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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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Vijay Shanthi Builders Ltd: Buy on dips
The scrip of Vijay Shanthi Builders Ltd have formed a beautiful pattern on the daily candle stick chart. The stock will try to clear Rs.20.93 in the next few trading sessions, where  200 DSMA is placed. The scrip is already above its 30 DSMA/DEMA and 10 DSMA/DEMA. The price band of Rs.21-23 is very important, where some of the prime SMAs are placed. It will anyhow clear the 100 DEMA and 150 DEMA in the next few trading sessions. Also, since the company is expected to come up with good results for Q1FY13, most of the marketmen are expecting it clear Rs.21-23 range easily and touch Rs.32-37-41, in the next few weeks. If the RBI goes in for a rate cut on Tuesday (at least 25 bps), which is most likely, then we can expect some Upper Freezes in the counter. Buy in bulk and keep holding.

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