Nifty reclaimed 26,100, but the real fireworks happened in the Cabinet meeting. The government just built a 12% tax wall to protect Steel companies—a direct boost to their margins.
But the real suspense is in Telecom: A massive 5-year freeze on Vodafone Idea’s ₹87,695 Crore dues. No waiver, just time. Is this the resurrection of Vi, or just delaying the inevitable?
Join Sanket Bendre as we dissect the two policy decisions that changed the fortune of two major sectors today.
