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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
Today Jai Balaji Industries Ltd touched Rs.38.90 intra-day before cooling down a bit. The scrip is trading at some ridiculous price when the Q1FY13 results are expected to be good.
Yesterday's call on Nucleus Software Ltd saw it touch Rs.72.70 intra-day. The scrip closed at Rs.69.30. I had placed a brief report on the company at: http://sumanspeakspremiumservices.blogspot.com. 
The Nifty yesterday behaved as expected and those who held on to the positions made profits. But then what would the investors/traders do now? Where should one put on their hard earned money? A positive news is that, Chinese factory output suggests that stimulus measures are starting to boost the world's second-largest economy. Chinese economic growth in the second quarter cooled to 7.6 percent from a year earlier, its slowest pace in more than three years, but still way ahead of the United States and the euro zone, which has likely fallen back into recession. The drama in Europe unfurls (courtesy Media) now and then, like the pendulum of a clock exhibiting SHM!! But most of us are particularly NOT moved by the latest warnings, yield spikes, or talk of the euro zone collapsing. Having heard the boy cry wolf, so the speak, for the past two-and-a-half years, it's hard to get all that worked up about anything out of Europe that we haven't already heard many times before.
I have recommended a scrip from the steel sector whose price is below Rs.7 but could touch Rs.12-15 in the next 6 months time frame. A brief report on the scrip has also been placed on my Premium Blog, for the Paid Members and those who are trading through my brokerage house. You will get it here: Click Premium Blog.

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