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.
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JSW Infrastructure anchored for robust growth on strong balance sheet
A majority of JSWIL's ports are deep draught ports with multi-modal evacuation infrastructure
 "JSW Infrastructure anchored for robust growth on strong balance sheet")
Vedanta stock set for growth amid aluminium price surge, de-merger plans
Aluminium prices have been driven by record high alumina prices which squeezed smelter margins
 "Vedanta stock set for growth amid aluminium price surge, de-merger plans")
Steel sector grapples with weak demand, Chinese import, K'taka tax proposal
In November 2024, the per tonne prices of flat steel products, both HRC (hot rolled) and CRC (cold rolled), stayed flat month-on-month (M-o-M) at Rs 48,000 and Rs 55,500
 "Steel sector grapples with weak demand, Chinese import, K'taka tax proposal")
HDFC Bank's growth engine ready to roar into overdrive from 2025-26
HDFC Bank is focused on upgrading its entire tech stack internally, reducing dependence on vendors
 "HDFC Bank's growth engine ready to roar into overdrive from 2025-26")
Siemens stock drops rapidly as management flags growth challenges ahead
Siemens has plans of capex of Rs 1,100 crore to expand capacity to meet incremental domestic and export opportunities
 "Siemens stock drops rapidly as management flags growth challenges ahead")
Despite short-term blip, Sun Pharma remains favourite among investors
According to Bloomberg, 30 of 41 analysts are bullish on Sun Pharma, while the remaining seven have a neutral rating and only 4 are bearish
 "Despite short-term blip, Sun Pharma remains favourite among investors")
Core acquisition adds to Metropolis Healthcare's long-term growth plans
Market share gains in the B2C portfolio are visible and Tier III+ markets are likely to contribute to the patient volume growth guidance
 "Core acquisition adds to Metropolis Healthcare's long-term growth plans")
Aluminium seen as an outlier among metals; Hindalco better placed
The suspension of bauxite exports by Guinea in Oct'24 has tightened the alumina market
 "Aluminium seen as an outlier among metals; Hindalco better placed")
Oberoi Realty: On strong growth foundation with domination in luxury market
The retail segment continues to perform well and the hospitality segment remains buoyant, with travel momentum being sustained
 "Oberoi Realty: On strong growth foundation with domination in luxury market")
FMCG major Dabur India's stock seems reasonably valued post correction
Dabur is expanding its premium portfolio and Total Addressable Market (TAM). The company estimates its existing portfolio, contributes less than 5 per cent of TAM
 "FMCG major Dabur India's stock seems reasonably valued post correction")
The chessboard whisperers: Mental coaches in demand after Gukesh's success
With Paddy Upton's client, Gukesh, proving spectacularly successful, chess prodigies from around the world will be in the market for mental coaches
 "The chessboard whisperers: Mental coaches in demand after Gukesh's success")
OMC stocks seem attractive after earnings decline and correction
Resumption of more frequent revision in retail prices could be a driver. Policy risk appears low
 "OMC stocks seem attractive after earnings decline and correction")
Uncertainties around regularity & tax clarity hang heavy over life insurers
Adjustments to the new surrender regulations, uncertainties surrounding the Insurance Amendments Bill, and potential direct tax reforms in the upcoming Budget may pose short-term challenge
 "Uncertainties around regularity & tax clarity hang heavy over life insurers")
Varun Beverages' growth strategy could prove beneficial for investors
The VBL board approved the acquisition of SBC Tanzania for Rs 1,304 crore and SBC Beverages Ghana for Rs 127 crore
 "Varun Beverages' growth strategy could prove beneficial for investors")
Sean Carroll's books decode the universe, blending physics with maths
Sean Carroll challenges the idea that math is not for everyone. In two volumes, he presents physics for amateurs with a touch of math that promises to become pop science classics
 "Sean Carroll's books decode the universe, blending physics with maths")
Tata Power consistently meets guidance, growth inspires confidence
Tata Power has consistently met guidance. Profitability till FY30 will be driven by RE, T&D, and hydro
 "Tata Power consistently meets guidance, growth inspires confidence")
Cracking the whip: Why Sebi is tightening rules for public issues of SMEs
SME IPO is a red-hot market segment. Many of these floats routinely see 100-time subscription and massive gains upon listing
 "Cracking the whip: Why Sebi is tightening rules for public issues of SMEs")
Checkmating history: Gukesh aims to break chess record by beating Ding
The first world title match was held in 1886, with Austrian-American Wilhelm Steinitz beating the British-Polish Johannes Zukertort
 "Checkmating history: Gukesh aims to break chess record by beating Ding")
Gloomy outlook for growth and inflation may dampen market sentiment
Since higher customs duties will result in the US suffering inflation, it's also possible the US Federal Reserve will review its stated policy of policy rate cuts
 "Gloomy outlook for growth and inflation may dampen market sentiment")
Tariff hikes, consolidation may lead to further gains for telecom players
Industry likely to benefit further as full gains from tariff hikes seen over next two quarters; consolidation may lead to further increases
 "Tariff hikes, consolidation may lead to further gains for telecom players")
