There are some apparent paradoxes visible in the data from the first quarter of 2025-26 (Q1FY26). The gross domestic product (GDP) delivered a positive surprise with 7.8 per cent year-on-year (Y-o-Y) growth.
Why not stream all the data in real time to multiple recipients? It would make the investigation of aviation incidents much easier and far more transparent, recommends Devangshu Datta.
When shorts are based on perceived corporate mismanagement or malfeasance, as in cases like Enron and Satyam, they enable the financial system to work efficiently, points out Devangshu Datta.
The edtech major promised a learning revolution, offering hope to millions of under-educated youth. Now, those dreams are shattered, observes Devangshu Datta.
The Green Revolution owes a debt to Norman Borlaug, whose birth centenary falls this year.
From connectivity woes to infrastructure advancements and the startup boom, there is a gulf between claims and reality in India's economic landscape, points out Devangshu Datta.
From here till the next government is installed, political equations will play an increasing role in driving perceptions about India.
One possibility is to completely ignore the political situation and keep systematically investing in whatever he fancies.
Instead of trying to bulldoze through the stalled project, the establishment's energies could be more efficiently deployed in targeting other sectoral problems, says Devangshu Datta
If the market starts getting nervous about the political risk factor, currency depreciation could be a lot more severe and movement's jerky.
Watch news flow & price movements carefully. If gas prices are rationalised, there will be a genuine turnaround & these stocks could be multibaggers, says Devangshu Datta.
Different trading methods work better during different phases.
The facts are hard to dispute. Suarez bites people; he is a scofflaw; he is a racist. Most fans outside Uruguay would write him off as an out-of-control gunslinger, who should literally be muzzled before being allowed on to a field again.
Agricultural growth is volatile and rain-dependent, among others.
Sorting infra mess will require a pragmatic approach by the Centre and states. It could take longer than the market expects
If a BJP-led government does, indeed, perform as well as the opinion polls predict, the 16th Lok Sabha will have fair chances of stability.
Devangshu Datta analyses three recent unrelated incidents in India to emphasise on the growing trend of religious sentiments trumping rationality
In Khapistan, where rape is a cottage industry, a local politician paraphrases the Manusmriti and suggests that boys and girls should be married off as soon as possible to prevent rape, says Devangshu Datta
The CII meet was ideal for laying out details of concrete policies. But Rahul Gandhi did not choose to speak in concrete terms. Devangshu Datta examines
Given it is in a completely different business, it's a question if Vedanta can seamlessly implement the optimal strategy for Cairn
Going long on Budget day announcement can go horribly wrong.
Removing the administered price mechanism for oil could see valuations of PSUs jump, writes Devangshu Datta.
A ban on porn will be unenforceable and a waste of resources, warns Devangshu Datta
Medium- and long-term debt funds are likely to perform better with each rate cut; returns from FDs will improve but may remain negative
In the short run, ONGC and OIL should both reap a bonanza given the government hike.
The RBI issued a fairly gloomy forecast in its monetary policy statement last Friday.
There is an unwillingness to articulate what the statistics scream since the data indict holy cows like family and society, says Devangshu Datta
Very few investors give a serious thought to the underlying issues involved in an investing style and if it fits their personal risk-profile.
What do technical analysts feel about the market in 2008? Three experts share their views.
'IndiGo's position in this argument will depend on whether it has registered '6e' as a trademark.'
The Nifty had added more than a hundred points in the past two trading sessions, and infact, comprehensively crossed the 5500 mark on Thursday. The market breadth was negative. Of the 3,071 shares traded on the BSE, 1,602 stocks have declined while 1,353 have advanced.
Sikhs have more in the way of domestic clout and electoral representation in Canada than they do in India. No politician in Ottawa can ignore the concerns of a community with this level of representation, notes Devangshu Datta.
In the longer-term, analysts expect IHCL to see revenue CAGR of 15 per cent between FY23 to FY25 and Ebitda CAGR of 20 per cent in the same period. Analysts are seeing targets of around Rs 375-Rs 380 for the stock, which is a significant upside from the current Rs 313.
Given wild swings, investors are wondering where the metal market is going. There was a strong uptrend in industrial metal through much of the last three years due to fears of supply chain issues - first due to Covid-19 and then due to the Ukraine War. That uptrend broke down as it became apparent that global growth would moderate as inflation rose and Western Europe (the EU plus the UK) went into a near-recession and China was in a rolling lockdown.
India's aviation industry could return to profitability in 2023-24 for the first time since the pandemic. The industry may pare aggregated net loss by 75-80 per cent year-on-year (YoY) to between Rs 3,500 crore and Rs 4,500 crore in 2022-23 (FY23), compared with Rs 17,500 crore of net losses in 2021-22 (FY22). A combination of recovery in passenger volumes and easing cost pressures due to stable fuel and foreign exchange (forex) costs could spark a turnaround. CRISIL says domestic and international passenger traffic recovered to 90 per cent and 98 per cent, respectively, of pre-pandemic traffic (2019-20, or FY20), in April-December 2022, compared with April-December 2019.
The stock has gained over 10 per cent in the last month but it could still have an upside, with valuations between Rs 5,200 and Rs 5,700 from several analysts and strong 'buy' consensus.
They need to upgrade their skills and become smaller, smarter organisations, says Devangshu Datta.
Axis Bank has strengthened its positioning -- on both the assets and liability side -- and it may be set to deliver sustained improvement in performance. The valuation gap between Axis Bank (which trades at 1.4x core book value (or BV) and peers like ICICI Bank (valued at 2x BV) is expected to narrow.
'It's a moot point if Kailaasa will ever evolve beyond being a haven for a fugitive from justice,' notes Devangshu Datta.
The information technology (IT) services industry could see value investors taking selective punts in the near future. While growth remains visible, managements across the board have been cautious or measured in their guidance and have also complained about a combination of margin pressures and high churn. The two factors are related in that employee compensation is a large component of IT costs and high churn has forced firms to hike compensation packages and also invest more in hiring, training, and retention.
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