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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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DO YOU KNOW?
Buying was witnessed across the board, yesterday and despite a negative close, advance/decline ratio remained Positive at 4:3  with Small-cap index and Bank Index closing in the green.

Also, Crude oil closed at $58.58 with a gain of $1.52 yesterday. It made a new 4 month high of $59.33 after trading sideways for 7 trading sessions. Crude had crossed the supply level of $55 few days back. The next supply level is $65--thus the Bulls have good room for appreciation. 

This gives the Bulls enough ammunition to invest in the small cap space. Accumulate Veer Energy and Infrastructure Ltd (Rs.3.19) and Hindustan Oil Exploration Ltd (Rs.38.50) in view of the positive development in the crude oil front.

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