The Indian Telecom sector has seen a gut-wrenching consolidation in the past two years. Raunak Onkar speaks about what’s different now, discusses the trends & possible investment themes. Disclaimer: Viewers should assume that PPFAS’s Clients, PPFAS, its Directors, Employees have investments in the stocks and Mutual funds that are spoken about (long investment positions). We do not short stocks or indices. We do not speculate in Futures and Options.