 "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 43 - Devangshu Datta
Censorship and its costly fallout
History shows the damage caused by rewriting unpopular elements of literature or economics extends beyond stifling the soul of education. It holds a nation's progress back
 "Censorship and its costly fallout")
Strong fourth quarter perks up Paytm stock; stock jumps nearly 5%
Stock jumps nearly 5%; analysts see up to 70% upside
 "Strong fourth quarter perks up Paytm stock; stock jumps nearly 5%")
Demand uncertainty may weigh on Havells stock; B2C sales show muted trend
Despite FY23 revenue growing 21 per cent YoY, Havells faced rising input costs and intense competition with moderation only in Q4
 "Demand uncertainty may weigh on Havells stock; B2C sales show muted trend")
White hats versus black hats
A group of self-taught and eccentric individuals are on a mission to decrypt malicious software used by criminals who hold data hostage for ransom. Ransomware Hunting tells their gripping account
 "White hats versus black hats")
Tata Steel's Q4 points to divergent cyclical trends in steel markets
So are analyst opinions with ratings ranging between 'hold to 'buy', and valuations between Rs 110 and Rs 132
 "Tata Steel's Q4 points to divergent cyclical trends in steel markets")
Brokerages share mixed views on SBI Cards and Payment Services
While cost of funds and credit costs are seen rising, growth in business is estimated to be good
 "Brokerages share mixed views on SBI Cards and Payment Services")
Improving profitability, lower debt to give strength to UltraTech Cement
Operating performance in Q4 was in line with estimates
 "Improving profitability, lower debt to give strength to UltraTech Cement")
Valuation comfort likely to limit downside for Axis Bank's stock
Loan growth was healthy at 16 per cent YoY and 7 per cent quarter-on-quarter or QoQ (ex-Citi)
 "Valuation comfort likely to limit downside for Axis Bank's stock")
Volume driven strategy could sustain growth for Nestle, say analysts
Valuations however leave little room for gains on the upside
 "Volume driven strategy could sustain growth for Nestle, say analysts")
Targets indicate more upside for ICICI Bank; growth triggers remain
The gross non-performing assets (NPA) to net NPA ratios declined 26 basis points and 7 basis points quarter on quarter (QoQ) respectively to 2.81 per cent and 0.48 per cent
 "Targets indicate more upside for ICICI Bank; growth triggers remain")
Capital goods stocks could surge on order visibility, pick-up in exports
Near-term trigger is the strong Q4 results led by revenue growth and expanding margins
 "Capital goods stocks could surge on order visibility, pick-up in exports")
Equality in love and inheritance
Same-sex marriages would entail a review of gender-asymmetric anomalies in Indian law, and eventually pave the way for a more equitable social environment
 "Equality in love and inheritance")
Street positive on JLR's electric vehicle strategy, sales outperformance
Higher volumes needed to offset the near term pressure on financials
 "Street positive on JLR's electric vehicle strategy, sales outperformance")
Stake sale, easing competitive pressures key for ICICI Lombard
The combined ratio at 104.2 per cent was stable quarter-on-quarter (QoQ), despite a rising 74.2 per cent claims ratio (up from 70.3 per cent in Q3FY23)
 "Stake sale, easing competitive pressures key for ICICI Lombard")
Weak guidance, muted sentiment to weigh on near term IT outlook
There could be more downsides if the rest of IT pack disappoints
 "Weak guidance, muted sentiment to weigh on near term IT outlook")
Decent upside in select sugar stocks as business prospects turn sweeter
Analysts see 15-20 per cent upside in companies like Balrampur Chini, Dhampur, Triveni and EID
 "Decent upside in select sugar stocks as business prospects turn sweeter")
New orders should boost BHEL's prospects; analysts have mixed views
Titagarh is a major beneficiary of an expanding Railways Budget. It's presence in metro rail, train sets, and propulsion systems offer broad growth opportunities
 "New orders should boost BHEL's prospects; analysts have mixed views")
New gas price policy positive for city gas distributors, oil producers
Market analysts are somewhat divided on the CGD companies and on OIL and ONGC
 "New gas price policy positive for city gas distributors, oil producers")
A Vibrant future for aid
The UNHCR's decision to make direct cash transfers in stablecoins has lessons for global finance
 "A Vibrant future for aid")
Cement stocks riding high on hopes of higher demand, capex push
Price wars led by increasing capacities and aggressive competition may hit prospects
 "Cement stocks riding high on hopes of higher demand, capex push")