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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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 Winning Strokes: Think Different
Future Enterprises Ltd recommended at around Rs.18.50, yesterday made a new 52-week high and closed at Rs.38.65 in the NSE. The next natural target comes around Rs.41-42, if Rs.37.50-37.70 holds.

Meaningless selling by the operators is pushing down the shares of Mandhana Industries Ltd (Rs.11.65) to some unbelievable levels. The company has a debt of only Rs.800 Cr and is doing SDR. It's retail arm us backed by ace investors like Rakhesh Jhinjhunwala and Ramesh Damani. 

Reliance Defense and Engineering Ltd is consolidating at around Rs.59-60, before the next round next round of upmove. This stock.like my other recommended counters like Vedanta Ltd, Himdalco Ltd, etc will invariably make new 52-week high. Keep accumulating at dips with a SL of Rs.58.

Note: I am not keeping well.since the last few days. Hence, this blog may/may not be updated regularly.

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