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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 was trading at 52,243.67 down 107.17 points (-0.16%), while the Nifty50 was seen at 15,725.20 down 33.35 points (-0.17%). The markets are consoludating at the current ranges, in absence of any major trigger.

#The shares of Future Retail Ltd (Rs.53.65) touched a high of Rs.54.50 today. The Company's fundamentals have started to improve post its new initiative of going online with its products. You can look for targets of Rs.100 - plus post Deepawali.

#The shares of Reliance Capital Ltd (Rs.17.75) hit another consecutive upper circuit today. It has already reached my 1st target of Rs.17.

#Join my #Crorepati #Scheme, if you have an investable fund of around Rs.2/3 lakhs. For details you can send me a mail at: suman2005s@rediffmail.com. 

#Buy the shares of BCPL Railway Infrastructure Ltd near Rs.54.70/55 for short term targets of Rs.71/72. The current dominent theme in the markets is of  opening up of Nationwide Lockdown. One sector which suffered the most during this period is the railways, which is all set to reach its Pre - Covid-19 charm. Yesterday, the shares of Indian Railway Catering & Tourism Corporation Ltd (Rs.2154.10) hit a new 52 week high of Rs.2,184.15. The stocks from this space are to follow the suit.

#Buy the shares of Yes Bank Ltd (Rs.14.80), near the CMP for short term targets of Rs.19/21.

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