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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 Power Grid Corporation Ltd moved to Rs.104.30 before cooling down a  bit. In another move Reliance Power emerged as the front runner among the six short listed entities for a tender floated  by Uttar Pradesh Power Corporation to buy 3000 MW of power for 25 years, the scrip moved to Rs.112.50, after it was recommended.
The infrastructure sector should be happy with the budget. Tomorrow we could see some fireworks in some of the scrips in the sector.....almost half of the budgetary allocations have been directly or indirectly directed towards infrastructure spending.



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