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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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Rakesh Jhunjhunwala's Flop Stocks
Many won't believe that Rakesh Jhunjhunwala, the so called Warren Buffet of India, has given more misses than hits and any average investor who would have copied his moves since past 5 years should be sitting on huge losses.

 Making money in Indian markets have become increasingly tough and that to if a portfolio is largely skewed towards midcap then there is no stopping to the pain. Some of the midcaps that the big bull was heavily bullish on has crashed more than 90% from their highs of 2008. For instance A2Z maintenance is down around 96% from it's IPO price of Rs 400. Similarly Nagarjuna Constructions is down more than 90% from it's high of 400 in 2007.

 This year itself some of his stock has cracked more than 70% leaving a Rs 1000 crore hole in his portfolio. So next time if RJ buys something think twice before jumping on to it.

Courtesy: Investorzclub

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