BusinessLine Podcasts

From a new political chapter in Tamil Nadu as C. Joseph Vijay takes oath as Chief Minister, to Mamata Banerjee calling for a united opposition front in West Bengal, a sharp surge in India’s private capex cycle led by industry optimism, and Himanta Biswa Sarma’s reaffirmation as NDA leader in Assam, here are today’s key political and economic stories you need to know. Get today’s top business news, market headlines about the Stock Market, Sensex & Nifty trends, key market insights, economic highlights, and the latest updates from India and global markets.

From a new political chapter in Tamil Nadu as C. Joseph Vijay takes oath as Chief Minister, to Mamata Banerjee calling for a united opposition front in West Bengal, a sharp surge in India’s private capex cycle led by industry optimism, and Himanta Biswa Sarma’s reaffirmation as NDA leader in Assam, here are today’s key political and economic stories you need to know.

Get today’s top business news, market headlines about the Stock Market, Sensex & Nifty trends, key market insights, economic highlights, and the latest updates from India and global markets.

In a historic shift for Tamil Nadu politics, Joseph Vijay’s Tamilaga Vettri Kazhagam (TVK) has shattered the 50-year-old duopoly of the DMK and AIADMK. Emerging as the single largest party with 108 seats, the TVK still faces a deadlock as it shores up support to reach the majority mark needed to form the government. In this episode, we break down the high-stakes manoeuvring involving the multiple meetings between TVK's Vijay and TN Governor Rajendra Vishwanath Arlekar, and TVK's request for support to the smaller parties. Discover why the Dravidian model is facing its greatest challenge yet and what the next 24 hours could hold for the future of Tamil Nadu.

Get today’s top business news, market headlines about the Stock Market, Sensex & Nifty trends, key market insights, economic highlights, and the latest updates from India and global markets.

Get today’s top business news, market headlines about the Stock Market, Sensex & Nifty trends, key market insights, economic highlights, and the latest updates from India and global markets.

Get today’s top business news, market headlines about the Stock Market, Sensex & Nifty trends, key market insights, economic highlights, and the latest updates from India and global markets.

Welcome to The Morning Report, brought to you by Renil S Varghese — your quick dive into the top stories shaping the business world today. Fast, insightful, and to the point.

Welcome to The Morning Report, brought to you by Renil S Varghese — your quick dive into the top stories shaping the business world today. Fast, insightful, and to the point.

Welcome to The Morning Report, brought to you by Renil S Varghese — your quick dive into the top stories shaping the business world today. Fast, insightful, and to the point.

Welcome to The Morning Report, brought to you by Renil S Varghese — your quick dive into the top stories shaping the business world today. Fast, insightful, and to the point.

A security scare briefly disrupted a high-profile political gathering in Washington, forcing evacuations and an abrupt halt to proceedings. President Donald Trump was uninjured after a reported shooting scare at the White House Correspondents’ Dinner. Authorities evacuated top US leaders following an unspecified threat, with one law enforcement official suggesting a shooter may have opened fire. The incident remains unclear and the event has been postponed. Read more In aviation news, a safety incident at Delhi airport led to an emergency evacuation during takeoff operations in the early hours of Sunday. A Swiss International Air Lines aircraft was forced to reject takeoff after an engine issue. The Airbus A330, carrying over 200 passengers, was evacuated using emergency slides. Six passengers were taken for medical evaluation, while crew and others were safe. Read more On the economic front, India is set to deepen trade ties with New Zealand through a long-anticipated agreement. India and New Zealand will sign a free trade pact on April 27 aimed at doubling bilateral trade and expanding market access for Indian exporters. The deal is also expected to bring in long-term investment inflows. Read more Meanwhile, India’s top policy advisory body has been reshaped with new leadership appointments. The government has appointed economist Ashok Lahiri as Vice-Chairman of NITI Aayog, alongside four new members. The move is aimed at strengthening economic policymaking and accelerating reform priorities. Read more

In this episode of Business Line’s podcast, Sanjana B speaks with Joseph Anantharaju, Co-chairman & CEO, Happiest Minds Technologies, on how the surge in enterprise AI is reshaping the IT services industry. As players like OpenAI and Anthropic roll out enterprise tools, Anantharaju argues the real opportunity lies in building customised applications on top of these models. He outlines the main barriers to adoption — fragmented data, legacy systems and security concerns — and explains why data quality and governance are now central to AI success. The conversation also looks at how AI is changing software development, pushing engineers towards design, architecture and domain expertise, while nudging firms to move from a coding-led to an outcomes-driven approach. Despite automation, he expects Indian IT to remain a major employer, with demand shifting towards modernisation, security and data-led services. (Host: Sanjana B; Producer: Siddharth Mathew Cherian.

From high voter turnouts in West Bengal and Tamil Nadu, Infosys’ steady Q4 earnings performance, shifting US political rhetoric on immigration, to Singapore Airlines tightening its role in Air India’s turnaround — here are today’s top political, business, and international stories you need to know.

Today’s top headlines: Tamil Nadu holds Assembly elections today with sharp candidate wealth gaps. Tesla’s Model Y L faces a pricing squeeze in India’s EV market. Godrej Industries targets ₹5 lakh crore by FY31. Tensions rise in the Strait of Hormuz after a ship attack.

Today’s top headlines: Amazon announces a $100 billion AI partnership with Anthropic to revolutionise cloud tech. India pushes for 100% ethanol blending to reduce oil dependence amid global tensions. Pakistan extends its airspace ban on Indian aircraft, escalating regional tensions. The IMO prepares a plan for evacuating ships stuck in the Persian Gulf due to ongoing conflicts. Stay updated on: India’s energy future, global AI investments, international airspace issues, and maritime security in the Persian Gulf.

Today’s top headlines: HPCL’s Rajasthan refinery dedication by PM Modi is postponed after a fire. The RBI rolls back some restrictions on rupee derivative trades while maintaining a cap on positions. Mehli Mistry challenges Tata Trusts' move to amend the Bai Hirabai Trust deed. India and South Korea begin talks to upgrade their economic pact, focusing on trade and technology. Stay updated on: India’s energy sector, RBI policies, Tata Trusts governance, and India-South Korea relations.

Get today’s top business news, market headlines about the Stock Market, Sensex & Nifty trends, key market insights, economic highlights, and the latest updates from India and global markets.

Get today’s top business news, market headlines about the Stock Market, Sensex & Nifty trends, key market insights, economic highlights, and the latest updates from India and global markets.

Mehli Mistry, who stepped down from the Tata Trusts as a Trustee in November last year after being denied reappointment, has called for an Administrator to be appointed to run the Sir Dorabji Tata Trust (SDTT). He has also declared that he has no desire to rejoin the board of the trust. In a filing today before the C harity Commissioner, Mumbai, seen by businessline, Mistry alleged grave illegalities in the administration of the Trust by the Board of Trustees which now comprises of Noel Tata (Chairman), Venu Srinivasan (Vice Chairman), Vijay Singh, Darius Khambatta, Bhaskar Bhat and Neville Tata. The last two were appointed in place of Mehli Mistry and Pramit Jhaveri, who stepped down in February. Objecting to the Change Report filed by the Trust after his exit and the entry of new trustees, Mistry has contested his non-renewal as a trustee, arguing that it violates a 2024 resolution for mutual perpetual reappointments among trustess of SDTT and the other major trust, Sir Ratan Tata Trust, reports Raghuvir Srinivasan. —————— India’s markets regulator, Securities and Exchange Board ⁠of India (SEBI), will allow companies ​to cut the size of IPOs by as ⁠much as 50% without filing additional onerous paperwork as the Iran war has made it hard to follow through with initial plans, according to an email seen ‌by Reuters. Current rules stipulate that initial public offering documents need to be refiled if the planned fund-raising amount increases or decreases ‌by 20% or more. Firms will now only have to ‌submit ⁠their revised offer size to SEBI for approval and these reviews will be fast-tracked, the regulator said in an email sent to the Association of Investment Bankers of India. The relief will apply to issuers ​planning to raise fresh funds ‌before September 30 and will only be granted if there is no change in the main object of the issue. ————— Markets surged on Wednesday, delivering their strongest session in weeks, as geopolitical optimism, falling crude oil prices, and buoyant global cues triggered broad-based buying that left virtually no sector untouched. The BSE Sensex closed at 78,111.24, gaining 1,263.67 points or 1.64 per cent, while the Nifty 50 settled at 24,231.30, up 388.65 points or 1.63 per cent — its highest close since March 10, 2026. From its recent swing low of 22,182, the Nifty has clawed back over 2,100 points in just eight trading sessions. Volumes on NSE’s cash market rose 12 per cent from the previous session, underlining the conviction behind the move. The single biggest catalyst was US President Donald Trump signalling that Washington and Tehran may be heading back to the negotiating table, with talks potentially resuming in Pakistan within days, describing the conflict as “close to being over.”, writes Anupama Ghosh. ------ India’s merchandise exports grew by over 4 per cent in the 2025-26 fiscal year, though the overall trade deficit widened by more than 26 per cent for the full year, according to data released by the Commerce Ministry on Wednesday. Despite the annual expansion of the gap, the trade deficit narrowed in March as both exports and imports saw a synchronized dip during the final month of the fiscal year. Commerce Secretary Rajesh Agrawal said India’s exports are doing well despite challenges. The country’s merchandise exports during April-March 2025-26 went up 1 per cent to $441.78 billion from USD 437.7 billion. Imports also increased to $774.98 billion during the period from $721.2 billion in 2024-25. Services exports are estimated at $418.31 billion in 2025-26, showing a growth of around 8 per cent, reports Shishir Sinha.