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Jio vs Starlink: India's Biggest Telecom Bet Is A Satellite War | Markets Today #244 | Upstox

📌 In this episode of Markets Today, we decode 3 big stories — Dixon Technologies and a potential Vivo JV approval and what it means for the stock, Accenture crashing 18% on weak bookings and why Indian IT stocks felt the pain immediately, and Jio's massive plan to launch 1,650 LEO satellites for direct-to-device connectivity — India's most ambitious telecom project ever. Plus, trending news on Jio IPO switching from Offer For Sale to 100% fresh issue and the strategic reason behind the U-turn. #1 📱 Dixon Technologies Vivo JV — Approval Coming? JV signed December 2024. Government Press Note 3 clearance pending for 18 months. Inter-ministerial approval in principle reportedly done. Macquarie and JPMorgan bullish — PLI 2.0 benefits could kick in. But CLSA cautious — stock already up 24% on expectations. Smartphone market saturation and memory chip prices are risks. #jiosatellite #jioipo #reliance #dixon #vivo #dixonvivo #accenture #indianit #tcs #infosys #wipro #starlink #leosatellite #indianstockmarket #marketstoday #upstox #itcrash #accenturecrash #satelliteinternet #investing #2 💻 Accenture Down 18% — Indian IT Warning Signal Weakest bookings in 6 quarters. Guidance cut. AI disrupting traditional IT services faster than expected. Indian IT stocks sold off in sympathy. Risk highest for BPO and headcount-dependent companies. Silver lining: cost-focused outsourcing may benefit. But AI disruption is real and accelerating. #3 🛰️ Jio's 1,650 Satellite Plan Direct-to-device connectivity. No towers needed. $10–15 billion investment. Starlink has 10,000 satellites. Amazon building thousands. Jio entering the race. Rural India, maritime, aviation — massive revenue potential. Satellite + 5G + fibre bundle could be Jio's next platform. India's digital sovereignty angle makes government supportive. 00:00 - Coming Up 01:02 - Dixon Vivo JV Approval: What It Means for the Stock 03:51 - Accenture Down 18% Warning Signal for Indian IT 06:24 - Jio’s 1650 Satellite Plan India’s Biggest Telecom Bet 09:20 - Trending News Join the Upstox Community: Telegram: https://uptx.to/Telegram-Oct-Community Instagram: https://uptx.to/Instagram-Oct LinkedIn: https://uptx.to/LinkedIn-Oct Twitter: https://uptx.to/Twitter-Oct Also on YouTube: Upstox Global: https://www.youtube.com/@UpstoxGlobal Uplearn by Upstox — India's economy and companies, decoded every week: https://www.youtube.com/@UplearnbyUpstox Upstox is India's most trusted investment platform — backed by Ratan Tata and Tiger Global, and chosen by 1 crore+ Indians to grow their wealth. On this channel, we cover everything you need to invest and trade with confidence — market updates, stock analysis, IPO breakdowns, and more. Stocks. ETFs. Mutual Funds. IPOs. F&O. Currencies. Commodities. All on one platform. Start investing today — open your free Demat account in minutes: https://uptx.to/open-demat-account Download the Upstox App — India's highest rated trading app: iOS: https://apps.apple.com/in/app/upstox-new-stocks-ipo-mf/id1584953620 Android: https://play.google.com/store/apps/details?id=in.upstox.app&hl=en_IN&gl=US #jiosatellite #jioipo #reliance #dixon #vivo #dixonvivo #accenture #indianit #tcs #infosys #wipro #starlink #leosatellite #indianstockmarket #marketstoday #upstox #itcrash #accenturecrash #satelliteinternet #investing