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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:
HLL Comes up with wonderful results. Keep holding the stock at Rs.232.80 for some wonderful gains. Please refrain from adding more at this price. RBI Increases Reverse Repo rates and hence exit all the banking counters as banks might have some pressure on the profitability. But most of the banks hardly borrow from RBI. So I can say this step will chanllenge the efficiency of banks as how they manage their capital. DCM Shriram Consolidated Ltd has gone past the recommended price. Those who are averse to risk can take their own decisions whether to stay put or exit. I am holding some shares of the company .... Stovec Industries Ltd is still above Rs.113, which is good. Keep holding and add on declines. Chandra Prabhu International Ltd is having a AGM today, keep watch on the counter. Coral Finance and Housing Ltd. is coming up with results tomorrow. Keep watch. More on the following mails....... Best wishes, Suman Mukherjee India. www.eindiabrokers.com www.bcozindia.com www.sumanspeaks.blogspot.com

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