The second half of June could be driven more or less by technical factors triggered by news flow from Greece, the US Federal Reserve and the monsoon. The technical picture seems bearish as of now, says Devangshu Datta.
When buying into a cyclical business, it might make sense to spread investments across several companies.
RBI might not cut rate on June 2 but will surely cut soon.
A rate cut could stimulate demand and help revive industrial activity, without much risk of sparking off inflation again.
Making sense of the international crude market is incredibly hard.
Weather forecasts have notoriously large error margins.
It's been a roller-coaster ride since 2015 Budget.
The rupee's strength has had an overall negative effect on merchandise trade
Food and fuel are two perennial areas of concern.
Nothing spawns the creation and perpetration of conspiracy theories more effectively than an official obsession with secrecy.
A sensible investor who is always invested will get high returns over the long term.
Finance Minister must be hoping that Indians get over gold-addiction.
Budget was a mild disappointment. Yet, the bull run continues.
The government will have to get projects moving.
Large moves in equity and in currency are expected during March settlement.
There isn't much Budget could do directly to help sectors.
Stocks might hit new highs even before B-Day.
If error margins and confidence intervals are accounted for, even apparently decisive polls are not "sure things" and that brings us to bookies, who don't believe in any "sure things", says Devangshu Datta
From the valuation angle, the market is showing similar signs of being over-valued without being in a bubble territory yet.
R-Day is a different sort of exercise for the defence forces and the security establishment. At one level it is an enormous tamasha, at another, it is a nightmare.