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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 BSE Sensex today closed at 40,593.80 up 84.31 points (+0.21%), while the Nifty ended the day at 11,930.95 up 16.75 points (+0.14%). The Nifty is like to face reisistance at around 12000.  Hence, Nifty traders are suggested to lighten their Nifty long positions. 

#Buy the shares of V2 Retail Ltd near the CMP of Rs.49.30, for short term targets of Rs.55/61. SL: Rs.46.

The retail sector is slowly opening up. This is likely to have a positive trigger on the stock.

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