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Top of the Morning

Top of the Morning

著者： Mint - HT Smartcast
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 Top of the Morning is a daily podcast hosted by Nelson John, in which we bring you all the action from the global markets and the business world to kick-start your day on a well-informed note. This is a Mint production, brought to you by HT Smartcast 個人ファイナンス 政治・政府 経済学
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  • France To Recognise Palestine | India Resets Maldives Ties | Thailand–Cambodia Border Clash | India, UK Slash Tariffs

    France To Recognise Palestine | India Resets Maldives Ties | Thailand–Cambodia Border Clash | India, UK Slash Tariffs
    2025/07/25
    Welcome to Top of the Morning by Mint.. I’m Nelson John and here are today’s top stories. Whisky, Work Visas & Win-Win Trade After three years of negotiation, India and the UK have inked a landmark Free Trade Agreement, boosting bilateral trade by an estimated $34 billion annually. Signed during PM Modi’s London visit, the deal grants duty-free access to 99% of Indian exports, benefiting key sectors like textiles, pharma, and jewellery. Indian consumers gain too—expect cheaper British cars, scotch, chocolates, soft drinks, and medical devices. Beyond goods, the deal opens 35 UK service sectors to Indian professionals for up to 24 months, eliminates social security payments for 3 years, and skips the UK’s Economic Needs Test in 36 categories. Commerce Minister Piyush Goyal hailed it as a $23 billion opportunity for India’s labour-intensive sectors, and a step toward inclusive growth. From ‘India Out’ to ‘India’s In’ PM Modi landed in Malé for the second leg of his two-nation tour, becoming the chief guest at the Maldives’ 60th Independence Day celebrations. This marks a diplomatic reset with President Mohamed Muizzu, whose early tenure saw a tilt towards China and ‘India Out’ rhetoric. Key agenda items: maritime security, trade, and inaugurating India-funded infrastructure projects. Several MoUs will be signed, reinforcing the India-Maldives Joint Vision. Foreign Secretary Vikram Misri called it a “significant reset”—a move aimed at rebalancing regional influence. Rubio to Macron: You’re Helping Hamas US Secretary of State Marco Rubio lashed out at France for its decision to recognize Palestine at the UN. Calling it “reckless” and “a slap in the face to the victims of October 7,” Rubio claimed the move boosts Hamas propaganda and damages peace efforts. France joins a growing bloc of EU nations supporting Palestinian statehood, while the US maintains that only direct Israel-Palestine talks can lead to a viable two-state solution. The diplomatic divide in the West over Gaza is getting sharper—and more public. Missiles, Fighter Jets & A UN Cry for Help A dangerous escalation between Thailand and Cambodia has left nine civilians dead after Cambodia reportedly launched rocket attacks into Thai territory. In response, Thailand deployed six F-16s, with at least one conducting airstrikes inside Cambodia. Both sides are now trading barbs and expelling diplomats. Cambodia is calling for an emergency UN Security Council meeting, while China has urged restraint. Thailand has sealed borders, begun civilian evacuations, and accused Cambodia of using human shields and targeting hospitals. The baht slipped 0.3% amid rising market anxiety. This conflict could spiral fast. MSME Stress Clouds ₹4,765 Cr Profit Bajaj Finance posted a solid 22% jump in Q1 profit to ₹4,765 crore, but beneath the numbers is a growing concern: stress in unsecured MSME loans. Vice Chairman Rajeev Jain flagged over-leverage as a “single univariate pain point.” Loan loss provisions rose 26%, and restructured loans surged to ₹219 crore—five times the usual. 13 out of 17 MSME sectors are slowing or contracting, with even doctors under strain. Gross NPAs rose to 1.03% (from 0.86% last year), and credit costs may hover near 2% for FY26. While AUM may grow 15%, disbursements will likely remain flat or decline. Recovery, Jain warned, may take “another quarter or more.” Learn more about your ad choices. Visit megaphone.fm/adchoices
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    9 分
  • Modi in UK | India Resumes Chinese Visas | Fresh Firepower for Ukraine | IndiGo Engine Fire Incident

    Modi in UK | India Resumes Chinese Visas | Fresh Firepower for Ukraine | IndiGo Engine Fire Incident
    2025/07/24
    Welcome to Top of the Morning by Mint.. I’m Nelson John and here are today’s top stories. Modi’s London Mission: Trade Meets Royalty It was a warm welcome from the Indian diaspora—and a pivotal handshake in British countryside diplomacy. PM Narendra Modi landed in London for a two-day visit focused on formalizing the India-UK Free Trade Agreement, a deal three years in the making. Hosted by newly elected UK PM Keir Starmer at Chequers, the two leaders are expected to finalize an FTA that could eliminate tariffs on 99% of Indian exports, while opening India to more British whisky, cars, and luxury goods. Commerce ministers Piyush Goyal and Jonathan Reynolds are likely to sign the deal in their presence. With $55 billion in bilateral trade and nearly 1,000 Indian companies in the UK, the partnership runs deep. India is also a major investor, with $20 billion in British ventures. Later, Modi is set to meet King Charles III, blending hard talks with soft diplomacy. Next stop: the Maldives, in a potential diplomatic reset after recent strain. Mayday in Ahmedabad: IndiGo’s Engine Scare It was a nerve-wracking moment on the tarmac. IndiGo flight 6E 7966, heading from Ahmedabad to Diu, aborted takeoff after one engine caught fire during its takeoff roll on July 23. The ATR-76 aircraft carried 60 passengers. Pilots issued a “Mayday” and returned to the bay safely. All passengers were evacuated without injury. IndiGo cited a technical snag and promised thorough checks. This scare comes just a day after another IndiGo flight from Goa to Indore also reported a technical fault before landing. No casualties were reported, but the back-to-back incidents have raised concerns over aircraft maintenance during India’s busy monsoon season. Visa Thaw: India Reopens Doors to Chinese Tourists After four tense years post-Galwan, India has officially resumed tourist visas for Chinese nationals, in what’s being seen as a significant diplomatic thaw. The announcement was made quietly via WeChat by the Indian Embassy in Beijing. Chinese travelers can now begin applying online starting July 24. This follows the recent restart of the Kailash Mansarovar Yatra and months of border de-escalation, including the Modi-Xi meeting in Kazan and a flurry of bilateral talks. External Affairs Minister S. Jaishankar recently met his counterpart Wang Yi, urging the end of restrictive trade measures like China’s rare earth export curbs—key for India’s EV and agri sectors. From 200,000 visas in 2019 to just 2,000 last year, this move aims to reboot people-to-people ties. Trump Sends More Weapons to Ukraine—$322M Worth Amid escalating Russian attacks, the U.S. has cleared a $322 million arms package for Ukraine. The deal includes $150 million for U.S. armored vehicle support and $172 million for surface-to-air missile systems. The announcement comes just weeks after Defense Secretary Pete Hegseth paused other aid to assess U.S. stockpiles—surprising the White House. President Donald Trump, under rising pressure from isolationists, has since pivoted, declaring: “They have to be able to defend themselves.” Trump’s new workaround? Let European allies buy U.S. arms and transfer them to Kyiv. Since 2022, the U.S. has sent over $67 billion in military support. Still, NATO countries in Eastern Europe are reluctant to part with their own advanced defense systems, despite mounting urgency. Chanda Kochhar Found Guilty in ₹64 Cr Bribery Case A stunning fall for one of India’s most celebrated bankers. Former ICICI Bank CEO Chanda Kochhar has been found guilty of accepting a ₹64 crore bribe in return for sanctioning a ₹300 crore loan to Videocon Group. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    9 分
  • India-UK Free Trade Pact | Fire On AI315 | Trump Exits UNESCO | H1-B Visa Shakeup |

    India-UK Free Trade Pact | Fire On AI315 | Trump Exits UNESCO | H1-B Visa Shakeup |
    2025/07/23
    Welcome to Top of the Morning by Mint.. I’m Nelson John and here are today’s top stories. Flight Frights: Safety Under the Scanner It’s been a tense 48 hours in Indian aviation, with three back-to-back incidents raising concerns over safety and monsoon preparedness. On Tuesday, Air India Flight AI 315 from Hong Kong landed safely in Delhi, only for a fire to break out in the aircraft’s auxiliary power unit (APU) just after parking. Luckily, passengers had started disembarking and no injuries were reported. The aircraft has been grounded for checks. This followed two other incidents on Monday: one Kolkata-bound flight aborted takeoff in Delhi due to a technical snag, and another Air India aircraft skidded off the runway in rain-hit Mumbai while arriving from Kochi. In both cases, passengers were unharmed. Adding to the list, an IndiGo flight from Goa to Indore made an emergency landing after a mid-air landing gear warning. All 140 passengers are safe, but the spate of issues has raised tough questions about maintenance protocols and weather-readiness. H1-B Overhaul: Skill May Trump Luck Donald Trump is moving to restructure the U.S. H1-B visa lottery. On July 17, the Department of Homeland Security filed a proposal to introduce a “weighted and wage-linked selection system.” If approved, higher-paid and more skilled applicants will be prioritized over the current random lottery system. This could mark a seismic shift for Indian professionals, who make up over 70% of all approved H1-B visas annually. In FY24, 77% of the 320,000 slots went to Indian nationals. Elon Musk supported the move with a one-word post on X: “Great.” Musk has previously called the system “broken,” and this change could reflect a “merit-first” model, especially appealing to the tech sector. Still, it’s a divisive move within Trump’s own MAGA base, which often pushes for stricter immigration. The proposal is under regulatory review, with final details yet to be confirmed. Akasa on Ascent: Fastest-Growing Indian Airline Akasa Air is flying high. In just two years, the airline has built a fleet of 30 Boeing 737 MAX jets and placed orders for 226 aircraft to be delivered by 2032. The numbers are impressive: revenue grew 49% year-on-year, Available Seat Kilometres (ASK) rose 48%, and EBITDA margins improved by 50% over FY24. Akasa’s RASK (revenue per seat) now stands at 13%, while CASK (cost per seat) remains below 10%. The airline plans to expand international operations from 16% to 25%, targeting Middle East and Southeast Asia routes. CFO Ankur Goel says Akasa is on track to grow its fleet by 25–30% annually, and the upcoming Navi Mumbai and Noida airports could offer strong domestic growth levers. From startup to serious contender, Akasa is becoming India’s most ambitious young airline. Modi–Starmer FTA: A Landmark Trade Handshake As PM Narendra Modi heads to the UK for his first visit since Keir Starmer took office, the two leaders are set to sign a long-awaited Free Trade Agreement (FTA). Cleared by India’s Cabinet, the FTA promises to cut tariffs on 90% of British goods, making 85% of them duty-free over 10 years. In return, the UK will remove tariffs on 99% of Indian exports, boosting industries like textiles, gems, auto parts, marine goods, and chemicals. This is a big win for Indian exporters, especially in apparel and home textiles, which currently face 8–12% UK duties. The deal also aims to unlock India-UK trade, which currently makes up just 2% of India’s global trade—a surprisingly low figure given their historic ties. Once signed, the FTA will go to the British Parliament for ratification. If passed, this could become Britain’s biggest trade deal post-Brexit. Learn more about your ad choices. Visit megaphone.fm/adchoices
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    10 分

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