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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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Avon Organics Updates:

Here is a Flash: The board meeting of Avon Orgainics Ltd has been pre-poned to 29-09-06, a day earlier than the previous announced dated[ 30-09-06], for taking some important Agendas. Today my earlier recommended picks Tips Industries Ltd, V B C Ferro alloys are doing well. The markets still looks firm as the US markets are expected to go up due to the fall in the crude prices. Europe is already up, though Asia is a little subdued. Sugar Prices have crashed in the Indian markets and hence the price of by-products of sugar industries are set to fall. Buy Samkrg Piston and Rings Ltd at Rs.75.

More in the following mails..... Best wishes, Suman Mukherjee India.

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