The government will have to get projects moving.
'Election years tend to see high government expenditure on unproductive schemes, though that money sloshing around can boost private consumption.' 'Again, it can mean higher inflation,' explains Devangshu Datta.
Valuations are much higher than the consensus earnings expectations warrant and also much too high in historical terms, says Devangshu Datta.
Stop-losses are mandatory to prevent losses going out of control
The Act envisages that the states and Centre will formulate specific rules for real estate regulation.
Liquor sales will obviously be hit. So, will real estate prices at what used to be prime locations, close to major thoroughfares. Food and snack sales close to highways will also, in all probability, be affected.
Investors who play follow-the-leader and invest wherever the Foreign Portfolio Investors are going may face painful losses.
'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.
Despite the recovery to above $40 levels after hitting $28-29 in Jan, worries of over-supply in the face of weak demand remain.
'In 1984, George Orwell dreamt up the concept of a dictatorship that worked on surveillance.' 'The reality of 2017 goes a long way beyond everything that Orwell imagined.' says Devangshu Datta.
These three industries might offer a roller-coaster ride and stocks would have to be held for a significant time.
Cash flow-based analysis should throw up businesses better able to survive the transient effects of a working capital crunch, says Devangshu Datta.
'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.
Walmart is rumoured to be looking to listing Flipkart in a few years. At that stage, we'll get a better sense of what's going on in retail, says Devangshu Datta.
The market is moving up because there is a high degree of speculative retail and operator action. This is rarely a situation sustainable for any lengthy period, 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
Stocks below a certain size in terms of market capitalisation don't attract much institutional interest
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
Mathematical problems can sometimes turn out to have real-world applications. This is true for the Riemann Hypothesis. Crypto-currency investors will heave a sigh of relief if the problem is unsolved since a proof could render their expertise obsolete, explains Devangshu Datta.
The longer a bear market lasts, the more the eventual returns are, says Devangshu Datta.
The disease could go down several paths. One possibility, the least likely, is that it will just disappear. The most likely is that it will have seasonal impact, 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.
After stripping Pluto of planet status in 2006, some astronomers want to reclassify it once again, 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.'
The market is clinging to support above the 8,000 mark and hitting resistance above 8,150.
There are many market phases when small second-rung stocks outperform big ones.
'This looks like a long-term bear market and there could be mounting losses in the near-term,' says Devangshu Datta.
'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.
'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 ongoing experiments on Moon, Mars and elsewhere could translate into better crop yields and hardier plants that could thrive in inhospitable parts of the world, says Devangshu Datta.
FPIs, which are holding large exposures in Indian debt, could also be expected to book some capital gains as yields slide down
The IT slowdown directly threatens the well being of other industries as well as India's IT cities. This impact has not necessarily been factored in, yet.
'... 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.
'A fund investor could pick, say, three of the top active funds in any given category.'
'A string of prior losses, preferably humiliating ones, improves the chances of a World Cup win,' says Devangshu Datta.
'The economy is suffering (perhaps 'enjoying' is a better word) the lowest credit demand in decades; banks are struggling with stressed loans equivalent to near 10 per cent of GDP,' points out Devangshu Datta.
