(https://www.cnbc.com/2026/06/19/india-jio-platforms-ipo-mukesh-ambani.html) and racing to deploy low-orbit satellites before Starlink sounds like a tech story. It's not. It's a consumer discretionary warning. Here's what the market's missing: India just went from 700M internet users to soon-to-be 1.4B. Jio's satellite rollout means those 2 billion South and Southeast Asian consumers don't need to wait for wireline infrastructure.

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