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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:
ITL Industries Ltd recommended to the Paid Groups as Rs.29.25 on 2nd November, 2009, touched Rs.60.45 on last Friday. The stock reached both its short and medium term targets much ahead of schedule. 
Vision Corporation Ltd could spike up from the next week. Vision Corporation Ltd earlier informed the BSE that it is launching "Vision Channels: "Vision Shiksha" & "Vision Music" on January 26, 2010". The company is launching a number of  music albums on 25th January, 2010. The stock it seems will surpass its 52-week high very soon.
Sanguine Media Services Ltd could move up vertically from the next month (February, 2010) due to some favourable developments. The stock of the company is trading at an absurd price.
Note: I shall be out of station from early morning tomorrow, 25th January, 2010 to mid February, 2010, due to some business related works. Also, due to too much work at my work, it might not be possible to send the Sunday Report today to the Paid Clients. Till then happy investing.....

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