Top of the Morning

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

  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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• AI Valuations, RBI Warnings, and Hollywood's Biggest Deal

  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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• How UPI Changed 500 Million Daily Lives | Prada's $900 Indian Sandals | Mickey Mouse Meets AI

  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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• Billion Dollar Moves: TCS, Trump's Gold Card, and India's Trade Shuffle

  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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• Peak XV Doubles Down | Adani's Bankruptcy Play | China's Eight-Month Slump

  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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