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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Bandhan Bank disappoints Street in Q1; analysts 'positive' on the stock
Quite a few analysts are maintaining a 'buy' rating on the bank but they have downgraded earnings and RoA (return on assets) expectations and target prices
 "Bandhan Bank disappoints Street in Q1; analysts 'positive' on the stock")
The grey zone of digital currency
Sundeep Khanna's book is an up-to-the-minute and competently written chronicle of how India interacts with virtual assets
 "The grey zone of digital currency")
Amid global worries, domestic demand some cushion for metal companies
Sequentially, margins are expected to contract in the first quarter (Q1) of 2023-24 financial year (FY24) versus Q4 FY23
 "Amid global worries, domestic demand some cushion for metal companies")
Space beyond Chandrayaan: Will Artemis Accords be a game-changer for India?
The moon mission follows up on earlier missions, but the recently signed Artemis Accords with Nasa have the potential to be a bigger game changer
 "Space beyond Chandrayaan: Will Artemis Accords be a game-changer for India?")
A water crisis in slow motion
India's struggle with flood management, climate change, and its misaligned priorities pose a serious threat to clean water supply in cities
 "A water crisis in slow motion")
Strong order pipeline positive for listed shipyards; prospects 'promising'
Upsides higher on Cochin Shipyards and Garden Reach Shipbuilders than Mazagon
 "Strong order pipeline positive for listed shipyards; prospects 'promising'")
Life insurance stocks up on decent growth prospects in first quarter
But analysts' target prices suggest limited upside in HDFC Life and ICICI Pru Life, and between 15-20 per cent for SBI Life, Max Life and LIC
 "Life insurance stocks up on decent growth prospects in first quarter")
With a pause in rate hikes, NBFCs, like banks, are in a sweet spot
RBI's pause in interest rate hikes and a continuation of the revival of private consumption would boost NBFCs in the first quarter (Q1) FY24
 "With a pause in rate hikes, NBFCs, like banks, are in a sweet spot")
Valuations factor in bright prospects for BHEL; order book on positive side
Management guidance was that demand for coal-based thermal power has picked up due to higher demand for power
 "Valuations factor in bright prospects for BHEL; order book on positive side")
Street gives thumbs up to Bajaj Finance's strong Q1 biz update, stock up 7%
Though most analysts are bullish on the stock, their average target price indicates that near-term positives are well captured
 "Street gives thumbs up to Bajaj Finance's strong Q1 biz update, stock up 7%")
Demand revival hopes, lower costs driving optimism for UltraTech Cement
While India's largest cement maker is adding capacities to gain market-share, margins are also seen improving
 "Demand revival hopes, lower costs driving optimism for UltraTech Cement")
Uniting for big-bang discoveries
Two groundbreaking breakthroughs this week shows the promise of international cooperation in science
 "Uniting for big-bang discoveries")
Power Grid stock may be fully pricing in near-term growth prospects
The company is a steady performer with good dividend yield (payout was Rs 14.75 in FY23, same as FY22)
 "Power Grid stock may be fully pricing in near-term growth prospects")
HAL's prospects are brighter than ever; board announces stock split
But stock appears to have fully priced in the near-term gains
 "HAL's prospects are brighter than ever; board announces stock split")
Reasonably priced OMC stocks to gain as marketing margins may revive
Benign crude oil prices to improve margins; political considerations in the backdrop of forthcoming state and general elections are downside risks
 "Reasonably priced OMC stocks to gain as marketing margins may revive")
Strong FPI flows and buoyant retail sentiment to keep bulls snorting
A trend reversal may happen if FPI flows turn negative; Nifty will need to fall below Mt 18,000 to go into serious downtrend
 "Strong FPI flows and buoyant retail sentiment to keep bulls snorting")
Shriram Finance's long-term prospects intact as merger synergies play out
With one-off costs behind it, performance of NBFC should improve as merger synergies play out
 "Shriram Finance's long-term prospects intact as merger synergies play out")
A calculating look at literature
The only sections that may require more than secondary school knowledge are on cryptography and fractal dimensions
 "A calculating look at literature")
Motorcycle to commercial vehicles: Eicher Motors stock cruising smoothly
Business prospects appear good, but the expected launch of Bajaj Auto's line of Triumph bikes could challenge Royal Enfield's dominance
 "Motorcycle to commercial vehicles: Eicher Motors stock cruising smoothly")
Blue Dart stock flying high on better business prospects, improving volumes
Improving volumes, lower ATF prices have boosted sentiment
 "Blue Dart stock flying high on better business prospects, improving volumes")
