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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:
Rane Brake Linings Ltd, the Sunday Report recommended scrip is moving up. The stock already touched Rs.119.8 in the opening trade.  A report on the company will soon be placed at: www.sumanspeaksplus.blogspot.com.
Refex Refrigerants Ltd has almost freeded its pledged shares. The company recently got some orders from Rajasthan government regarding its Wind Mill project.
Ennore Coke Ltd recommended around Rs.13--17 is now trading at Rs.68. The stock  has already reached all its short and medium term targets.
Expo Gas containers Ltd recommended around Rs.7-8, is up today also. The stock was last traded around Rs.16.

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