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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...?
Mr.Amar Singh and Anil Ambani were once in the same party, viz, SP of Mulayam Singh Yadav, isn't it?

Now it is interesting to note that while shares of Energy Development Company Ltd of Amar Singh (in which once Amitabh Bachchan held stake) raced from Rs.19-20 to Rs.220 plus in one year, RCOM (Rs.45.95) is still a laggard.

I feel with Mukhesh Ambani now firmly behind RCom (Anil said Reliance Communications Ltd has virtually merged with RJio Infocom of Mukhesh Ambani) and Both the brothers suddenly becoming Narendra Modi fans, I don't think this dichotomy can continue for long.

Amar Singh, the powerful "Thakur" from the UP is a friend of Ambani Brothers, especially the Junior one.....

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