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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:
Correction was expected in the markets as the Paid Members were sent the following today (morning): A short correction could take the Nifty to 5950-5960 levels...
Sicagen India Ltd recommended around Rs.7 and Rs.9, touched Rs.35.5 today. It is a group company of Offshore logistics services provider Sical Logistics. Congratulations to all those who are still holding the scrip. 
Vishal Retail Ltd moved to Rs.48 today before closing down a bit. Vishal Retail’s board has finally arrived at a consensus on the sale of the retail and wholesale business. The board decided to sell the businesses for Rs.100 crore. While the retail business will go to Chennai’s Shriram Group, the Indian subsidiary of Texas Pacific Group (TPG) Ltd will take over the wholesale, institutional trading and franchising business. Both the undertakings - retail and wholesale - will be sold on a slump-sale basis with all assets and certain identified liabilities. However, the sale does not include its four properties in Hubli, Kolkata, Dehradun and Jabalpur--which is the catch in the counter.
There are lot of rumours regarding Asian Paints taking over  of Brushman India Ltd. There is also some buzz that the promoter is being questioned by the CBI for his involvement in the Koda scam. The company makes paintbrushes. However, retail investors should be careful as the company hardly has anthing to be talked about.
Accumulate Morgan Ventures Ltd at the CMP of Rs.10.25 for a target of Rs.22. You can go through their website for further details: www.morganventures.net.

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