 "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 53 - Devangshu Datta/workspace/business Standard Web/video
ITC stock shines on improving growth outlook: Here are the key triggers
Steady cigarettes demand, rising agri exports, better prospects of hotels and paper businesses, low valuation and reasonable dividend yield key triggers
 "ITC stock shines on improving growth outlook: Here are the key triggers")
Kremlin's defined limits
Why didn't Russia, Ukraine, Azerbaijan, Kazakhstan, Belarus, Georgia, Armenia, and others become economic powerhouses?
Unlock theme stocks may see good times once 'business as usual' revives
Most of the signals are positive, and if sustained, many businesses could see a big rebound
 "Unlock theme stocks may see good times once 'business as usual' revives")
Russia war's ripple effect reaches space, may touch Isro's manned mission
Isro's manned mission ambitions are linked to Russia in terms of cosmonaut training, supply of space suits, design of habitable capsules, plus training of personnel in space medicine
 "Russia war's ripple effect reaches space, may touch Isro's manned mission")
Street realigning to the new scenario for oil marketing companies
Many more price hikes though required to return to positive margins; moderate valuations offer some comfort
 "Street realigning to the new scenario for oil marketing companies")
Why power utility stocks are likely to underperform going forward
Impact on JSW Energy, Torrent Power the highest due to sharp rise in fuel costs
 "Why power utility stocks are likely to underperform going forward")
Valuations for IT players at lower levels to forward EPS on PEG basis
Accenture's results points to sustained growth trajectory
 "Valuations for IT players at lower levels to forward EPS on PEG basis")
If Earth's communication is hit in coming days, blame the sun
On March 13, a large solar flare was released, and it travelled towards Earth at around 600 km per second
 "If Earth's communication is hit in coming days, blame the sun")
ATF price hike may delay the recovery seen by airlines recently
Raising the airfares further could hurt traffic volumes
 "ATF price hike may delay the recovery seen by airlines recently")
Ukraine impact: India's private banks may feel the heat from weak macros
Analysts though have 'buy' recommendations on most private banks
 "Ukraine impact: India's private banks may feel the heat from weak macros")
Unshackling the creative sector
All these digital ecosystems have some stunning success stories to showcase
 "Unshackling the creative sector")
Multiple tailwinds in NMDC point to major upside, mine-lease premium weighs
Favourable demand-supply situation pushing up ore prices, value unlocking through demerger, high dividends and cheap valuations are key positives
 "Multiple tailwinds in NMDC point to major upside, mine-lease premium weighs")
Nuclear fusion sees sudden bursts of potential breakthroughs
The fusion of a kilogramme of deuterium could release at least four million times as much energy as burning a kilo of coal
 "Nuclear fusion sees sudden bursts of potential breakthroughs")
Investors in life insurance stocks will need to be patient, say brokerages
Long-term story remains good and valuations attractive, but near-term overhangs may keep stock prices subdued
 "Investors in life insurance stocks will need to be patient, say brokerages")
The 'Gray War' combat zone
The book's thesis is broad. Cyberwar can target both the soft and hard "layers" of the Internet and leverage them separately, or together
 "The 'Gray War' combat zone")
Bright outlook for steel makers over fears of Ukraine war-led supply crunch
High input costs amidst supply disruptions, and adverse change in output/demand in key markets like China are downside risks
 "Bright outlook for steel makers over fears of Ukraine war-led supply crunch")
Amid Ukraine crisis, clouds of uncertainty weigh on OMC stocks
Fall in refining margins and likely sharing of subsidy burden are key overhangs
 "Amid Ukraine crisis, clouds of uncertainty weigh on OMC stocks")
Future looks bright for Hindalco, and Ukraine war may have a part to play
Higher aluminium prices, tighter supplies and lower debt are positive triggers
 "Future looks bright for Hindalco, and Ukraine war may have a part to play")
Putin and his Akhand Russia
The worst outcome of the invasion would be nuclear conflagration
 "Putin and his Akhand Russia")
Capital goods and engineering: Early indications of bottoming of cycle
Orders are improving, cost inflation and supply chain issues are among potential headwinds
 "Capital goods and engineering: Early indications of bottoming of cycle")