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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 Vijay Shanthi Builders Ltd hit the buyer freeze in the late afternoon trade. I have mentioned time and again that according to my close sources, the company is coming up with good results for Q1FY13. Also, the company is completing a number of projects in the next 3-6 months time frame.  A small write-up on the company is already placed at: www.sumanspeaksplus.blogspot.com. 
There are some more positive news for the Power Sector and for companies in this space, viz, Tata Power Ltd, Reliance Power Ltd, KSK Energy Ventures Ltd, Adani Power Ltd, etc. There are media reports that the government might ask Coal India Ltd to import coal to meet the ever growing domestic demand and adopt price pooling of international and indigenous coal for supplying to power companies. In a letter to Coal India, the Coal Ministry said, "In the interest of growth of the economy and to increase power generation, efforts are needed to make adequate coal available". The Power Ministry has also suggested to the Coal Ministry, that there is necessity of coal imports and pooling of the price of imported and domestic coal. "In this regard, Central Electricity Authority) needs to prepare a detailed operational plan i consultation with Coal India, Railways and Port Authorities", the Power Ministry said. The board of Coal India Ltd is likely to meet on next Tuesday (31st July, 2012), to deliberate on this issue and take final decision. To read the full report: CLICK HERE.

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