Should Airtel and Jio Worry? | Starlink Impact | CA Rachana Ranade

"Starlink expected expected versus bharti versus reliance speed starink 50 Mbps to 200 Mbps."

"initial upfrontal fees 52,242 expected air 1,000,000 same with Jio per month fees 10,500 roughly $7.99$9.99 $6.99$9.99 and taxes and levies whatever"

"Uh typically you know tariffs is what we call. So would there be an additional tariff but exactly what is that nature of extra tariff is is what was not mentioned in a lot of articles and that is the reason why I did not emphasize on that point but very true that there might be some additional tariffs. Okay that is the reason why it could be a heavy tax heavier tax."

"all in all as I I hope you've understood that wherever internet is not available right now that is the places where Starlink's internet can actually really give a good value addition."

"And if this be so uh there are great chances that we could see a rate cut come up. Uh so it'll be interesting to see rate cut in our country again always considered as positive. uh that will help boost the overall GDP growth rate also."

"If there is a recession or slowdown in uh US markets will Indian markets get hit? Yes. No second thoughts on that. See always uh you know remember US is a mother market. anything goes wrong with us, it is going to have an impact on all other markets."

"So I really wish it can go beyond this 2500. I' I've talked last last time if you remember I had told you about the Fibonacci retracement. For those who can't remember this from this higher point to this lowest point if I were to just my mag let me switch off the magnet. So if you see here uh from the first downfall if I were to check this was a 50% retracement post which the market again corrected correct then this was the second fall that we were talking about the other day from here to here and markets again went up to almost 50% post which again it retraced ultimate fall which is happening right now the third fall which is happening and if I were to check this the 50% comes that 22,890."

"So I don't I don't think that People from big cities would immediately want to switch. There is no reason in fact of why people would want to switch from to Jio. But then what uh what could be a positive point for a company like Jio and Eritel? Let's understand. So for example if Jio or Ael were to lay those fiber optic cables were to set up towers if that is going to be way more costly then they can you know offer Starlink's internet in those areas where internet is not available right now. Simple."

"So it will be interesting to see how Airel and Jio are able to subsidize that and give it to the people for use. Question could they decrease the rates in the future? Quite possible but how are they able to achieve that again? So all these things are way early to comment on so let's see but all in all I hope you have understood that this in no way is going to hurt Airel or Jio right now."

"Uh so that's what I'm telling you. It'll be interesting to see what he has in his mind and uh how are they able to you know add some value/ penetrate into the Indian markets right"

"India's inflation which has fell below 4%. Uh it's a good one. Feb inflation data suggests that uh inflation would be around 3 three 3.6 3.6% roughly there. That is lower than expected by the way. And if this be so uh there are great chances that we could see a rate cut come up. Uh so it'll be interesting to see rate cut in our country again always considered as positive."

"I had promised a video on CAMS and that is what I'm coming up tomorrow. So tomorrow camps video will be released. Don't forget to watch that. Very interesting video. Uh found some interesting correlations uh in that video uh between CAMS and the market. So it it's it's an interesting one, right?"