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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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Meltdown can be beneficial for India
Mumbai: The ongoing financial meltdown could be a boon for the Indian IT industry as it offers an opportunity to foreign players to invest in India in order to cut cost, an industry expert said.
"The global meltdown is an opportunity for our customers to come to India. We (IT industry) faced a crisis in 2001. Our customers came to India in 2001," IT company Mastek founder Ashank Desai told reporters at the India IT 2020 Conference.
"Present meltdown is a problem especially when iconic names are disappearing. It has an impact on IT business when organisations are looking at controlling costs," TCS CFO S Mahalingam said.
The Indian IT industry has to offer additional value in this troubled times, he said.
Post-Satyam fiasco, the issue of corporate governance is being raised and it could become tough for smaller IT companies, Desai said.
"Many companies look at governance before becoming our customers. Now, the checklists would be vigorous," he said.
The focus of India IT 2020 is to deliberate on how the country can leverage emerging technologies to attain global leadership on business as well as societal fronts.

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