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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 BSE Sensex closed at 52,574.46 up 230.01 points (+0.44%), while the Nifty50 ended the day at 15,746.50 up 63.15 points (+0.40%). The Nifty could be moving towards 15900 in the coming days. The Nifty is above its 50D, 100D, and 200D EMAs, indicating long term bullishness.

#Today my recommended Patel Engineering Ltd made a new 52 - week high today as it braced Rs.22.75, intraday. The stock closed at Rs.22.15, up 11.87% in the NSE. Though today it broke out of the high made in January - February period in 2020, the oscillators are looking highly overbought. Hence, short term investors can look to book some profits.

#My strongly recommends Future Retail Ltd (Rs.68.45), hit the upper circuits today in both the bourses. The Company's online business has clicked and now it doesn't matter whether Reliance or Amazon takes over - but whoever takes over, the company is set to gain. The fundamentals are going to improve considerably in the coming days. The investors should do well to buy the scrip in any market decline. I'm expecting it to cross Rs.100 very soon.

#Those who have a portfolio size of Rs.2/3 lakhs then they can join my #Crorepati #Scheme to take advantage of the buoyancy in the Indian stock markets. The trades will be only delivery based and hence safe (capital protection).

#We bought the shares of Den Networks Ltd (Rs.59.55). The stock has formed a beautiful pattern on the EOD Candle Stick Chart. We can look for targets of Rs.91/92 in the coming days. This is another stock which should benefit from the relaxation of Nationwide Lockdown. 

The cable businesses DEN and Hathway owned by Reliance Industries has a combined strength of the 27000 LCO partners who act as the touchpoints to 15 million households in India.

Needless to say another Mukhesh Ambani group company, Network18 Media and Investments Ltd (Rs.53.35) is all set to make a new 52 - week high.

#My recommended Reliance Capital Ltd hit another UC today at Rs.27.10 in the NSE. The stock was recommended around Rs.13.35. Congratulations to those who are hiksi g the scrip. 

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