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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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MARKET MANTRA:
Fame India Ltd hits the buyer freeze in the opening trade; now locked at the upper circuit at Rs.51.85. The company is having an AGM very soon. The stock was repeatedly recommended as a buy. 
Buy Essar Oil Ltd at Rs.128--128.50, T--Rs.140, SL--Rs.121. The company came out with scintillating set of number for the Q1FY12, with the Net Profit jumping many folds, when compared on Y-o-Y basis. Its expansion will stand completed in October 2011. According to a Bombay based analyst the Company's present GRM is around USD 8.50 which, post expansion, should increase BY 4 dollars. Thus, Essar Oil's profits can show sharp rise from Q4 onwards. Hence buy the stock to get some decent retuns going forward.
Buy Refex Refrigerants Ltd at Rs.23.40--23.70, T--Rs.32, SL--Rs.21. The company is going in for a new business models apart from its existing business.
The Next Target for Nifty is 5900-6300 and hence keep adding your Nifty Longs. Strong support at 5560--5500-5491.
Buy Allied Digital Services Ltd at Rs.47.50--48, T--Rs.75, SL--Rs.42. With the TCS Ltd coming up with results very soon, the IT space is heating up. The results of Infosys Tech was more or less along the expected lines.

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