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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 Shares In My Portfolio Accounts...

Some of you have been asking me to reveal the names of a few shares, I hold in my portfolio accounts. Well, while I am unable to disclose the full list due to privacy protocols, I am pleased to share a select few with you:

💢NMDC Steel Ltd -- Ultra modern 3 MT steel plant; turnaround in FY25. CMP: Rs.47.90.

💢ZEEL --  Internet Divison has started to perform; huge line up of films. CMP: Rs.121.40.

💢Coal India Ltd -- World's largest coal company with a history of dividend payments; Infra push by government, with an eye on the power sector. CMP: Rs.435.30.

💢Swan Energy Ltd -- BlackRock holds stake; Waiting for mega listing of Reliance Naval. CMP: Rs.492.75.

💢Indowind Energy Ltd -- It has  raised Rs.48.30 crore from its shareholders through a rights issue, which was oversubscribed by 1.59 times. The raised funds will develop a 6 MW Solar Power Project in Tamil Nadu. CMP: Rs.22.19.

💢3i Infotech Ltd -- Focused on high growth areas like Cloud Computing. CMP: Rs.27.86.

💢Rajesh Exports Ltd -- Waiting for start of operation at the Lithium - ion battery plant due in CY24. CMP: Rs.257.40.

💢Debock Industries  Ltd --  Could merge a big company into itself; could start Granite Mining soon. CMP: Rs.6.08.

💢MEP Infrastructure Ltd -- Could come out of IBC through OTS. CMP: Rs.4.33.

💢SAIL -- Government could increase import duty to 12%; huge Capex; large number of mines; Donald Trump win, positive. CMP: Rs. 118.53.

💢MTNL -- Rumoured Rs.30,000 Cr government package on the anvil. CMP: Rs.48.13.

💢Vodafone Idea Ltd -- Debt could be converted to equity. CMP: Rs.8.14. Photo: Saint Investment.

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