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Statistics |
| Unique Visitors: 58 |
| Total Unique Visitors: 213156 |
| Visitors Out: 767 |
| Total Visitors Out: 767 |
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| After long time |
| 2008-03-01 11:49:00 |
Sorry for not posting anything for a very long time. Truly I was really busy with my office work.Hope to get sometime to devote here :-)Budget is out and congrats everyone who has benefited from the tax exemptions. People in IT industry gearing up for lower salary hikes can get a little cushion from this exemption.Short Term Capital gains tax has increased from 10 to 15%. Hope this helps in people investing for a longer time to avoid this tax.But I doubt this will happen because of human tendency of earning faster without patience.In current scenario that might happen because people are just holding on to recover their losses and not sell stocks at loss.Most of you would have done your tax savings for this year.Markets are volatile for past 1 month and half. Instead of avoiding the stock m...
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| Cement and Steel Sector |
| 2008-02-10 08:36:00 |
Cement and Steel SectorBoth these sectors can outperform index in 2008.Companies having backward integration with raw materials in Steel industry are set to benefit .Steel prices are rising and will rise more in 2008. Raw material prices are also on the rise.Biggest consumer China has also seen production cost go up significantly.Indian Steel demand is robust and focus on infrastructure will keep it that way.Gujrat NRE coke,sesa goa, Tata steel looks good in this sector.Cement sector is going in for huge expansion to cope up with the demand, but the new capacities will start coming in from first quarter of FY09. Demand and price realization will remain firm in these scenarios. Some governme...
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| Value Buying in GE Shipping |
| 2008-02-06 05:18:00 |
Through mail from Abhay.CMP 437 P/E 5.17Market cap 6654.37MarketCap/Sales 2.20Financials for last 12 months( Jan 07 to Dec 07) Net Sales 3012.13(2186.31) Up by 37.74%Net profit 1298.31(825.91) Up by 57.19%EPS 84.86(54.24) Up by 56.45%Other players in this segment with their net sales for FY07 (i didn't calculate last 12 months sales for all) & their P/ECompany NetSales NetProfit MarketCap current P/EABG Shipyard 704.36 116.29 3717.29 25.06Essar shipping 1024.30 134.04 10,227.98 60.45GE Shipping 1990.6 883.31 6646 5.12Shipping corp 3703.44 1014.58 6405.44 7.54Among the...
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| Stock News |
| 2008-02-04 14:04:00 |
Jindal Saw bags Cairn Energy order worth $200m for pipesJindal Saw gets Rs 200 crore power project contractAfter saw pipes Jindal saw betting on infrastructure for growth.Punj Lloyd tripped for past few days after heavy unwinding of position by a big broker.Stock to rise soon.GMR Infra GMR Group’s Vemagiri power plant will become operational this month.Hyderabad Airport to be operational by March 08: GMRStock will retest it previous highs in 2-3 months.Chattisgarh to become powe hub of the country. With 40 power plants planned with investment commitment worth Rs 1,58,000 crore. This will help add 39,500 mw in next 8 years....
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| Lessons learned |
| 2008-02-01 13:06:00 |
Current market turmoil as given lot of lesson to the investors new to the market.People who were used to get returns just by investing blindly in the market past year have burnt their fingers recently.Now people should stick to stocks which are fundamentally strong and should stay away from momentum stocks.Fundamentally strong company can loose a little value in this kind of blood bath but they still retain their inherent value and will have premium in good markets.We now have huge interest rate differential with US which is around 4.75%. We have to see its impact on capital inflow, dollar depreciation , industries affected, inflation because of inflows and RBI moves because of all these events.Status quo by RBI recently has not been favorably received by most of the industry.Indian stock ...
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| Bottom fishing in MFs |
| 2008-01-28 13:02:00 |
In the recent market turmoil MFs have not been spared. In absence of FIIs buying, MFs and local institution has tried their bit.Funds who were top performer for past few years have taken quite a beating. Most of them are some where close to 15-20%.Here is the list of few funds for your shopping list. If you missed the train earlier here is the chance to catch it from long term perspective. MF NAVs 52-wk Current % Change Rel NRI Eq 40.1 33.8 -15.7107 Kotak Opp 56.3 48.09 -14.5826 DSP ML Tiger 62.4 52.38 -16.0577 Rel Growth 491 401.79 -18.169 ING Dom Opp 44.9 38.24 -14.833 UTI ...
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| Heard on the Street |
| 2008-01-24 04:11:00 |
Fed Rate Cut Happend on Tuesday Night: Good For Market RBI Rate Cut Expected on Next 10 Days: Good For Market Next Fed Rate Cut Expected on Next 10 Days: Good For MarketI am BULLISH!I am BULLISH!I am BULLISH!!!I am BULLISH!!!!!!I am BULLISH!!!!!!!!!!!!But Still a word of Caution Came from Some Informed Circles still Believe that the Market can test the 15k level in next 15 days.... A good option to Hedge your Portfolio to any Risk of a Market Crashis to BUY a Put Option of some Highly volatile stock such as ISPAT, JP Hydro, Nagarjuna Fertilizer, RNRL or ADLABS....
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| BHEL and L&T news snippet |
| 2008-01-23 12:39:00 |
Just In - BHEL bags order of Rs 2500 cr for Tamil Nadu power plant.Equipment major Bharat Heavy Electricals Ltd (BHEL) on Tuesday said it has bagged a Rs 866-crore order from Reliance Industries for setting up a 345-MW captive power plant in Maharashtra.This is the first commercial order on BHEL for an ‘advanced-class Frame 9FA’ gas turbine and will open up a new line of business for the company.BHEL is currently quoting at 2148L&T has bagged order worth Rs 1,057 crore in Middle East.L&T may form a JV with US arms major Lockheed Martin to develop Mark 41 Vertical Launching Systems in India.L&T gets Bhel-like privileges, may power super-critical drive.Private sector engineering major L&T is being officially promoted as the Bhel-IIL&T is currently quoting at 3751...
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| Keep Calm |
| 2008-01-22 12:46:00 |
TRANQUILITYThis picture is exact opposite of what is happening in financial markets recently. Are you still feeling jitters?? I think we should stay calm and do not panic. If you are in market for a long term then what happened currently is mostly notional loss from notional profits. Panic can make you take decisions which you might not otherwise. If you are staring at your losses then don't worry everyone else has lost too....You are not alone and misery likes company.....If you were trading on margins or were in derivatives trade. I must say beware and hold your hands for sometime till the market rationalize because as we have the famous saying...."Markets can remain irrational longer than you can remain solvent"Yes I didn't post anything for past 2 days and that was purposeful. I don'...
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| Mutual Fund Investment Options |
| 2008-01-20 07:29:00 |
In the previous article we discussed about the basics of mutual fund and the types of mutual fund available.Here we will discuss about the investment options available while buying a particular mutual funds.Once you have decided on which fund to buy, you may have the option to choose between the following optionsGrowthDividendDividend Reinvestment.Sometimes people ignore the importance of choosing right kind of option and choose arbitrarily any one of them.So now question comes as to which options is best to invest in...Frankly there is no fixed answer. Because choosing the correct option is based on the individual needs and also on the prevailing tax laws in the country.Growth Option -...
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| Popular Articles |
| 2008-01-20 06:51:00 |
Driving through the maze of the blog can be sometime tiring and frustrating. I am trying to put few articles which are popular in last few days so that visitors can get the collection of good post on their finger tip.Here I present in the tabular form of the popular post which I would be updating regularly. 1 Mutual Funds Demystified 2 Indian Entertainment and Media Sector 3 Infrastructure Funds and Sector Overview 4 Y Derivatives?? 5 Beyond Equity Trading -- Derivative Basics 6 Medical Tourism in India 7 Sharing what God has given us 8 Money As Debt 9 Bangalore ...
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| Mutual Funds Demystified... |
| 2008-01-20 05:50:00 |
A mutual fund is a professionally-managed form of collective investments that pools money from many investors and invests it in stocks, bonds, short-term money market instruments, and/or other securities. In a mutual fund, the fund manager, who is also known as the portfolio manager, trades the fund's underlying securities, realizing capital gains or losses, and collects the dividend or interest income.The investment proceeds are then passed along to the individual investors. The value of a share of the mutual fund, known as the net asset value per share (NAV), is calculated daily based on the total value of the fund divided by the number of shares currently issued and outstanding.[source: wikipedia]Mutual Funds come in various hues and colors. They can be ...
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| Double Edged Sword |
| 2008-01-19 13:11:00 |
The current turmoil in the dalal street is attributed to various factors acting in the stock market.Global slowdown theory.FII pulling out the money.Liquidity crunch due to huge IPOs and oversubscription on top of it.Valuations over stretched, with long bull market.Historically good month for the market "January" has not been so good this time.Currently on Retail participants are allowed to short sell. The market regulator SEBI( The Securities and Exchange Board of India) had banned short selling by institutional investors in 2001 following a stock scam. Till now, only retail investors are allowed to sell short, which means selling securities that the seller does not hold at the time of trade.Earlier RBI has allowed foreign institutional investor to short sell and now SEBI will allow all c...
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| Punj Lloyd News |
| 2008-01-17 23:12:00 |
Pipavav Shipyard has filed DHRP with Sebi. Planning to raise 200 million dollars.Punj Lloyd has 25% stake in Pipavav shipyard. Punj LLoyd stake valued at $450 million.Punj LLoyd is up 2% after this news.Punj Lloyd is our favorite stock and you can see various articles posted about it on our blog.http://beyond-basics.blogspot.com/2007/11/stock-pic-from-engineering-infra-space.htmlhttp://beyond-basics.blogspot.com/2007/12/punj-lloyd-research-report.html...
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| Indian Entertainment and Media Sector |
| 2008-01-17 13:45:00 |
Entertainment and Media Sector OverviewEntertainment and Media is going through a very exicting times. With challenges it is providing huge growth oppurtunities.New technologies are evolving and convergence is the new buzz word.This sectory comprises of various stake holders including Films, Television, Print,radio, music,mobile,Internet,studios,gaming,animation,advertising,IPTV, DTH,Mobile TV,content provider(Value added service, mobile money transfer),production and distribution, multiplexes etc,etc.....Indian film community has recieved industry status. Estimated at 4 billion dollar by 2011.The whole sector is growing around an average of about 20...
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| Good News for HFCL : merger with Datacom |
| 2008-01-17 04:51:00 |
DataCom which has got spectrum might be merged with HFCL Infotel.After long time HFCL was not on lower circuit. It might start its upward journey.Check this news...
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| Stocks under F&O Curb |
| 2008-01-16 12:16:00 |
Following scrips are under ban because they have crossed 95% market wide position. Data as of 17th Jan 2008Sr.No. Symbol 1 ADLABSFILM 2 BINDALAGRO 3 ESSAROIL 4 GMRINFRA 5 IFCI 6 ISPATIND 7 IVRPRIME 8 JPHYDRO 9 ORCHIDCHEM 10 PARSVNATH 11 RAJESHEXPO 12 RPLSource NSE India....
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| How to make Smart use of Loans for Investing |
| 2008-01-16 09:47:00 |
Here is an article from Anand who regularly invest by taking loans..His article was also published in Rediff and was top emailed article.To provide you with different ways of investing here is the link to the article.How to make Smart use of Loans for InvestingFeel free to appreciate, suggest, or even find a catch in the strategy if you can.He will be happy to receive your comments....
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| Infrastructure Funds and Sector Overview |
| 2008-01-14 14:19:00 |
Equity markets are on high for past few years and this has woken up the mutual fund industry which was in lull.Because of stunning stock market performance, returns on lackluster mutual funds is also glittering.This has prompted various AMC (Asset Management company) to mop up new money through various New Fund Offers.Sectorial Funds can outperform the market if the particular sector is of current fancy.Same is the case with Infrastructure.Infrastructure in general has tremendous scope for growth as our country needs huge developments in that area.Fund houses are trying to cash in on this boom.Following list shows various sectorial/thematic infrastructure fund from various fund houses.FundAIG Infrastructure & Economic R...
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| New F&O Products by Sebi |
| 2008-01-13 12:10:00 |
Sebi has launched new long term F&O products. Options would be available both on Nifty and sensex for 3 years period.Existing 3 months options will continue and 3 new options for bi -annual period will also be available considering June/December cycle.Sebi said that the risk containment and other measures applicable for existing exchange traded equity index option contracts shall be extended suitably to long-term option contracts on index....
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| JP Associates News |
| 2008-01-13 09:11:00 |
JP Associates to get LoI tomorrow for Ganga Expressway project.Emerges lowest bidder for all 4 passages in Project.Ganga Expressway project worth over Rs.30,000cr.So we can Expect a Huge Run-up in the Stock....
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| New Polls |
| 2008-01-12 23:50:00 |
The previous poll gave unanimous thumbs up to Reliance Power IPO.The new poll is going on asking how you participate in the stock market....Please go ahead and submit your vote.......
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| Thought for the day |
| 2008-01-12 14:48:00 |
January!! This is one of the peculiarly dangerous months to speculate in stocks. Other dangerous months are July, October, September, April, November, May, March, June, December, August and February....
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| Y Derivatives?? |
| 2008-01-12 12:58:00 |
Previous article : Derivative basicsDerivative products initially emerged as hedging devices against fluctuations in commodity prices.But we will talk about use of Derivatives in Equity Market….Use of Derivatives HedgingMaking an investment to reduce the risk of adverse price movements on your Portfolio.A perfect hedge reduces your risk to nothing.--Is done by the People who are not confident enough on the choice of there investment.SpeculationThe process of selecting investments with higher risk in order to profit from an anticipated price movement.They call it a form of Gambling.--The way for making or losing a lot of moneyArbitrageThe simultaneous purchase and sale of a Stock/Security/Contract in order to profit from a difference in the price. This usually takes place on different...
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| ULIP Vs Mutual Fund |
| 2008-01-11 02:57:00 |
If you thought Unit Linked Insurance Policies are similar to Mutual Funds and are alternative investment oppurtunities. You may be wrong.Mutual Fund : - Pure investment.ULIP :- Investment + Insurance.Investors in ULIPs are allotted units by the insurance company and a net asset value (NAV) is declared for the same on a daily basis.ULIPs are good only for people ready to invest for a longer period of time.Normally mutual funds have 2.5% entry load, but fund charges are huge in case of ULIPs in initial years.Eg :- LIC Money PLus takes 25-26% as expenses in the first year. This percentage starts reducing as years passes.Note also that ULIPs generally remove your units as their Annual management charge and monthly charges. Mutual funds account for those in the N...
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| Beyond Equity Trading -- Derivative Basics |
| 2008-01-11 02:00:00 |
Before you decide not to invest in Derivatives, you should understand themFrom today I would like to share my experiences with derivatives and in the same time explain few basic principles. This tutorial will be in phases n I will go slowly and post small articles so that everyone can digest it. What is a Derivative ?????Investopedia Definition:A derivative security can be defined as a security whose value depends on the values of other underlying variables. Futures & Options are the most common types of derivatives.A Futures contract is an agreement between two parties to buy or sell an asset at a certain time in the future at a certain price.An Option is a contract, which gives the buyer the right, but not the obligation to buy or sell shares of the underlying security at a spec...
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| Bad News for HFCL |
| 2008-01-10 05:06:00 |
Tata,Idea,Spice Tele receive LoIs from DoTUnitech,Swan,S.Tel get LoIs from DoTUnitech, Datacom, Shippingstop get LoIsLoIs granted for pan India operationsNo LoIs for HFCL,Allianze Infratech, Cheetah & Bycell...
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| HFCL News |
| 2008-01-09 23:43:00 |
There are market rumours that HFCL might not get the spectrum it is expecting.People holding this stock , can take their own decision to exit the stock if they want....
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| ICICI Bank |
| 2008-01-09 09:07:00 |
ICICI BANKI was soon going to post a recommendation on my blog about this favorite stock of mine....Like Punj lloyd is future L&T then I see ICICI bank is future Citibank.Today ICICI Bank has given good news regarding unlocking value by listing its various subsidiary.ICICI Bank will list at least four of its subsidiaries and the process could commence within six months, starting with its brokerage arm ICICI Securities.This holds very good news for ICICI's shareholdersHappy Investing.....
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| Stocks with huge dependency on US |
| 2008-01-09 01:20:00 |
This is the list of companies which had exposure to US, any slowdown in US will affect the prices. Rank Company RIC US Rev % of Sales IT Services1 Patni PTNI.BO 80%2 Mphasis MBFL.BO 70%3 Hexaware HEXT.BO 70%4 Satyam SATY.BO 65%5 MindTree MINT.BO 65%6 Infosys INFY.BO 63%7 Wipro WIPR.BO 60%8 KPIT KPIT.BO 60%9 TCS TCS.BO 26, 56%10 HCL Tech HCLT.BO 56%Non-IT Services1 Arvind Mills ARMI.BO 35%2 United Phosphorus UNPO.BO 29%3 Sun Pharma SUN.BO 26%4 Dishman DISH.BO 25%5 Ranbaxy RANB.BO 25%6 Glenmark Pharma 24%7 Suzlon SUZL.BO 14,816 22%8 Alok Industries 22%9 Tata Tea TTTE.BO 20%10 Shasun Chemical 20%via mail from Deepak Garg...
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| Housing Development & Infrastructure (HDIL) |
| 2008-01-09 01:05:00 |
Recommendation from my friend Deepak Garg. Housing Development & Infrastructure (HDIL)CMP Rs1,141 1 year Target Rs. 2000 HDILis a real estate development company with significant operations in Mumbai Metropolitan Region. Its business focuses on Real Estate Development, including construction and development of residential, commercial & retail projects, slum rehabilitation and development, land development including development of infrastructure. It is a part of Wadhawan group which has been involved in real estate development in the Mumbai Metropolitan Region for almost three decades. Its residential project consists of apartments, towers, large multi-purpose townships which are sold to individu...
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| Suggestions |
| 2008-01-08 12:38:00 |
Regular readers,I have added a new and a very useful feature in this blog. Now you can see your stock watch list, news related to it etc in this blog without going anywhere else.This feature is available at the end of the blog or click Stock WatchList in New Stuff [Top Left]I would like to hear from you. Please post your comments as to what you like in this blog, what kind of articles you would like to see regulars and general feedback.Thanks....
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| Medical Tourism in India |
| 2008-01-08 12:11:00 |
Medical Tourism in India, also known as Health Tourism India, is a growing concept whereby people from all over the world visit India for their medication accompanied with a short holiday. The health care sector in India has witnessed an enormous growth in infrastructure in the private and voluntary sector. The private sector, which was very modest in the early stages, has now become a flourishing industry equipped with the most modern. state-of-the-art technology at its disposal.As Indian corporate hospitals are on par, if not better than the best hospitals in Thailand, Singapore, etc there is scope for improvement, and the country may become a preferred medical destination. In addition ...
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| Hard Rock Cafe Now in Bangalore |
| 2008-01-07 12:42:00 |
Prestigious Rock">Hard Rock cafe is finally now in bangalore....http://www.hardrock.com/locations/cafes3/menu.aspx?LocationID=514&MIBenumID=3Though its without the live band...thanks to local police.... Still worth visiting....
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| Good Telecom Bet : JM Telecom Sector Fund |
| 2008-01-07 12:30:00 |
Are you confused whether to buy Reliance Comm or Bharti Airtel.Do you want to be part of telecom growth story.Here is a mutual fund which can help you do the same with not putting all eggs in one basket.I came across with Mutual Fund few days back which I found interesting.It has both bharti and reliance Comm as 30% each in its portfolio.Other telecom and telecom related IT stocks areJM Telecom Sector Fund Company Percentage Bharti Airtel 33.9 ...
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| More upside on Reliance Capital |
| 2008-01-07 12:24:00 |
Children’s clothes maker Gini & Jony plans to raise Rs 125 crore possibly through a public offer to fund its expansion plans.Reliance Capital has 22 per cent which it bought in 2005....
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| GMR Infra |
| 2008-01-07 12:07:00 |
You all must be wondering why GMR Infra is not moving for past few days or past few weeks rather.It is in a deep consolidation mode after having been up 6 times in past 1 year.Good times will still come on the back of fundamentals. Nothing has gone wrong with the company as of now to change your investment decision. Patience is the key and it will pay.I know its difficult to hold on when you see stocks moving 20% in a day.Some more recent news for GMRREL, GMR among six shortlisted for Singapore power firmGMR Energy Ltd, the Company's 100% Subsidiary Company has acquired 80% stake of a Himtal Hydro Power Co. (P) Ltd.One important Note : Only negative news which I have been hearing recently is that UP government is trying to open an airport near the existing Dial delhi airport.If that happen...
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| Trying to rope in new analysts |
| 2008-01-03 07:05:00 |
This blog might be featuring posts from new stock analyst in future.Talks are on going to rope in their services.Chinmay Jain : Expert in Options trading . Currently doing Phd in University of Memphis.Ashish Bharadwaj : Derivative analyst. Great intraday and short term trader. Have lot of contacts and insider information.Hope they agree to provide their services in human enlightenment. We are trying to rope in services of more informed people....
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| Reliance Communications |
| 2008-01-03 06:47:00 |
Reliance Communications Limited is India’s largest integrated communications service provider in the private sector with over 38 million individual, enterprise, and carrier customers.They operate pan-India across the full spectrum of wireless, wireline, and long distance, voice, data, video and internet communication services. They also have an extensive international presence through the provision of long distance voice, data and internet services and submarine cable network infrastructure globally.Principal Operating CompaniesReliance Communications Limited is a major operating company and is also the holding company for the other major operating companies in the Group. Reliance Communications provides CDMA-based wireless, wireline, broadb...
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