Page 3 - Market Insight

Rupee could depreciate

A lower rupee might lead to a positive revaluation of export-oriented businesses

As absurd as it gets

Gadkari's statement on petroleum is reminiscent of the worst mistakes of the licence raj days

Dial D for disruption

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

Making money gets difficult

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

The bubble in infrastructure

Prices are hitting levels where double-digit growth would be required to justify valuations

Slowdown in hiring?

Outlook seems weaker in the east and the south and has marginally improved in the north

Mixed view on infrastructure

Data indicate the number of stalled projects has climbed in the recent past but there has been some progress in road building

Is currency fluctuation an opportunity?

If companies with foreign exposure are beaten down, investors could engage in bargain hunting

Stay invested but be ready to book profits

Reduce exposure if uncomfortable with current valuations

Consolidation inevitable in telecom sector

This year can be make or break for the industry. A big shake-out could be triggered by the auctions

Tightrope walk for next RBI governor

Managing Brexit, inflation and banking reforms, along with the political environment, will be tough

Park money in gold

Even short-term money market funds could be a good option, as they would be relatively immune

Reality check on GDP

With no clear direction from profits, one doesn't know where the value addition is coming from

Dangers of rise in crude oil prices

The government has to take a call on reducing or retaining the excise rate. The latter will be politically difficult

Revival is still patchy

Growth will be heavily dependent on consumption in the absence of strong investment

The crisis in public sector banks

Under pressure from RBI, they have presented a true picture of losses. It is now up to the government

Food and fuel are major concerns

Food inflation can be managed if rains are good. But if fuel prices rise, current account deficit will be a worry

Good monsoon may still be a gamble

While it has reasonable odds, the investor should get confirmation before buying 'monsoon' stocks

Political risk to markets?

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

Devangshu Datta: Good returns but conditions apply

If everything goes as planned, a rebalancing in favour of equity exposure will lead to higher returns