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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 Panoramic Universal at Rs.22, hits the buyer freeze in the opening trade. The scrip was recommended both to the Free and Paid Groups some weeks back. 
There are some positive updates on Avon Corporation Ltd: The company has at present tripled (3 times) its production capacity as compared to FY09 (2008-09). The company has tied up with Future Group (Pantaloon Ltd) for selling its products. It has also recently received an order from ICICI Bank. It has good order book position as of now as is expected to close its order book at Rs.135-140 Cr the end of this fiscal.  The company has tied up with Jawon Medical Ltd of South Korea for special types of products. The company is expected to come up with Q2FY11, results on 30th October, 2010, which is expected to be good. These positive developments could take the scrip to around Rs.7-8 going forward.
I sent this news some days back in Face Book: Rice related scrips should do well going forward as world rice stock with major producers are expected to come down in coming year hitting supplies and boosting prices. KRBL, Kohinoor, Daawat etc can continue their uptrend and are expected to posted good quarterly numbers in the coming quarters. Now look at KRBL Ltd...
Gujarat Alkalies Ltd recommended around Rs.120-121, last month crossed Rs.145 today in the morning trade.
My recommended Balaji Amines Ltd touched Rs.249 today. Both the Free and Paid Group members could recollect that the scrip was recommended around Rs.169-170 a couple of months back. Also a report was placed in www.sumanspeaksplus.blogspot.com.

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