Épisodes

  • Rupee at Record Low, IndiGo Grounded, Data Centres Under Pressure

    Rupee at Record Low, IndiGo Grounded, Data Centres Under Pressure
    Dec 16 2025
    The rupee's slide past 90 is hitting travellers beyond just US-bound trips. IndiGo's flight chaos reveals a pattern of reactive governance. TRAI proposes slashing backhaul spectrum charges. The $70 billion data centre rush runs into resource constraints. And record-low inflation might not be the good news it appears. What connects them? Systems under stress. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    17 min
  • AI Valuations, RBI Warnings, and Hollywood's Biggest Deal

    AI Valuations, RBI Warnings, and Hollywood's Biggest Deal
    Dec 15 2025
    AI stocks now make up 30% of the S&P 500 is a bubble brewing? India's burnout crisis hits Parliament with the Right to Disconnect Bill. RBI slams the door on stablecoins and bets on the Digital Rupee. Netflix makes an $83 billion play for Warner Bros that could reshape India's streaming wars. Plus, Acko preps for a blockbuster IPO. Five stories shaping money, markets, and policy all in one episode. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    15 min
  • How UPI Changed 500 Million Daily Lives | Prada's $900 Indian Sandals | Mickey Mouse Meets AI

    How UPI Changed 500 Million Daily Lives | Prada's $900 Indian Sandals | Mickey Mouse Meets AI
    Dec 12 2025
    Welcome to Top Of The Morning. I'm Nelson John. In this episode, we explore how India's UPI has become the world's largest real-time payment system, processing more daily transactions than Visa globally. We break down Mexico's new 50% tariffs threatening nearly $2 billion in Indian auto exports. We follow the story of how Prada turned a cultural appropriation controversy into an $800 collaboration with Indian artisans. We examine Amazon's massive $75 billion commitment to India across e-commerce, cloud, and quick commerce. And we unpack Disney's surprising $1 billion investment in OpenAI that brings Mickey Mouse to AI video generation. From street-level payments to billion-dollar boardroom deals, this episode connects the dots on how money, trade, and technology are reshaping business across the globe. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    13 min
  • Billion Dollar Moves: TCS, Trump's Gold Card, and India's Trade Shuffle

    Billion Dollar Moves: TCS, Trump's Gold Card, and India's Trade Shuffle
    Dec 11 2025
    Good Morning, I'm Nelson John.. In this episode, we unpack five major developments reshaping India's economic and trade landscape. We start with the government's exploration of higher ethanol blends beyond E20, including E23 and E27, and why the auto industry is pushing for flex-fuel vehicles instead. Then we examine the US-India trade negotiations happening under the shadow of a Supreme Court case that could invalidate Trump's tariffs entirely. We break down TCS's $700 million acquisition of Coastal Cloud and what it signals about the future of India's largest IT services company. Next, we look at the Trump Gold Card visa programme that's now accepting applications, offering US residency for $1 million. Finally, we analyse how India's export diversification strategy is paying off despite steep US tariffs, with China, Spain, and Russia emerging as growing markets. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    15 min
  • Peak XV Doubles Down | Adani's Bankruptcy Play | China's Eight-Month Slump

    Peak XV Doubles Down | Adani's Bankruptcy Play | China's Eight-Month Slump
    Dec 9 2025
    Welcome to Top of the Morning, I'm Nelson John. Peak XV's Meesho IPO success. AI's enterprise determinism problem. Adani's 15,000 crore bankruptcy play. RCB's $2 billion sale question. China's eight-month manufacturing slump. Five stories that show how money, technology, and power are being repositioned globally. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    14 min
  • SEBI's Biggest Finfluencer Crackdown | IndiGo's STAFFING DISASTER | The Consumer AI Bet

    SEBI's Biggest Finfluencer Crackdown | IndiGo's STAFFING DISASTER | The Consumer AI Bet
    Dec 8 2025
    Good Morning, I'm Nelson John.. This week on Top of the Morning: SEBI delivers its biggest finfluencer crackdown, ordering Avadhut Sathe and his trading academy to return ₹546 crore in "unlawful gains." IndiGo's pilot shortage cancels 3,600+ flights and exposes years of staffing decisions. Putin visits Delhi amid US tariffs and sanctions, signing 16 agreements as India maintains its strategic balancing act. Wakefit opens its ₹1,289 crore IPO, asking public markets to validate a premium valuation. And Indian VCs bet big on consumer AI startups from Kuku FM to Dashverse. Five stories, one theme: accountability. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    17 min
  • BYD’s Fast Lane in India | Gen Alpha Wants to Redesign Work | India’s Data Law Puts Consent First

    BYD’s Fast Lane in India | Gen Alpha Wants to Redesign Work | India’s Data Law Puts Consent First
    Dec 3 2025
    Welcome to Top Of The Morning, Im Nelson John Today, India’s workplaces, industries, and digital systems are all shifting at once. Gen Alpha is rewriting the rules of work before they’ve even entered the workforce — expecting hybrid setups, AI partners, VR meetings, and shorter weeks. In the market, BYD’s rapid rise in EV sales shows how fast global players are reshaping India’s electric future. At the same time, India’s new data protection law is tightening consent and compliance, forcing companies to rethink how they collect and move data. Streaming platforms are also adapting, moving from subscriber counts to watch-time and engagement as budgets tighten and ad-supported models grow. And in the corporate world, Tata Communications’ move to acquire 51% of AI platform Commotion highlights how Indian firms are racing to build smarter, automated customer experiences. Together, these shifts tell the same story — technology, regulation, and consumer behaviour are rewriting how India works, watches, moves, and interacts. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    13 min
  • No SIM, No WhatsApp | British Airways Doubles Down on India |

    No SIM, No WhatsApp | British Airways Doubles Down on India |
    Dec 1 2025
    A JetBlue flight suddenly drops altitude. Investigation reveals: solar radiation corrupted flight control data. The result? The largest mass recall in Airbus history, with 6,000 jets grounded worldwide. Meanwhile, British Airways announces major India expansion, adding a third daily Delhi-London flight. India's DoT mandates that WhatsApp and Telegram must link to active SIM cards. And PM Modi's Mann Ki Baat celebrates 8.2% GDP growth and record 357 million tonnes of food grain production. Systems everywhere are being recalibrated. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    16 min