18 Sep 2025 | 5 Mins Read
Bank of America Expects Telecom Tariff Hikes in Two Rounds
Flipitmoney
BofA Securities expects Bharti Airtel and Reliance Jio to benefit from reduced competition, lower capex, and improved cash flows, maintaining a 'Buy' rating on both. A near-term bounce can occur with government dues relief, and two tariff hikes are expected, with adoption of emerging technologies over five years determining future leaders in the 2030 generative AI landscape.