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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
Mandhana Industries Ltd hit another buyer freeze at Rs.8.10 yesterday, the stock is heading towards Rs.9. Mandhana Industries Ltd is a part of the Mandhana Retail Ltd, in which the ace investor, Rakhesh Jhunjhunwala has stakes.

D B Realty Ltd closed at Rs.40.75 yesterday. Yesterday, the stock was recommended a buy above Rs.40.30. Recently its subsidiary, Neelkamal Realtors Tower signed an agreement with Indo Global Soft Solutions and Technologies, for the development of Orchid Heights Project measuring 19,434.10 square meters at Mahalaxmi, Mumbai. Indo Global is a Radius Group Company which is a Sanjay Chhabria Venture.

That stock whose name begins with "S", where some investors put Rs.3-5 lakhs hit another buyer freeze yesterday. This stock has already given 15% return too the investors and its name will be disclosed after it move by around 30%. Meanwhile, I  have another such stock, which could give superb returns going forward. If anyone is interested to invest Rs.3-5 lakhs in the scrip on 50:50 profit sharing basis, then please do let me know at: suman2005s@rediffmail.com/sumanm2007s@gmail.com.

HDIL is consolidating at the price ranges of Rs.62-63, for the next round of upmove. The stock after recommendation at around Rs.62, already touched Rs.65 and came down. The company has a huge land bank in Mumbai and hence I feel there should not be any cause of worry.

Yesterday, J P Power Ltd hit the buyer freeze at Rs.5.51. The stock was recommended some weeks back in this blog.

Videocon Industries Ltd yesterday touched Rs.19.15, before closing at Rs.18.95 or near the days high. The stock was asked to be accumulated on all dips, for some good returns in the coming days.

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