| Links to Devangshu Datta Articles Finance/Stocks/Economy |
| May Mayhem Unravelled |
| It wasn’t the metal meltdown, the FII pull-out, or Fed rate hike that set free the bears. It was margin calls. |
| Feedback on Dalal Street |
| Stocks could fall further because valuations are still too high for comfort. |
| Long-term Prescription |
| The drug industry is at an inflection point and it could take off explosively. |
| An Inverse Relationship |
| If the rupee continues to be strong, IT will be a less enticing investment. |
| Going full throttle |
| Construction, power, cement and logistics are plagued by high working capital needs.
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| Banking on Power |
| Invest for the long term to extract value from a power sector portfolio. |
| On Cruise Control |
| FM doesn't need radical measures to fund his expenses |
| Forward on the Budget |
| How Pascal’s views on theism and pre-Budget trading are related. |
| The Shotgun Approach |
| TSPs are hard to price and it’s better to invest in them through a telecom fund. |
| Infinite Bounce |
| The man who elevated quizzing from nerdy sideshow to multi-crore industry. |
| To Win Rarely, But Big |
| Most people will absorb the confidence rather than the content. |
| Hammer the Half-Volley |
| You should not buy indiscriminately into a market trading at current values. |
| Plateau on The Horizon |
| Don’t expect the market to continue to offer obscene returns in 2006-07. |
| The Law of Small Numbers |
| Instead of plumping for debt, lean towards short-term commodity plays. |
| When The Price is Right |
| Investing in high-priced growth stocks is dangerous if growth is slowing down. |
| The Physics of Bubbles |
| 3-5 per cent gains over a short period is equivalent to a much larger annual return. |
| A Little Fund Mathematics |
| The volatility of a diversified fund varies inversely with the number of holdings. |
| Brand New Snake Oil |
| Take a big pinch of old-fashioned salt with every new technology play. |
| Riding for a fall |
| Bank on sheer size and low valuations for safety in an overheated market |
| The Big Numbers Game |
| Infrastructure is the biggest game in town. Get into it if you’re playing for keeps. |
| Tune Out the Piper |
| Ignore the information overload about small- and mid-cap stocks and seek the safety of size. |
| A Few Quick Fixes |
| Want to make a fast buck at the bourses? Play smart to steer clear of the downside |
| Something’s Brewing |
| Not quite the Starbucks story yet, but there’s good money to be made in java. |
| If the Rain Gods Smile |
| A good monsoon this year could mean big growth stories in FMCG stocks. |
| Split Wide Open |
| The Reliance settlement is good news but some prickly questions remain. |
| Looking for Drug Lords |
| It’s not an easy sector to grasp, but pharma sure seems to offer value. |
| IT’s A Bit Rattling |
| Infy’s and TCS’ valuations will be attractive only if their stock prices dip further. |
| 10 x |
| There are potential multi-baggers even in this market. All yours, if you can stomach the risk. |
| Look for Single-digit PEs |
| In 2005-06, go with decent businesses that have PEs well below their peers’. |
| Power Play |
| A portfolio overweight in energy stocks should beat the market in the long term. |
| Northward bound |
| There's reason to expect a strong market performance well through the next fiscal. |
| Going it alone |
| In times of uncertainty, an amateur active investor may just beat the pros. |
| Betting on the Budget |
| Take your positions–past trends strongly indicate a pre-budget rally. |
| Run with the Bull |
| Strategies to maximise your profits in this bull run and insulate yourself from swift, sharp price reversals. |
| Back to the Future |
| Two sectors where prices are rising but PEs are falling: shipping and cement. |
| Why US polls matter |
| Indian IT's growth prospects hinge critically on the US poll verdict.
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| Growth Investing |
| In its heyday, IT was not the ‘growth’ story it was made out to be. Now, it is. |
| The ‘Dogs’ of the Sensex |
| Try dividend rebalancing with index stocks–it has been known to pay. |
| Of Luck, Logic and Losers |
| To be good at it, a stock picker needs skill; to be great, he also needs luck. |
| Better, but Not all there |
| The market looks reasonably priced for long-term investors in index funds.
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| The Long and Short of It |
| The transaction tax is unwelcome. It triples the entry cost for retail players. |
| The Long and Short of It |
| The transaction tax is unwelcome. It triples the entry cost for retail players. |
| Fear and hope on the street |
| Long-term investors should hope that the budget is a disappointing one. |
| What’s Left of Reforms? |
| The threat from the Left is its stance on the energy sector. |
| The show must go on |
| In telecom, the government’s discretionary powers are largely diluted. |
| Investing Flexibly |
| For FMCGs, growth in rural incomes may translate into revenues after a lag. |
| The Worst-case Scenario |
| Once fuel prices are hiked—as they have to be— energy stocks will soar. |
| Big Isn’t Better |
| Market-beating returns don’t come from a widely diversified portfolio. |
| The Good, The Bad, The Ugly |
| In a bull run, cheap shares of companies in lousy sectors may outdo the stars. |
| Goodness in Small Doses |
| If the PN system is scrapped, FIIs will be hit; that’s why the market is jumpy. |
| Cash in or CAS out? |
| TV junkie or media-stock investor, just lie low till the CAS mess is sorted out. |
| Prepare for Landing |
| The trick now is to be in on the last-burst phase–and sell before a collapse. |
| Sectors to Buy for ’04 |
| Money will only chase businesses that deliver beyond expectations. |
| Time to Go Easy |
| FIIs will book profits at year-end. That should cool down this bull run’s frenzy. |
| There's money in metals |
| Sterlite, Hindalco are up on higher metal prices–and can survive a trend reversal. |
| The runaway rupee |
| Importers gain from a strong rupee; exporters face new challenges. |
| Reforms in deep freeze |
| Divestments and other reforms will be shelved until the next elections. |
| The Foreign Hand |
| When net FII investments turn negative. it’s a sign that the bull market is over. |
| The ratios to watch |
| In a bull market, companies that use funds efficiently will outlast the sprinters. |
| How to run with the bulls |
| Writing covered calls lets you cream some extra income from bull runs. |
| Get the big picture right |
| Tracking quarterly numbers in isolation can distort investment decisions. |
| Equity looks the best bet |
| Market returns will soar so long as profits do too. That might hold for years. |
| Close this account |
| From now, bank stocks may get volatile; look elsewhere for better returns. |
| The theory of relativity |
| There’s no mover like a turnaround cyclical stock that’s enthused investors. |
| The tide has turned |
| Today, floating rate loans seem dangerous. Move to fixed rates at current levels. |
| It’s not over, yet! |
| Over the next year, look out for IT players who are moving to high-margin turf. |
| Get back to basics |
| Using derivatives, you can make profits any which way the market moves. |
| Tunnel-vision investing |
| In uncertain times like these, tunnel vision makes for bad investments. |
| A passing bear phase |
| VAT will plug sales tax leaks, but it isn’t clear how it will impact retail prices.
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| Ride the equity revival |
| Investments in stocks now have a clear edge. |
| Budget for politics |
| Politics will drive this poll-eve Budget; but you’ll net some picks soon after. |
| Things are looking up |
| Commodity prices foretell the economic future: right now, they hint at a revival. |
| Market musings |
| The best hedge against higher oil prices: stocks of ONGC and Hind oil. |
| Broadcasting: Prime-time opportunities |
| The new cable TV law will change the fortunes of the broadcasting industry. |
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