Sensex +1,500 | Goldman Says 5.9% India Slowing? | Oil Crisis Deepens 5.9% GDP | War, Oil & Kitchens

Good Morning, I'm Nelson John. Welcome to Top Of The Morning. Today, markets are bouncing back hard with Sensex jumping 1,500 points after the US paused strikes on Iran. But behind the rally, Goldman Sachs just slashed India's growth forecast to 5.9% as oil prices and a weakening rupee squeeze the economy. We look at what this means for ONGC, why India's sugar and grain lobbies want ethanol in your kitchen, and TRAI's bold new plan to fine telcos up to 1% of their turnover. Five stories, one thread: oil is reshaping everything. Learn more about your ad choices. Visit megaphone.fm/adchoices

Good Morning, I'm Nelson John. Welcome to Top Of The Morning. Today's episode covers the biggest market crash of the week as the Sensex fell over 1,800 points on Monday. Oil prices swung wildly after Trump announced a five-day halt on strikes against Iran's energy infrastructure, sending Brent crude down 14 percent before partially recovering. The rupee hit a record low as the RBI juggled currency defence, bond buying, and liquidity management. India's LNG supply chain is under severe stress with factory shutdowns and cooking gas rationing. And foreign investors have now pulled over 1 lakh crore out of Indian markets in 2026. We break down each story and what it means going forward. Learn more about your ad choices. Visit megaphone.fm/adchoices

Good morning, I'm Nelson John. Welcome to Top Of The Morning. In today's episode, we start with the double shock that hit Dalal Street  HDFC Bank's part-time chairman Atanu Chakraborty resigned citing ethical concerns he observed over two years, sending the stock plunging 8% to a 52-week low and wiping out over one lakh crore in market value. The RBI took the rare step of publicly defending the bank's governance. We then look at HSBC reportedly planning to cut up to 20,000 jobs over three to five years as it accelerates its AI overhaul under CEO Georges Elhedery. Next, India's fuel price math under pressure as Brent crude surges past $115 following Iranian strikes on Saudi, Qatari, and Kuwaiti energy infrastructure, with the Strait of Hormuz under threat. And finally, a shift in Indian labour migration as Russia emerges as a new destination for blue-collar workers, with over 70,000 positions allocated for Indian nationals in 2026 under a bilateral mobility agreement though the opportunity comes with significant risks. Learn more about your ad choices. Visit megaphone.fm/adchoices

Good Morning, I’m Nelson John. Welcome to Top Of The Morning. Today — a quiet power struggle is unfolding inside Tata Sons after Noel Tata puts conditions on Chandrasekaran’s third term. Volkswagen is building its own electric vehicle platform specifically for India. Indian tankers are navigating the Strait of Hormuz under Iran’s blockade to bring home desperately needed cooking gas. Adani just won NCLT approval for a Rs 14,535 crore deal that gives it nearly 4,000 acres in Noida. And Ola Electric is scrambling to raise Rs 2,000 crore as its scooter sales collapse. Five stories. One show. Let’s go. Learn more about your ad choices. Visit megaphone.fm/adchoices

Good morning, I'm Nelson John. Welcome to Top Of The Morning. President Trump says he expects to take Cuba as the island faces its worst energy crisis in decades. Global automakers are accelerating their shift to Indian suppliers, driven by tariffs and the India-EU trade deal. India's data centre capacity is set to triple, creating thousands of new jobs. The Supreme Court begins a landmark hearing on the legal definition of an industry. And India's farmer collectives cross the 10,000 mark with 30 lakh members. Learn more about your ad choices. Visit megaphone.fm/adchoices

In today's episode, Nelson covers the ongoing market turmoil as the West Asia conflict pushes crude past $110 and wipes out Rs 22 lakh crore in investor wealth. Indian airlines are cancelling hundreds of flights, rerouting long-haul services, and seeking government fuel duty relief. Qualcomm Ventures commits $150 million to back Indian startups building on-device AI for the world. India's Rs 20,000 crore Nuclear Energy Mission takes shape with small modular reactors targeting 2033. And the Supreme Court delivers a historic verdict allowing passive euthanasia for Harish Rana, a man in a vegetative state for 13 years. Learn more about your ad choices. Visit megaphone.fm/adchoices

Good Morning, I’m Nelson John, and today’s episode is loaded. India’s cabinet has officially eased investment rules for Chinese firms, signalling a major shift in a relationship that’s been frozen since the 2020 border clashes. IndiGo’s CEO Pieter Elbers has resigned with immediate effect after a disastrous December that saw thousands of flights cancelled and a record DGCA fine. India’s auto component industry is sounding alarms as the Iran conflict chokes the Strait of Hormuz, threatening exports and production. And the LPG supply crisis is now hitting home, with restaurants shutting across Mumbai, Bengaluru and Chennai. All this and more on today’s Top of the Morning. Learn more about your ad choices. Visit megaphone.fm/adchoices

Good Morning, I'm Nelson John, and today on Top of the Morning, we're breaking down the full impact of the West Asia conflict on India. Markets just had their worst day in months with the Sensex crashing over 2,400 points and nearly 13 lakh crore rupees wiped out. Cooking gas supplies are being rationed as the government invokes emergency powers. Crude oil has crossed $115 a barrel, and the pressure on fuel prices and inflation is mounting. India's road construction sector is staring at a bitumen shortage, but a homegrown alternative called bio-bitumen could change the game. And amid all this chaos, PhonePe is gearing up for what could be India's biggest fintech IPO since Paytm. Five stories, one episode. Learn more about your ad choices. Visit megaphone.fm/adchoices

Good Morning, I'm Nelson John. The Gulf is on fire and India is caught in the middle. 444 flights grounded. 9 million Indians in a conflict zone. The Strait of Hormuz under threat. Pakistan at war with Afghanistan. And Canada's PM in Mumbai pushing a historic trade deal. Five stories. One brutal Monday morning. Learn more about your ad choices. Visit megaphone.fm/adchoices

Good Morning, I’m Nelson John and here’s what you need to know today. Sensex crashed over 1,000 points as Trump’s tariff threats and AI disruption fears rattled Dalal Street. IT stocks got hammered, the rupee weakened to 90.95 against the dollar, and about three lakh crore in investor wealth was wiped out. In better news, India’s shipbuilding sector is gearing up for a game-changing $500M joint venture between Cochin Shipyard and HD Hyundai. We also break down three smart strategies to reduce your tax drag without disturbing your long-term compounding. And Kerala just officially became Keralam after the Union Cabinet approved the historic name change. Full episode out now. Learn more about your ad choices. Visit megaphone.fm/adchoices