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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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Sugar shares in demand
Shree Renuka Sugar Ltd moved to Rs.37.90, before closing at Rs.36.30
Thirteen sugar shares rose by 0.06% to 6.1% at 13:37 IST on BSE on reports a committee has recommended scrapping the mandatory norm of buying 10% of sugar mills' output for supplies to the poor.
DCM Shriram Industries (up 6.1%), Simbhaoli Sugars (up 4.98%), Dhampur Sugar (up 4.33%), Rana Sugars (up 4.26%), Oudh Sugar Mills (up 2.8%), Sakthi Sugars (up 2.58%), Balrampur Chini Mills (up 2.48%), Empee Sugars (up 1.8%), Bajaj Hindusthan (up 1.54%), Dwarikesh Sugar Industries (up 1.13%), Triveni Engineering & Industries (up 0.85%), Shree Renuka Sugars (up 0.54%) and EID Parry India (up 0.06%), edged higher.
The BSE Sensex was down 64.45 points, or 0.34% at 18,740.30.
According to reports, the panel headed by C. Rangarajan, who is also the chairman of the prime minister's economic advisory council, has submitted the report to Prime Minister Manmohan Singh, recommending to lift curbs in the sugar sector.
Currently, the government imposes restriction to moderate prices in the domestic markets.

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