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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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Market Mantra
Tulip Telecom Ltd which was recommended a couple of days back around Rs.38--39, hits another buyer freeze. Congratulations to all those who bought the scrip. 
There are some good news coming in Glodyne Technoserve Ltd (BSE Code: 532672), in a short time so keep accumulating the scrip in all declines. CMP--Rs.64. The company has a good order book position. There is absolutely no problem in the company, as per my sources. 
My yesterday's Nifty call: Buy Nifty_Oct_Futures at 5660, T--5710, SL--5620, reached its target today.
SEL Manufacturing Company Ltd whose name was mentioned here only a couple of days back, hit the Buyer Freeze in the late afternoon trade. Only 850 shares are there in the market. The stock is moving up huge volume, after  BULL ATTACK. 
Reliance Communications Ltd which was recommended today to the Paid Group Members at Rs.60.20, is now trading at Rs.62. Reliance Communications Ltd, got a favourable ruling from TDSAT, which directed BSNL & MTNL to refund the fines levied on the company for its home country direct services. The stock is soon expected to cross Rs.70 soon. 
Join my Brokerage or my Paid Service to get maximum out of my calls. In case of joining my Brokerage House, you will get Paid Service free for a couple of years and after that half the price for next few years upto 8th year, after which the Paid Service is FREE FOR LIFE. Therefore, please do not miss the opportunity. Join Now. For that send me a mail at: sumanm2007s@gmail.com/suman2005s@rediffmail.com.

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