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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:
Marsons Ltd recommended on 28th August, 2010 in SumanSpeaksPlus, after recommending it to the Paid Groups, at Rs.17, hit the buyer freeze. URL: http://sumanspeaksplus.blogspot.com/search?q=marsons
Accumulate Vision Corporation Ltd as some good news is coming in the counter. The company is coming up with results at the end of this month---which is expected to be good. 
Samtel Colour Ltd recommended to both the free groups, earlier hit the 20% buyer freeze. A report was placed in www.sumanspeaksplus.blogspot.com long  back. You can go through that report at: http://sumanspeaksplus.blogspot.com/search?q=samtel+colour

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