Q3 results by most heavyweights will fragment the market with share prices in different sectors aligning in different directions
Given that there are number of state elections leading up to the national election in 2014, the government is unlikely to take hard decisions.
Demand will be weak, and there are too many news pegs pushing share prices lower.
As traders obsessively follow US presidential elections, expect a surge in case of a change of guard in the Oval Office.
In Khapistan, where rape is a cottage industry, a local politician paraphrases the Manusmriti and suggests that boys and girls should be married off as soon as possible to prevent rape, says Devangshu Datta
Real issue at the moment is low demand in recessive economies.
In a market economy, the health of the personal transportation industry is linked to the economic health of the nation. However, the health of a specific auto-player is not that crucial.
The outlook on rupee is bearish as well. But a turnaround can lead to stock market recovery.
One way to seek short-term returns is of course, to ride the trend South by shorting judiciously. That is not a game most investors are happy to play.
The classic answers are to cut exposure to medium-and-long-term debt funds as well as financial stocks.
Some recent forecasts suggest further weakness in the US economy.
The pattern of a very strong foreign institutional investors buying that over-compensated for selling by the domestic institutions continued. Incidentally, Indian operators and retail traders are also net sellers.
A fundamental analyst pegs a PE as "high", "low", or "fair-value", depending on EPS projections. Fair-value is a subjective calculation, based on earnings expectations and interest rates (the benchmark of risk-free returns). The theory is that PE will correct from the high or low end to fair-value.
Given it is in a completely different business, it's a question if Vedanta can seamlessly implement the optimal strategy for Cairn
Very few investors give a serious thought to the underlying issues involved in an investing style and if it fits their personal risk-profile.
People can afford to buy more food. So, the demand is up and so are prices.
The diktat that all listed companies must have 25 per cent public shareholdings will cause tectonic shifts in the structure of India's stockmarkets over the next few years. There have been very few policy changes to compare with this in terms of long-term impact.
In the short run, ONGC and OIL should both reap a bonanza given the government hike.
Sharpe and Treynor ratios are important. However, there is no guarantee that future performance will resemble the past.
Even in an idealised case, where two people make exactly the same decisions buying and selling the same stock on the same day, very different returns can result.