US election results may not reverse Indian markets' bearish trend, says Devangshu Datta
FPIs, which are holding large exposures in Indian debt, could also be expected to book some capital gains as yields slide down
A fall in the rupee could boost exports. But the flip side of the equation is that a weaker rupee could stoke some inflation
A good monsoon could rein in food inflation. Largely good corporate results mean better days are ahead. Nifty may reach record levels, points out Devangshu Datta.
RJio's aggressive plans will lead to significant impact on listed companies in this space
The public sector banks are not in a position to cut rates because of their weak balance sheets and massive portfolios of non-performing assets, says Devangshu Datta.
An index P/E of 23 implies that the market is already discounting EPS growth at 20% or more, says Devangshu Datta.
Cement shares have been outperformers on the stock market
It is only 'zero-cost' money from FPIs that is keeping the market afloat
The central bank's currency management will be critical over the next few months. A weaker rupee could help to revive exports. But, the currency must fall slowly and in controlled fashion, says Devangshu Datta.
A logjam on the GST front could turn things upside down and turmoil in Gujarat might also have an adverse impact
Traders are waiting for the earnings season to kick off.
The blockchain, the public ledger that tracks every bitcoin transaction, is changing commerce as we know it, says Devangshu Datta.
The latest macro-data from India is disquieting
The government has to take a call on reducing or retaining the excise rate.
The Act envisages that the states and Centre will formulate specific rules for real estate regulation.
It's easy to say investors should focus on fundamentals but this risk can have a significant and lasting impact
As of now, 12 million Indians join the workforce every year.
The policy statement by the RBI governor is also expected to be upbeat.
These three industries might offer a roller-coaster ride and stocks would have to be held for a significant time.
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