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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
Southern Online Bio Tech Ltd hits another buyer freeze in the opening trade as expected. The diesel prices are expected to  be increased, according to the media reports. 
 Suzlon Energy Ltd moved up like a rocket, after it was recommended in this blog.  I can  only see positives in the counter and I still maintain my medium term target of Rs.31-32. 
ARSS Infrastructure Ltd, which was recommended as a buy yesterday, touched Rs.47.70, today and is expected to move up in the coming days, as the company hopes to turn black  by Q4FY13. The company has got interest subvention and this is already reflected in Q2FY13 results, when the interest cost came down drastically, from Rs.37.10 Cr in Q2FY12 to mere Rs.19.47 Cr in Q2FY13.  This is expected to continue in the coming quarters, as the Corporate Debt Restructuring picks up steam. The company has good order book positions. We need to accumulate all the Infrastructure Counters before the RBI goes in for a rate cut. 
RDB Infrastructure & Realty Ltd hits the buyer Freeze at Rs.26.75, after it was again recommended today at around Rs.25--25.50. This is one of the finest stocks from the Real Estate/Infrastructure Ltd and I think most of the veterans, will agree with me, in this case.

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