Inflation is down, growth is headed for recovery. RIL and subsidiary Jio are on an upswing. However, stressed loans and impending job losses are the dark clouds, says Devangshu Datta.
If you have an active trading account or have consumer loans or thinking of taking out a loan, consider investing in NBFCs, says Devangshu Datta
A small percentage of asset allocation to bitcoin seems like a reasonable gamble, as it could be a major gainer in an uncertain global environment, says Devangshu Datta.
Sounds good? This is science fiction but the science quotient is, so to speak, being enhanced, as the grasp of genetics improves, says Devangshu Datta.
A falling rupee and lower foreign buying in equities are signals investors should watch out for, says Devangshu Datta
The longer a bear market lasts, the more the eventual returns are, says Devangshu Datta.
CRAs are getting more business than they were getting a year ago. This could indicate expectations that investment demand will rise in the mid-term, says Devangshu Datta.
'The mismatch between valuations and fundamentals is startling,' warns Devangshu Datta
Devangshu Datta believes you should pick stocks trading at much lower valuations than the market average.
'No government will forego the usage of data of this order and nor will any private concern.' 'Unless, of course, there are strong safeguards to privacy.' 'Which is why that nine-member Supreme Court bench could make or mar everybody's future,' says Devangshu Datta.
The IT slowdown directly threatens the well being of other industries as well as India's IT cities. This impact has not necessarily been factored in, yet.
'A fund investor could pick, say, three of the top active funds in any given category.'
'A string of prior losses, preferably humiliating ones, improves the chances of a World Cup win,' says Devangshu Datta.
'In practice, GST will increase the pain of compliance, if not the cost, a lot.' 'It also has clauses that offer scope to create a single market for corruption,' warns Devangshu Datta.
'The economy is suffering (perhaps 'enjoying' is a better word) the lowest credit demand in decades; banks are struggling with stressed loans equivalent to near 10 per cent of GDP,' points out Devangshu Datta.
'It's amazing that a country that claims to be the world's largest democracy is getting into the business of micro-regulating personal and professional lives in this fashion,' says Devangshu Datta.
The Nifty Index features 50 of the largest companies in the country and represents close to 50 per cent of total market capitalisation. It is now trading at valuations that could only be justified if India Inc grows earnings at better than thrice the GDP growth rate. This is extremely unlikely, says Devangshu Datta.
The focus is on corporate results at one level but global news will also have an impact
'The anonymous electoral bonds means that political affiliations will be even harder to ascertain for the voter or the minority shareholder.' 'The government of the day will, of course, know, exactly which corporate is making donations to which party.' 'Hence, the government will be in a wonderful position to exert "moral pressure" on corporates which make donations to Opposition parties.'
Liquor sales will obviously be hit. So, will real estate prices at what used to be prime locations, close to major thoroughfares. Food and snack sales close to highways will also, in all probability, be affected.
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