A rough Wednesday on Dalal Street, a slipping rupee, TCS on the clock, a Japanese watchmaker's India play, and a packaging loophole that let counterfeit medicines pass as real. Nelson John breaks down five stories that matter, in plain language, in about ten minutes.

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Nelson John walks you through the five business stories shaping the day: the 6 GHz WiFi standoff over interference with ISRO's satellites, the government's second attempt at making small town aviation viable through Viksit UDAN, the cooling of the gold and silver rally, Adani's nearly $10 billion capital raise, and Temasek's bet on Indian space startup Pixxel. Clear, neutral, and quick.

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Good Morning, I'm Nelson John. Today on Top of the Morning: the AI token bill that Indian IT never put in the budget, and why this could be the sector's weakest June quarter in years. Manipal Health gets the green light for a 1.1 billion dollar IPO. The government puts a slice of Cochin Shipyard up for sale. Ola Electric is back in the insolvency courts over unpaid supplier dues. And India's office market just posted its strongest six months on record, with global capability centres leading the charge. Five stories, one clear picture of where the money is moving. Tap in.

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Delhi clears an aggressive new EV policy, ESDS heads for India's first data centre listing, private airports push back on an airline discount, the government moves to fix MSME payments, and the NPS adds a new retirement income option. Your fast, clear morning brief on Indian business and markets.

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Crude slipped back toward pre-war levels last week, and then the Strait of Hormuz flared again, leaving Indian refiners on edge. On today's Top of the Morning, we unpack five stories shaping Indian business this Monday.

Cube Highways Trust starts roadshows for a 5,000 crore rupee listing, a first-of-its-kind shift for an Indian InvIT. Piramal Consumer Healthcare goes deep instead of wide, chasing a 200 million dollar target by 2030 on the back of premium skincare and quick commerce. Raymond's aerospace arm, JK Maini Global Aerospace, grows at 25% as global OEMs lean into India under China-plus-one. And HDFC Bank gets a clean chit from an independent legal review, even as former chairman Atanu Chakraborty calls the whole exercise superfluous.

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Good Morning, I'm Nelson John. Today on Top of the Morning: the RBI quietly hands Tata Sons a reprieve from a forced IPO. India finalises its satellite internet rulebook and drops the local sourcing rule for Starlink and rivals. The country's shipbuilding push starts pulling in real orders from global names. The E20 fuel scare turns out to be a story about your insurance fine print, not your fuel tank. And a tax tribunal shows the clubbing rule can actually work in your favour.

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Good Morning, I'm Nelson John. On today's Top of the Morning: India just filed for its biggest IPO ever, as the NSE goes public at a ₹5 trillion valuation. A little known businessman is sitting on a ₹5,800 crore fortune from one early Jio bet. Meta is dropping $900 million on Cred and handing its founder the keys to WhatsApp. The telecom department says no to cheaper spectrum. And the milk in your fridge has quietly become much harder to fake-check. 15 minutes, five stories, zero fluff. Tap play.

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A peace deal ends the Iran war, oil crashes, and then Iran says the Strait of Hormuz is closed again over the weekend. On today's Top of the Morning: what the whiplash means for crude and for India's import bill, why Kevin Warsh's first Fed meeting rattled the dollar, gold and bitcoin while stocks shrugged, the five triggers steering Indian markets this week and thehe quiet boom in India's power grid stocks.

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Oil is cooling after the US and Iran agree on a roadmap, but India's relief may be slow to arrive. Jaguar Land Rover writes its biggest ever dividend cheque in a year it falls into the red. Swiggy's founders buy a small stake in India's first space unicorn. A ₹7 trillion pool sits barely touched in Reits and InvITs. And the everyday credit card swipe that quietly chips away at your savings. Nelson John walks you through five stories shaping India's markets this morning.

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Good Morning, I'm Nelson John

The US and Iran have reached a deal to end the war and reopen the Strait of Hormuz, and markets responded immediately. Today we cover the relief rally across global and Indian equities, the slide in oil and the firmer rupee, and what a steadier Gulf means for India's import bill and exporters. Plus, the World Bank lifts India's FY27 growth forecast to 6.6 percent against a slowing world, Sarvam becomes India's newest AI unicorn with HCLTech leading a 234 million dollar round, and a thoughtful take on what stays uniquely human in leadership as AI spreads. About 15 minutes, everything you need before the day begins.

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