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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?
Karuturi Global Ltd (Rs.4.99), the world's largest cut rose exporter from India, is now almost at a 3-year high and is threatening to break Rs.7, on the upside in the coming days, due to expected improvement in its fundamentals. The way the company is trying to revamp its operations makes me feel that it will slowly move towards its all time high of ~Rs.38. 

Therefore, accumulate the scrip on all declines, for immediate targets of Rs.7 and Rs.9.5--don't sell the scrip in a hurry!!

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