Page 2 - Market Insight

Volume issues to falling global prices, many concerns for Coal India stock

Muted volumes, declining coal prices and e-auction realisations, competition from private miners and stake sale overhang to weaken sentiment

A rally without spine?

The Nifty is trading at a P/E over 23 - well above the discount for 15% EPS growth

Devangshu Datta: Telecom profits won't improve soon

Ongoing consolidation to benefit the sector over the long run

Devangshu Datta: A clear merger blueprint needed

Mergers of govt entities are handicapped by constraints. A post-merger strategy is important

Recapitalise before rate cut

Also, the operating style of PSBs needs to be changed; else, there are dangers of a banking crisis

Devangshu Datta: Music in stock market

However, domestic consumption will determine the success or failure of the Budget

Devangshu Datta: The impact of seasonal changes

Earnings, anecdotal reports from various sectors more likely to confirm negative viewpoint

Devangshu Datta: Create a corpus for turnaround stocks

Park money in short-term funds to buy shares on sharp corrections

Devangshu Datta: Markets hate uncertainty

And, there are far too many as we head into the new year

Devangshu Dutta: Focus on public sector banks

Bargains will be available if investors wait for a while and are ready to take big risks

Devangshu Datta: Strong dollar in 2017

Rupee could weaken if the govt takes accommodative action to aid growth

Devangshu Datta: Keep track of auto numbers

These should give a good sense of when the economy bottoms out

Devangshu Datta: Benefit from weak rupee, lower rates

Invest in stocks of export-oriented and capital-intensive companies'

Devangshu Datta: Equity must for sound returns over long term

Longer investment horizon reduces risk and volatility

Devangshu Datta: Betting on real estate

We could see a dip, followed by a recovery over two years

Samvat 2073: It's a field day for stock pickers this Diwali

Positives like room for earnings acceleration and comfortable liquidity could sustain valuations

Even this time it 'isn't' different

High valuations are riding on liquidity. A bear market can be triggered if the US Fed raises rates

Oil over-supply might continue

But, threats of supply disruption do remain and that could hurt India, given its import dependence

Counter-cyclical calls by funds

Many fund managers are betting on higher tourism flow and manufacturing in mid-cap space

Keep an eye on the fintech space

Investors cannot afford to ignore the disruption that will impact a wide range of sectors