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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 ...
WINNING STROKES: THINK DIFFERENT
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Aban Offshore Ltd recommended around Rs.178-179, touched Rs.182.60, intra-day, before closing at Rs.178.40. Those who are holding can do the same, with a price target of Rs.185. However, one matter of concern for Aban Offshore Ltd is it debt of ~Rs.12, 000 crore.

That stock where some investors put Rs.3-5 lakhs hit another buyer freeze today, at it touched Rs.41 The name of the stock starts with the word "S".

Mandhana Industries Ltd hit the buyer freeze at Rs.7.79 in the BSE. The stock is heading towards Rs.9.

HDIL today touched Rs.64.20, in the BSE, before cooling down at Rs.62.30. HDIL has huge land bank and hence there is no need for worry. 

There is another share which could give decent return over 3-6 months period. If any investor is ready to put in Rs.3-5 lakhs on 50:50 profit sharing basis do let me know. There would not be any debt funding in the scrip. 

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