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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 ...
Tit - Bits
#Today the shares of Future Consumer Ltd moved to Rs.26.45 before  closing at Rs.25.65. Tomorrow you can book some profits near the 1st target. 

#MRPL (Rs.48.15) is likely to get merged with HPCL in 2020. Those who have a slightly longer term view, should buy this scrip and hold. It is a sure shot profit giving stock for the medium to long term. 

#The stock of SAIL (Rs.38.60) is consolidating at the current ranges. You can keep holding with the Stop Loss mentioned earlier. 

#Tomorrow,  I'll recommend a short term momentum counter by 10 am in the morning in this blog. Stay tuned. And don't,  play in my recommended counters without the use of appropriate stop loss. 

Those who have portfolio size of around Rs. 3 - 5 lakhs can seek my help,  to make money on profit sharing basis (ratio --> 70:30),  with new theories and result orient approaches.  You also don't need to open a fresh Dmat account. You can continue with your existing trading/demat account and trade through them, on SHORT TERM basis. 

Give a try  -- I'm sure you will love my razor sharp methods of making money from the stock market, using my more than 20 years of practical experience. If you are not satisfied with the results,  you can put out of the agreement at any time -- No Bondage.

Send me a mail at: suman2005s@rediffmail.com or sumanm 2007s@gmail.com.

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