Devangshu Datta
 "Devangshu Datta")
Devangshu Datta
Devangshu Datta, an internationally rated chess and bridge player, is a seasoned writer and columnist with extensive experience covering diverse topics such as finance, technology, science, and sports. Known for his analytical approach and clear writing style, Datta has contributed to several leading publications, including Business Standard, The Economic Times, The Telegraph, and Outlook. He also serves on the editorial board of Business Standard.
Devangshu Datta, an internationally rated chess and bridge player, is a seasoned writer and columnist with extensive experience covering diverse topics such as finance, technology, science, and sports. Known for his analytical approach and clear writing style, Datta has contributed to several leading publications, including Business Standard, The Economic Times, The Telegraph, and Outlook. He also serves on the editorial board of Business Standard.
Page 35 - Devangshu Datta
Improving signals for road sector companies with 25% budget boost for FY24
Given high competition, firms with ability to monetise projects, focus on high margin assets and healthy balance sheets are preferred plays
 "Improving signals for road sector companies with 25% budget boost for FY24")
Rising domestic demand, higher volumes augur well for Coal India stock
India is seeing all-time high peak power and energy demand growth (21 per cent, 15 per cent YoY in Aug'23) and seeing increasing shortage during non-solar hours
 "Rising domestic demand, higher volumes augur well for Coal India stock")
Some headwinds emerge for India's cement sector amidst high valuations
The capex of the past year or two will probably result in over-supply
 "Some headwinds emerge for India's cement sector amidst high valuations")
Soft power and Sikh influence
The India-Canada row highlights our double-edged soft power
 "Soft power and Sikh influence")
Oil marketing companies likely to feel the heat of high crude oil prices
RIL a likely beneficiary of higher refining margins; ONGC and Oil unlikely to see major change in estimates
 "Oil marketing companies likely to feel the heat of high crude oil prices")
Standalone health, private multi-line insurance players see more gains
Target prices though indicate decent upside in Star Health, and minor gains in ICICI Lombard
 "Standalone health, private multi-line insurance players see more gains")
Headwinds ahead for NBFCs; analysts differ significantly in recommendations
But analysts differ significantly with respect to individual large players
 "Headwinds ahead for NBFCs; analysts differ significantly in recommendations")
Tata Steel investment positive for UK ops, but stock has not moved much
The company will also have to consult unions and other stakeholders during this process and that could take up to two months
 "Tata Steel investment positive for UK ops, but stock has not moved much")
Strong domestic EV play and JLR sales positives for Tata Motors stock
A key factor is that JLR reported increased sales for Q1FY24 reflecting continuing improvement in chip and other supply constraints
 "Strong domestic EV play and JLR sales positives for Tata Motors stock")
15 years since US bank Lehman Brothers fall: Looking back to look ahead
15 years ago, a US investment bank collapsed and changed the financial world forever. Or, did it?
 "15 years since US bank Lehman Brothers fall: Looking back to look ahead")
Growth prospects, deleveraging to drive gains for Bharti Airtel stock
The ARPU rise has helped operating profit grow by 5.6 per cent (quarter-on-quarter) Q-o-Q in Q1FY24
 "Growth prospects, deleveraging to drive gains for Bharti Airtel stock")
City gas distributors optimistic about long-term growth prospects
The government is looking to push up the share of natural gas to around 15 per cent in the energy mix from the current 6 per cent
 "City gas distributors optimistic about long-term growth prospects")
The write side of history
A book that takes readers on a guided tour of some of the world's oldest and most mysterious scripts
 "The write side of history")
Expansion, value unlocking key triggers for power producer NTPC's stock
This would take the consolidated regulated equity base to Rs. 1.25 trillion by FY26 versus Rs. 94,180 crore in FY23
 "Expansion, value unlocking key triggers for power producer NTPC's stock")
The case for decoupled elections
Both the EU and India follow a similar practice of separating elections and there are good reasons to keep it that way
 "The case for decoupled elections")
Robust growth ahead for pvt insurers; HDFC Life may see stronger momentum
HDFC Life may see stronger momentum as merger synergies kick in
 "Robust growth ahead for pvt insurers; HDFC Life may see stronger momentum")
After Q1FY24 results, Street positive on IDFC First Bank's growth strategy
Provisions were flat sequentially (up 55 per cent YoY) at Rs 480 crore and net profit was at Rs 770 crore (up 61 per cent YoY and down 5 per cent QoQ)
 "After Q1FY24 results, Street positive on IDFC First Bank's growth strategy")
Sugar outlook turn sweeter on prospects of higher prices due to less rain
Sugar is the most highly controlled commodity in the Consumer Food Price Index (CFPI) basket
 "Sugar outlook turn sweeter on prospects of higher prices due to less rain")
Operating performance update points to healthy outlook for Paytm stock
By end-August the company had 8.7 million devices deployed, almost doubling from 4.5 million devices in August 2022
 "Operating performance update points to healthy outlook for Paytm stock")
Potential for Indian IT sector stocks likely to see some rerating
Much of the bad news seems priced in, and a gradual recovery in US tech spending could happen from Q2
 "Potential for Indian IT sector stocks likely to see some rerating")