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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.
There are always big errors in earnings estimates though averaging may reduce errors a bit
Nifty, Coal India, Power grid, Infosys & State Bank of India
It's difficult to call a short-term trend in a market that's see-sawing so much. Obviously daily news-flow could tilt things either way
Nifty, Bank Nifty, HCL Tech, ONGC & Reliance Communications
The rupee-dollar relationship is expected to be equally volatile with unclear directional trends in July
With job growth in the US, traders will actually start looking at India-specific data and the picture isn't pretty
The difference between low-value PSUs and high-value private banks may grow
Nifty, Reliance Capital, HCL Tech, YES Bank & Tata Motors
Nifty, Bank Nifty, JP Associates, IDFC & Tata Steel
India's licence raj is uneven in scope and impact
Nifty, Gail, Jindal Steel & Power, Axis Bank & Tata Power
Nifty, Bank Nifty, RIL, Reliance Communications & DLF
Most investors believe their profits are due to skill and their losses to bad luck. Actually, a large amount of luck's involved on both sides of the equation
Share prices of smaller exporters are at reasonable valuations. The weak rupee could mean windfall gains for some of them
Given that digital privacy is increasingly blatantly violated by official agencies, apps with higher privacy controls will become even more popular
Nifty, Tata Steel, DLF, Coal India & HDFC Bank