There are glaring anomalies with Indian data and that could lead to wrong policy prescriptions.
The global economy is fragile now. It continues to face both long-term and short-term issues.
The Nifty had crashed to a new 21-month low of 6,825 while the Finance Minister was speaking.
The government has displayed a tin ear in its responses to the JNU protests by using the sedition law -- and by encouraging lawyers who wear their political affiliations on their sleeves to display utter contempt for the Constitution. The Modi Sarkar has over three years of its term to run. But it may well have already sown the seeds of defeat,' says Devangshu Datta.
A rate cut will bring positive sentiment around the Budget.
Stocks below a certain size in terms of market capitalisation don't attract much institutional interest
They need to upgrade their skills and become smaller, smarter organisations, says Devangshu Datta.
The bear market has lasted 10 months and the Nifty is down by over 20 per cent from its all-time peak of 9,119 in March 2015.
Earnings growth is unlikely to see much recovery and sales revenues are also likely to remain muted
A market where prices are not likely to go up is excellent for the long-term investor.
'Our prime minister has set a scorching pace. He's logged more airline miles than professional airline pilots... On his regular visits to Delhi, he has also signed files galore.' 'How much of this activity has translated into useful action on the ground,' asks Devangshu Datta.
For India, it is business as usual with the government muddling along.
The market could consistently undervalue a certain kind of business.
On the grounds of freedom of expression alone, astrology cannot be banned; it also provides a legal livelihood to lots of people.
It's difficult to understand if GDP growth has actually improved.
Given the Indian electoral system, the racecourse totaliser (tote) would be a near-ideal model for election betting.
Samvat 2072: Auto sector could see faster recovery
The Indian stock market had rallied through the first fortnight of October but it gave back the bulk of its gains in the second half.
A constipated, constricting UCC would be worse than the current scenario of competing personal laws, says Devangshu Datta.
Historically, the IIP performance has shown little or no correlation to corporate performances.