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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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Reliance Communications Ltd: Ready to Soar...
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Reliance Communications Ltd is India's second-largest telecom player in terms of subscribers. Recently, Mr. Anil Ambani said, "Reliance Communications is committed to bring down its high debt. Its debt of Rs.35,000 crore is only 10 per cent of the cumulative Rs.3.5 lakh crore debt of the entire telecom sector". 
Moreover, the company is looking to improve productivity as part of a four-step strategy to pare debt. Reliance Communications will monetize assets to increase revenue growth and improve profitability, and become the lowest cost-service provider. It is looking to unlock value in Reliance Infratel, its wireless tower subsidiary. 
Reliance Communications Ltd sold a 5 per cent stake in the unit to international investors in July 2007. It is continuing to evaluate strategic options, including a sale or a listing, for the subsidiary. The company still plans to list its overseas cable assets under a business trust structure on the Singapore Stock Exchange and will use its proceeds to repay debt.
Therefore, buy the stocks of the company without fail. It could even move above Rs.100, in the coming days. Those who have bought, Anant Raj Industries Ltd can book your profits and invest the money in Reliance Communications Ltd at around Rs.57--57.50.The book value of the shares of the company is Rs.218.97.

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