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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Tier-2 IT firms face sharper downgrades with clients likely to pare spends
Margin pressure and valuation premium point to downside for stocks
 "Tier-2 IT firms face sharper downgrades with clients likely to pare spends")
Anarchy and civilisation
The book, The Dawn of Everything, points out many rational fallacies and examples of circular reasoning arising from the failure of our imaginations when we guess at the motivations of alien cultures
 "Anarchy and civilisation")
Tata Motors may see major re-rating amid apparent recovery in CV biz
Strong rebound likely over the next two years could boost sentiment
 "Tata Motors may see major re-rating amid apparent recovery in CV biz")
How the human code has been unraveled: Here's what experts suggest
Last week, scientists completed sequencing the human genome, the goal of a project that began in October 1990
 "How the human code has been unraveled: Here's what experts suggest")
India's defence equipment sector offers significant new opportunities
Though there are some unknowns, Street action suggests big upside
 "India's defence equipment sector offers significant new opportunities")
Fit but fat: The problem with BMI
By definition, the BMI has to be inaccurate if it classifies a wide range of top athletes as overweight
Current slowdown could be temporary, multiple long-term triggers in L&T
Q4 is expected to be soft and any corrections could offer a good entry in the stock
 "Current slowdown could be temporary, multiple long-term triggers in L&T")
Cement industry may be on recovery path as margin pressures ease
Share price of major companies are up 10-18% in the last one month, but analysts target prices suggest more upsides ahead
 "Cement industry may be on recovery path as margin pressures ease")
Cost savings, higher volumes and lower valuations strengthen JSPL outlook
In the near term, JSPL has won contracts in Europe filling the gap caused by Ukraine War. In the longer term, it hopes capacity expansions will boost volumes, making up for possibly lower realisations
 "Cost savings, higher volumes and lower valuations strengthen JSPL outlook")
Street factoring in Ukraine war-driven sustained spike in energy prices
Post hike in retail fuel prices and hopes of higher profitability have led to gains in stocks of oil and gas producers, and distribution companies
 "Street factoring in Ukraine war-driven sustained spike in energy prices")
Citi deal can perk up Axis Bank's prospects, but there are challenges too
Cheaper-than-expected valuation for the above-average customer franchise is positive; extracting synergies, smooth integration among key challenges
 "Citi deal can perk up Axis Bank's prospects, but there are challenges too")
ITC stock shines on improving growth outlook: Here are the key triggers
Steady cigarettes demand, rising agri exports, better prospects of hotels and paper businesses, low valuation and reasonable dividend yield key triggers
 "ITC stock shines on improving growth outlook: Here are the key triggers")
Kremlin's defined limits
Why didn't Russia, Ukraine, Azerbaijan, Kazakhstan, Belarus, Georgia, Armenia, and others become economic powerhouses?
Unlock theme stocks may see good times once 'business as usual' revives
Most of the signals are positive, and if sustained, many businesses could see a big rebound
 "Unlock theme stocks may see good times once 'business as usual' revives")
Russia war's ripple effect reaches space, may touch Isro's manned mission
Isro's manned mission ambitions are linked to Russia in terms of cosmonaut training, supply of space suits, design of habitable capsules, plus training of personnel in space medicine
 "Russia war's ripple effect reaches space, may touch Isro's manned mission")
Street realigning to the new scenario for oil marketing companies
Many more price hikes though required to return to positive margins; moderate valuations offer some comfort
 "Street realigning to the new scenario for oil marketing companies")
Why power utility stocks are likely to underperform going forward
Impact on JSW Energy, Torrent Power the highest due to sharp rise in fuel costs
 "Why power utility stocks are likely to underperform going forward")
Valuations for IT players at lower levels to forward EPS on PEG basis
Accenture's results points to sustained growth trajectory
 "Valuations for IT players at lower levels to forward EPS on PEG basis")
If Earth's communication is hit in coming days, blame the sun
On March 13, a large solar flare was released, and it travelled towards Earth at around 600 km per second
 "If Earth's communication is hit in coming days, blame the sun")
ATF price hike may delay the recovery seen by airlines recently
Raising the airfares further could hurt traffic volumes
 "ATF price hike may delay the recovery seen by airlines recently")
