India’s Telecom Oligopoly Set to Heat Up @eqtmonline
India’s Telecom Oligopoly Set to Heat Up  @eqtmonline
Uploaded March 2026 | Updated September 2026, 2 weeks ago
Mutual Fund managers often buy incumbents players as a proxy. Once the Jio IPO hits the market, there is a significant risk of capital rotation.
Institutional money may prune their holdings in existing telecom stocks to make room for the new market leader. In doing so they potentially leave retail investors holding stocks that have lost their scarcity premium.


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India’s Telecom Oligopoly Set to Heat Up

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