The Wi-Fi Battle That Could Change India's Internet | Markets Today #257

📌 In this episode of Markets Today, we decode 3 big stories — Jio pushing for high-power outdoor Wi-Fi approval and why ISRO, police wireless and broadcasting ministry are opposing it, Bank of Baroda planning to transform its banking app into a lifestyle super app with food delivery, matrimony and astrology, and why India's semaglutide boom just went from 50% monthly growth to 6% — and which pharma brands are still winning.

#1 📡 Jio vs ISRO — The Wi-Fi War Jio wants outdoor Wi-Fi power raised from 0.025W to 4W in 6GHz band. Expert committee approved it. But ISRO filed a dissent note — satellite interference risk. Police wireless and broadcasting ministry also opposed. DoT must decide. If approved, India's broadband rollout model changes completely. If rejected, Jio's rural internet strategy is set back.

#2 🏦 Bank Of Baroda's Super App Bet bob World has 3.5 crore users. Now Bank of Baroda wants to add food delivery, shopping, visa assistance, matrimony, astrology and donations. Revenue sharing: 60% to the bank. Strategy: become part of customer's daily life to enable cross-selling of loans, insurance and cards. SBI YONO and ICICI already doing versions of this.

#3 💊 Semaglutide's Reality Check April growth: 50% MoM. May growth: 6% MoM. 35 brands tracked — only 7 grew. Winners: Sun Pharma's Noveltreat (+124%), Novo Nordisk's Ozempic (+33%), Sematrinity (+66%). Market moving from new patient onboarding to repeat purchases. Government crackdown on misleading ads also a factor. Hyper-growth phase is over — brand strength now decides winners.