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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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Buy Nifty 5200 call at Rs.82-82.5, SL--Rs.78, T--Rs.91....Now it is time to start buying Nifty again. This message was first given to the Paid Services members and then to the Free members on my Yahoo Messenger, ID--suman_2004s@yahoo.co.uk. India witnessed the second highest growth in FDI inflows in the world during 2011, which helped generate over two lakh jobs, reflecting robust faith of international investors in Indian growth and allaying fears of its fading global sheen, a private survey showed.Total FDI inflows grew by 25% during Jan-Nov 2011, second only to Brazil where the growth was 48%. Most of the investments were focused on large scale manufacturing industries-automotive, industrial equipment, metals industries and on business process outsourcing projects in IT services-generating 2.16 lakh jobs in the country. The total value of FDI inflows during Jan-Nov 2011 rose 13% YoY to over $50 billion.
There is no stopping of Vijay Shanthi Builders Ltd, the scrip today touched Rs.22.85 and is still going very strong. There is another break out today--it seems this stock will make new highs this time, due to its strong fundamentals and huge land holdings. Buy all the stocks in the real estate sector, as the government is going go cut interest rate in the near future.
I think there is a break out in Northgate Technologies Ltd before the Facebook filing for IPO this week. This is expected to re-rate, the stocks in the social networking space. 

More coming keep watch..............

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