Full Rooms, Falling Stocks | Big Money Eyes Indian Roads and Grids | More Milk, Even With a Dry Sky

Full Rooms, Falling Stocks | Big Money Eyes Indian Roads and Grids | More Milk, Even With a Dry Sky

June 7, 2026 · 15 min

About this episode

The episode discusses India's hotel earnings, stock market trends, infrastructure investments, solar energy regulations, and milk production forecasts.

Good Morning, I'm Nelson John. On today's Top of the Morning: India's top hotels posted record FY26 earnings, yet their stocks slid up to 35%. Canara Bank's new chief moved to reassure investors as SEBI's ₹15 lakh crore probe into Rajesh Exports widened. A new rule now forces solar projects to use Indian-made cells, and it's nudging tariffs higher. Global investor I Squared Capital is lining up a fresh India infrastructure fund. And India's milk output is set to rise 6% despite a weaker monsoon. Five stories, one clear briefing. Listen now. Learn more about your ad choices. Visit megaphone.fm/adchoices

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