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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-market watch:
The markets are looking firm. The inflataion is slowing down and ultimately Steel and Sugar companies are doing well. I have taken some Mawana Sugars Ltd as the company has the strongest Book Value as compared to its peers. I have taken it as a non-delivery pick and intra-day pick. Look at the small cap company Dhoot Industrial Finance Ltd. Get out of Banking counters if u are making profits.
More in the following mails............
Best wishes,
Suman Mukherjee
India.

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