Investors should look at actively managed funds, says Devangshu Datta.
'Political parties can play up different ideological aspects to fit individual voters.' 'For example, a party may present itself as business-friendly to one individual while it could target another voter by harping on communal fears.'
'Every adult has the right to ignore the tenets of any and every faith, so long as it does not harm somebody else,' says Devangshu Datta.
'The Indian market has all the factors at the moment: Over-valuation, over-confidence, reliance on some source of massive fund flows and massive scams.' 'The trigger for a collapse could also have arrived.' warns Devangshu Datta.
The rupee has lost ground since pre-Budget, against three major hard currencies (yen, dollar and euro). The European Central Bank and the Bank of Japan maintained status quo in recent policy meetings
Apart from SIPS and STPS, value- averaging can help investors make more money, says Devangshu Datta.
India's economy could also suffer some ill-effects without necessarily triggering retaliation via higher tariff barriers against Indian goods, says Devangshu Datta.
Devangshu Datta enjoyed the Netflix series thoroughly!
'Retail investors have been selling since the Budget and Foreign Portfolio Investors started selling.' 'Thus far, domestic institutions have picked up the slack, buying enough to keep the major indices from falling off a cliff.' 'However, there has been carnage in smaller stocks and the financial sector has been hit much harder than the major market indices,' points out Devangshu Datta.
'The financial sector will be hit even harder than the overall market.' 'The banking sector will eventually be rescued.' 'But it may go into a long downwards spiral before things turn around.' 'Threat or buying opportunity?' asks Devangshu Datta.
'One problem with machine learning is that extensive human inputs are required.' 'This is both an expense and time consuming.' 'If AIs can do this on their own, the process may become more efficient,' says Devangshu Datta.
'... because their parents wanted a boy.' 'But over 2 million women go every year due to sex-selective abortion, disease, neglect or inadequate nutrition,' says Devangshu Datta.
It is too early to judge if the fall in Nifty from an all-time high of 11,170 to February 12 closing of 10,539 is a big trend reversal or merely a short-term correction, says Devangshu Datta.
Bubbles can inflate indefinitely and also burst, with deep corrections, warns Devangshu Datta.
Indian indices have hit all-time highs in the New Year and the sentiment remains strong. All valuations are also at extremely high levels, cautions Devangshu Datta
'Apparently the entire biometric database's demographic data is available, which means that every Aadhaar signup is wide open to identity theft.' 'The commoditisation of the method -- selling the log-in for Rs 500 -- indicates that scammers have already harvested whatever they wanted,' points out Devangshu Datta.
Valuations are much higher than the consensus earnings expectations warrant and also much too high in historical terms, says Devangshu Datta.
Earnings growth is expected to accelerate as lingering toxic effects of note ban ease off and GST settles down. However, stock valuations are high and that means market is also overdue for correction, says Devangshu Datta.
'Could robots vote for effective political leadership?' 'Arguably they could do this better than humans.' 'They are far better at fact-checking for obvious lies, and far better at gauging the sincerity of statements by analysing body language, facial movements and vocal tonality of speakers,' says Devangshu Datta.
The dollar-rupee rate could move in the opposite direction if dollar policy rates rise and the FPIs sell in December, says Devangshu Datta.
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