Sanjiv Bhasin discusses Vodafone Idea's resilience, market cap, and long-term potential in the telecom sector. He says promoter's investment in Vodfone IDEA showcases confidence amidst challenges. The focus is on survival, growth through capex, and market share retention for sustained performance. Overall, Bhasin says he is slightly bearish on the market. "I would advocate that if you have raised cash, then stay on the sidelines. "
