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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 Analysis:
As expected the markets are trading today in a range bound manner. I have mentioned yesterday there is no cause for panic due to RIL episode and this company has huge resilience to come back to limelight again. I have advised buying this counter on declines. Today two of my Recommended picks hit the buyer Freeze. DCM Shriram Consolidated Ltd and Talbros Automotive Components Ltd. hit the buyer freeze on early morning trade. I had asked all to buy the latter on last Monday. Chandra Prabhu International Ltd and Gravity India Ltd are also doing well. Book some profits on Paramount Communications[ Recommended at Rs.193]. Zenith Fibres Ltd.[Recommended at Rs.25.3] is consolidating above Rs.33 after that huge jump. Zenser Technologies Ltd is also doing very well. Today Maruti Udyog Ltd came out with excellent set of numbers. Keep holding this stock, as it is likely to go up in the days to come. Today I am recommending Coral India Finance and Housing Ltd at the current price of Rs.16.5 for some good upside potential. Why I am recommending the stock today will be clear by next Monday!!! Just keep buying on all declines. More in the following mails....... Best wishes, Suman Mukherjee India. www.sumanspeaks.blogspot.com www.bcozindia.com www.eindiabrokers.com

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