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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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Astronomical Pricing of 700 MHz auction to help Ambani brothers...?
The result of Telecom auction failure is a disaster of an exercise that had the potential to give a new leap to high speed internet at affordable prices.

KNDA government's greed and plundering attitude destroyed the opportunity.

However, I am of the view that spectrum pricing of 700 MHz category in the recent auction might have been done to help Ambani brothers, because RCom has enough of 800 MHz spectrum (probably highest among all telecom players in India) which is comparable with 700 MHz.

It is pertinent to mention here that virtually RCom and RJio is now a single company --- RJio can use RCom's 800 MHz spectrum for its 3G and 4G services, across the length and breadth of India.

Therefore, no telecom company bidding for 700 MHz (or getting it and losing money for infrastructure spend) is positive (advantageous) for both RCOM and RJio in their present day avatars.

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