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Showing posts from May, 2021
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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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  Winning Strokes The the BSE Sensex is currently trading at 51,037.45 up 19.93 points (+0.04%) while the Nifty50 was seen at 15,315.25 up 13.80 points (+0.09%). The Nifty is likely to face resistance around 15300/15550 zones. Hence, the Nifty buyers should look at these levels to liquidate their positions. But there are media speculations that with the world's worst pandemic outbreak scarring nascent economic recovery, the government of India may at the beginning of the unlock phase announce another stimulus package for the most hit sectors such as small business and self-employed.  Hence, I don't see the Nifty going down too low from here. Photo : I'm standing outside the Premises of a Future Retail group company in Boisar West, Greater Bombay.  #It you have an investable fund of around Rs.2/3 lakhs then you can think of joining my profit sharing scheme and get good ROI on your investments. There would be no trading, in the scrips purchased on delivery basis. You w...
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  Winning Strokes On last Wednesday the BSE Sensex closed at 48,690.80 down 471.01 points (-0.96%) while the  NSE closed at 14,696.50 down 154.25 points (-1.04%). Today the Nifty is likely to test 14500 on the downside. With Coronavirus-outbreak creating havoc, there will obviously be some negative impacts on the market due to the pandemic. #The steel shares have been rising since some days after Morgan Stanley gave a  Bullish rating on Tata Steel. My recommended Tata Steel BSL Ltd (Rs.10 1.25)  at around Rs.18/20 moved to above Rs.100 and made an intraday high of Rs.109, on last Wednesday. The investors are suggested to book 80% of the profits and hold the rest with a SL at Rs.97. #Anyone having an investable fund of around Rs.2/3 lakh to be deployed in a Crypto currency on 50:50 profit sharing basis, can ping me. Do you remember my last year's recommendation of Eutherium at around Rs.17,000/18,000? It has crossed Rs.2 lakhs now...😊😊 # Future Retail Ltd (R...
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Winning Strokes I've been thinking to update the blog, but due to a lot of extraneous reasons, especially on account of my preoccupation with the content writing domain, I was not able to do the same.  I have the privilege to announce that I have now ventured into the #Pharma #Content #Writing space, after trying my hand in IT/Core Engineering, Lifestyle and Architectural domains.  The #Pharmaceutical #Space at the moment, I believe could throw up a lot of opportunities in the Content/Copy Writing Space; due to the nagging effects of Covid-19 pandemic. I feel you know that I had at the end of last year, started taking up contracts on Ghost Writing (Fiction and non - Fiction). If you are looking to Gosht write an e - book you can contact me directly, mentioning the broader contours of the plot. Hence, due or such activities, my freedom to move about in the other domains got shrunk considerably, especially the #Financial #Blog #Writing arena. But, don't worry I'll continue to...
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Critical Red Flags at Rajesh Exports Ltd – Shift to Z Group Signals Deep Governance Issues. ~Sumon Mukhopadhyay. ------------------------------------ Company: Rajesh Exports Ltd (Rs.180.35). Date: January 5, 2026. Subject: Non-Compliance Leading to Z Group Classification and Investor Risks. =============== Executive Summary: A Major Regulatory Warning: As of early January 2026, Rajesh Exports has been reclassified into the Z Group (BZ Series) on both BSE and NSE. This punitive category is reserved for companies with serious compliance failures. The primary trigger: Persistent delay in submitting the Reconciliation of Share Capital Audit Report (required under Regulation 76 of SEBI's Depositories and Participants Regulations) for multiple consecutive quarters, including those ended June and September 2025. This isn't just administrative oversight—it's a serious red flag indicating potential mismatches between issued shares, demat holdings, and company record...
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Hikaru Nakamura and Atousa Pourkashiyan: A Checkmate in Love – A Grand Union Forged on the 64 - Squares.... Introduction: Hikaru Nakamura, a name synonymous with modern chess, is a prodigy-turned-legend whose brilliance has redefined the contours of the game.  A five-time U.S. Champion, his fearless strategies and dynamic online presence have made him an unparalleled force in the chess world. In 2023, however, the grandmaster made headlines for a personal milestone: his marriage to the courageous and equally accomplished chess player, Atousa Pourkashiyan. Atousa, a Women's Grandmaster (WGM), is a celebrated chess player and a symbol of resilience. Her bold decision to compete without a hijab during the 2022 World Rapid and Blitz Championship became a landmark moment in the global spotlight. This act was a direct expression of solidarity with the Mahsa Amini protests in Iran, where women have continued to fight against oppressive mandates, demanding the freedom to choose their attir...
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SYRMA SGS Technology Ltd (Rs.611); P owering Growth Through Data Centers and Medical Devices with Its New Pune Facility. Introduction : Syrma SGS Technology Ltd (Rs.611) is making strategic moves in high-growth sectors such as data centers and medical devices, positioning itself as a leader in the electronics manufacturing industry.  The company's newly inaugurated Pune facility is set to become a key driver of revenue growth and market expansion. This development not only supports Syrma’s commitment to the data center and healthcare industries but also enhances shareholder value through innovation and scalability. Photo : Business Line. ---------------------------------- Key Facility Details: Revolutionizing Operations Facility Scale: Spanning 26.5 acres, the new campus is designed to support 1.20 million square feet of manufacturing space, with 60,000 square feet operational in Phase 1. Investment : ₹150 crore in Phase 1, with further investment planned to scale operations. Job C...
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