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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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Mid-day assesment:
I think the market was able to resist the initial fall. It seems the markets has huge support 12200 levels which is not allowing it to fall further. I have mentioned in the morning mails not to expect a bloodbath in the markets after the fall in the Asian and the US markets.
I think the markets should move up from here and there is ample reasons to belive that the markets might close in the green. I am expecting very strong Q2 number from India Inc. whic is expected to flow from the next month.
So, do not sell ur positions and exit today. Keep holding for some 50 to 80 points upmove in the Sensex and 25 to 30 points upmove in the Nifty. But having said this lot will depend how the European markets open.
Concentrate on Mid and Small cap counters. I think buying will start in RIL looking at the morning statistics of huge trade at the upper levels. Some buying will take place in the Large Caps also....
Intraday:
Hold Garbiel India Ltd, who have purchased taking my call for some solid upmove. According to some sources they have sold the land for a Rs.82 Cr.
Hold SPL Industries Ltd and Avon Organics Ltd.
More in the following postings.......
Best wishes,
Suman Mukherjee
India.

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