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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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India emerging as a manufacturing hub for cars:
The four-door hatchback will be built in Chennai where the company has invested $500 million to double the capacity of an existing plant to 200,000 units a year.
This is very good news for Sicagen India Ltd (to some extent at it sells commercial vehicles) and Refex Refrigerants Ltd (who sells refrigerant gases to the auto and consumer durable companies)...
London: India is emerging as an auto manufacturing centre with Ford also choosing to manufacture its new small car Figo here- the latest in the new wave of small cars to be built in the country by foreign car makers.
The four-door hatchback will be built in Chennai where the company has invested $500 million to double the capacity of an existing plant to 200,000 units a year, the Times reported.
It will be sold both in India, which has a 250 million plus middleclass, and overseas.
The company, which had incurred losses to the tune of $30 billion between 2006 and 2008, hopes that the young Indian population would go for the new car in a big way and help turn the company’s fortune.
General Motors, Toyota, Honda, Volkswagen and Nissan sell small cars in India or will do so soon. Tata took the initiative in this regard with its Nano costing Rs. one lakh plus taxes and delivery charges.

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