The Budget will obviously be crucial. But US President Donald Trump may have even more of an influence than Finance Minister Arun Jaitley when it comes to sentiment, argues Devangshu Datta.

Devangshu Datta highlights the silver lining for the long-term investor.

At a time when the Modi government is attempting to push cashlessness with coercive means, Devangshu Datta explains why cash usage is popular even in nations with good cashless infrastructure.

Trading such scenarios takes discipline.

Devangshu Datta predicts the good, the bad and the ugly of currency trends for the coming year.

The Nifty is up 6.5% in the last 12 months. The NSE IT Index is down 10% in the same period. But will the sentiment improve going ahead?

Dealer despatches will probably be a good signal of economic turnaround or further deterioration, says Devangshu Datta.

Invest in stocks of export-oriented and capital-intensive companies, says Devangshu Datta.

The market is clinging to support above the 8,000 mark and hitting resistance above 8,150.

'This looks like a long-term bear market and there could be mounting losses in the near-term,' says Devangshu Datta.

If currency controls are maintained indefinitely, popular support for Narendra Modi's demonetisation will turn into dislike, warns Devangshu Datta.

Every housing finance company, and every bank with a large housing finance exposure, will see loss of volumes in this quarter.

US election results may not reverse Indian markets' bearish trend, 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

A fall in the rupee could boost exports. But the flip side of the equation is that a weaker rupee could stoke some inflation

A good monsoon could rein in food inflation. Largely good corporate results mean better days are ahead. Nifty may reach record levels, points out Devangshu Datta.

RJio's aggressive plans will lead to significant impact on listed companies in this space

The public sector banks are not in a position to cut rates because of their weak balance sheets and massive portfolios of non-performing assets, says Devangshu Datta.

An index P/E of 23 implies that the market is already discounting EPS growth at 20% or more, says Devangshu Datta.

Cement shares have been outperformers on the stock market