BQ Blue’s special research section collates quality and in-depth equity and economy research reports from across India’s top brokerages, asset managers and research agencies. These reports offer BloombergQuint’s subscribers an opportunity to expand their understanding of companies, sectors and the economy.
Motilal Oswal Report
The government announced a relief package for the telecom sector, providing:
a near term liquidity solution, particularly helpful to Vodafone Idea Ltd., and
addressed multiple long term issues of the sector.
These measures show a strong intent of the government to address the near term liquidity of Vodafone Idea.
But a tariff hike is a must and Vodafone Idea's investment in the business is a key monitorable.
Bharti Airtel Ltd. and Reliance Jio Infocomm Ltd. should reap gains from Vodafone Idea’s situation and the government’s cleanup of a few legacy issues.
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