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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Improving profitability, lower debt to give strength to UltraTech Cement
Operating performance in Q4 was in line with estimates
 "Improving profitability, lower debt to give strength to UltraTech Cement")
Valuation comfort likely to limit downside for Axis Bank's stock
Loan growth was healthy at 16 per cent YoY and 7 per cent quarter-on-quarter or QoQ (ex-Citi)
 "Valuation comfort likely to limit downside for Axis Bank's stock")
Volume driven strategy could sustain growth for Nestle, say analysts
Valuations however leave little room for gains on the upside
 "Volume driven strategy could sustain growth for Nestle, say analysts")
Targets indicate more upside for ICICI Bank; growth triggers remain
The gross non-performing assets (NPA) to net NPA ratios declined 26 basis points and 7 basis points quarter on quarter (QoQ) respectively to 2.81 per cent and 0.48 per cent
 "Targets indicate more upside for ICICI Bank; growth triggers remain")
Capital goods stocks could surge on order visibility, pick-up in exports
Near-term trigger is the strong Q4 results led by revenue growth and expanding margins
 "Capital goods stocks could surge on order visibility, pick-up in exports")
Equality in love and inheritance
Same-sex marriages would entail a review of gender-asymmetric anomalies in Indian law, and eventually pave the way for a more equitable social environment
 "Equality in love and inheritance")
Street positive on JLR's electric vehicle strategy, sales outperformance
Higher volumes needed to offset the near term pressure on financials
 "Street positive on JLR's electric vehicle strategy, sales outperformance")
Stake sale, easing competitive pressures key for ICICI Lombard
The combined ratio at 104.2 per cent was stable quarter-on-quarter (QoQ), despite a rising 74.2 per cent claims ratio (up from 70.3 per cent in Q3FY23)
 "Stake sale, easing competitive pressures key for ICICI Lombard")
Weak guidance, muted sentiment to weigh on near term IT outlook
There could be more downsides if the rest of IT pack disappoints
 "Weak guidance, muted sentiment to weigh on near term IT outlook")
Decent upside in select sugar stocks as business prospects turn sweeter
Analysts see 15-20 per cent upside in companies like Balrampur Chini, Dhampur, Triveni and EID
 "Decent upside in select sugar stocks as business prospects turn sweeter")
New orders should boost BHEL's prospects; analysts have mixed views
Titagarh is a major beneficiary of an expanding Railways Budget. It's presence in metro rail, train sets, and propulsion systems offer broad growth opportunities
 "New orders should boost BHEL's prospects; analysts have mixed views")
New gas price policy positive for city gas distributors, oil producers
Market analysts are somewhat divided on the CGD companies and on OIL and ONGC
 "New gas price policy positive for city gas distributors, oil producers")
A Vibrant future for aid
The UNHCR's decision to make direct cash transfers in stablecoins has lessons for global finance
 "A Vibrant future for aid")
Cement stocks riding high on hopes of higher demand, capex push
Price wars led by increasing capacities and aggressive competition may hit prospects
 "Cement stocks riding high on hopes of higher demand, capex push")
Risks of AI and the challenge of taming this useful digital 'devil'
As Musk and others flag its threats, lessons can be drawn from research into recombinant DNA
 "Risks of AI and the challenge of taming this useful digital 'devil'")
Street sees no major surprise in RBI's interest rate pause decision
Realty stocks could see more gains while banking and NBFCs may witness a relief rally
 "Street sees no major surprise in RBI's interest rate pause decision")
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")
