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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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WINNING STROKES: THINK DIFFERENT:
Stocks of real estate companies are soaring on a report government is mulling easier FDI norms for the sector. This message is first sent to the Paid Groups and is now sent to the Free Platform....more news awaited.....
Yesterday's BTST Call was Chambal Fertilizer.
Today's Intra-day calls:
1. Tata Power at Rs.743--Rs.752, T-->Rs.763, SL-->Rs.739.
2. Bank of Baroda at Rs.241--Rs.244, T-->Rs.248, SL-->Rs.239
3. Sell BPCL Ltd at Rs.378--Rs.382, T-->Rs.372, SL--Rs.384....
Look here for more news on Stock Market......

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