Is it MODI V/s. Mukesh Ambani or BSNL V/s. JIO?

Tuesday, 05 June 2018

Is it MODI V/s. Mukesh Ambani or BSNL V/s. JIO?

Greetings from Hitesh! Do you remember Lata Mangeshkar’s famous songs from movie PAGE 3? No. Here it goes.

Kitney Ajeeb Rishtey Hain Yahan Pe,

Do Pal Miltey Hai, Saath Saath Chalte Hai,

Jab Modh Aaye Toh Bachke Nikalte Hai,

Kitney Ajeeb Rishtey Hain Yahan Pe,

It is said there is no permanent relationship in Politics and Business. Only thing permanent is SELF INTEREST of the persons involved in them.

Just see all political parties who have nothing common in between have come together just to defeat MODI. So, I am not surprised with the song. It is a given thing.

Recent Development in Business Field: -

Baba Ramdev along with BSNL is launching 100% SWADESHI SIM CARD giving 2 gb data / Unlimited Calls and 100 SMS through BSNL’s 5 lakh sales point. Initially the scheme will be applicable to only PATANJALI and ALLIED group companies EMPLOYESS.

This may look a NORMAL NEWS. But, this is 100% opposite of the NEWS where GOVT was thinking to wind up BSNL and MTNL!!

MODI has been criticised for supporting clutch of Industrialist at the expenses of Public Sector Units. This STEP is 100% opposite of that BELIEF and supports MODI’s new Slogan – SAAF NIYAT, SAHI VIKAS.

Ground Realities ahead of 2019 elections: -

Recently RAGHAV BAHL, Ex Managing Director of CNBC (now Reliance group company) wrote a post on BLOOMBERG QUINT in which he made RAHUL a HERO and MODI ZERO. Like him many senior Journalist and MEDIA guys are SUBTLY brain washing the people with their writings against MODI. Suddenly RAHUL is becoming MEDIA savvy – did you see he was silent ahead of KARNATAKA Govt Formation? and doing all right things in Social Media.

There were hidden forces behind MODI’s win in 2014. Same forces are working against MODI now, it seems, apparently.

Is it MODI V/s. Mukesh Ambani?

Govt has given all marketing rights to PATNAJALI and Patanjali has a neck of giving a tough fight to its biggest MNC rivals in FMCG sectors. It has best of the BRAIN power to fight the big pocket rivals and we can see the effects of the same in HUL and other big MNC companies results over last 3 years period.

With Patanjali marketing, Reliance Jio will have a tough time when it is launched for the public in some months. Though JIO is way ahead in technology and other eco-system related to Mobile, it can’t ignore BABA.

Mukesh Bhai is already taking HEAD on with other local players like AIRTEL and IDEA-VODAFONE. Moreover, he is busy planning an IPO of JIO and MARRIAGES of his son and daughter by DECEMBER 2018. He has lot to do in coming 6 months. In such a period, NEW BUSINESS CHALLENGE from BABA, thanks to GOVT., will not go very well with him.

In that way, we can see there is beginning of GAP between the two.

What Next?

Investing is all about being alert and aware to SUBTLE changes happening around you. We try our best to keep our readers way ahead of the experts. At this point nobody is talking about MODI – MUKESH Bhai GAP. We are the first to talk about it. Let the time prove us right or wrong.

Have a great week ahead.

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Live With Passion…Invest With Passion.

Hitesh Parikh.