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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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Deutsche Bank has raised its investment recommendation on software firm Rolta India Ltd bonds to BUY from hold. The stock started to fall from around Rs.177, after a research report alleged irregularities in its financials; even as the company termed it as "malicious" attempt to pull down its stock price.

 Deutsche Bank raised its investment recommendation on the software firm Rolta India Ltd bonds to buy from hold a day after the company denied allegations made by short-seller Glaucus Research about fabricated capital expenditures. Deutsche said it agreed with the company's response that Glaucus had made factual errors in its report and the report had very little new information.

The risk taking investors can therefore buy the scrip of the company at Rs.134-135, for a short term target of Rs.142.

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