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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 Dish TV Ltd touched its 2nd target of Rs.72 as it kissed Rs.73.20. If you remember, the scrip was recommended around Rs.57. Its 1st target was achieved long back . 
Sanguine Media Services Ltd hit the buyer freeze in the opening trade much to the relief of the shareholders. The company now has a brand new management 
Adani Enterprise Ltd today touched Rs.204.70 before closing at Rs.195.90, on late profit booking. The stock fell due to some rumours, which the management denied; after which the scrip recovered. 
My recommended Tera Software Ltd moved to Rs.65.70, before closing at Rs.65.20. This stock is recommended strongly as a buy at around Rs.53-64 ranges. 
Reliance Power Ltd today touched Rs.105.70, before closing at Rs.103.85. There are some positive developments in Uttar Pradesh, regarding its Rosa plant. If you remember, we have Samajbadi Party or SP in Uttar Pradesh, which is looked upon as POSITIVE for the ADA (Anil Dhirubhai Ambani) Group, especially after the Presidential Elections.
Those who have sent the filled up DEMAT FORMS and whose brokerage accounts have still NOT opened, should give me a couple of days to enquire of the same. The demat account opening is FREE and the Brokerage is at par with ICICI Securities.  Those who will join my brokerage house, will get some more discounts on Profit Sharing arrangement, if their portfolio is more than Rs.5 lakhs. Also, those who are facing a little problem with the online trading software, should come online during the market hours for any help. Those whose accounts have opened and have still not deposited cash, are requested to complete the process at the earliest.  If they are finding any difficulty in transferring the funds to the demat account accounts, should come online during any working day; I shall personally assist them on this, so that they can take advantage of this current rally to the hilt. Therefore, for any help, please shoot a mail at: suman2005s@rediffmail.com or sumanm2007s@gmail.co. Join me  and feel the difference. Moreover, due to a series of requests from some of you, I have decided to keep the Paid Service blog open for another  couple of weeks. It is closed now, but will reopen from 10 O'clock, tonight.

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