
India's telecom sector is witnessing one of its biggest transformations, while the IT sector is facing one of its toughest phases. Is the upcoming Reliance Jio IPO the biggest investment opportunity in years? Can Bharti Airtel continue creating wealth, and is Vodafone Idea finally turning the corner? On the other hand, why have IT giants like Infosys and TCS lost over half their market value from their peaks? Is this a value-buying opportunity or a long-term value trap? In this special edition of Market Commentary, Piyush Pandey, Senior Vice President - Equity Research, Centrum Broking, decodes the future of India's telecom and IT sectors, Jio's expected valuation, tariff outlook, AI disruption, stock-specific opportunities, and where investors should put their