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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:
Sanguine Media Services Ltd  hit the buyer freeze on opening trade after a Bombay based weekly came out with the news that the company has tied up with Cinevista Communications Ltd for making television serials and film production. The company is alredy doing a project from Godrej Ltd. It is going to focus more on rural marketing schemes where it has expertise. The company is presently updating its web-site to including all the new events. It is now out of the T-group and hence you can accumulate as much as  you can before the web-site gets updated.
Kohinoor Broadcasting Corporation Ltd hit the upper circuits today before cooling down a bit. The company is foraying into new business.
Prajay Engineers Syndicate Ltd is moving up today, after the company came out with better results on Q-o-Q basis. So what to do with Prajay Engineers Ltd??!!
The govt may announce another round of stimulus measures for exporters and importers in Foreign Trade Policy 2009-2014 review today. This might help steel and textile companies. I have already recommended Sathavahana Ispat Ltd and Alok Industries Ltd. Those who are holding SEL Manufacturing Company Ltd can continue to hold, but do not average, as I do not know how the company will be able to overcome the huge debt burden with this kind of NPM. Most of you should have sold at Rs.97-98, when the scrip rose.
My recommended Info-Drive Software Ltd is up after the company came out with good results for the Q1FY11. The stock should be moving towards Rs.32, in the days to come.
One can buy Gujarat Alkalies and Chemicals Ltd at rs.120--121, as the caustic soda prices are increasing in India. The company is coming up with lot of projects in the coming days.

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