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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Higher credit demand likely to lead to further upsides for banks
The RBI's increased risk weightage will hit growth in personal loans, credit cards and NBFCs
 "Higher credit demand likely to lead to further upsides for banks")
Lack of valuation comfort may enhance gains in capital goods sector
Commodity prices are still moderate due to slower global demand
 "Lack of valuation comfort may enhance gains in capital goods sector")
Strong earnings visibility for NTPC amid growing power demand in India
The share of electricity usage in energy has risen from 14 per cent in 2010 to 18 per cent in 2019
 "Strong earnings visibility for NTPC amid growing power demand in India")
Navigating AI's dystopian realities
Considering the outcomes of the Bletchley summit, it is evident balancing the payoffs and perils of artificial intelligence won't be easy
 "Navigating AI's dystopian realities")
Feline fables in Indian culture
There are Buddhist fables from the Jatakas, Islamic tales of cats beloved of the Prophet and his followers, references to them in Sanskrit, Prakrit and Pali, and the Egyptian deification
 "Feline fables in Indian culture")
Zomato's superior execution should hold it in good stead; stock up slightly
Zomato's share loss could be attributable to decisions like the temporary suspension of its loyalty membership programme and the shutdown of operations in 225 cities
 "Zomato's superior execution should hold it in good stead; stock up slightly")
Siemens' strong July-September quarter results fail to cheer markets
A near 10 per cent rally in November and restructuring of promoter holding are seen as reasons for the subdued reaction
 "Siemens' strong July-September quarter results fail to cheer markets")
Improving working capital, project execution key to rally in BHEL's stock
A rise in debtor days to 581 in Q2FY24, from an already high 567 days Y-o-Y has led to stresses on the working capital cycle
 "Improving working capital, project execution key to rally in BHEL's stock")
Cement sector on solid growth path; lower costs should support margins
India's largest cement maker, UltraTech saw an amazing 15.4 per cent volume expansion Y-o-Y, given the season and its scale
 "Cement sector on solid growth path; lower costs should support margins")
Clear signals for Bharti Airtel, Reliance Jio: Dial into a future of growth
India leads as the highest data consumption market globally, with a per-capita consumption of 25 gigabytes per month
 "Clear signals for Bharti Airtel, Reliance Jio: Dial into a future of growth")
Crude, gas supply concerns ease as Israel-Hamas strike peace deal
Around 6-8 per cent of ONGC's gas production comes from new wells. Gas price may be assumed at $6.5/mmBtu from Q3FY24
 "Crude, gas supply concerns ease as Israel-Hamas strike peace deal")
Private life insurance companies seem to be on a secured path to growth
Recent data shows improvement in business, leading to share price gains
 "Private life insurance companies seem to be on a secured path to growth")
Cheap valuation likely to lend support to LIC amid weak performance
Policies that provide policyholders a share of the insurance company's profits as an annual dividend payout are also called par or with-profit policies
 "Cheap valuation likely to lend support to LIC amid weak performance")
A tightrope between Israel and Arab ties
A prolonged Israel-Hamas conflict may, at some point, pose a threat to Indian financial assets
 "A tightrope between Israel and Arab ties")
Gold loan financiers get a thumbs up from stock market investors
RBI's latest move raising risk weights on loans is likely to hurt sentiment towards Muthoot and Manappuram
 "Gold loan financiers get a thumbs up from stock market investors")
MCX stock riding on hopes of strong prospects post technology upgrade
The long-term growth opportunity remains, and trading volumes may benefit from new product launches
 "MCX stock riding on hopes of strong prospects post technology upgrade")
Healthy prospects ahead for Hindalco; analysts positive on the stock
The stock gained over 1 per cent on results to around Rs 488. Analysts seem to be positive on the stock with valuations ranging up to Rs 580
 "Healthy prospects ahead for Hindalco; analysts positive on the stock")
Strong market outlook to keep Coal India stock at elevated levels
The adjusted operating profit increased 11 per cent y-o-y to Rs 8,900 crore, owing to lower-than-expected employee costs, lower contractual expenses, and input costs
 "Strong market outlook to keep Coal India stock at elevated levels")
Strong outlook, sector re-rating to support ABB stock after Q2 results
ABB is a key beneficiary of the pickup in the capex cycle
 "Strong outlook, sector re-rating to support ABB stock after Q2 results")
Street cautious on Tata Power stock after Q2 results; bearish calls persist
Results were boosted by higher plant utilisation (60 per cent) at Mundra UMPP, driven by Section 11 tariffs
 "Street cautious on Tata Power stock after Q2 results; bearish calls persist")
