Скачать или смотреть Why FIIs are Dumping FMCG for Telecom?

November 2025 mein FIIs ne FMCG sector se ₹4,700 Crore kyun nikaal liye? Kya "Safe Defensive Investing" (HUL, Nestle, Britannia) ka era ab officially khatam ho chuka hai?
Is deep-dive case study mein hum Indian Stock Market mein ho rahi "The Great Rotation" ko decode karenge. Hum analyze karenge ki kyun Smart Money FMCG ke "Volume Struggle" se bhaag kar Telecom Sector ke "Free Cash Flow" engine mein billions daal raha hai.
Rural demand badhane mein GST cuts ke failure se lekar, 5G infrastructure mein massive "Capex Cliff" tak—hum in dots ko connect karenge ki kyun Data ab 'New Oil' (aur naya Dividend King) ban raha hai.

00:00 - GST Cuts ka Experiment aur Reality
00:42 - FMCG se paisa kyun nikal raha hai?
01:35 - FMCG ki Problem 1: Price Hike nahi kar sakte
02:28 - FMCG ki Problem 2: Cost Explosion
03:58 - Telecom: FIIs ka Naya Favorite
04:47 - 5G Capex Cycle Khatam, Ab Banega Paisa
06:15 - Old Safe Haven (FMCG) vs New Safe Haven
08:30 - AirFiber: Telecom ka Game Changer
09:56 - AI aur Data Centers: Future Growth
11:05 - Risk 1: Starlink aur Satellite Internet
12:32 - Risk 2: Duopoly aur Govt Regulations
13:44 - Risk 3: AGR Dues ki Musibat
14:52 - Conclusion: Safe Investment ki Nayi Definition

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⚠️ Disclaimer:
This video is for educational and informational purposes only. It is not financial advice. I am not a SEBI registered analyst. Please consult your financial advisor before making any investment decisions. The analysis is based on data available as of December 2025.