The ₹87,000 crore pause button: Did the Govt just save a falling giant?...31-Dec-25

from GEPL Capital - Investment Talks - All About Investment, Nifty and Stock Ideas · host GEPL Capital Pvt. Ltd | SEBI Regd.: INZ000168137

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.

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The ₹87,000 crore pause button: Did the Govt just save a falling giant?...31-Dec-25

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