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.
The LIGO announcement -- which confirmed, among other things, that gold, platinum and other heavy metals were products of neutron star collisions -- came just before Subrahmanyan Chandrasekhar's 107th birthday.
The DoT estimates that it will receive Rs 29,524 cr in revenue from the telecom industry in FY18, which is 38% less than the Budget revenue target of Rs 47,300 cr for FY18
Cash flow-based analysis should throw up businesses better able to survive the transient effects of a working capital crunch, says Devangshu Datta.
'Any 21st-century political campaign will involve a lot of jockeying for social media territory.' The higher the profile of the campaign, the more likely it is to draw freelancers. Devangshu Datta surveys the Battle of the Bots.
'The 2019 election and the run-up to it will certainly see bots being deployed in large numbers on all sides.'
'These problems teach us to think and assess information in a rational way.' 'That's all important at a time when a minister for education crudely humiliates a schoolteacher for giving the right answers,' says Devangshu Datta.
Sticking to smaller and mid-cap companies can be more fruitful, suggests Devangshu Datta.
Inflation is down, growth is headed for recovery. RIL and subsidiary Jio are on an upswing. However, stressed loans and impending job losses are the dark clouds, says Devangshu Datta.
If you have an active trading account or have consumer loans or thinking of taking out a loan, consider investing in NBFCs, says Devangshu Datta
A small percentage of asset allocation to bitcoin seems like a reasonable gamble, as it could be a major gainer in an uncertain global environment, says Devangshu Datta.
Sounds good? This is science fiction but the science quotient is, so to speak, being enhanced, as the grasp of genetics improves, says Devangshu Datta.
A falling rupee and lower foreign buying in equities are signals investors should watch out for, says Devangshu Datta
The longer a bear market lasts, the more the eventual returns are, says Devangshu Datta.
CRAs are getting more business than they were getting a year ago. This could indicate expectations that investment demand will rise in the mid-term, says Devangshu Datta.
'The mismatch between valuations and fundamentals is startling,' warns Devangshu Datta
Devangshu Datta believes you should pick stocks trading at much lower valuations than the market average.
'No government will forego the usage of data of this order and nor will any private concern.' 'Unless, of course, there are strong safeguards to privacy.' 'Which is why that nine-member Supreme Court bench could make or mar everybody's future,' says Devangshu Datta.