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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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Copper Mine closure in Latin America..

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Mexico OKs request to close copper mine:- Mexican labour authorities approved Grupo Mexico SA's request to close the La Caridad copper mine and cancel the collective contract after a three-month strike, a company official said Friday. Juan Rebolledo, vice president for international affairs for Grupo Mexico, said the labor arbitration board approved the closure of the mine in northwestern Sonora state, and that the company can now cancel the contract which involves at least 1,200 unionized workers. About 700 nonunion staff and 800 contract workers also will be affected, although the company can later reopen the mine with other workers once the facilities are restored to its control, Rebolledo said. Union workers at La Caridad went on strike March 24 and have refused to negotiate unless the government recognizes Napoleon Gomez Urrutia as the leader of the 250,000-member National Mining and Metal Workers Union. The government has so far rejected union notifications ratifying Gomez Urrutia, who has been accused of misappropriating US$55 million (euro43.4 million) in union funds. Fallout: This will have a positve effect on the Copper Counters .... Courtsey: Inputs from the Internet. Best wishes, Suman Mukherjee India. http://finance.groups.yahoo.com/group/SumanSpeaks/

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