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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:
Morning Call STL Global Ltd to the Paid Groups, moved up on some imporant news. The company is also now into infrastrucutre sector as well. The stock clocked good volume today.
Accumulate Prajay Engineers Syndicate Ltd, Ambalal Sarabhai Enterprise Ltd, Sanguine Media Services Ltd, etc.
Some of my earlier recommended couters which went on to become multi-baggars are: Sunil High Tech Ltd, KEC International Ltd, BGR Systems Ltd, Sicagen India Ltd, Rolta Ltd, Kernex Micro Systems, Ennore Coke Ltd, DCB Ltd, Kolte Patil Developers, Lok Housing Ltd, Kisan Mouldings, Crest Animati...on Studios Ltd, Phoenix International Ltd, Yes Bank Ltd, UCO Bank Ltd, Satyam Computer Services Ltd, Tech Mahindra Ltd, Ahluwalia Construction Ltd, Oracle Financial Services, HDIL and so on......
I think for the short term profit booking is over in the Indian Bourses and next round of Bull Phase will start. Now, Q3FY10, results of the companies have been good till date.
THE WEB SITE OF INSTANT FOREX IS BEING UPDATED. Hence those who have deposit the cash should give me a a day for the same. I am very busy these days, due to complex Stock Market and also due to Instant Forex.
I MIGHT BE OUT OF STATION FROM 24th January, 2010 FOR 15-20 days...Hence those who want to join Instant Forex should do immediately......

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