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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 domestic indices closed with a slight loss on last Friday. The BSE Sensex ended the day at 44,149.72, down 110.02 points (-0.25%), while the Nifty closed at 12,968.95 down 18.05 points (-0.14%). The Nifty is likely to face resistances at 12980/13000. 

#Both of my recently recommended counters did well. While, Imagicaworld Enterinment (Rs.4.80), uched Rs.5.30 intraday, Central Bank closed Rs.12.70 -- both the scrips are a holding with 5% trailing SL.

#Buy Nifty_12000 put options around Rs.37/38 for a targets of Rs.61/62. SL: Rs.27.

#Buy the shares of Zensar Technologies Limited (Rs.227.70) during market dips around Rs.197/200, for short term targets of Rs.261/266. SL: 195.

#Meanwhile, the Mumbai Suburban Local Train system is still to start operations, as the goal posts are getting changed August. The local train system is the lifeline in Mumbai. Therefore, keeping them out of track for so long does not augur well.

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