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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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Rakesh Jhunjhunwala Slams Opposition to Retail FDI; Bullish on Retail Stocks
NEW DELHI: Happy with the government's initiative to start introducing some economic reforms, Rakesh Jhunjhunwala slammed political parties for opposing FDI in multi-brand retail. Jhunjhunwala said that all the 'noise' being created about retail FDI is 'humbug'.
The economy needs to be made competitive and Indian retailers are already importing goods, he added. With tremendous political opposition, Jhunjhunwala is not very hopeful of major reforms.
"The retail sector will be one of the fastest growing sectors in the economy, Jhunjhunwala told ET Now. He is bullish on retail stocks owing to their strong growth potential. He also likes agriculture related sectors.
The investment guru also sees opportunities in some of the 'badly beaten down' infrastructure and real estate stocks. Jhunjhunwala feels that FDI in aviation by foreign carriers will not make a big difference to the basic profitability of airlines. "I will not be bullish on airline stocks unless crude oil prices come down," he said.
"I have no assets other than equities, maybe a house or an office," he joked, when asked about other asset classes as investment bets. On the topic of investment prospects outside India, Jhunjhunwala said that intuitively he sees good long-term investments in Philippines and Indonesia.

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