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An overlooked FII trade is exploding with Rs 43,000 crore flows. Will 2026 belong to Jio, Airtel?

Foreign investors are heavily investing in India's telecom sector, pouring 43,000 crore into it. This surge is driven by expected tariff hikes, rising average revenue per user (ARPU), and the upcoming Jio IPO. Analysts are optimistic about a multi-year monetization cycle, with major brokerages upgrading their outlook and projecting strong earnings growth for companies like Airtel and Jio.