You may visit Portfolio Analysis - Shailesh for the same .
My view on currency - It weakens once every 3/ 5 years on account of our higher inflation and interest rate vs US and other developed markets , but long term impact of stock market is not much .
Also if you are earning and spending in Rs - it should not matter to you .
If you are NRI then to get dollar adjusted alpha vis a vis US market you need to keep watch on currency .
My view on Crude : Long term I am bearish … This is based on thesis that in long term
- Emission norms ( BS 6 ) will improve fuel mileage drastically and hence reduce fuel demand
- China and Europe will move to electric car by 2025 ( fully or majorly ) reducing demand for fuel
- Oil demand for petrochemical products … which also should reduce as most GOVT will try to ban plastics esp single use plastics … ( non recyclable ones )