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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
The pre-budget rally is about to begin and crude oil
prices have started to inch up; hence you can think of taking positions in some of the beaten down counters:

1. Investors can take fresh positions in Vedanta Ltd at Rs.59-62, for a short term target of Rs.79-81.

 2. Investors can take fresh positions in ARSS Infrastructure Projects Ltd at Rs.28-29 for short term targets of Rs.35-37. Those who have not exited at the SL can average the share price by buying at the current levels.

 3. Investors can take fresh positions in Suzlon Energy at Rs.13-13.45 for short term targets of Rs.15-17.

 4. Investors can take fresh positions in Infinite Computer Solutions Ltd at Rs.180, for short term targets of R.120-125.

 5. Investors can take fresh positions in Chambal Fertilizer at Rs.51.80 for a short term target of Rs.65.

 6. Investors can take fresh positions in R S Software at Rs.59.60, for a short term target of Rs.65.

 7. Investors can take fresh positions in Gitanjali Gems at Rs.33.60 for short term targets of Rs.39-41.

 8. Investors can take fresh positions in Housing Development & Infrastructure Ltd at Rs.59.10, for short targets of Rs.67-71.

Note: This information was posted in the Premium Blog about half an hour back. The Prices mentioned are threfore the recommended prices in the Paid Blog.....

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