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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:

Vipul Ltd recommended in the morning to the Paid Group (Premium and Quickie) through SMS hits the buyer freeze. The company is into construction business.

CHD Developers Ltd recommended in the morning to the Paid Groups through SMS hits the buyer freeze. The stock was later recommended to the Free Groups as well. The company is also into real estate development.

Some good news is coming in case of Glory Polyfilms Ltd. Hence those who have already bought the scrip earlier are requested to keep holding or add on declines. The fact that the scrip is near its 52-week low price, makes it look attractive.

BSEL Infrastructure Realty Ltd recommended around Rs.11, is almost near its first target. Its overseas operations are doing well.

Northgate Technologies Ltd recommended yesterday, on some specific news hits the buyer freeze on opening trade. Northgate Technologies Ltd (Northgate) earlier informed the BSE that the Company has over recent months received a number of approaches from interested parties in relation to the leading Indian student Social Media Portal - "Bharatstudent.com" and world's leading video/images/audio/document sharing portal- "Ziddu.com.

Ennore Coke Ltd as mentioned yesterday, hit the buyer freeze in the opening trade. Yesterday, in this blog I mentioned that a Bombay based big bull has suddenly turned bullish on Ennore Coke Ltd and Premier Explosives Ltd.

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