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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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#The scrip of Steel Authority of India Ltd which was recommended at around Rs.37, last week, in this blog made a high of Rs. 40.35 today.  You can book some profits and keep the rest with a SL of Rs. 38.50.

#Those who have a time frame of 2/3 months can buy the stock of Future Consumer Ltd (Rs.23) and hold....
It belongs to the reputed Future group of companies and would get benefited as consumer demand starts to improve from Q3FY20, due to festive and winter demands. 

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