SumanSpeaks Independent Capital Markets & Geopolitical Intelligence POLITICAL ECONOMY | PART 1: THE TELECOM TEST The Sangh’s Costliest Blunder: Keeping Narendra Modi in the Chair After Demonetisation and a Trail of U-Turns Two private giants, one state-propped survivor, roughly ₹3.22 lakh crore in announced BSNL revival and support packages (spectrum allocation included), and ₹1.41 lakh crore of AGR dues still on the books: telecom shows what happens when one man’s brand becomes the party’s only policy. This is an argument against Narendra Modi, not against the BJP. SYNOPSIS India’s telecom market has narrowed from a messy but real plurality into two dominant private networks, one weak private survivor kept alive by government equity, and a public operator that has needed about ₹3.22 lakh crore in announced support packages and spectrum allocations, not all of it cash. The 2010 spectrum auctions that started the debt spiral were a UPA-era event, and we say so plainly. But a ...
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SumanSpeaks Independent Capital Markets & Geopolitical Intelligence NRI Investing · Repatriation Guide Bringing Your Indian Profits Back to the US: The Repatriation Guide Up to US$1 million a financial year from eligible NRO balances, Forms 145 and 146 replacing 15CA and 15CB from 1 April 2026, 12.5 percent on long-term gains from listed shares, and a PFIC rule that can reshape the US tax treatment of Indian mutual funds. A source-linked guide for NRIs in the United States, Singapore and Hong Kong. Selling an Indian stock is the easy half of the journey. The other half is getting the rupees through India's exchange-control and tax system and into a bank account in New York, Singapore or Hong Kong. Every rupee passes two checkpoints. India's checkpoint is the same wherever you live: the RBI decides how much can leave, and the Income Tax Department decides what is withheld on the way out. The second checkpoint is your home country, and that is where an...
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