 "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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Fit but fat: The problem with BMI
By definition, the BMI has to be inaccurate if it classifies a wide range of top athletes as overweight
Current slowdown could be temporary, multiple long-term triggers in L&T
Q4 is expected to be soft and any corrections could offer a good entry in the stock
 "Current slowdown could be temporary, multiple long-term triggers in L&T")
Cement industry may be on recovery path as margin pressures ease
Share price of major companies are up 10-18% in the last one month, but analysts target prices suggest more upsides ahead
 "Cement industry may be on recovery path as margin pressures ease")
Cost savings, higher volumes and lower valuations strengthen JSPL outlook
In the near term, JSPL has won contracts in Europe filling the gap caused by Ukraine War. In the longer term, it hopes capacity expansions will boost volumes, making up for possibly lower realisations
 "Cost savings, higher volumes and lower valuations strengthen JSPL outlook")
Street factoring in Ukraine war-driven sustained spike in energy prices
Post hike in retail fuel prices and hopes of higher profitability have led to gains in stocks of oil and gas producers, and distribution companies
 "Street factoring in Ukraine war-driven sustained spike in energy prices")
Citi deal can perk up Axis Bank's prospects, but there are challenges too
Cheaper-than-expected valuation for the above-average customer franchise is positive; extracting synergies, smooth integration among key challenges
 "Citi deal can perk up Axis Bank's prospects, but there are challenges too")
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")