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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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Mandhana Industries: Result Update
Madhàna Industries came up with a loss of Rs.76.33 Cr in Q1FY18, however it is much better than I expected. During the June, 2017 quarter the write off was Rs.363.80 Cr, due to slow moving/old moving obsolete products. This has created much difference.

Moreover, the loss of Rs.76.33 Cr in the June quarter is much less than Rs.413.53 Cr in Q1FY17. But on the flip side the company has defaulted on Loans and is in talks with the lenders to go for restructuring.

In such circumstances, I feel.the worst is over for the Mandhana Industries Ltd (Rs.8.13). Also, I feel the Narendra Modi's autocracy (damaging the ecomomy with wrong policies) will end within a couple of years as the new government takes office in 2019.

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