Two Tests for India: The Rupee Under Pressure, and SEPC Ltd (₹4.95) at a Valuation Crossroads

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SumanSpeaks Independent Capital Markets & Geopolitical Intelligence Rupee Watch | Small-Cap Research Two Tests for India: The Rupee Under Pressure, and SEPC Ltd (₹4.95) at a Valuation Crossroads The RBI is reportedly weighing a ₹50 lakh sub-limit on some overseas remittances, paired with tax relief to attract inflows. SEPC trades at ₹4.95 against a ₹9.87 valuation report, with a Jharkhand stay, ₹154 crore freed and a 44% dilution from the Avenir share swap in play. India's markets are asking two very different questions. The first is macro: is pressure on the rupee pushing the RBI toward tighter limits on overseas remittances? The second is company-specific: can SEPC Ltd (₹4.95), trading at half the ₹9.87 in its July valuation report, close that gap? One concerns national economic policy. The other concerns corporate execution and shareholder value. Both deserve examination on their own merits, and both demand the same discipline: separate a proposal f...
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Today's Calls
The project development will require an investment outlay of nearly $1 billion. Financing of the project is under consideration of Asian Development Bank and a consortium of lenders, said the Anil Ambani Group company in a statement.
The markets are probably nervous before the results of Infosys Ltd. Book small intraday profits at Rs.48.50 and wait for the market to stabilize, for fresh entry in Reliance Power Ltd (Rs.48.50).

2. The shares of all telecom companies should spurt after RJio came up with new Paid Offers. The UBS has already mentioned in their research report that from Q1FY18, the fundamentals of telecom companies are set to improve. Therefore, use every dip to buy the shares of RCom (Rs.36.85), Idea Cellular (Rs.87.40) etc. Don't look at these Blue Chips on daily basis.

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