 "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 46 - Devangshu Datta
Hindalco: Adjusting to the new environment; metal volumes may stagnate
Capex cut, focus on profitability, healthy balance sheet should help overcome medium-term hurdles
 "Hindalco: Adjusting to the new environment; metal volumes may stagnate")
India's missing female scientists
From prejudice to working conditions that are stacked against them, "Lab Hopping" examines the key issues facing women in STEM, backing its assertions with data and anecdotes
 "India's missing female scientists")
Street cheers auto volume data amid interest rate, chip crunch concerns
Rural consumption will be crucial in the near-term for two-wheelers, while tractor sales have been healthy due to higher crop prices and adequate water reservoir levels
 "Street cheers auto volume data amid interest rate, chip crunch concerns")
With policy ammunition, defence stocks continue to yield strong returns
Most sector PSUs ended FY23 with strong order books
 "With policy ammunition, defence stocks continue to yield strong returns")
Gold spot of bother: Little sparkle for financiers despite tailwinds
Increased competition, lower spreads, moderate growth are among hurdles to overcome
 "Gold spot of bother: Little sparkle for financiers despite tailwinds")
Significant room for upside in Indian Hotels stock, say analysts
Analysts estimate annual growth of 15% in revenue and 20% in Ebitda during FY23 to FY25, and have target prices ranging Rs 375-380
 "Significant room for upside in Indian Hotels stock, say analysts")
The politics of time: United by calculations and divided by biases
This situation where time depended on the observer's religious affiliations was due to Lebanon's complicated demographics
 "The politics of time: United by calculations and divided by biases")
More upsides ahead for CIL; conflicting views may leave investors confused
While Street is divided, positives include robust demand, e-auction volumes
 "More upsides ahead for CIL; conflicting views may leave investors confused")
Higher prices, volumes key positives for iron ore miner NMDC stock
The company is likely to push iron ore capacity up, from the current rated 50 MTPA to 70 MTPA, which would leave it well-placed to meet demand in the next up cycle
 "Higher prices, volumes key positives for iron ore miner NMDC stock")
The TikTok challenge
Banning the app hasn't really worked in India. It's unclear if the partial ban in the UK will. Perhaps the solution lies in creating an alternative
Valuations, long-term prospects boost investment case in insurance stocks
Taxation proposals, lower volumes may weigh on near term prospects
 "Valuations, long-term prospects boost investment case in insurance stocks")
ADP merger likely to give wings to GMR Airports Infrastructure stock
Current fair value of Rs 48-Rs 50 indicates room for upside
 "ADP merger likely to give wings to GMR Airports Infrastructure stock")
Metal stocks: A buying opportunity for traders or a deeper fall?
Multiple factors such as containing the global banking crises and China reopening will determine how rocky or smooth is the road ahead
 "Metal stocks: A buying opportunity for traders or a deeper fall?")
Global banking crisis: Low prices to brighten prospects of OMCs
While prices sustaining lower levels is crucial, Govt actions are also a key monitorable given the forthcoming elections in 2024
 "Global banking crisis: Low prices to brighten prospects of OMCs")
More steam left in NTPC stock; to be key beneficiary of rising power demand
NTPC has a healthy return on equity (RoE) of 14-15 per cent and a likely revenue compound annual growth rate of 15 per cent through FY25
 "More steam left in NTPC stock; to be key beneficiary of rising power demand")
Investors give a thumbs-up to Tech Mahindra's choice of Gurnani's successor
However, amid high hopes, new CEO Mohit Joshi has his task cut out in improving product mix, margins, deal wins, et al
 "Investors give a thumbs-up to Tech Mahindra's choice of Gurnani's successor")
Let's talk about crime
If there's a spotlight focussed on crime -- or even on issues like poor public transport, or air pollution -- politicians feel impelled to do something about it
Carlsen's last gambit: Why World Chess Champion checked his title defence
As Norwegian Grandmaster ends his last game as reigning No. 1, a look at the chessboard of ratings and stages to the top
 "Carlsen's last gambit: Why World Chess Champion checked his title defence")
The worst may be over for chemicals and textiles company Grasim
Analysts' target prices indicate an upside of about 20 per cent from current levels
 "The worst may be over for chemicals and textiles company Grasim")
PSU outperformance over Nifty can continue; investors fear price downtrend
Though there are some inherent downsides, upsides include low valuations, high dividend yield
 "PSU outperformance over Nifty can continue; investors fear price downtrend")