It is only 'zero-cost' money from FPIs that is keeping the market afloat

The central bank's currency management will be critical over the next few months. A weaker rupee could help to revive exports. But, the currency must fall slowly and in controlled fashion, says Devangshu Datta.

A logjam on the GST front could turn things upside down and turmoil in Gujarat might also have an adverse impact

Traders are waiting for the earnings season to kick off.

The blockchain, the public ledger that tracks every bitcoin transaction, is changing commerce as we know it, says Devangshu Datta.

The latest macro-data from India is disquieting

The government has to take a call on reducing or retaining the excise rate.

The Act envisages that the states and Centre will formulate specific rules for real estate regulation.

It's easy to say investors should focus on fundamentals but this risk can have a significant and lasting impact

As of now, 12 million Indians join the workforce every year.

The policy statement by the RBI governor is also expected to be upbeat.

These three industries might offer a roller-coaster ride and stocks would have to be held for a significant time.

There are glaring anomalies with Indian data and that could lead to wrong policy prescriptions.

The global economy is fragile now. It continues to face both long-term and short-term issues.

The Nifty had crashed to a new 21-month low of 6,825 while the Finance Minister was speaking.

The government has displayed a tin ear in its responses to the JNU protests by using the sedition law -- and by encouraging lawyers who wear their political affiliations on their sleeves to display utter contempt for the Constitution. The Modi Sarkar has over three years of its term to run. But it may well have already sown the seeds of defeat,' says Devangshu Datta.

A rate cut will bring positive sentiment around the Budget.

Stocks below a certain size in terms of market capitalisation don't attract much institutional interest

They need to upgrade their skills and become smaller, smarter organisations, says Devangshu Datta.

The bear market has lasted 10 months and the Nifty is down by over 20 per cent from its all-time peak of 9,119 in March 2015.