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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
My recommended A2Z Maintenance and Engineering Services Ltd moved to Rs.19.40. This is the scrip where the big bull Rakesh Jhunjhunwala holds around Rs.18.03 % stake.
The morning speculative call Glodyne Tech Ltd at Rs.12.50 hit the upper freeze in the mid afternoon trade and is now locked at Rs.12.78. 
Buy SAIL (Steel Authority of India Ltd) at Rs.63 for a target of Rs.69-70, in the next few trading sessions. The Cabinet may today take up a proposal to allow the company and Rashtriya Ispat Nigam to directly charter ships to import coal and other raw material.  
Morning Intra-day call HDIL at Rs.58, gave good returns to the Paid Members as the scrip touched Rs.60.20. 
My earlier recommended Adani Port Ltd at Rs.151 today, touched Rs.161, after a spectacular Q4FY13 results. 
My recommended Eros International Media Ltd touched Rs.168.65. The scrip should give decent returns over a period of time.
SKS Microfinance Ltd has fallen to Rs.121.60 may be due to some operator action, as there is no reason for the fall after such a scintillating Q4FY13 results and equally good guidance for the FY14. You should accumulate the scrip in all declines for a target of Rs.141-142. 

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