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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 

Yesterday, the BSE Sensex closed at 52,769.73 up 397.04 points (+0.76%), while the Nifty ended the day at 15,812.35 up 119.75 points (+0.76%). The Nifty is likely to test 15900 on the upside. 

#The stock of BCPL Railway Infrastructure Ltd yesterday moved to Rs.62.40 while settling at 59.95 EOD. You need to hold with a SL at  Rs.56. The infrastructure stocks are likely to do well in Future.

#The scrip of Future Retail Ltd yesterday moved to Rs.67.40 before closing at Rs.65.10. This is a sure shot play,  what is needed is patience. The company now has presence in both offline and online segments. 

#The stock of Reliance Capital Ltd could test Rs.19 on the downside before starting its next leg of upmove. This is also a sure shot play.

#The stock of Patel Engineering Ltd yesterday moved to Rs. 19.75, after the positive media report came on loan recast. I have a long term target of Rs.100.

#Today buy the shares of JSW Steel Ltd (Rs. 701.40) near the CMP, for short term targets of Rs.716/727. I'm bullish on both the Steel and construction sectors.

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