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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
Nifty is continuously getting support around 6270-6280 ranges during the day. It is to be noted that the Nifty has settled 187 points higher in December, expiry. The uptrend remains intact and long positions could be HELD. 
Resistance: 6310 / 6350
Support: 6270 / 6220
Today's Call: 
Buy Reliance Power Ltd at Rs.73.10, T-Rs.81, SL--Rs.69. The CBI has closed its preliminary enquiry into the alleged irregularities in coal block allocation for the company's ultra mega power project in Sasan, Madhya Pradesh. Moreover, the government may separate forest clearance for coal block from the environment nod to the overall project to speed up Odisha ultra mega power project. CLICK HERE. 
Those who have bought Rolta India Ltd yesterday at around Rs.17--17.30, should consider buying more of the scrip on every decline. It will give super and steady returns over a period. Centre plans to allow FDI in e-commerce before March, 2013. CMP: Rs.67.70. 

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