About this episode

The episode discusses the US-Iran deal, its impact on markets, India's growth forecast, and the emergence of Sarvam as an AI unicorn.

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. Learn more about your ad choices. Visit megaphone.fm/adchoices

People in this episode

Host: Nelson John

Topics covered

• AI unicorns
• India's economic outlook
• US Iran deal
• global markets
• leadership and AI

Keywords

• AI unicorn
• World Bank
• India growth forecast
• US Iran deal
• global markets
• HCLTech
• Sarvam

Mentioned in this episode

Organizations: World Bank, Sarvam, HCLTech

Places: India, US, Iran, Strait of Hormuz

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