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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
Tulip Telecom Ltd hits another Buyer Freeze in the opening trade. The scrip was repeatedly recommended on this blog for good returns in the coming days. 
Granules India Ltd recommended a couple of days back around Rs.111--112, today touched Rs.142. It gave around 35% plus return in the lest than 4-days.Visit this blog from time to time to get one of the best investment ideas. 
Today, most of the ADA Group (Anil Ambani) Group stocks are moving up. Reliance Communication Ltd (Rs.101, up ~8.5%), Reliance Power (Rs.74 up ~4%), Reliance Mediaworks Ltd (Rs.54, up ~3%), Reliance Infrastructure Ltd (Rs.384, up ~4.8%). Many, I feel do not know what Reliance Mediaworks Ltd is the erstwhile, Adlab Films Ltd, the giant in the media space.
My recommended IRB Infrastructure Ltd which has a massive order book positions is also doing well today and it touched Rs.117.65 intra-day.
Future Retail Ltd (erstwhile Pantaloon Retail) today touched Rs.153.25 and is now trading at Rs.150. This blue chip scrip in the retailing space has a great future.  

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