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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Pure maths and the natural world
The book adheres closely to the popular science principle Stephen Hawking articulated in avoiding equations and formulae in A Brief History of Time
 "Pure maths and the natural world")
Ongoing divestment, healthy order inflows positive for Larsen & Toubro
Analysts expect a 12-15 per cent upside from current levels
 "Ongoing divestment, healthy order inflows positive for Larsen & Toubro")
No mountain too high: A steady ascent likely to sustain for Nifty
Trend reversal could be called only if index falls below 17K; trend followers can continue with bullish bets on Private Bank, FMCG indices
 "No mountain too high: A steady ascent likely to sustain for Nifty")
IRCTC stock is still richly valued despite fall since news of OFS
While business prospects remain unchanged, one-year average target price of analysts is Rs 600
 "IRCTC stock is still richly valued despite fall since news of OFS")
Privacy in the digital Wild West
The arguments against a personal data privacy law are spurious. India needs robust data protection laws to enable growth without breaches of privacy
Acquisition of JP's cement capacity a good long-term move by Dalmia
After acquisition, Dalmia's capacity mix will include 52 per cent in the east, 26 per cent in the south, 16 per cent in the central region and 6 per cent in the west
 "Acquisition of JP's cement capacity a good long-term move by Dalmia")
Bharat Forge: Diversification, lower input costs should reap benefits
Bharat Forge is the largest exporter in forgings components globally, with around 60 global customers and about 68 per cent of its revenue from exports
 "Bharat Forge: Diversification, lower input costs should reap benefits")
There's upside potential in Cement sector as prices rise across regions
Analysts expect H2 to be better and infra spending to be hiked in the Budget; benign energy prices and demand improvement are other triggers
 "There's upside potential in Cement sector as prices rise across regions")
Thought experiments about the human condition
Neil deGrasse Tyson's collection of essays challenges common assumptions through counterfactual data and provocative thought experiments, leaving even the most informed readers much to chew on
 "Thought experiments about the human condition")
AI-powered armed robots trigger a debate around safety, future of warfare
US, Israel, Korean Demilitarised Zone, Gaza, all have these robots in one form or the other
 "AI-powered armed robots trigger a debate around safety, future of warfare")
RBI rate hike may halt rally in BFSI sector, pressure on bank NIMs seen
Broader markets, especially automobile stocks, may also react negatively going ahead
 "RBI rate hike may halt rally in BFSI sector, pressure on bank NIMs seen")
Target prices show shine ahead for gold; experts see upside for financiers
Analysts' target prices also indicates good upside for gold financiers
 "Target prices show shine ahead for gold; experts see upside for financiers")
IT sector may be ripe for cherry picking; analysts more positive on Infosys
Investors though should be selective; analysts more positive on Infosys and Persistent Systems
 "IT sector may be ripe for cherry picking; analysts more positive on Infosys")
MFI recovery, credit cost moderation key triggers for Bandhan Bank
Stock has sharply underperformed peers and is available at reasonable levels
 "MFI recovery, credit cost moderation key triggers for Bandhan Bank")
Birds, bees and the big question
In the Indian education system, sex education isn't the only subject with gaps. Far too many Indians are functionally illiterate, and far too many drop out during middle school
Rally in PSU banks set to continue; biz prospects may improve further in H2
There's been credit expansion and credit costs have remained low, due to general economic growth and low non-performing assets (NPAs)
 "Rally in PSU banks set to continue; biz prospects may improve further in H2")
Is the capital goods sector on the recovery path as inflation eases?
Revenue growth estimates have moderated post Q2 but the bottom may be close
 "Is the capital goods sector on the recovery path as inflation eases?")
Order rebound could lead to uptick for road infrastructure players
NHAI has front loaded awards because there was a large number of awards in April 2022
 "Order rebound could lead to uptick for road infrastructure players")
Delhivery cedes more ground, hits new low despite Q2 loss shrinking
Several brokerages bullish on the stock with target prices ranging between Rs 330 and Rs 700
 "Delhivery cedes more ground, hits new low despite Q2 loss shrinking")
Worst may be over for NMDC stock: Cash flows likely to improve, say experts
Margins may have bottomed out, say analysts
 "Worst may be over for NMDC stock: Cash flows likely to improve, say experts")
