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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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Northgate Technologies Ltd: Talks of Re-rating after the Facebook IPO
There is massive restructuring going on in Northgate Technologies Ltd, since the last couple of years. The company now gets most of its revenues from the trading activities, through, M/s. Green Fire Agri Commodities Pvt. Ltd. It has already integrated itself with Facebook to get better viewership. Northgate Technologies Ltd earlier informed BSE that Ziddu.com, a well known and leading file sharing site had come up with innovative development, with which people can upload photos / videos / recorded audio files to Ziddu.com and can email to their friends from mobile itself. Ziddu Mobile App is available for Android and iPhone users.

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