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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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Why You Should NOT Listen To Experts

Dear Reader, 


                        When stock markets were surging, the so-called "experts" were making predictions of huge gains in the years to come. But now that stock markets have crashed, they say stock prices will fall even further. 

So, what should you be doing now?

To begin with, stop listening to the experts. And start investing sensibly..
And one way to do that is to buy blue chip stocks available for dirt cheap... as this could set you up for biggains in the years to come. 


Warm regards, 

Rahul Goel 

CEO, Equitymaster.com 


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