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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
Buying continues in the small and mid cap space, as was mentioned yesterday..............
Tulip Telecom Ltd hits the buyer freeze at Rs.12.70. The stock was repeatedly recommended during the last few days as a buy, after I received some positive information. Meanwhile, there were media reports that, the government may hold the third round of auction of spectrum in 18 regions immediately after the planned spectrum sale in March, 2013. Congratulation, to those who picked it up at the right moment. 
ARSS Infrastructure Ltd today touched Rs.42.65, before coming down a bit. Most of the stocks in the infrastructure sector are expected to do well in the coming days. I am looking for a target of Rs.52-54 in future. The stock was recommended at Rs.39, yesterday.In the same space, IRB Iinfrastructure Ltd recommended recently around Rs.113, today touched Rs.118.
U B Holdings Ltd (CMP: Rs.64.10) and Kingfisher Airlines Ltd (Rs.10.53) hit the respective buyer freezes. Meanwhile,  India's second largest carrier Jet Airways on Tuesday announced what it termed India's biggest air-ticket sale of 20 lakh seats at Rs 2250 for travel upto anytime till December 31 this year. Now FDI in aviation and rise in the Railway Fare (Tickets), augurs well for the aviation sector. 
Allahabad Bank Ltd, recommended yesterday at Rs.149, to the Paid Service members, today touched Rs.152.60.
Glodyne Tech Ltd today, hit the buyer freeze in the opening trade. The company's CMD is still  in the US, to oversee the operations of its subsidiaries. CMP: Rs.14.10.
Steady accumulation is going on in Crest Animation Studios Ltd, for better returns in future. CMP: Rs.8.80. One should accumulate Southern Online Bio Tech Ltd in all declines, as this has a story to tell. CMP: Rs.3.85.

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