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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 Nifty reached my target of 11500 as mentioned in my last post. Yesterday, the BSE Sensex closed at 38,973.70 up 276.65 points (+0.71%), while the Nifty ended the day at 11,503.35 at 86.40 points (+0.76). Now, the Nifty is expected to consolidate at this level before starting the move. 

#Buy the shares of Just Dial Ltd (Rs.378.90) at around Rs.370, during intraday dips for short term targets of Rs.427/432.

#My recommended 20 Microns Ltd (Rs.28.10) is consolidating around Rs. 27/31 ranges. This is not a momentum counter and hence those who have bought it for short term trading, they can exit.

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