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.
Page 38 - Devangshu Datta/workspace/business Standard Web/video
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")
Early days of optimism for steel firms as prices move up in China
Stock valuations could improve dramatically if demand rebounds and the China policy support comes through
 "Early days of optimism for steel firms as prices move up in China")
High investor interest propels IDFC First Bank's stock to new highs
Lender's financial performance has been robust but high valuations may cap further gains
 "High investor interest propels IDFC First Bank's stock to new highs")
Germany's net-zero plan for old vehicles
Carbon-neutral synthetic fuels for existing internal combustion vehicles can revolutionise the future of transportation
 "Germany's net-zero plan for old vehicles")
Britannia's prospects promising on improving demand, lower input prices
While brokerages are positive on the stock, any resurfacing of inflation or increased competitive intensity are potential risks
 "Britannia's prospects promising on improving demand, lower input prices")
Tata Consumer Products' efforts are paying off; stock sees steady gains
Distribution expansion, focus on large categories, and forays into new segments key drivers of a strong performance
 "Tata Consumer Products' efforts are paying off; stock sees steady gains")
IndusInd Bank stock hits 52-week high, yet valuations inexpensive
Business outlook healthy; majority of analysts positive on the stock
 "IndusInd Bank stock hits 52-week high, yet valuations inexpensive")
Life insurance stocks: Concerns may be priced in; analysts 'optimistic'
While they are trading at substantial discount to their average historical multiples, data shows there is pickup in business in May
 "Life insurance stocks: Concerns may be priced in; analysts 'optimistic'")