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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
Photo: CybBet
Mandhana Industries Ltd has hit another buyer freeze on both the exchanges. The stock closed at Rs.7.40 in the NSE. The scrip is heading towards Rs.9 -- stay put.

As expected Shilpi Cable Technologies Ltd hit the LC at Rs23..95 today. The investors were suggested to reduce their positions and exit at the SL of Rs.22.

Jai Balaji Industries Ltd today, broke Rs.10.70 in both the exchanges, and closed at Rs.10.41 in the BSE. Wait to see, if the earlier 52-week low holds or  not; before taking fresh positions. 

SREI Infrastructure Finance Ltd, recommended yesterday, touched Rs.130, intra-day. Hope most of you have made profit in the counter.

Karur Vashya Bank Ltd was given a buy at Rs.146, for a short term target of Rs.154. The stock closed at Rs.147.05 or near the day's high -- stay invested.

HDIL recommended only some days back at around Rs.62, against Unitech Ltd (Rs.7.61) today touched Rs.65.30, intra-day. The share closed at Rs.64.10 today.

That stock, for which I spoke of an investment of around Rs.3-5 lakhs has started to hit the Upper Circuits from today. The name will only be disclosed later or when it is near our cherished target. I will recommend another such stock this week -- if you have an investable fund of around Rs.3-5 lakhs (no debt funding to minimize risks) do let me know.

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