baatli_wala
Finaly, A much awaited move... Anyhow I beleive this sector is doomed 💀☠️
9mo ago
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Curated from across
No... telecom is a critical industry.
We have 2 players with 250 B valuation
6G in 5-6y, so expect a T dollar duopoly
To be honest, I want atleast 3 major players,
One good thing gov can do is inject fund in VI, or totally acquire it (Kinda BCCI type - semi autonomous)
Now an argument will come that if gov acquires VI then sarkari babu will ruin it. But when gov decides to do something big with any company they are really excellent at it. (Because they can bend the rule)
Eg:
SBI - Slow but giant and note printing machine.
VI and BSNL are still in game.
Without government support none of them can survive.
It's not only about money.
Even a policy tweak can help a lot.
VI is King in 2g 3g.
Jio don't have 2g 3g
BSNL is King in optical fibre and jio Airtel rents it from BSNL.
10y ahead, 6G, satellite based internet will be prevalent so future is bright and 4 players will be there
don't worry
This is the part of the tech spectrum no one understands at all
Both indexes began diverging sometime close to when Fed started to aggressively hike rates. It appears that the post-COVID rally was more favourable to the S&P but NIFTY is currently outperforming on absolute returns.
My idea is funda...
Where are you seeing the increase man?
What do we make of these allegations?
Does it result in a turmoil in the market in the coming week?
How does opposition play and make it another witch-hunt
