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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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Important
1. Those traders who entered Vedanta Ltd at around Rs.64-65 are suggested to book profit at Rs.75-74 and wait on the sidelines for the scrip to come around Rs.67-69, for taking fresh positions.
The crude oil prices have again started to play rock and roll and in such circumstances it would be better if you ply safe.

2. Rasoya Protein Ltd (Re.0.25) is yet to start its main plant and its power plants. Therefore, the investors are suggested to refrain from taking fresh positions in the counter.

3. This time many traders are expecting some form of incentives for the Gems and Jewelry sector, in the upcoming budget. Hence, traders can increase their holdings in Tara Jewels (Rs.42), Gitanjali Gems Ltd (Rs.33), P C Jeweller (Rs.401.25), etc.

 4. Since the crude oil prices have again started to slip, it is better to stay put with cash, except in safe Heavens like Gold.

 Note: This message was sent to the Premium Groups, today morning.

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