Jio vs Airtel 2026: The Price Hike That Decides India’s Telecom Future | Markets Today
Автор: Upstox
Загружено: 2026-01-06
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📌 In this episode of Markets Today, we decode 3 key stories driving markets — India’s shift toward sustainable growth metrics, telecom’s pricing power reset, and rising AI driven hardware costs.
#1 📊 NDP vs GDP A New Growth Lens
India may gradually move from GDP to Net Domestic Product NDP, which accounts for depreciation and resource depletion. FY25 data shows a ₹37 lakh crore gap, signalling more transparent and sustainability focused growth, even if headline numbers look lower.
#2 📶 Telecom 2026 Dominance vs Survival
Jio and Airtel are entering a pricing power phase, supported by tariff discipline and a potential Jio IPO. Vodafone Idea’s AGR relief offers temporary support, but long term survival depends on fresh debt funding.
#3 🤖 Samsung’s AI Push Comes at a Cost
Samsung plans to bring AI to 800 million devices, but global memory chip shortages may push device prices higher. While chipmakers benefit, consumers could delay upgrades due to rising costs.
00:00 - Coming Up
00:50 - NDP Vs GDP Latest Update
03:46 - Jio Vs Airtel
05:43 - Samsungs AI Push
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#indianeconomy #ndp #gdp #telecomstocks #jio #bhartiairtel #vodafoneidea #samsung #aiwar #semiconductors #chipshortage #marketstoday #indianmarkets #stockmarketindia #investmentnews #businessnews #macroupdate #techstocks
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