Telecom sops could be far bigger positive for Airtel and Jio: Hemang Jani

A three-player market and government support for Vodafone would make us a stronger case for a rate hike. Already Bharti Airtel has raised sufficient money via rights issues. So Airtel and Reliance Jio are far better placed if there is a price hike versus Vodafone, says Hemang Jani, Equity Strategist & Senior Group VP, MOFSL.

Air India has already received two bids and one is from the Tatas. Do you think that once Air India gets sold off, PSUs would be on fire? Already some of the positions are getting built within the PSU pack?