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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
Glodyne Tech Ltd, hit the 2nd consecutive buyer freeze, and I have explained recently, why this stock should be accumulated. 
Geodesic Ltd has come out of the Freeze and those who could not average the scrip earlier should do it at the earliest. The stock could start hitting buyer freeze anytime from now. 
KFA Ltd hit another buyer freeze, both due to bullishness in the company and also due to the overall buoyancy in the aviation sector. It should now continuously hit the buyer freeze at least till Rs.14. Today, after lot of tries since the last few days, I could increase my holding in the company.
MANY INVESTORS FORGOT THIS REGARDING TULIP TELECOM LTD: The company's CMD announced that, he would be buying about 2.5 crore shares through convertible warrants for himself at about Rs.80 per share, bringing in almost Rs.200 crore into the company. And in early 2012, Tulip Telecom Ltd invested about Rs.900 crore in building the world’s fourth-largest data centre in Bangalore. NOW SHOW ME THE LOSS, IF ONE BUYS THE SHARES OF TULIP TELECOM LTD AT Rs.12.70, especially CDR is now given. CMP: Rs.12.60.
A good trend has emerged........buying has started  in the small (and also to some extent in mid cap) space, while there is selling in the large caps. Some of my earlier recommended counters like Glodyne Tech Ltd, Vijay Shanthi Builders Ltd, KFA Ltd, Lok Housing Ltd, Southern Ispat Ltd, etc, are all in the buyer freeze. Apart from that Arshya International (old favourite), Twilight Litaka Pharma Ltd, IRB Infrastructure Ltd etc. are also doing well. Now if the commodity prices goes down, then it will be good for the Indian Markets. Indian markets are not like Russia, which are more or less commodity driven. Moreover, any tightening of the interest rate in the US, will be helpful for India in the inflation front. So, if the US does tightening, then India could go on having a loose  policy.

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