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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:
My recommended Avon Corporation Ltd at Rs.5.75 moved to Rs.5.93 today before cooling down a bit. The company came out with good results for the Q1FY10. A report would soon be placed in www.sumanspeaksplus.blogspot.com
My recommended Balasore Alloys Ltd (Report at: SumanSpeaksPlus) on 5th September, 2010, hit the buyer freeze today, before cooling down a bit. One negative point is that it is from the Ispat Group, but positive point is that there are some new developments in the Ispat Group.
Sanguine Media Services Ltd crossed Rs.5 today before cooling down a bit. There has been non stop bulk deals in the company during the last few weeks---just watch---www.bseindia.com.
Gujarat Alkalies and Chemicals Ltd touched Rs.127.25 today, before cooling down a bit. This stock was also recommended to the Paid Groups, as PICK OF THE WEEK. There is a report on the company at: SumanSpeaksPlus.
Kohinoor Broadcasting Corporation Ltd touched Rs.4.24 today before cooling down a bit. The stock was recommended at Rs.3.3-3.4. Good delivery based buying was seen in the counter, which is a positive sign.
Note: I am entangled in some too serious Family Problems and hence I might not be available in the next couple of days during the markets hours. Please play safe and be happy.

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