choices. Visit megaphone.fm/adchoices
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    8 m
  • US exits 66 international organizations | Europe racing to rearm | Oil prices heading down | Exporters diversifying beyond US

    US exits 66 international organizations | Europe racing to rearm | Oil prices heading down | Exporters diversifying beyond US
    Jan 12 2026
    Good Morning, I'm Nelson John, and today we're looking at how the world is reorganizing itself. The US just walked away from 66 international organizations, but the UN says the energy transition continues regardless. Europe is scrambling to build its own military without American backing. Oil markets are heading toward a massive surplus that could crash prices. India is buying 6,000 more electric buses while its exporters are frantically finding new customers beyond America. Five stories about power shifting in real time. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    19 m
  • New Airlines Exposed | Studying Abroad? The Hidden Tax On Your Dreams | Rupee At 91 | Big Tech Vs India |

    New Airlines Exposed | Studying Abroad? The Hidden Tax On Your Dreams | Rupee At 91 | Big Tech Vs India |
    Jan 9 2026
    Good Morning, I'm Nelson John. Today on Top of the Morning, we dig into the uncomfortable truths behind India's newly approved airlines. One has directors convicted in court. Another is led by a promoter who went from driving a tempo to planning a 30-plane fleet. We also unpack what the rupee hitting 91 means for your portfolio and for families planning overseas education. Plus, why Big Tech is fighting India's plan to make AI companies pay for the data they scrape. It's a reality check kind of morning. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    18 m
  • Grok AI controversy | Japan's India tech bet | Steel cartel bombshell | Semaglutide patent wars |

    Grok AI controversy | Japan's India tech bet | Steel cartel bombshell | Semaglutide patent wars |
    Jan 7 2026
    Good Morning. I'm Nelson John. India's IT ministry gives X a 72-hour ultimatum over Grok's explicit content. The semaglutide patent war could slash weight-loss drug prices by 90%. A steel cartel bombshell names 56 executives including Sajjan Jindal and TV Narendran. Japanese giants MUFG and Nidec double down on India GCCs. And the finance ministry weighs a major credit guarantee for microfinance lenders. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    12 m
  • Venezuela Crisis Sends Gold Past $4,400 | Silver's 137% Year | India Opens Nuclear to Private Sector

    Venezuela Crisis Sends Gold Past $4,400 | Silver's 137% Year | India Opens Nuclear to Private Sector
    Jan 6 2026
    Good Morning, Welcome to top of The Morning, I'm Nelson John.. The US capture of Venezuelan President Maduro has sent gold past $4,400 an ounce, reinforcing its role as the world's geopolitical hedge. Silver is having an even bigger moment, with ETF inflows tripling in India and returns hitting 137% in 2025. Meanwhile, the SHANTI Bill opens India's nuclear sector to private investment for the first time since independence. And in wellness, Dabur and Hamdard are racing to reinvent themselves as D2C brands like Kapiva and Wellbeing Nutrition capture Gen Z. Today on Top of the Morning. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    11 m