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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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Buy Shivalik Global at dirt cheap price....

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Good afternoon to all......Almost all my picks are doing well today, starting from Cummins India to BHEL to TISCO to SAIL to Chandra Prabu International Ltd to Selan Exploration Technology Ltd etc......Now I am recommending Shivalik Global Ltd[BSE-->532730)....It is a textile company and the price is now way below the issue price. Buy with a price target of more than Rs.100 in one to two years. Recently there has been lot of shake up in management. Current Market Price Rs.23.90.... More news on the following mails..... Best wishes, Suman Mukherjee India. www.sumanspeaks.blogspot.com

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