$80 billion equity supply: Jefferies expects telecom, capital markets to lead the way in FY26

Brokerage firm Jefferies, in a note on Monday, June 30, wrote that it is anticipating further supply of equity to the tune of $60 billion to $80 billion for the remaining nine months of the current financial year, led by marquee IPOs, disinvestments and QIPs on the anvil. Here is a look at the sectors that could contribute the most to this supply:

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