By -
Image
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 ...
Post a Comment
By -
FDI in retail to spur IT procurement
The foreign companies coming to India will have to depend on IT companies for hardware deployments, surveillance tools, display technologies and location-based services
~~Muntazir Abbas
NEW DELHI, INDIA: Despite resistance from various federal states, the Cabinet has paved the path for 51 per cent foreign direct investment (FDI) in the multi-brand retail sector. This has come as a jolt for regional political leaders, but IT industry has a reason to smile.
Manmohan SinghWith Prime Minister Manmohan Singh coming out with full throttle on big ticket reforms, the retail chain giants are expected to seize the opportunity and swell the existing $450 billion Indian retail market.
From farm to fork, the IT/ITes (not excluding telecom) are poised to play strategic role. The industry pundits feel that supply chain management and warehousing would witness IT hardware deployments, besides customized software, surveillance tools, display technologies and location-based services (LBS).
Speaking to CIOL, ICRIER (Indian Council for Research on International Economic Relations) director professor Rajat Kathuria said that allowing FDI in retail is a good move. "Physical infrastructure will be relied on robust supply chain driven by IT," he said.
With certain safeguards, Kathuria said, it will help industry in a big way. “Multi-brand retail stores will facilitate IT hardware purchase, and logistics companies will come to the fore, hence, it will boost the industry,” he added.
MAIT president and Canon India SVP Dr Alok Bharadwaj believes that FDI in retail would open multiple opportunities for the IT industry. This, he said, will have multi-fold positive impact and investment around infrastructure and expansion would be expected.
"IT hardware, software and applications deployment; implementation of display technologies; and networking for real time management will see huge traction," Bharadwaj said. Leveraging technology, he said, could save crop from rot and allow farmers to get fair price for their produce.
Multi-brand retail chain stores, Bharadwaj feels, would also be an another extension for consumer IT products. With chain stores like Walmart, the reach of IT consumer products would increase across 5,000 cities in the country.
NASSCOM vice-president Ameet Nivsarkar said that FDI in department stores is a welcome move and it will expand the market opportunities. "The prominence of logistics and retail supply chain in the sector will spur new IT investments," he said.
Nivsarkar feels that the overall impact would be positive on the industry. This, he said, would help IT ecosystem to prosper by tapping multiple areas of interest.

©CyberMedia News

Popular posts from this blog

By -
Image
Critical Red Flags at Rajesh Exports Ltd – Shift to Z Group Signals Deep Governance Issues. ~Sumon Mukhopadhyay. ------------------------------------ Company: Rajesh Exports Ltd (Rs.180.35). Date: January 5, 2026. Subject: Non-Compliance Leading to Z Group Classification and Investor Risks. =============== Executive Summary: A Major Regulatory Warning: As of early January 2026, Rajesh Exports has been reclassified into the Z Group (BZ Series) on both BSE and NSE. This punitive category is reserved for companies with serious compliance failures. The primary trigger: Persistent delay in submitting the Reconciliation of Share Capital Audit Report (required under Regulation 76 of SEBI's Depositories and Participants Regulations) for multiple consecutive quarters, including those ended June and September 2025. This isn't just administrative oversight—it's a serious red flag indicating potential mismatches between issued shares, demat holdings, and company record...
Read more
By -
Image
Hikaru Nakamura and Atousa Pourkashiyan: A Checkmate in Love – A Grand Union Forged on the 64 - Squares.... Introduction: Hikaru Nakamura, a name synonymous with modern chess, is a prodigy-turned-legend whose brilliance has redefined the contours of the game.  A five-time U.S. Champion, his fearless strategies and dynamic online presence have made him an unparalleled force in the chess world. In 2023, however, the grandmaster made headlines for a personal milestone: his marriage to the courageous and equally accomplished chess player, Atousa Pourkashiyan. Atousa, a Women's Grandmaster (WGM), is a celebrated chess player and a symbol of resilience. Her bold decision to compete without a hijab during the 2022 World Rapid and Blitz Championship became a landmark moment in the global spotlight. This act was a direct expression of solidarity with the Mahsa Amini protests in Iran, where women have continued to fight against oppressive mandates, demanding the freedom to choose their attir...
Read more
By -
Image
SYRMA SGS Technology Ltd (Rs.611); P owering Growth Through Data Centers and Medical Devices with Its New Pune Facility. Introduction : Syrma SGS Technology Ltd (Rs.611) is making strategic moves in high-growth sectors such as data centers and medical devices, positioning itself as a leader in the electronics manufacturing industry.  The company's newly inaugurated Pune facility is set to become a key driver of revenue growth and market expansion. This development not only supports Syrma’s commitment to the data center and healthcare industries but also enhances shareholder value through innovation and scalability. Photo : Business Line. ---------------------------------- Key Facility Details: Revolutionizing Operations Facility Scale: Spanning 26.5 acres, the new campus is designed to support 1.20 million square feet of manufacturing space, with 60,000 square feet operational in Phase 1. Investment : ₹150 crore in Phase 1, with further investment planned to scale operations. Job C...
Read more