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Sterlite Technologies are three telecom stocks on which Jigar Shah, CEO, Maybank Kim Eng Securities India, is bullish on. Edited excerpts from an interaction: What are your thoughts on the telecom sector? The tariff change largely depends on when Reliance Jio wants it to change. We are the lowest in terms of tariff globally and the data consumption keeps going up. As the 5G auction nears, telcos, including Jio, will require a lot of funding because they will have to make investments which will give them return only after a few years. Bharti and Jio seem to be okay in terms of subscriber additions. Vodafone Idea continues to lose. This whole situation can only change if Vodafone gets a new lease of life in terms of some new equity. If there is some improvement in tariff, that would also be positive. Eventually, it is about a larger issue in terms of whether we want to have three telcos or not. There is going to be a requirement for a lot of investment. A three-player market will be

Bharti airtelMaybank kim engJigar shahDalmia bharatIndus towersMaybank kim eng securities indiaReliance jioபாரதி ஏர்டெல்மேபேங்க் கிம் எஂக்ஜிகர் ஷாடால்மியா பாரத்இஂடஸ் கோபுரங்கள்நம்பகத்தன்மை ஜிோ