From Vodafone Idea's AGR moratorium and concerns over telecom duopoly to urban governance failures, global trade disruptions and India's openness to capital, here is today's opinion newsletter
The five-year AGR moratorium gives Vodafone Idea crucial breathing space, but raises questions on fair competition and a level playing field in India's telecom sector
Motilal Oswal said the Nifty is trading at a 12-month forward P/E of 21.2x, near its long-period average of 20.8x, suggesting valuations are reasonable.
Nirmal Bang Securities has set a target price of ₹2,525 per share for Bharti Airtel, implying a potential upside of 20 per cent from the previous session's closing of ₹2,105.6
As 2025 winds down, one of India’s largest wealth managers is laying out its roadmap for the year ahead.
Over the last ten calendar years (2016-2025), the Sensex has delivered annual returns consistently, albeit uneven. The strongest year of the decade was 2017, when the index surged 27.9 per cent.
Bharti Airtel, Larsen & Toubro, Varun Beverages, Tata Consumer Products and HPCL can rally up to 20 per cent from here, explains Drumil Vithlani, Technical Research Analyst at Bonanza.
The return of a foreign bank as the top arranger comes as the pipeline of offerings expands, with companies raising nearly $55 billion this year from listings, share placements and block trades
Bharti Airtel board approves first and final call for partly paid-up equity shares; trading in latter to be suspended with effect from February 06, 2026.
Airtel CEO-designate Shashwat Sharma to take over as MD & CEO from Jan 1
Ray was most recently the finance chief for Bharti Airtel India, a role he held for the last four years
BofA said India leads the world in daily and monthly active users for AI apps, giving Jio and Airtel scope to lift data usage, ARPUs and upsell personalised offerings through bundles
Lower capex, customer upgradation among the major drivers for the stock
Bharti Airtel CTO Randeep Sekhon explains how AI is boosting network efficiency, cutting costs, improving customer experience and preventing real-time fraud across Airtel's operations
JM Financial pointed out that a higher proportion of promoter stake changes occurred in small-cap firms
Motilal Oswal remains positive on the telecom sector and maintains 'Buy' ratings on Bharti Airtel and Reliance Jio via Reliance Industries
Experts say tariff for Indian residential users not aimed at mass market, unlikely to impact telcos
JM Financial values Jio at about $140 billion in equity ($153 billion enterprise value) and argues that the IPO will reinforce the "free cash flow growth story"
Indus Towers outlook: Analysts believe that healthy collections against the monthly payments has improved the liquidity position of the company and moderated the reliance on external debt.
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