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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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The two banks which I recommended strongly
The IFCI Ltd is expected to be a steady profit maker in the coming days. The scrip should be accumulated on all dips. 
The current CMD of SBI Ltd, looks to be a man of action, after the previous one spoiled everything. The earlier CMD actually brought this public sector behemoth to its knees. The inefficient persons should be sacked before they retires--like the current inefficient Finance Minister, who is clinging to the post like a leech sticks on the back of a buffalo, should have been sacked long back. He is the person responsible for the dwindling sentiments in Dalal Street and causing so much problems to the India Inc, apart from the unpardonable damage and harm his directionless policies did to the Broker and Trader community. A virtual quack is being made the Finance Minister of India (and a radar-less RBI team, who perhaps only knows one word in the whole of economics, "Inflation")---shame on this great country.

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