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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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Chart Check:
[Excerpts of my morning mail to the Paid Groups]
Yesterday, the market went for a breather after the spectacular up-move in the last few trading sessions. Eventually the day ended with modest losses amidst noticeable strength in the Midcaps and Small/Micro Caps. Another day of lateral consolidation is on the cards. In case of Nifty, 4415-4435 seems to be a strong support...........The current picture is suggestive of a strong rally to 5000 or above in the short to medium term. The bullish outlook stands intact as longs as the Nifty sustains above the XXXX mark.
The investors are suggested to accumulate XL Telecom and Energy Ltd and Sicagen India Ltd just before the results......

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