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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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Bartronics India Ltd and Wall Mart
We have already heard lot about FDI in retail, where the giant retailers would be opening shops in India, driving down the price of products and thereby reducing inflation. In the US, the Wall Mart has defined a new system of business and  has been successful in keeping the inflation under check. In India too we would soon be moving away from Push Production System,  which we have now, where manufacturers of products decide what to produce, how much to produce and the price of the products, to what is called Pull Production System, where retailers determine what the manufacturer will produce, how much to produce and the price of the products.
To make this system successful, Barcoding of products is an essential tool. The barcoding is done by Wall Mart to keep a track on the product and its competitors. And who else can benefit more than one of the established names in this space, like Bartronics India Ltd. So, more and more retailers comes to India, the demand for service from Bartronics India Ltd (CMP: Rs.24.05) is expected to move up. Therefore, please continue accumulating the scrip for a target Rs.42-43 in the coming days.

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